Business   

This course provides students with the hands-on experience and knowledge they need to successfully begin writing grant proposals, including real-world scenarios, and the opportunity to improve their work by reviewing previous grant proposals completed by peers.

A to Z Grant Writing will take you through the process of finding and writing a grant application. Using a Theory of Change process to engage stakeholders in framing a grant application, you will prepare a draft of a grant application of your choice step-by-step. In doing so, you will learn what grant funders look for in an application by reviewing pieces of your peers' grant proposals to provide and receive feedback. Additional features include six teachable moments videos and six choose your own adventure branching scenarios.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word or equivalent word processor (not included in enrollment).
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This informative course will enable you to learn best practices for finding and writing a grant application. Complete with peer review, the planning process, and writing your grant proposal, you will be able to guide your organization or client from a state of need to funding outcomes and evaluation.

Grant Writer Roles

This first lesson will explore the roles of a grant writer. You will learn about the grant writing profession, what a grant writer does, and, most importantly, the work ethics of a grant writer. As an employee or consultant, realizing just how much a grant writer is expected to do will help you understand the grant profession and the multiple job titles of people who are assigned to write grant requests. By the end of the lesson, you will have had an extensive overview of the field of grant writing and the expected ethics of a grant writer.

Grant Funding Research

What are the best websites for researching grant funding opportunities? So many are rip-off websites, how will you determine what is real and what is fake? In this lesson, you learn how to use different kinds of trusted online grant-research databases to locate funding opportunities for your organization and its projects. By the end of the lesson, you will have developed expert skills in entering on-target keyword search terms for finetuning your grant funding research.

Grant Writing Planning Process

If you know that your nonprofit or NGO needs additional funding, why do you need to understand the grant planning process? In this lesson, you'll learn how to expedite and navigate the grant planning process by using a Theory of Change Grant Project Planning Worksheet. Why can't you just get started by writing your grant proposal? This lesson will also provide rational justification on why the planning process for projects in need of grant funding is a critical step that cannot be bypassed. This pre-writing planning process also enables the grant writer to gather valuable ideas from the project's stakeholders. By the end of the lesson, you'll be eager to explore more information about conducting a Theory of Change Grant Project planning meeting.

Introduction to Peer Review and Constructive Feedback

What is peer review and why is it needed? Why do grant writers need a peer to review their work before hitting the submit button? How important is peer review? In this lesson, you'll learn the importance of providing and receiving feedback from peers. You'll also learn about the fundamentals of the peer- review process in the grant-writing industry. By the end of this lesson, you'll be better able to understand the benefits of peer review by experiencing it firsthand during this course's peer-to-peer review process.

Executive Summary

How can you summarize any topic before you write the finite details about it? How does the executive summary fit into the Theory of Change Grant Project planning process? In this lesson, you'll learn the purpose of an executive summary in the Theory of Change Grant Project planning process. You'll also learn how to outline the information needed for the executive summary. By the end of this lesson, you'll be able to extract information for an executive summary during a Theory of Change Grant Project planning process.

Statement of Need for Funding

Why do you have to prove that you need funding? Can't a potential funder just look at your financial statements and tell that your organization is operating on a shoestring? In this lesson, you'll learn that potential funders require extensive information about your target population, the people or animals or other types of projects in need of funding. You'll also see that funders require validated information to justify a grant request. By the end of this lesson, you'll be able to quickly drill down the research and statistics needed to present your statement-of-need narrative for potential funding sources.

Benefit to the Target Population

How will grant funding change the dire circumstances for your target population? How will you explain the return on a funder's investment in quantitative terms to show how grant funding will impact your grant project's outcomes? In this lesson, you'll learn how grant-funded projects can initiate change. You will also learn how to delineate the benefits for your target population when the change unfolds within their circumstances. By the end of this lesson, you will be able to articulate return-on-investment outputs for funders.

Project Goals and Measurable Objectives

When you try to write your goals, are you often confused as to how our daily to-do's (aka goals to complete) differ from the goals for a grant project? In this lesson, you will learn about the types of goals for a grant project. You will also learn the correct way to write non-measurable and measurable project goals to include in your final grant application. Using the Theory of Change Grant Project Planning Worksheet, you'll learn how to create project goals for funding requests. By the end of this lesson, you'll be able to create measurable project objectives for each goal.

Evidence-Based Solutions to Address the Need

Did you know that your solutions to solve the target population's needs must be evidence based? Did you know that potential funders rely on accurate, well-researched best-practice models to form the framework for all of the activities that you plan to carry out when your grant project is funded? In this lesson, you'll learn how to research evidence-based solutions and why potential funders require them. You'll also learn how to use the Internet to identify best-practice models in your project's subject area. By the end of this lesson, you'll be able to create activities and timelines for your grant-funded project's implementation plan.

Resources

How do you think a potential funder views your grant request when you have nothing to leverage against the grant project's budget request? In this lesson, you will learn how to identify the internal resources available for grant projects. You'll also learn how to identify the external resources for your grant project. By the end of this lesson, with the help of your stakeholders, you'll be able to create a comprehensive list of internal and external resources during a Theory of Change Grant Project planning meeting.

Funding Outcomes and Evaluation

Why does every funder's guidelines for submitting a grant request include a section on your funding outcomes and how you will evaluate the grant-funded project? How can you predict outcomes before the funding is awarded? In this lesson, you'll learn how to fully describe the outcomes for your grant project during the Theory of Change Grant Project planning process. You'll also learn how your project's stakeholders can help you outline the changes that will happen for the target population as a direct effect of the project's funding. By the end of this lesson, you'll be able to create an evaluation plan that describes your grant-funded project's projected success.

Developing a Project Budget

Do you get nervous when you have to guess how much funding is needed to support the implementation of a grant project? Is juggling numbers your least favorite task? In this lesson, you'll learn how to outline your project's budget expenses by using every narrative section that you've already written in your Theory of Change Grant Project Planning Worksheet. You'll also learn how to justify each line-item expense for your grant project. By the end of this lesson, you'll be able to quickly identify the difference between soft and hard cash leveraging funds and to develop a comprehensive grant project budget summary and a detailed narrative document.

Sharpen your grant research skills, write the most important sections of grant applications, and learn the types of grants available.

Are you ready to continue your journey into the world of grants? You will learn how to create a fundraising plan for all types of grantmakers. In addition, you will explore websites for finding and reviewing corporate, foundation, and government grant funding opportunities and grant application guidelines.

You will go through every aspect of strategic funding research, preparing a fundraising plan, writing an award-winning plan of operation, and creating a project budget without red flags. Then you will journey into the world of grants available for your projects. The excitement will build when you discover just how many funding opportunities are available.

You will see grants for arts and humanities, education, medical, science and agriculture, human services, and corporate foundation grants. You will also explore new grant-writing trends and what to do when you're notified of a grant award or a grant rejection. Don't worry, there's a plan to implement for future grant seeking success if you don't get your project funded.

By the end of the course, you will be prepared to continue tracking future grant-writing and funding trends, bounce back successfully from rejection notices, and manage all of your grant awards proficiently. In addition, you will gain confidence in all areas of grant seeking, grant writing, and grants management (post-award reporting requirements).

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Sharpen your grant research skills, write the most important sections of grant applications, and learn the types of grants available.

The Fundraising Plan

This first lesson will explore the fundraising plan. You will learn the plan's purpose and how to format a working document, and you will learn how to determine how much grant money you need and by what date. You will also look at possible types of funders from the private sector (corporate and foundation grantmakers) to the public sector (government agency grantmakers). In addition, you will learn a few basics about corporate sponsorships, and you will find out about matching funds and how to identify cash and in-kind matching funds. By the end of this lesson, you will have a good overview of how to identify your grant-funding needs, agencies you might consider targeting for your projects, and how to put in place a proper fundraising plan.

Before You Begin Writing

How do government funding agencies eliminate so many hopeful grant applicants? This lesson will walk you through finding government grant funding opportunities, reading grant application guidelines that are complex and often confusing, and learning how to find and engage the best types of community partners as committed stakeholders in your proposed project.

