QAS Self-Study
Overview
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 February 3, 2023 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
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 registeration 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.
Course Instructor
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 …
Crowdfunding
$58.00 – $78.00
QAS Self-Study
Overview
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 February 3, 2023 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
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 registeration 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.
Course Instructor
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 …
Crowdfunding
$58.00 – $78.00