Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Recent Searches
No recent searches found.
Course Details

Crowdfunding (Course Id 1309)

New / QAS / Registry
Author : Steven Bragg, CPA
Status : Production
CPE Credits : 2.0
IRS Credits : 0
Price : $17.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1309

Description :

The Crowdfunding course discusses the fundraising opportunities available to a business that wants to use crowdfunding. It addresses the types of crowdfunding, the risks involved, and the details of the Regulation Crowdfunding, which governs how a business can sell shares via crowdfunding. The course also covers several alternatives to crowdfunding that may be more relevant to an organizations financial needs, as well as several ways to derive a stock price at which to sell shares.

Usage Rank : 0
Release : 2017
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 18-Jan-2018
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 :

NASBA QAS - NASBA Registry - 1309

Keywords : Finance, Crowdfunding, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Describe the building blocks of crowdfunding.
  • Note the advantages of crowdfunding and the situations in which it is most applicable.
  • Cite the risks taken on by an investor in a crowdfunding campaign.
  • Describe the process used to run a crowdfunding campaign.
  • Recognize the situations in which the Regulation Crowdfunding can be used.
  • Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign.
  • Describe the different types of rights that may be given to investors.
  • Note the characteristics of a Rule 504 exemption.
  • Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.

Chapter 1
Crowdfunding Overview

  • Describe the building blocks of crowdfunding.
  • Note the advantages of crowdfunding and the situations in which it is most applicable.
  • Cite the risks taken on by an investor in a crowdfunding campaign.
  • Describe the process used to run a crowdfunding campaign.

    Chapter 2
    Regulation Crowdfunding

  • Recognize the situations in which the Regulation Crowdfunding can be used.
  • Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign.

    Chapter 3
    Regulation D and Regulation A+

  • Describe the different types of rights that may be given to investors.
  • Note the characteristics of a Rule 504 exemption.

    Chapter 4
    Stock Valuation

  • Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.
  • Course Contents :

    Chapter 1 Crowdfunding Overview

    The Fund Raising Environment Prior to Crowdfunding

    The Building Blocks of Crowdfunding

    Types of Crowdfunding

    What Funders Receive

    The Benefits of Crowdfunding

    The Risks of Crowdfunding

    Risks for the Investor

    Risks for the Investee

    The Crowdfunding Campaign

    Social Media Activities

    Crowdfunding Websites

    Crowdfunding Fraud

    Review Questions

    Chapter 2 - Regulation Crowdfunding

    The Securities and Exchange Commission

    Provisions of the JOBS Act

    Title III Crowdfunding

    Title V Private Company Flexibility and Growth

    Regulation Crowdfunding

    Requirements

    Disclosures

    Limits on Advertising and Promoters

    Restrictions on Resale

    Exemption from Section 12(g)

    Bad Actor Disqualification

    Crowdfunding Decisions

    Reviews and Audits

    Reporting Requirements

    Exemption from Registration

    Investor Relations

    Review Questions

    Chapter 3 - Regulation D and Regulation A+

    Regulation D Overview

    Accredited Investors

    Restricted and Unrestricted Stock

    Rule 504

    Rule 506(c)

    Regulation A+ Overview

    Review Questions


    Chapter 4 - Stock Valuation

    Liquidation Value

    Real Estate Value

    Multiples Analysis

    Discounted Cash Flows

    Comparison Analysis

    The Valuation Floor and Ceiling

    Review Questions

    Glossary

    Finance Course 1309 Home: https://www.cpethink.com/cpe-for-cpas
    Thank you for taking one of our free courses. Please select “Ok” so that we and the author can let you know about other free courses and special offers. If not please reply "No Thanks". Either way enjoy your free CPE course!
      
    Exam completed on .

    Do you want to add the course again?