Strategic Grant Writing

Did you know that the most strategic grant writing is in the plan of operation? The plan of operation includes goals and objectives, implementation strategies, a logic model, a plan for key personnel or a management plan, an evaluation plan, and a project sustainability plan. Get ready! In this lesson, you will find out how to develop an award-winning plan of operation with all of the required components.

Budgeting 101

Are you always in doubt when you have to develop a project budget for your grant application? What do funders really want to see in your budget summary and narrative? How do you plot key personnel salaries and benefits? Where do general operating expenses go? What are the common mistakes that you should avoid? This budgeting 101 lesson will answer all the above questions and more!

Arts and Humanities Grants

How do you find grant-funding opportunities for arts and humanities projects? In this lesson, you learn about some opportunities and challenges associated with grant funding in these areas, and you will also learn best practices in approaching community and regional arts organizations for potential partnership opportunities as well as corporate sponsorship opportunities. Finally, you will discover some excellent resources to guide you through the arts and humanities funding tunnel.

Education Grants

How do you find grant-funding opportunities for education projects? Are you familiar with Pre-K-12 and higher education grantmakers? Are you experiencing challenges in writing these types of grant applications? What are the challenges and who are the funders for these types of projects? This lesson will answer these questions and provide you with resources to guide you through the world of education grants.

Medical, Science, and Agriculture Grants

How do you find grant-funding opportunities for medical, science, and agriculture projects? Are you familiar with the grantmakers in these three grant funding areas? Are you experiencing challenges in writing these types of grant applications? What are the challenges and who are the funders for these types of projects? In this lesson, you will find answers to these questions as well as some resources to guide you through the world of medical, science, and agriculture grants!

Human Services Grants

How do you find grant-funding opportunities for human services projects? Are you familiar with the grantmakers in this area of funding? Are you experiencing challenges in writing these types of grant applications? What are the opportunities and challenges when searching for and writing human services grants? In this lesson, you will explore the answers to these questions and get some resources to guide you through the world of human service grants.

Corporate Foundation Grants

Do you know the ins and outs of foundation grants? What are the pros and cons of applying to corporate foundations? How can you overcome the challenges of finding potential funders and writing letters of inquiry and grant proposals to corporate foundations? Do you know what these foundations fund? If you don't know the answers to these questions yet, you will soon enough. This lesson will cover everything you need to know about applying for corporate foundation grants.

New Grantmaking Trends

This lesson is all about grantmaking trends. Are you aware of the latest funding trends in government or corporate foundations? Are you monitoring future trends, so you will understand what projects are most likely to be funded by grantmakers? This lesson will look at the fastest-growing industries impacting the world of nonprofits and government agencies and will discuss online applications and why so many funders have changed their processes and moved to online e-grant application systems.

I Didn't Get That Grant—Now What?

What do you do when you receive notification that you didn't get the grant? It's not the desired outcome, but it's important to be prepared to do a post-assessment and debrief your partners. In this lesson, you will find out how to assess your application and gather crucial information so that you can have a better chance of success the next time, and you will review best practices in debriefing partnering organizations. The lesson will walk you through the road to funding recovery, including practical planning for reapplication and funding down the slate.

I Got That Grant—Now What?

Your hard work paid off! You've received notification of a forthcoming grant award. Are you excited and overwhelmed? Are you stressing about the paperwork, reporting deadlines, and how to set up separate audit trails for incoming grant funds? This lesson will take a close look at contracts, timelines, and accounting requirements. Then, you will learn how to avoid red flags and how to collect data and report to funding agencies. Finally, you will get some tips on communicating with your federal project officer.

Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.

In this comprehensive course, you will learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You will get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities.

Accounting Fundamentals covers all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.
• A calculator and a printer.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.

Account Classifications, Account Titles, T Accounts, and the Accounting Equation

Welcome to Accounting Fundamentals! In this first lesson, you will learn all about account classifications, debits, credits, and T accounts. You will learn the difference between a liability and an asset, and you will find out how to determine an owner's equity.

General Ledger Accounts and the Balance Sheet

Here's where you will begin your hands-on accounting practice: You will start by creating an imaginary company for which you will be the accountant. You will learn how to analyze your company's transactions to determine which amounts go into which accounts, then you will create your company's own General Ledger forms and post a few transactions into those accounts.

Journalizing Transactions and Posting to the General Ledger

Now that you understand the functions of the General Ledger, you're ready to move on to the next phase of recording transactions: the Journal. In this lesson, you will learn how to enter transactions into an 11-column journal and then post or transfer those amounts into appropriate General Ledger accounts.

Journalizing and Posting Cash and Charge Purchases and Payments on Account

In this lesson, you will learn all about Accounts Payable, which is money that you owe your vendors and suppliers. You will practice journalizing cash purchases and purchases on account, and you will get hands-on practice transferring those purchases to their corresponding Accounts Payable Ledger accounts.

Journalizing and Posting Cash and Charge Sales and Cash Received on Account

In this lesson, you will learn about Accounts Receivable, which is another name for money owed to your company by its customers. You will learn how to journalize and post those sales on account, how to enter charge sales into the journal, and how to transfer the information into an Accounts Receivable Ledger.

Payroll and Various Deductions

It's payday! This lesson will teach you how to determine gross pay, deductions, and net pay. You will learn how to prepare a payroll, write payroll checks, and how to prepare and maintain accurate payroll records.

Banking Services and Reports

In this lesson, you will learn all about banks and banking services: You will learn the proper way to write checks, make out deposit tickets, and reconcile your company's checking account with the bank statement. These are important skills you will find valuable in both your business and personal life!

Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable

This lesson will teach you how to prepare a Schedule of Accounts Payable and a Schedule of Accounts Receivable. These reports can be used to compare the amount of money your business owes its creditors with the amount of money your customers owe your business.

End-of-Year Worksheet

In this lesson, you will prepare a worksheet showing the net income or net loss for the fiscal period. The worksheet will show all income and expenses for the fiscal period as well as the assets, liabilities, and owner's equity account balances.

End-of-Year Financial Reports

In this lesson, you will learn how to prepare various reports that are vital to the well-being of your company. You will learn how these reports can be used to make sound financial decisions in the next fiscal period. You will discover how to put together an Owner's Equity Statement, an Income Statement, and a Distribution of Net Income.

Journalizing and Posting Adjusting Entries

In this lesson, you will prepare for the end of the fiscal period by adjusting your asset account balances to accurately reflect the assets remaining at the end of the year. You will also find out how to journalize and post adjusting and closing entries to bring your company's General Ledger up to date.

Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance

In the final lesson, you will prepare a Post Closing Trial Balance report to ensure that all of your debits and credits in the General Ledger balance out in preparation for the new fiscal period.

Give yourself skills that are in high demand by exploring corporate accounting.

While it is true that accounting professionals are scarce, those with corporate accounting experience are even scarcer. This course will provide you with a solid understanding of corporate accounting practices.

In Accounting Fundamentals II, you will explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.

If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.
• A calculator and a printer.

Give yourself skills that are in high demand by exploring corporate accounting.

Accounts Payable

In this lesson, you will learn all about accounts payable. You will be journalizing and posting your company's purchases and preparing a Schedule of Accounts Payable. This lesson will give you the tools you need to successfully track those accounts.

Accounts Receivable

In this lesson you will take a close look at accounts receivable. After completing this lesson, you will know how to enter charge sales into your Sales Journal and then post them to your General Ledger. You will have also learned how to journalize payments on account received from your charge customers.

Uncollectible Accounts Receivable

In this lesson you will learn about uncollectible accounts receivable. While many believe customers will always pay what they owe, that is not always the case. You will learn how to account for long overdue receivables that probably won't ever be paid.

Plant Assets and Depreciation

In this lesson, you will learn about plant assets and depreciation. Just like your car, business assets depreciate over time, so you will need to know how to account for that expense in your records. You will also need to record these assets and calculate their depreciation in a timely manner.

