CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Crowdfunding

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Finance

Course Description

Crowdfunding involves fundraising for a project from a large number of people, usually via the Internet. The request for funds is not targeted at a specific person, but rather is an open call for anyone to provide funding. Crowdfunding discusses the fundraising opportunities available to businesses and addresses the types of crowdfunding, the risks involved, and the details of the regulatory environment. This course also covers several alternatives to crowdfunding that may be more relevant to an organization’s financial needs, as well as several ways to derive a stock price at which to sell shares.

Learning Objectives

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

Chapter 1

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

Chapter 2

  • Recognize the situations in which the Regulation Crowdfunding can be used.
  • 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.
  • Note 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.

Course Specifics

Course ID
3178028
Revision Date
January 8, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. 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 an auditor with …

Steven M. Bragg, CPA Read More »

Crowdfunding

Expert Instructors
Format
CPE CREDITS
2 Credits: Finance

$58.00$78.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Finance

Course Description

Crowdfunding involves fundraising for a project from a large number of people, usually via the Internet. The request for funds is not targeted at a specific person, but rather is an open call for anyone to provide funding. Crowdfunding discusses the fundraising opportunities available to businesses and addresses the types of crowdfunding, the risks involved, and the details of the regulatory environment. This course also covers several alternatives to crowdfunding that may be more relevant to an organization’s financial needs, as well as several ways to derive a stock price at which to sell shares.

Learning Objectives

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

Chapter 1

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

Chapter 2

  • Recognize the situations in which the Regulation Crowdfunding can be used.
  • 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.
  • Note 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.

Course Specifics

Course ID
3178028
Revision Date
January 8, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. 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 an auditor with …

Steven M. Bragg, CPA Read More »

Crowdfunding

Expert Instructors
Format
CPE CREDITS
2 Credits: Finance

$58.00$78.00

Clear