Crowdfunding Essentials

2 Credits: Finance


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Crowdfunding Essentials

Course Level
CPE Credits

2 Credits: Finance

Course Description

In a financial landscape where traditional funding sources may be inaccessible, crowdfunding emerges as a viable alternative, offering unique opportunities and challenges. This course provides a comprehensive guide to navigating the world of crowdfunding, a critical tool for businesses seeking alternative financing solutions. It starts by laying the foundation of crowdfunding, detailing its types and the specific situations where it proves most beneficial. Participants will gain insights into the inherent risks of crowdfunding and learn how to mitigate them effectively. The course also delves into the specifics of Regulation Crowdfunding, which governs the sale of shares via crowdfunding platforms, ensuring businesses comply with legal requirements. Additionally, the course explores various alternatives to crowdfunding that might better suit an organization’s financial needs and strategies to accurately determine a stock price for share sales. By the end of this course, participants will be well-equipped to assess whether crowdfunding is the right choice for their funding needs and how to successfully launch and manage a crowdfunding campaign.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Describe the building blocks of crowdfunding; and
  • Specify the advantages of crowdfunding and the situations in which it is most applicable; and
  • Cite the risks taken on by an investor in a crowdfunding campaign; and
  • Describe the process used to run a crowdfunding campaign.

Chapter 2

  • Recognize the situations in which the Regulation Crowdfunding can be used; and
  • Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign.

Chapter 3

  • Describe the different types of rights that may be given to investors; and
  • Specify the characteristics of a Rule 504 exemption.

Chapter 4

  • Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.
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Course Specifics

Course ID
Revision Date
September 21, 2023

There are no prerequisites.

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …