
QAS Self-Study

Overview

CPE Credits
3 Credits: Personal Development
Course Description
An organization can adopt a succession plan to give employees a better opportunity for advancement within the firm, thereby reducing employee turnover and building a deep base of experienced talent. Succession Planning describes every aspect of succession planning: its advantages, the steps involved in operating the program, and ways to enhance its effectiveness. This course also addresses training systems for employees targeted for advancement, special issues related to succession planning for the chief executive officer position, and the measurements that can be used to determine the performance of the program.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
- Recognize the costs of recruiting and onboarding.
- Specify who might be included in the different types of talent pools.
- Describe the characteristics of someone who is ready for promotion.
- Cite the differences between succession planning and backup planning.
Chapter 2
- Recognize what constitutes leadership competency.
- Specify the indicators of a key position.
- Describe the techniques that can be used to make a succession planning program more effective.
Chapter 3
- Cite the training methods that can be used to enhance employee capabilities.
- Recognize the uses to which coaching can be put.
Chapter 4
- Describe the problems associated with hiring a CEO from the outside.
- Specify the characteristics of an insecure CEO.
Chapter 5
- Identify the types of costs that can be incurred to replace an employee.
- Recognize the different causes of unavoidable turnover.
Chapter 6
- Recognize the organizational structures that tend to block employee advancement.
- Specify the methods that can be used to retain employees.
Course Specifics
Course ID 7177005 |
Revision Date February 2, 2023 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
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.
Course Instructor

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 …
Succession Planning

CPE CREDITS
3 Credits: Personal Development
$87.00 – $117.00

QAS Self-Study

Overview

CPE Credits
3 Credits: Personal Development
Course Description
An organization can adopt a succession plan to give employees a better opportunity for advancement within the firm, thereby reducing employee turnover and building a deep base of experienced talent. Succession Planning describes every aspect of succession planning: its advantages, the steps involved in operating the program, and ways to enhance its effectiveness. This course also addresses training systems for employees targeted for advancement, special issues related to succession planning for the chief executive officer position, and the measurements that can be used to determine the performance of the program.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
- Recognize the costs of recruiting and onboarding.
- Specify who might be included in the different types of talent pools.
- Describe the characteristics of someone who is ready for promotion.
- Cite the differences between succession planning and backup planning.
Chapter 2
- Recognize what constitutes leadership competency.
- Specify the indicators of a key position.
- Describe the techniques that can be used to make a succession planning program more effective.
Chapter 3
- Cite the training methods that can be used to enhance employee capabilities.
- Recognize the uses to which coaching can be put.
Chapter 4
- Describe the problems associated with hiring a CEO from the outside.
- Specify the characteristics of an insecure CEO.
Chapter 5
- Identify the types of costs that can be incurred to replace an employee.
- Recognize the different causes of unavoidable turnover.
Chapter 6
- Recognize the organizational structures that tend to block employee advancement.
- Specify the methods that can be used to retain employees.
Course Specifics
Course ID 7177005 |
Revision Date February 2, 2023 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
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.
Course Instructor

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 …
Succession Planning

CPE CREDITS
3 Credits: Personal Development
$87.00 – $117.00