Notes Payable and Notes Receivable

This lesson is all about notes payable and notes receivable. You will learn all you need to know about accounting for these situations as you learn how to record the issuance and payment of these notes payables and notes receivables.

Accrued Income and Accrued Expenses

In this lesson, you will learn how to deal with accrued income and accrued expenses. Accrued income is money that the company earns in one fiscal period but doesn't receive until after another fiscal period begins.

Dividends and Starting the Year-End Worksheet

In this lesson, you will be dealing with dividends, which is money paid to the company's stockholders on their investment. You will learn how the business accounts for the dividends it pays to its stockholders. You will also look at retained earnings, or the amount of profit the corporation retains for future use.

Complete Year-End Worksheet with Adjustments

In this lesson you will determine if your business has a net income or a net loss by completing the worksheet started in the previous lesson. And because many General Ledger accounts change throughout the fiscal period—you will need to bring these accounts up to date.

End-of-Fiscal-Period Financial Reports

It's time to begin wrapping up your books for the end of the fiscal period. In this lesson, you will learn how to compile most of the various financial reports a corporation needs to complete at the end of the fiscal period.

Adjusting and Closing Entries and Post Closing Trial Balance

In this lesson, you will get the books all caught up and ready for the next fiscal period. You will go back and journalize those adjusting entries you entered into your worksheet, then you will enter closing entries into your journal.

Preparing a Payroll

This lesson covers every employee's favorite subject: Payroll. You will learn about various mandatory and voluntary deductions from employees' pay, as well as how to journalize and post an entire payroll. As an added bonus, after this lesson, you will be able to check the accuracy of your own paycheck.

Preparing Federal Tax Deposits and Year-End Tax Reports

The final lesson focuses on preparing a variety of end-of-year tax reports. Here's your chance to go step-by-step through a multitude of IRS forms with instructions that are much easier to understand. You will fill out the federal Form 941, then learn how to make federal income tax deposits.

Prepare for the Accounts Payable Manager (APM) Certification exam and learn best practices for managing your team now and in the future.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This course will prepare you for the Institute of Finance & Management's (IOFM) Accounts Payable Manager (APM) certification, the gold standard within the financial operations industry. You will gain key AP skills, including leadership, internal controls and oversight, and process improvement.

With the world of financial operations evolving at the speed of technology, certified APMs are in demand. In fact, more than 25,000 of your peers have advanced their careers with IOFM certification. Whether you're new to AP or have been in AP for years, this Accounts Payable Manager course is designed for you.

1. Introduction: Accounts Payable Overview
2. Leadership Fundamentals
   1. Management Styles
   2. Organizational Structure
   3. Planning and Costing
   4. Metrics
   5. Benchmarking
   6. Change
   7. Working with Other Departments
   8. Internal Controls and Oversight
   9. Why Internal Controls Matter
3. Internal Control Framework
   1. Creating and Enforcing Policies and Procedures
   2. The Audit Process
   3. Conclusion
4. Overseeing the Accounts Payable Process
   1. Segregation of Duties
   2. Managing the Process
   3. Managing the People
   4. Managing Data Security
5. Tax and Regulatory
   1. Setting and Enforcing Compliance Policies
   2. Blocked and Denied Parties
   3. Information Reporting
   4. Sales and Use Taxes (U.S.)
   5. Value Added Tax (VAT)
   6. Escheatment/Unclaimed Property
   7. Privacy
   8. Corruption and Bribery
   9. Financial Reporting
   10. Conclusion
6. Vendor Management
   1. Vendor Master File (VMF)
   2. Vendor Onboarding/Engagement Program
   3. Vendor Performance Monitoring
   4. Conclusion
7. Travel and Entertainment (T&E)
   1. T&E Policies and Procedures
   2. T&E Policy Training and Communicate
   3. Enforcement
   4. Auditing
   5. Controlling Expenses/Spend Analysis
   6. T&E Automation
8. Process Improvement
   1. Metrics
   2. Process Mapping
   3. Process Analysis
   4. Developing a Process Improvement Plan
   5. Implementing and Monitoring
   6. Conclusion
9. Technology
   1. Return on Investment (ROI)
   2. Challenges and Benefits and AP Automation
   3. Overview of AP Automation Solutions
   4. Evaluating Software Solutions
   5. Selection and Implementation
   6. Implementation
   7. Conclusion

What you will learn

• To make your department cost-efficient, from calculating actual costs to using technology and choosing automation tools.
• To raise the profile of the AP department within your organization by aligning with other stakeholders, including procurement, accounting, tax, treasury, and technology.
• To lead process improvement and organizational change in the AP function.

How you will benefit

• Higher earning power - certified AP professionals earn more than their non-certified peers.
• Sharper skills - certification builds skills - from fundamentals to advanced AP practices.
• More respect - certification places you in an exclusive group of AP professionals whose skills are proven to meet a global standard of excellence.
• A stronger resume -certification demonstrates that you've gone above and beyond to develop your skills and that you meet a rigorous training standard.

Pam Miller

Pam Miller, Senior Trainer, IOFM, was the first candidate to earn AP certification as an Accredited Payables Manager (APM) with distinction. Her professional background includes 15 years as Director of AP at BMC Select. She is recognized in the accounts payable industry as an innovator and an early adopter of AP related technologies. Before working in AP, she spent six years in the IT industry, implementing point of sale software.

Judy Bicking

Judy Bicking, APM, is a Senior Trainer for IOFM and a 27-year veteran of Johnson & Johnson. She is a recognized pioneer and leader in Procure-to-Pay and Credit Management. After a career in AR and AP management, Judy leads the development and implementation of J&J's two Shared Service Centers, located in the U.S and Europe. These shared services handle over 2.5 million invoices across 200 decentralized companies.

This online course covers AP fundamentals, best practices, and regulatory compliance, all of which are necessary to excel in the accounts payable field.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This online course will prepare you for the Institute of Finance & Management's (IOFM) Accounts Payable Specialist (APS) certification. This associate-level certification focuses on intermediate financial operations skills.

Today's companies employ certified accounts payable professionals to ensure their expenses are accurately paid. With APS certification, you demonstrate your understanding of invoices, payments, T&E, Automation, and other key functions to potential employers. If you're new to the AP industry or plan to advance your career, the Accounts Payable Specialist course is for you.

1. Introduction
2. Overview
   1. Mission and Vision
   2. The Role and Impact of Accounts Payable
   3. The Importance of Professionalism
   4. Overview of AP Business Models
   5. Accounting Terms
3. Internal Controls
   1. Overview: What are Internal Controls and Why Do They Matter?
   2. Types of Internal Controls
   3. Internal Control Legislation and Best Practice
   4. Fraud
   5. Detective Controls/Audits
   6. Record Retention and Destruction
   7. Writing Complaint Internal Control Policies and Procedures
4. Tax and Regulatory
   1. Blocked and Denied Parties
   2. Reporting Income
   3. Other Federal Regulations
   4. Tax on Purchases
   5. Value Added Tax (VAT), Goods and Services Tax (GST), Consumption Tax (CT)
   6. Unclaimed Property and Escheatment
   7. Financial Reporting
   8. Audit Record-Gathering
5. Vendor Master File
   1. Vendor Master Files Basics
   2. Vendor Verification
   3. Duplicate Vendor Check
   4. Vendor Setup Conventions
   5. Setting Up Vendors
   6. Changes to the VMF
   7. Maintaining the Vendor File
   8. Automated Solutions and Vendor Portals
   9. Monitoring Vendor Performance
6. Invoices
   1. Invoice Fundamentals
   2. Receiving and Prepping invoices
   3. Entering Invoices
   4. Invoice Matching and Approvals
   5. Other Invoice Types
   6. Exceptions
7. Payments
   1. Paper Checks
   2. Electronic Payments
   3. Card Payments
   4. Petty Cash
   5. Payment Issues
   6. Discount Management
8. Travel and Entertainment (T&E)
   1. Understanding T&E Policies and Regulations
   2. Travel Cards
   3. Receipts
   4. Reimbursements
   5. Automation
   6. Policy Enforcement and Expense Auditing
   7. Fraud
   8. The Accountable Plan (U.S.)
9. Technology and Automation
   1. Solution Types and Functions
   2. Overcoming Resistance to Change
   3. Security

What you will learn

• Learn about best practices, accounts payable, internal controls, and tax and regulatory matters
• Identify process improvements in the accounts payable function
• Become familiar with automation technology and how it affects your profession

How you will benefit

• Higher earning power - certified AP professionals earn more than their non-certified peers.
• Sharper skills - certification builds skills - from fundamentals to advanced AP practices.
• More respect - certification places you in an exclusive group of AP professionals whose skills are proven to meet a global standard of excellence.
• A stronger resume - certification demonstrates that you've gone above and beyond to develop your skills and that you meet a rigorous training standard.

