Crowdfunding Essentials

2 Credits: Finance


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Crowdfunding Essentials

Course Level
CPE Credits

2 Credits: Finance

Course Description

This course discusses how to obtain funds through crowdfunding, which may be a ready source of cash when other alternatives are not available. It addresses the types of crowdfunding, the risks involved, and the details of the Regulation Crowdfunding, which governs how a business can sell shares via crowdfunding. The 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. In short, the course helps you decide whether crowdfunding is a good alternative and how to go about raising funds with it.

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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 Headshot

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 250 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 …

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