Loading

A Business Guide to Wealth Creation

  • ITEM SKU
    8150
  • CPE Hours
    10
  • Full Course Price
    $79.50
Exam Questions: 50
Course Level: Basic
Pages: 222 | Content: 198, Supplemental: 24
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8150

This course will provide a look into how businesses work to provide wealth to entrepreneurs and investors. You will become acquainted with the characteristics of successful business models along with insights into how to improve those models to generate personal and collective wealth. The course includes many case studies that highlight crucial business and financial concepts as well as guidance on how to evaluate business models. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

Choose Your Format to ADD TO CART:

Go to CART
Purchase EXAM ONLY

Course Information

Table of Contents
  • Free Enterprise and Wealth Creation
  • Daymond John and the First Variable
  • The Capital Stack and Two More Variables
  • Three More Variables and Voila!
  • The Value Equation
  • Business Model Evaluation
  • Pulling the Corporate Efficiency Levers
  • Choosing from Your OPM Options
  • Opportunity Cost
  • The Final Form of OPM
  • A Look at Public Companies
  • Animal Spirits
  • Mergers and Acquisitions
  • The Essential Ingredient
  • The Art of the Possible
Objectives
  • To recall the percentage of U.S. businesses that fail within the first year
  • To recognize how a company can reduce its required business investment
  • To identify the term used to describe the various sources of capital used to finance business investment
  • To recall what is included in the operating profit margin calculation
  • To identify the Big Three variables used in the author's V-Formula
  • To identify the FAANG stocks
  • To identify the V-Formula variables and their corresponding types of corporate efficiency
  • To recognize the quantitative issues associated with a decision to own real estate
  • To recall the lesson described in "The Broken Window"
  • To recall OPM equity considerations
  • To identify the characteristics of Google's business activities
  • To recognize the requirements for listing a company on the New York Stock Exchange
  • To identify famously bad mergers and acquisitions
  • To identify the essential skills tethered to the problems and stakeholders that businesses are designed to address
  • To recall the characteristics of America's billionaire class

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.