Pam Miller

Pam Miller, Senior Trainer, IOFM, was the first candidate to earn AP certification as an Accredited Payables Manager (APM) with distinction. Her professional background includes 15 years as Director of AP at BMC Select. She is recognized in the accounts payable industry as an innovator and an early adopter of AP related technologies. Before working in AP, she spent six years in the IT industry, implementing point of sale software.

Judy Bicking

Judy Bicking, APM, is a Senior Trainer for IOFM and a 27-year veteran of Johnson & Johnson. She is a recognized pioneer and leader in Procure-to-Pay and Credit Management. After a career in AR and AP management, Judy leads the development and implementation of J&J's two Shared Service Centers, located in the U.S and Europe. These shared services handle over 2.5 million invoices across 200 decentralized companies.

Learn how to have more successful relationships with difficult bosses, co-workers, students, neighbors, or relatives.

This course will teach you how to see things from others' viewpoints based on their needs, values, beliefs, experiences, skills, knowledge, and self-interests. You will learn to approach difficult situations by answering the questions: who? what? where? when? how? and why? And by answering these questions, you will understand who your difficult people are, what they're like, how you react to them, and their response to your actions.

You will also practice analyzing your interactions with those you share space with. By observing others closely, you will learn to read their identifying characteristics. Once you can identify which type of person you're dealing with, you will be able to choose appropriate reactions to their behaviors.

By the time you finish this course, you will understand that assertiveness involves taking responsibility when meeting your needs in a way that preserves the dignity and rights of others.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Learn how to have more successful relationships with difficult bosses, co-workers, students, neighbors, or relatives.

Identifying Preferred Communication Styles

In the first lesson, you will find out the answers to four very important questions that impact the success of your relationships with others. The answers to these questions will help you identify your preferred communication styles.

Analyzing Your Own Difficult-Person Situation

In this lesson, you will begin to build a database about not only your difficult people — those who are different in communication style from you. You will also enhance your skills in reviewing and resolving problems with these people.

Dealing With Hostile-Aggressive Personality Types

This lesson discusses four types of hostile people. These are people who want to control everything and everyone but have no self-control. This group is called Hostile-Aggressives.

Dealing with Difficult Passive Personality Types

In this lesson, you will learn appropriate options for interacting well with those who are stubborn or critical —people known as Negative-Thinkers.

Dealing With Aggressive Subcategories of Difficult Intuitors

This lesson focuses on the appropriate way to effectively deal with aggressive individuals. You will learn how to recognize these people and share space with them.

Identifying and Dealing With Relaters

In this lesson, you will take another look at another personality type called Relators. Plus, you will learn ways to effectively handle the difficult subcategories of this type.

Overcoming Your Own Difficult Characteristics

Some of your difficult people probably also feel that you're their difficult person, but you may be totally unaware of this. Do you feel that ignorance is really bliss? You will go through some exercises in this lesson that should help you figure it out.

Developing Skills to Become More Flexible

In this lesson, you will work toward improving your own flexibility skills: confidence, tolerance, empathy, positivity, and respect. To help, you will answer a few questions about each of your own skill sets as you move through the lesson's materials.

Exploring Resilience-Building Strategies

In this lesson, you will learn that a certain set of characteristics is essential if you want to relate well with others. As you will find out, you must first improve your versatility skills to maintain a positive attitude, and then learn to view obstacles and problems as "opportunities."

Discovering the Importance of Assertiveness to Positive Relationships

After finishing this lesson, you will understand what assertiveness is and what it isn't. You will begin to see why assertive behavior is so important to your success in getting along well with others. You will also carefully examine your own level of assertiveness and identify which of your skills need fine-tuning.

Changing Your Own Assertiveness Skills

This lesson focuses on simple, yet powerful assertive-communication techniques. You will learn to use self-disclosure appropriately to share information about yourself—your thoughts, feelings, and opinions—to build relationship trust and common ground.

Learning Techniques to Improve Your Listening Abilities

After this final lesson, you may be surprised to discover that your listening skills need improvement. Listening well is a complex process, and your own selective filtering often keeps you from real understanding.

Learn proven, step-by-step strategies to achieve higher positions with major search engines.

The vast majority of Web traffic comes from search engines. That means the most important thing you can do to increase your website's traffic is to improve its search engine ranking. To do that, you have to understand both the art and science of search engine optimization (SEO).

In this course, you'll gain the knowledge you need to boost your website's visibility. By the end of the course, you'll have mastered proven, step-by-step SEO strategies that you can implement right away.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Learn proven, step-by-step strategies to achieve higher positions with major search engines.

1. History of Search Engines and Directories
2. Understanding How Search Engines Work
3. Creating Killer Keyword Lists
4. Presubmission Analysis: Figuring Out Which Keywords Are the Right ones
5. Important HTML Tags to Master
6. Content Layout and Keyword Usage
7. Web Hosting, URLs, and Mobile Optimization
8. Spamming Tricks to Avoid
9. Submitting Your Site
10. Track Your Progress With a Post-Submission Analysis
11. Powerful Online Promotion Techniques
12. Effective Offline and Online Promotion Techniques

Gain the skills and knowledge you'll need to prepare for the Certified Administrative Professional exam and begin a rewarding career as an administrative assistant.

Discover how time management, accounting, business law, organizational behavior, and management affect administrative assistant responsibilities and activities. Learn the basics of accounting, including the general ledger and key accounting terms, and see how financial statements and controls help keep your organization moving in a positive direction. Understand the fundamentals of business law, contracts, and the principal-agency relationship; discover ethics and organizational politics; and understand the basics of human resources management.

Also, discover key management functions such as planning, control, motivation, and organization, discover how to increase creativity. Plus, find out how marketing differs from sales and learn the basics of operations management. This course may help you prepare for the internationally-recognized Certified Administrative Professional® (CAP®) exam offered by the International Association of Administrative Professionals® (IAAP®).

Note: This course is not affiliated with, nor has it been endorsed by, the International Association of Administrative Professionals® (IAAP®).

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Gain the skills and knowledge you'll need to prepare for the Certified Administrative Professional exam and begin a rewarding career as an administrative assistant.

1. Change Management and Teams
2. Accounting Basics I
3. Accounting Basics II
4. Business Law I
5. Business Law II
6. Human Resources Management
7. Planning and Control
8. Organizing
9. Leading and Motivating
10. Marketing
11. Operations Management
12. Time Management

This course will help you discover and master the essentials of managerial and staff support, information and records management, communications technology, travel and meeting coordination, space planning, and office ergonomics. You will become an indispensable member of your team by identifying opportunities and implementing solutions to turn your office into a high productivity machine.

Rapid growth in the health, legal services, data processing, management, public relations, and other industries have created many new job opportunities for administrative assistants. This course will help you discover and master the essentials of managerial and staff support, information and records management, communications technology, travel and meeting coordination, space planning, and office ergonomics. You will become an indispensable member of your team by identifying opportunities and implementing solutions to turn your office into a high productivity machine.

This course and its follow up (Administrative Assistant Applications) may help you prepare for the internationally-recognized Certified Administrative Professional® (CAP®) exam offered by the International Association of Administrative Professionals® (IAAP®).

Note: This course is not affiliated with, nor has it been endorsed by, the International Association of Administrative Professionals® (IAAP®).

