CPE Credits for the Advisory Services Subject Area

 
A Comprehensive Catalog for Advisory Services CPE Credit

The FAE CPE Store has an extensive library of conferences, seminars, webcasts, and on demand courses that will help you complete your advisory services or management advisory services subject area CPE hours, for both the New York State Education Department (NYSED) and the National Association of State Boards of Accountancy (NASBA).

Just a few of our Advisory Services CPE Courses include:

  • Business Valuation Conference - 8 Advisory Services (NYSED) / Management Advisory Services (NASBA) credits
  • The CPA as Financial Planner - 12 Taxation (NYSED) / Taxes (NASBA) credits, 4 Advisory Services (NYSED) / Business Management & Organization (NASBA) credits
  • Anti-Money Laundering Conference - 8 Advisory Services (NYSED) / Management Advisory Services (NASBA) credits
  • Keynote Address: Why Financial Planning Makes Sense for CPAs - 1 Advisory Services (NYSED) credit
  • Best-of-Breed Technology for a Financial Advisory Firm - 1 Advisory Services (NYSED) credit
  • Valuing a Business When Developing a Client’s Personal Financial Plan - 1 Advisory Services (NYSED) credit

About the Advisory Services CPE Subject Area:

This description is provided by the New York State Department of Education (NYSED).  To learn more, please visit: http://www.op.nysed.gov/prof/cpa/cpacesubjects.htm

 
Description:

This subject area encompasses the various advisory services provided by accountants to clients. Traditionally these services involve analyzing, evaluating, designing and, in some situations, implementing the systems that affect the planning, organizing and controlling of any phase of activity in a business or nonprofit enterprise. Less traditional advisory services include technology consulting, personal financial planning and small business consulting.

Relevant programs within this category could cover planning and control systems for business or notforprofit organizations. These systems could target specific business processes such as manufacturing, marketing, human resources, research and development, and information management.

Practice management courses would be eligible for CPE credit under this category IF the course content focuses on improving the delivery of services to clients. Such courses could cover organizational structure, human resources management, preparation for quality review and other clientrelated administrative services. Courses that focus on marketing professional services or improving profitability for the accounting firm will not be eligible for CPE credit.

 

 
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