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| Author : | Blair Cook, CPA, CA (Canada), MBA |
| Course Length : | Pages: 10 ||| Review Questions: 4 ||| Final Exam Questions: 5 |
| CPE Credits : | 1.0 |
| IRS Credits : | 0 |
| Price : | $14.95 |
| Passing Score : | 70% |
| Course Type: | Video - NASBA QAS - Text - NASBA Registry |
| Technical Designation: | Technical |
| Primary Subject-Field Of Study: | Management Services - Management Services for Course Id 1091 |
| Overview : |
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| Description : |
In this course we are going to develop your ability to advise your clients, internal or external, on developing and executing strategy. We will discuss strategic management principles in a practical context for small and medium sized business application. The course boils down strategic management to the bare essentials you need to know to participate, facilitate, and converse with your clients about their strategy. This is an opportunity to further add value to your client relationship. |
| Usage Rank : | 15000 |
| Release : | 2016 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
External: Adding Strategic Advisory To Your Client Relationships With Blair Cook
External: Strategies for Managing Business Relationships – course description
Internal: Video CPE Courses for CPAs – Course Library
Internal: Management Services CPE Courses – Strategic Planning & Client Advisory
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| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 01-Mar-2024 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | Video - NASBA QAS - Text - NASBA Registry - 1091 |
| Keywords : | Management Advisory Services, Adding, Strategic, Advisory, Your, Client, Relationship, Video, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives
• Facilitate a strategic planning process • Advise clients on developing and executing strategy |
| Course Contents : | Chapter 1 - Adding Strategic Advisory to Your Client Relationship Chapter 1 Review Questions Chapter 2 - Link for Other Required File Glossary of Strategy Management Terminology |
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