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This course will help you discover and master the essentials of managerial and staff support, information and records management, communications technology, travel and meeting coordination, space planning, and office ergonomics. You will become an indispensable member of your team by identifying opportunities and implementing solutions to turn your office into a high productivity machine.

Introduction

In the first lesson, you will learn why organizations need administrative assistants and explore the types of work that they perform. You will be introduced to the different administrative specialties and look at an overview of their varied duties and requirements. You will learn about the International Association of Administrative Professionals (IAAP), and the professional certification—Certified Administrative Professional (CAP)—that IAAP offers.

Office Planning and Layout

As an administrative assistant, you frequently participate in office planning. This lesson will help you to understand that an office is an interdependent system where everything works together. You will see that creating an office environment requires bringing many components together.

Information Management

In today's fast-paced world, organizations move very quickly and make split-second decisions that have far reaching implications. In this lesson, you will learn how to effectively use information management to create a successful office operation and help increase your value to your organization.

Communications Technology

Telecommunications, communications, and technology fit together like a hand in a glove. This lesson will show you how telecommunications technology enables you to access information, share knowledge, and communicate without boundaries.

Records Management

In this lesson, you will learn how to productively use reprographics and manage records, two duties that are frequently handled by administrative assistants. You will also discover that records management is the management of paper documents, micromedia, and other documents.

Hardware and Software

As an administrative assistant, you spend a lot of your day inputting and storing data, retrieving and analyzing information, and producing presentations, newsletters, numerical reports, graphs, and charts. To better help you focus on computer hardware and software in this lesson to help you better understand the properties of your office computer system.

Meetings, Conferences, and Travel

This lesson covers scheduling and coordinating meetings, conferences, and business travel. As an administrative assistant, you play an important role in helping co-workers arrive at the right place at the right time. You also provide them with information and materials that enhance their effectiveness while they travel and participate in meetings.

Policies and Procedures

A critical responsibility of administrative assistants is coordinating numerous office activities. This lesson examines how to create practical policies and procedures. You will focus on the use of policies and procedures that meet organizational objectives and create order in your day-to-day activities.

Business Documents

As an administrative assistant, you spend much of your time reading and composing business documents. This lesson's objective is to enhance your business writing skills. After you finish this lesson, you will have an increased ability to write high-quality business documents.

Grammar and Punctuation

This lesson bridges the subjects of written and verbal communication by discussing the principles of grammar and punctuation. It's likely that you need to help others with their written communication, so you will also review the mechanics of proofreading.

Interpersonal Communication

As an administrative assistant, you practice interpersonal communication in a variety of ways, ranging from one-on-one to communicating in a group. This lesson discusses how your desire to share thoughts and ideas create the first part of communication and how you create the second part when you listen, interpret, and react to feedback.

Research and Presentations

This final lesson will teach you how to perform basic research—something administrative assistants are often asked to do. It also discusses the steps you take to create a meaningful and memorable presentation, including strategies for starting your preparation and the software that can help you create a polished piece.

Gain a full understanding of the criteria funders use to determine whether your grant proposal gets funded or rejected.

In this course, an experienced grant writer will show you how to research and write winning proposals that get funded. You will become proficient in the proposal format used by the vast majority of public foundations. Learn what to do and what not to do on your cover sheet, narrative, background page, and your stakeholder and third-party evaluation plan. Discover the quickest and most efficient ways to gather the information you will need to develop your proposal's attachments, including information on your organization's structure, administration, and finances. Gain a full understanding of the criteria funders use to determine whether your grant proposal gets funded or rejected.

Before this course is over, you will have discovered several significant finishing touches that can give your project the edge over others. You will learn about the importance of obtaining community and political support before submitting a proposal to any government agency.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Gain a full understanding of the criteria funders use to determine whether your grant proposal gets funded or rejected.

1. Types of Proposal Formats
2. Match Funders With Projects
3. Write the History and Major Accomplishments Sections
4. Write the Current Programs and Activities Section
5. Write the Target Population Served Section
6. Write the Partnerships Section
7. Write the Needs Statement Section
8. Write the Program Design Section
9. Write the Management Plan Section
10. Write the Evaluation Section
11. Develop the Budget Section
12. Apply Finishing Touches and Conduct Follow-up Tasks

Master advanced features and functions of Microsoft Excel 2016, including data analysis tools, data tables and databases, PivotTables, custom controls, importing external data, and conditional formatting.

Wouldn't it be great to learn how to effectively use all the advanced Excel features? In this practical and information-packed Microsoft Excel training, you'll see how to truly maximize this program's functions and capabilities. After all, most organizations rely heavily on Excel to consolidate, analyze, and report data and want their employees to be proficient in this important program. This Excel training class gives you the skills you need to impress your current or future employer—and its online format means you can take this class from anywhere, at any time.

With exercises, quizzes, expert instructors, and all the latest information, the best online Excel training is right here at ed2go. We'll simplify some of those tricky Excel concepts that might seem hard to grasp, so you can discover how Excel 2016 table tools actually take the complexity out of spreadsheet creation and management. When you've completed this course, you'll be able to accomplish just about everything Microsoft Excel has to offer in displaying, analyzing, reporting, and tracking data—and you'll understand it so well, you'll even be able to share your newfound skills with your friends and colleagues.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. It is not suitable for Macs.

Software Requirements:

• PC: Windows 8 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office Home and Student 2016 (not included in enrollment).
• Note that the "Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Master advanced features and functions of Microsoft Excel 2016, including data analysis tools, data tables and databases, PivotTables, custom controls, importing external data, and conditional formatting.

1. Customizing Excel
2. Table Management
3. Data Validation
4. Custom Controls
5. Conditional Formatting
6. Consolidating and Outlining
7. Excel Functions and Nesting
8. Import External Data
9. Data Tables
10. What-If Analysis Tools
11. Advanced PivotTables
12. Analysis ToolPak, Advanced Filter, Array Formulas, and More!

This hands-on course will teach you Microsoft Excel 2019's advanced functions and often-overlooked features, including data analysis tools, data tables and databases, custom controls, and PivotTables.

Across industries, most organizations use Microsoft Excel to consolidate, analyze, and report financial information and other important data. If you work with data of any kind, learning Excel's advanced functions strengthens your professional portfolio.

The Advanced Microsoft Excel 2019 course will teach you Excel's advanced functions, which most users don't know exist. You will learn how to use formula-based conditional formatting as a creative solution to common issues. You will also learn how to leverage Excel's Power Query tool to import and transform data from any data source.

By course completion, you will be an expert in Microsoft Excel 2019.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. It is not suitable for Macs or Chromebooks.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Excel 2019 (desktop version), available to download with the desktop version of Microsoft 365, or Microsoft Office Home and Student 2019 (not included in enrollment)
• Note: The "Starter Version" and "Web App" versions of Microsoft will not work with the full version taught in this course.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This hands-on course will teach you Microsoft Excel 2019's advanced functions and often-overlooked features, including data analysis tools, data tables and databases, custom controls, and PivotTables.

Customizing Excel

To kick things off, your first lesson explores different ways you can modify Excel to streamline processes and make your work easier. You will use the Excel Options dialog box to customize some of Excel's behind-the-scenes behavior and set up your Quick Access Toolbar.

Table Management

This lesson explores Excel's table management features, using data forms with Excel databases, and alternative database techniques. You will be glad to know that formatting and working with tables has gotten much easier in this latest version of Excel.

Data Validation

In this lesson, you will tackle data validation techniques—your first line of defense against incorrect or missing data and the logical next step after data forms. You will practice using whole number, decimal, date, time, list, and other forms of validation.

Custom Controls

This lesson will introduce you to custom controls—graphical objects that help facilitate data input and are sure to impress users. You will learn how to create standard and drop-down list boxes, check boxes, option buttons, and group boxes.

Conditional Formatting

This lesson will teach you how to use conditional formatting. You will learn how to use conditional formatting to hide errors, to highlight records based on multiple criteria, to track and alert you about due dates, to find the differences between two lists, to shade every other row, and more.

