Accounting Finance courses

More and more individuals are investing internationally to take advantage of its potential growth and diversify their investment portfolios. This course provides you with a comprehensive overview of investment opportunities and strategies in international…

This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the…

Whether your personal investment style is conservative or aggressive, long-term or short-term, this in-depth course educates individuals on the utilization of options and demonstrates how options can add value to your current investment strategies. Intended…

This course is designed for financial professionals and personal investors who recognize the importance of diversifying their investment portfolios and who have a desire to understand the risks and rewards of asset classes outside of the traditional…

Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives,…

Designed for financial and credit analysts; CPA or CFA candidates; investors; business managers; or individuals who are involved in equipment or real estate financing, leasing or trade credit analysis, this course focuses on the mechanics of financial…

In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio…

This online course presents the basics of the financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners. Time value of money concepts are also covered. The course continues with a discussion of the…

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial…

This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial…

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate…

This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within…

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern…

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The…

This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the…

This course examines how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools employed for managing…

This course explores the basics of business valuation, including how businesses, equity and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weaknesses and when to apply each. Topics include…

This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company's prospects via merger and acquisition (M&A). This course combines an analytical…

A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various…

This course covers the nature, objectives and procedures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorption, uses of cost accounting data for…

This course, which takes place in a computer lab, covers the features and functions of Enterprise Business Software, often referred to as ERP Systems or Automated Accounting packages. The course covers the basic structure of these packages, order-to-cash…

The second in a two-course Principles of Financial Accounting sequence, this course covers corporations, analysis and interpretation of financial statements, and statements of cash flows, as well as examines accounting for operations of departments and…

This course is the first in a two-course Principles of Financial Accounting sequence and provides an introduction to accounting theory, principles and practice. Instruction covers the uses, communication and processing of accounting information, as well as…

This course demonstrates the advanced implementation of corporate finance through the presentation of theories and their applications. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing,…

This course introduces managerial finance fundamentals, with an emphasis on the methods and sources of financing for corporations. Topics covered include corporate financial analysis, financial planning procedures, present value and security valuation,…

This course explores individual income taxation issues, including tax determination; personal and dependents exemptions; concepts and inclusions of gross income; general deductions and losses; deduction of certain business expenses and losses; depreciation,…

This course examines partnerships and joint ventures; installment and consignment sales; receiverships, estates and trusts; and governmental units. International operations, including accounting for transactions with foreign companies, use of foreign exchange…

This is the third course in the three-course Intermediate Accounting sequence. MGMT X 120C covers such complex accounting issues as accounting for investments, revenue recognition, pension plans, leases, accounting for income taxes, accounting changes,…

This is the second course in the three-course Intermediate Accounting sequence which covers accounting for long-term assets and intangibles, current and long-term liabilities, and stockholders' equity. Transferable for UC credit.

This is the first course in the three-course Intermediate Accounting sequence. MGMT X 120A covers the interpretation, use, processing, and presentation of accounting information and the preparation of principal accounting statements. Topics include an…

This course explores the elements of probability, probability distributions, estimation and confidence intervals, tests of significance and hypotheses, linear regression and correlation, time-series analysis and principles of index numbers. Additionally, the…

This course provides a fundamental background for administrators in the public and private economic sectors, as well as a solid review of pre-M.B.A. mathematics. Topics include linear and matrix algebra (with special emphasis on demand/supply and cost/revenue…

This course examines the effort of the enterprise to secure profits and the nature of demand for its products. Topics include cost and production, allocation of resources through competition, forms of market competition, relation of size to efficiency,…

This section covers practice before the IRS, income tax preparers and penalties, representation, collection procedures, examination of returns and the appeals process.

This section covers accounting methods, basis, and depreciation; limited versus general partnerships; sole proprietorships; business expenses; K-1 reporting; C Corporations; S Corporations; decedent, estate, and trust income taxation; and exempt organizations.

The Enrolled Agent Examination Preparation program presents a comprehensive review for professionals involved in tax preparation and who are planning to sit for the Enrolled Agent Examination. This first course of the program covers the basics of assets,…

This introductory course provides a foundation for the Enrolled Agent (EA) Exam Review and is ideal for those considering a career as a tax preparer. Students are provided the basics for preparing tax returns and how to research tax issues for most Form 1040…

In this introductory course, you’ll explore business modeling concepts, including enabling technologies (AI, cloud computing, etc.) and related business models (e.g., platform-based businesses, pay-as-you-go). You’ll gain an understanding of the relationship…

This course focuses on ethical issues confronted by financial professionals, with attention to recent financial crises, and the latest developments affecting ethics within the financial world. Students will get an overview of ethical standards in finance,…

This course focuses on the unique role of a certified financial planner, their fiduciary responsibility when working with clients is emphasized throughout. Operating “with utmost good faith and in a manner reasonably believed to be in the best interest of the…

This course examines classification of corporations and associations, organization of corporations, transfers of property to and from a corporation, small business stock, dividend distributions, earnings/profits, property dividends, basic problems in…

This course provides a fundamental introduction to the complexities and responsibilities of payroll tax laws, forms and accounting; and is targeted to those who employ others, are responsible for complying with the various tax laws or work in a payroll…

This course is for accounting, tax and finance professionals; international business managers; and lawyers who work with cross-border transactions involving the United States. Instruction explores the application of U.S. tax law to U.S. individuals and…

This course provides practical knowledge of the day-to-day practices and procedures of the Internal Revenue Service from rulings, collections and criminal enforcement with specific references to statutes and regulations. Students are introduced to the civil…

This course teaches participants how to use QuickBooks Online, the cloud-based version of QuickBooks. Ideal for business owners, office managers, and bookkeepers, participants use a sample company to get hands-on experience with navigating through the…

This is the second course of the two-course Bookkeeping and Accounting Essentials sequence. This course covers accounting for promissory notes payable and receivable and the related interest calculations; the valuation of accounts receivable using various…

This introductory course is the first course in the Bookkeeping Essentials sequence and provides an overview of the essential skills needed to be a successful bookkeeper. The course is ideal for bookkeepers and accountants who are early in their career or…

In today's global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher…

The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This course covers the elements necessary to make proper ethical decisions by first defining what ethics are and then identifying the…

This course introduces students to the internal audit profession and the internal audit process and is designed for accounting, auditing and business students; CPAs, CIAs, and CMAs or candidates; controllers and internal auditors; financial and auditing…