The AICPA offers product bundles which contain cohesive collections of on-demand courses designed to thoroughly cover topics essential to accounting professionals at every stage of their career.
- Preparation, Compilation, and Review Staff Essentials
The AICPA's SSARS No. 21 standard, with its introduction of the preparation engagement, has brought a level of change to this area of practice not seen in over 30 years. This 17-hour curriculum, presented in 1 to 3 hour self-paced modules, will provide the comprehensive training needed to consistently and accurately perform these types of engagements. This online learning program combines real-world examples, practice exercises, and case studies, to create a flexible, engaging learning experience. Each module features a different "learning coach" that offers tips and best practices that will help you put the learning concepts into context.
- Audit Staff Essentials - New Staff Core Concepts
Designed to be a companion to New Staff: Practical Application, this curriculum provides a groundwork of conceptual knowledge for all future learning to be built upon. The courses in this curriculum provide a framework of knowledge that will build a successful auditor and member of the firm.
- Audit Staff Essentials - New Staff Practical Application
Designed as the companion to New Staff: Core Concepts, this curriculum focuses on the skills and knowledge needed to perform the duties commonly assigned to first-year audit staff. Give yourself or your staff the strong conceptual foundation and hands-on skillset to be successful, both on the first few engagements and throughout a career, with this comprehensive training curriculum.
- Audit Staff Essentials - Experienced Staff/New In-Charge
Level 3 of this four-part Audit Staff Essentials curriculum develops new skill sets for staff with 2-3 years of experience. This curriculum helps your firm excel in the audit arena by standardizing knowledge and processes throughout your staff, and providing the technical skill and conceptual expertise that allows your audit practice to meet the highest audit quality standards. This level provides information and best practices that focus on increasingly advanced audit topics. From broad concepts such as materiality and audit risk, through application-based discussions of topics such as contingent liabilities, investments, intangible assets and goodwill, to review of the working papers and summarizing the audit, this program provides the comprehensive coverage needed for a well-rounded audit staff. Additionally, this module looks at many facets of controls gathering evidence, testing, timing, identifying gaps, assessing deficiencies and substantive procedures, including design, follow-up, and tests of details.
- Audit Staff Essentials - Experienced In-Charge/Senior
Designed specifically for senior auditors, Level 4 training provides information and best practices that focus on increasingly advanced audit topics. From broad concepts such as risk assessment to application-based discussions of topics including revenue recognition estimates and fair value measurement, this program provides the comprehensive coverage needed for a well-rounded audit professional. Additionally, this module looks at many facets of internal controls as well as other complex topics, including pensions, equity, income taxes and leases, and using a service organization. Further, this course provides guidance on concluding the audit, including finalizing the audit file and auditor reporting.
- Tax Staff Essentials - Level 1, New Staff
Designed for Beginning Staff. The Tax Staff Essentials courses establish a strong set of core skills necessary for junior staff growth. Tax Staff with 0-2 year experience. This level covers key areas to ensure your young tax force is well prepared to begin their careers. We will focus on the areas of Individual, Partnership and S Corporation tax compliance, effective online tax research techniques, clear and precise workpaper documentation, effective professional business communications. Your future tax professionals will be provided a broad range of practical tax instruction, including key issues surrounding the Individual taxation, new cost and repair regulations, S Corporation distributions, items affecting shareholder basis, Passive Activity Loss rules, and more. The Tax Staff Essentials courses establish a strong set of core skills necessary for junior staff growth.
- Tax Staff Essentials - Level 2, Experienced Staff
Tax Staff Essentials, Level 2 is designed for junior tax staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm. Those with 1 to 3 years of tax experience. Level 2 will broaden your tax knowledge in the areas of multistate taxation, C Corporations, accounting methods and periods and choice of entity. Key subject matters covered include Inventory Valuation and Property Transactions which will be essential for servicing more complex clients. The Tax Staff Essentials courses establish a strong set of skills necessary to grow the abilities and confidence of junior and senior level staff, allowing them to work with greater independence and expand their role in your firm.
- Tax Staff Essentials - Level 3, Tax Senior/Supervisor
Level 3 training identifies the more difficult areas for experienced tax compliance specialists. We will focus on understanding business strategies, analyzing your client’s competitive position, and converting this knowledge into tax planning and business advice. Increasing exposure into specialized tax niches will position your work force to capitalize on emerging cross-selling opportunities. Key subject matters covered include ASC740 and deferred income taxes, estates and trusts, tax exempt organizations, real estate transactions, and advanced S Corporation concepts. This level will give Staff, Seniors and Supervisors the confidence necessary to begin assuming client and engagement management responsibilities.
- Tax Staff Essentials - Level 4, Tax Manager/Director
Tax Staff Training, Level 4 training gives your managers and directors the tools they will need to offer existing clients additional services. Those with approximately 5 years of tax compliance experience. Level 4 training gives your managers and directors the tools they will need to offer existing clients additional services. It will improve and increase their proficiency levels, eliciting a higher level of customer satisfaction, with the potential to increase firm service fees. Tax Staff Essentials Level 4 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. As your firms leaders expand their levels of expertise, so does your firm expand its ability to offer its professional services to new and existing clients. Key areas covered include IRS audits, international tax, advanced topics in partnership taxation and accounting for deferred taxes, and individual and small business tax planning. Whether you wish to grow your firm by developing expertise in a niche or by business referrals from highly satisfied clients, TSE Level 4 is a must-have suite of CPE courses.
- CGMA Strategic Management Accounting
Starting with an enterprise view from the top, this CPE course guides you on a path from the development of an organizational strategy to the challenges of implementation. Along the way, numerous examples illuminate the insights required for a competitive corporate financial strategy. The course concludes by considering the major risk factors involved when implementing, monitoring, or adjusting strategy to guide the enterprise in achieving its objectives.
- CGMA Financial Performance Management Program
These courses dive deeper into the technical skills needed by financial professionals in business and industry. Before providing the strategic insights, management accountants need to generate the right information that informs those insights. These interactive courses will enable you to acquire or enhance your technical skills in areas from costing methods to financial analysis to advanced forecasting techniques. Upon completion, you will be better prepared to generate and analyze better data-and to move from information to insight in your organization.