Consolidating and Outlining

In this lesson, you will learn how to use Excel's consolidation function to efficiently summarize data from multiple sources. Many Excel users do this the hard way, but with Excel's automatic consolidation feature, you will no longer need to develop a web of formula links to multiple sources.

Excel Functions and Nesting

Excel's functions are too numerous to cover in just one lesson, so this lesson focuses on a few important ones spanning four categories: Logical, Database, Math & Trig, and Lookup & Reference.

Import External Data

This lesson focuses on importing external data. You will learn how to use the built-in Query Editor using Excel's powerful Power Query tool and import external database that combines two database tables into a single import.

Data Tables

Data tables are very powerful what-if analysis tools that are great for analyzing potential outcomes of personal or business financial decisions. In this lesson, you will learn how to use two different types of data tables.

What-If Analysis Tools

This lesson explores three more of Excel's what-if analysis tools: Goal Seek, Scenario Manager, and Solver.

Advanced PivotTables

In this lesson, you will discover how to use PivotTables, which are excellent for summarizing massive amounts of data and viewing different cuts of the information quickly. There are two methods for creating PivotTables, and you will practice using both.

Analysis ToolPak, Advanced Filter, Array Formulas, and More!

Your final lesson with a look at the functions available in the Analysis ToolPak, including Moving Average and Sampling tools. You will learn how to use the View Side by Side tool and how to use the Watch Window to keep tabs on your data when you're updating a workbook.

Learn how to create advertising pieces for print and digital media. This course will teach you to develop and execute all stages of an advertising campaign, from writing ad copy to story-boarding and measurement.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Any word processing application (not included in enrollment).
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Nearly every business uses some form of advertising to promote their products or services. Even in today's digital marketing arena, advertising professionals play a vital role in driving product awareness. This course will teach you how to create advertisements for print and digital media.

Being successful in advertising requires more than just creative thinking, it requires research and project management skills. This course will also teach you how to couple creative and strategic thinking. You will learn how to analyze consumer motives, research markets, and use this data to plan and create advertisements.

1. Develop Original Concepts
2. Advertising Research
3. Writing Copy
4. Making a Media Plan
5. Developing an Advertising Campaign
6. Print Media Advertising
7. Digital Multiplatform Advertising
8. Social Media Engagement
9. Making a Pitch

What you will learn

• Developing and implementing original creative concepts based on research
• Building out an advertising campaign for both print and electronic media
• Preparing advertisements, scripts, and storyboards for a range of media

How you will benefit

• Develop a well-rounded approach to the advertising field
• Gain sound research and planning skills to ensure your projects gain traction

Liselle Turner

Liselle Turner is a content writer and project manager. In addition to her background in advertising, she has worked in the learning and development industry. Turner holds a Bachelor of Business, a Diploma of Hospitality and Management, and a Certificate IV in Assessment and Workplace Training.

IIBA AAC recognizes a business analyst's ability to apply agile best practices effectively and deliver better business outcomes. The IIBA AAC Prep course enables one to learn the in-demand Agile analysis skills and demonstrate how effective analysis in an agile context can result in increased business and customer value.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones
• A microphone

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

With an increasing number of technology projects, organizations are hiring a larger number of business analysts who are knowledgeable in agile best practices and can deliver better business outcomes with increased value. While there are many agile certifications on the market, the Agile Analysis Certification (IIBA®-AAC) is the first agile certification offered by IIBA®, focusing on agile methodology from a business analyst's perspective. As per the IIBA® salary survey, 71% of business analyst professionals practice agile approaches, and those certified in agile analysis earn up to 16% more.

ed2go's IIBA®-AAC exam prep course gives students the opportunity to learn key concepts, techniques, and processes for delivering products in an Agile environment, along with highly focused exam preparation support for the AAC exam. This Agile training course provides extensive support to candidates through learning resources fully aligned to the Agile Extension to the BABOK® Guide, along with office hours. This course has been designed by experts who have assisted several Agile business analysts to complete AAC successfully. The learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the AAC exam pattern and equip AAC aspirants to prepare effectively, identify areas of weakness, and face the AAC certification examination confidently.

1. Introduction
   1. Introduction
   2. Agile Concepts
2. Agile Mindset
   1. Agile Business Analysis
3. Strategy Horizon
   1. Visioning
   2. Product Roadmap
   3. Value Modelling
   4. Impact Mapping
   5. Purpose Alignment Model
   6. Planning Workshops
   7. Minimal Viable Product
   8. Real Options
   9. Portfolio Kanban
   10. Value Stream Mapping
   11. Strategy Horizon
4. Initiative Horizon
   1. Personas
   2. Job Stories
   3. Kano Analysis
   4. Story Mapping
   5. Backlog Refinement
   6. Storyboarding
   7. Spikes
   8. Retrospectives
   9. Initiative Horizon
5. Delivery Horizon
   1. User Stories
   2. Relative Estimation
   3. Story Decomposition
   4. Story Elaboration
   5. Reviews
   6. Delivery Horizon

What you will learn

• AAC Exam Preparation Process
• In-depth understanding of Agile business analysis practices that are outlined in the Agile Extension to BABoK v2.0
• Gain competence in the Agile mindset, Methodologies, Frameworks, and the three Agile Horizons (Strategy, Initiative, and Delivery Horizons)
• Understand the roles and responsibilities of an Agile business analyst practitioner and how to apply 20+ Agile analysis techniques
• Practice AAC scenario-based questions
• AAC exam application process
• Tips to ace the exam on the first attempt

How you will benefit

• Develop expertise in Agile Analysis concepts
• Complete AAC in a time-bound manner
• Become AAC certified, which will enhance one's ability to effectively execute analysis-related work in an agile context and attain better opportunities, faster career growth, enhanced skills, and confidence at work

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

The IIBA® AAC Prep course enables you to learn in-demand Agile analysis skills and demonstrate how effective analysis in an Agile context can result in increased business and customer value.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones
• A microphone

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

While there are many agile certifications on the market, the International Institute of Business Analysis Agile Analysis Certification (IIBA®-AAC) is the first agile certification offered by IIBA, focusing on agile methodology from a business analyst's perspective. According to an IIBA salary survey, 71% of business analyst professionals practice Agile approaches, and those certified in Agile analysis earn up to 16% more, making Agile business analysis training crucial in business analysis.

This Agile business analysis course gives you the opportunity to learn key concepts, techniques, and processes for delivering products in an Agile environment along with highly focused exam preparation support for the AAC exam. It also provides extensive support through learning resources fully aligned to the Agile Extension to the BABOK® Guide along with office hours.

This course has been designed by experts who have assisted several Agile business analysts in completing the AAC successfully. The learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the AAC exam pattern and equip you to prepare effectively, identify areas of weakness, and face the AAC certification examination confidently.

Upon completion of this Agile business analysis certification course, you will be prepared for the IIBA-AAC exam. This course offers enrollment with or without a voucher. The voucher covers the cost to sit for the certifying exam upon eligibility.

1. Introduction
   1. Introduction
   2. Agile Concepts
2. Agile Mindset
   1. Agile Business Analysis
3. Strategy Horizon
   1. Visioning
   2. Product Roadmap
   3. Value Modelling
   4. Impact Mapping
   5. Purpose Alignment Model
   6. Planning Workshops
   7. Minimal Viable Product
   8. Real Options
   9. Portfolio Kanban
   10. Value Stream Mapping
   11. Strategy Horizon
4. Initiative Horizon
   1. Personas
   2. Job Stories
   3. Kano Analysis
   4. Story Mapping
   5. Backlog Refinement
   6. Storyboarding
   7. Spikes
   8. Retrospectives
   9. Initiative Horizon
5. Delivery Horizon
   1. User Stories
   2. Relative Estimation
   3. Story Decomposition
   4. Story Elaboration
   5. Reviews
   6. Delivery Horizon

What you will learn

• Understand the AAC exam preparation process
• In-depth understanding of Agile business analysis practices that are outlined in the Agile Extension to BABoK v2.0
• Gain competence in the Agile mindset, Methodologies, Frameworks, and the three Agile Horizons (Strategy, Initiative, and Delivery Horizons)
• Understand the roles and responsibilities of an Agile business analyst practitioner and how to apply 20+ Agile analysis techniques
• Practice AAC scenario-based questions
• AAC exam application process
• Tips to ace the exam on the first attempt

How you will benefit

• Develop expertise in Agile Analysis concepts
• Complete AAC in a time-bound manner
• Become AAC certified, which will enhance one's ability to effectively execute analysis-related work in an agile context and attain better opportunities, faster career growth, enhanced skills, and confidence at work

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

This AutoCAD Basics course will introduce you to the fundamentals of using AutoCAD for Computer-Aided Design (CAD). Create drafting symbols, kitchen and bath fixtures, a floor plan, and bring everything together on a deliverable printed sheet.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs and Chromebooks are not compatible.

