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CFO Education Bundle

Many accountants become chief financial officers and want to learn about how they can improve in this position. The CFO Education Bundle presents a comprehensive set of courses to greatly increase the knowledge of a new CFO. The CFO Guidebook addresses all aspects of the CFO position, while Corporate Cash Management covers the supervision of cash inflows and outflows. The Investor Relations Guidebook describes how to deal with the investment community, while Mergers & Acquisitions covers every aspect of an acquisition. These four CPE courses are now offered together as an education bundle for 20% off their individual prices.

Course Type: Downloaded PDF materials with online tests

 Course Title Author Category Format CPE Credit 
 CFO Guidebook  Bragg Finance PDF Materials 22 hours 
 Corporate Cash Management Bragg Finance PDF Materials 14 hours 
 Investor Relations Guidebook Bragg Finance PDF Materials 14 hours 
 Mergers & Acquisitions Bragg Finance PDF Materials 19 hours 

69 hours 


  Price Buy
 $368 (A $460 value. Save 20% off the retail price!) Purchase Bundle 



Course Description
The CFO Guidebook covers every aspect of being a CFO, including risk management, controls, and how to engage in mergers and acquisitions. The book also addresses many aspects of financial management, such as budgeting, cash concentration systems, and investments. There is also an extensive discussion of fund raising, as well as the CFO's role in a public company.
Author: Steven Bragg 


Course Description
Corporate Cash Management describes how to create a cash forecast and the systems supporting the forecast. The course also covers methods for collecting and disbursing cash, plus the characteristics of cash concentration systems. It also investigates ways to improve cash flow, and how to raise funds from debt and equity. There is extensive coverage of risk management for foreign exchange and interest rates, as well as the controls and measurements required for a cash management system.
Author: Steven Bragg 


Course Description
The Investor Relations Guidebook covers every aspect of the investor relations function. It delves into the construction of a value proposition for a business and how to communicate it to investors, as well as how to conduct an earnings call and provide guidance. The course also describes the investment community, the various types of SEC filings, how to organize an annual shareholder meeting, the mechanics of road shows, and the steps involved in an initial public offering.
Author: Steven Bragg 


Course Description
Mergers & Acquisitions covers every aspect of an acquisition from the perspectives of both the buyer and the seller. The course addresses a variety of acquisition strategies, the acquisition process, regulatory approvals, exit planning, hostile takeover tactics, valuation, due diligence, legal structures, acquisition integration, and more. Accounting for acquisitions under GAAP and IFRS is described.
Author: Steven Bragg 

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AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.