Software Requirements:

• PC: Windows 7 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• AutoCAD software is provided for the duration of the course upon enrollment.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

This AutoCAD Basics course will introduce you to the fundamentals of using AutoCAD for Computer-Aided Design (CAD). You will start at the very beginning—creating drafting symbols, kitchen and bath fixtures, a floor plan, and bringing everything together on a deliverable printed sheet. You will also create an abbreviated set of construction documents, such as a floor plan, roof plan, structural foundation plan, electrical plan, and building elevations. During this online AutoCAD course, you will learn about paper/model space and create deliverable sheet files.

If you need to get an introduction to AutoCAD, this AutoCAD course for beginners will get you up –and running. This class is hands-on, real-world applicable, and includes optional projects.

1. Introduction to AutoCAD
   1. The Interface and Architectural Symbols
   2. Electrical Symbols
   3. Kitchen and Bath Fixtures
   4. Walls, Doors, and Windows
   5. Creating Sheets and Adding Fixtures
   6. Dimensions and Plotting
2. Intermediate AutoCAD
   1. Create the Floorplan & Sheet Setup
   2. Finish Floorplan & Roof Plan
   3. Structural Foundation Plan & Electrical Plan
   4. Starting the Elevations
   5. Continuing the Elevations
   6. Finalizing, Checking & Plotting

What you will learn

• Create drafting symbols, kitchen and bath fixtures, a floor plan, and integrate all information into one deliverable sheet file
• Understand variations required to generate drawings as well as annotations (used to explain design aspects) and real-world model components
• Create and insert blocks and external reference files to understand the appropriate times to apply those skill sets
• Demonstrate layer and file management, external file referencing, use of model/layout environments, and user coordinate systems
• Apply intermediate-level skills including layer management, user coordinate system development, creating sheet layout environments, and plotting

How you will benefit

• Develop skills needed for one of the most in-demand software in the architecture, engineering, and construction industry
• Gain an intermediate level understanding of AutoCAD
• Create an abbreviated set of construction documents that demonstrate hands-on knowledge to your future employers

This course is designed to be self-paced and does not involve any live classes. Instead, students will have access to various self-learning resources, including video materials, practice projects, e-books, and other materials available within the course modules. Although there is no direct interaction with an instructor, students can seek help from an industry expert by submitting questions via email.

In the AutoCAD certification course, you will learn to create sets of construction documents. The skills learned are state-of-the-art professional workflows and also prepare you to pass the Autodesk AutoCAD User certification exam.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs and Chromebooks are not compatible.

Software Requirements:

• PC: Windows 7 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• AutoCAD software is provided for the duration of the course upon enrollment.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

The AutoCAD certification training course is designed to provide you with a comprehensive understanding of the AutoCAD software, starting with the basics and progressing to the creation of construction documents. The curriculum focuses on professional workflows and prepares you to pass the Autodesk AutoCAD User certification exam.

With hands-on, real-world optional projects, you will obtain the skill set needed to develop high-quality construction documents using state-of-the-art professional workflows. You will learn the AutoCAD User Interface and develop skills that will enhance your employability in fields such as architecture, engineering, and construction. Additionally, passing the certification exam can serve as a valuable credential to demonstrate expertise to potential employers or clients.

Upon completion of this AutoCAD training course, you will be prepared for the Autodesk AutoCAD User certification exam. You will also receive a voucher for the exam.

1. Introduction to AutoCAD
   1. The Interface and Architectural Symbols
   2. Electrical Symbols
   3. Kitchen and Bath Fixtures
   4. Walls, Doors, and Windows
   5. Creating Sheets and Adding Fixtures
   6. Dimensions and Plotting
2. Intermediate AutoCAD
   1. Create the Floorplan & Sheet Setup
   2. Finish Floorplan & Roof Plan
   3. Structural Foundation Plan & Electrical Plan
   4. Starting the Elevations
   5. Continuing the Elevations
   6. Finalizing, Checking & Plotting
3. AutoCAD Construction Documents I
   1. Residential Floor Plan
   2. Title Block & Paper Space Elements
   3. Dimensions & Updating Sheets
   4. Roof Plan
   5. Keynotes & Starting the Elevation
   6. Finishing the Elevation & Final Deliverables
4. AutoCAD Construction Documents II
   1. Site Plan
   2. Elevation and Section Setup
   3. Developing the Sections
   4. Drawing Updates
   5. Detail Drawings, Keynotes & Callouts
   6. Title Sheet
5. CAD Detailing
1. Detail Sheet Elements
2. Updating Details
3. Incorporating Manufacturer Information
4. Building Sheets & Millwork Drawings

What you will learn

• Create drafting symbols, kitchen and bath fixtures, and a floor plan and integrate all information into one deliverable sheet file
• Apply intermediate-level skills, including layer management, user coordinate system development, creating sheet layout environments, and plotting
• Create title block and title block/drawing label components for a professional office to facilitate the development of deliverable sheet files
• Organize deliverable sheet set to conform to the National CAD Standards
• Integrate referenced files to create details for construction documents

How you will benefit

• Develop skills needed in one of the most in-demand software in the architecture, engineering, and construction industry
• Gain an understanding of AutoCAD at a professional level
• Create a set of construction documents that demonstrate hands-on knowledge to future employers

This course is designed to be self-paced and does not involve any live classes. Instead, students will have access to various self-learning resources, including video materials, practice projects, e-books, and other materials available within the course modules. Although there is no direct interaction with an instructor, students can seek help from an industry expert by submitting questions via email.

Increase your income while working from home by starting a grant writing consulting business.

Good grant writing consultants are always in demand. Learn how you can use a basic knowledge of grant or proposal writing to become an expert in the red-hot grant consulting field.

The course will provide you with easy-to-follow instructions that you can use to start your own home-based business. You'll learn what services to offer, how to find clients, and how to set your fees. This is one field where your creative writing skills can literally touch thousands of people and make a true difference in their quality of life.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Learn from a national grant consulting veteran how you can use a basic knowledge of grant and proposal writing to become an expert grant consultant. This course will provide easy-to-follow instructions on starting your own grant consulting business and reaching thousands of people with your work.

What Does a Grant Consultant Do?

In this lesson, you'll learn about the credentials and skills needed to become a successful grant writing consultant. You'll also learn how to use your grant writing skills in both the nonprofit and for-profit sectors to generate cash flow for your new business. Step-by-step, this first lesson teaches you what business structures and services to consider as you develop your grant writing consulting business.

Finding the Resources You Need to Succeed

This lesson will talk about how to choose the office resources you need to succeed as a grant writing consultant. You'll learn how to find training to sharpen your skills and explore top reference materials used by leading grant writing consultants. You'll also learn how to keep your new business afloat by carefully allocating your funds for the right tools of the trade.

Setting up an Efficient Home Office

In this lesson, you'll learn how to set up an efficient work area and plan your first day as a paid grant writing consultant. You'll also learn how to turn a living or storage area of your home into productive workspace. It's important to have an organized area where you can manage your revenue-producing projects from start to finish, and this lesson will show you how to get it set up.

Linking Your Experience With Grant Writing Projects

In this lesson, you'll begin to assess your grant writing experience, knowledge, and skills. You'll learn how to use your job experience to target clients and how to expand your services beyond writing proposals. This lesson is about linking your experience with paying projects-making money for what you love to do, day after day.

Setting up Client Fees

This is perhaps the most important lesson. You are well on your way to becoming a successful grant writing consultant-managing your own business. This lesson will teach you how to set marketable fees for each of the services you offer so you'll make money as a grant writing consultant-regardless of where you live or the state of the economy. You'll learn how to set your fees based on your costs, expertise, and project type and learn when to adjust your fees so you still make a profit. Most importantly, you'll see where to draw the line and just say no to a prospective client.

Marketing Your Consulting Services

In this lesson, you'll learn how to market and promote your grant writing consulting business. You'll also learn how to take some critical pre-marketing steps, including writing a marketing plan.

Developing Consulting Opportunities

This lesson will teach you how to search for and develop consulting opportunities. You'll learn how to use the Internet and newspapers to find new clients, and how to present your services so effectively that clients will hire you sight unseen.

Writing Contractual Agreements

In this lesson, you'll learn how to write contractual agreements. You'll review basic contract language and the different types of contractual agreements to help you understand the purpose and limitations of a written contract. Most importantly, you'll learn how to create a contract template so you can quickly draft a contractual services agreement ready for signatories.

Projects That Bring in Quick Money

This lesson will show you how to make cash start flowing into your new business within the first 90 days. It'll talk about how to differentiate between piece of cake projects and "like pulling teeth" projects. You'll learn which types of projects bring in quick money and how to discern between projects that are best for novices to take on at business start-up and those best handled by veteran grant writers.

Building an Expert Reputation

In this lesson, you'll learn how to build a reputation as an expert grant writing consultant. You'll explore Internet resources that will help you keep abreast of emerging trends. Most importantly, you'll learn how to implement a three-step plan that will help you to (1) expand your knowledge, (2) exceed your clients' expectations, and (3) make your skills and services visible.

Managing Multiple Projects

At this point, you are nearing the finish line for Becoming a Grant Writing Consultant. In this lesson, you'll learn how to manage more than one project at a time so you can become more profitable. This lesson covers it all: How to ask yourself the right questions to accurately calculate project timeframes; how to organize and prioritize your projects; even how to develop work habits that will help you meet deadlines when you're working on multiple projects.

How and When to Expand Your Business

This last lesson will teach you how to recognize the signs of business growth and the steps to take before planning for business expansion. You'll learn some strategic planning steps that will help you stay on top of small business trends, as well as stay on top of your competitors.

What you will learn

• Understand how to start your own home-based business
• Learn what services to offer and how to set your fees
• Discover how to find clients

How you will benefit

• Gain the skills you need to become an effective grant writing consultant who knows what services to provide and how to find clients
• Open the door to new opportunities as a self-employed grant writing consultant

Learn how blueprint drawings are organized and how information is referenced throughout a set of construction blueprint drawings.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 7 or later.
• Mac: macOS 10.12 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

In our Blueprint Reading Basics course, you will start at the very beginning to learn about the drawing scale. In lessons that are thorough and detailed, you will learn how blueprint drawings are organized, and how information is referenced throughout a set of construction blueprint drawings. In this blueprint reading course, you will also review architectural and engineering blueprint drawings, as well as project specifications during this blueprint training.

By course completion, you will have developed the necessary skills and terminology to read and comprehend residential and commercial construction documents and gain experience in understanding how 3D model presentations within a set of construction documents work.

1. Blueprint Reading for Residential Construction
   1. Blueprint Reading Basics
   2. Title Sheet & Floor Plans
   3. Elevations, Sections & Schedules
   4. Wall Sections & Details
   5. Structural Drawings
   6. Mechanical, Electrical & Plumbing
   7. Title Sheet
   8. Architectural Site Plans
   9. Floor Plans
   10. Building Sections & Elevations
   11. Interior Elevations & Roof Plan
   12. Details, Schedules & Electrical
2. Blueprint Reading for Commercial Construction
   1. Cover Sheet & Floor Plans
   2. Elevations, Sections & Wall Types
   3. Enlarged Drawings & Occupancy/Egress
   4. Interior Design & Civil
   5. Structural
   6. Mechanical
   7. Electrical
   8. Plumbing
   9. Technology & Project Specifications

What you will learn

• Demonstrate an understanding of the inter-relationship between the drawings included in a set of construction documents
• Evaluate the similarities between all sets of blueprint construction documents submitted for building permits
• Gain experience understanding how 3D model presentations within a set of construction documents makes the construction documents easier to understand the project

How you will benefit

• Develop skills needed to read and understand construction documents on both residential and commercial projects
• Gain an understanding of the relationship between construction documents, the quantity takeoff, and the construction process
• Obtain an understanding of important terminology and jargon used in the construction industry

This course is designed to be self-paced and does not involve any live classes. Instead, students will have access to various self-learning resources, including video materials, practice projects, e-books, and other materials available within the course modules. Although there is no direct interaction with an instructor, students can seek help from an industry expert by submitting questions via email.

What are the secrets to managing successful teams in the workplace? Explore communication techniques and problem-solving skills that will help you get your team on track in no time.

Teams are becoming a staple in today's workplace. In this course, you will learn the components of a successful team and the stages of its development. You will master the skills you will need to effectively manage projects, make decisions, and solve problems in a team setting. Plus, you will have a chance to learn the pitfalls of unhealthy group interaction and minimize any of its effects on your team.

Along the way, you will follow real-life examples and scenarios to help you identify with the team-building process. There's a lot more to it than just getting several people together in a room at the same time. Are you eager to develop your leadership qualities and be a quality team participant? Many of today's teams rotate leadership roles, so it's crucial to understand both perspectives as you learn the best ways to communicate and work together for positive change.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

What are the secrets to managing successful teams in the workplace? Explore communication techniques and problem-solving skills that will help you get your team on track in no time.

Learning All About Teams

If you're on a team, this course is for you. Only by understanding teams fully and completely will you be able to create an outstanding team that works effectively and with high energy. In your first lesson, you will learn the characteristics of teams, the ways they can transform your workplace, and how to deal with resistance.

Building an Enthusiastic and Productive Team

Do you want to know the secrets of building passionate and dynamic teams? It's not as hard as you might think. You will begin this lesson by going over the basics: The different kinds of teams and the optimal number of members. Then, you will discover how to choose participants and clarify everyone's roles and responsibilities.

Developing a Strong Team

Don't go into a team blind. In this lesson, you will learn all the stages that teams go through and how to move successfully through each one. You will also learn the importance of creating a strong charter that will guide your team in accomplishing its goals. What can you do if members don't live up to your charter agreements? This lesson will also discuss how to approach them and get the best response.

Cultivating Leadership Skills

Are you aspiring to be a team leader, or do you already have a team to direct? A lot of today's teams even have rotating leadership where everyone gets a chance. In either case, this lesson is for you. By the end of this lesson, you will be confident enough to accept a leadership role with poise and purpose.

Ramping Up Team Spirit

Everyone needs to understand how to work well with other teammates. At the beginning of this lesson, you will measure your affinity for working with a team and learn how to develop strong relationships. Team spirit comes along with those strong relationships, rounding out your interactions to be complete and fulfilling.

Holding Great Meetings

Have you ever attended a meeting that made you yawn and want to dash for the door? Nobody likes to sit through those. In this lesson, you will learn how to avoid these types of meetings by understanding the ground rules. Then, you will learn about the problems that derail meetings from their full potential.

Making Decisions and Solving Problems

Your team exists in order to make good decisions and solve one or more problems. Communication is the key to accomplishing both. In this lesson, you will learn how to communicate in a team setting as well as different techniques your team can use to make the best decisions possible and solve problems effectively.

Completing Team Projects

Your team's job is to deliver the properly completed project on time, within budget. This lesson will show you how to create this plan. You will also learn how to share your plan with stakeholders, people who aren't on the team but experience the effects of your decisions, and how to interview those stakeholders so you can take their input into account.

Assembling a Virtual Team

Have you heard of virtual teams? With these teams, members live and work in different places. In this lesson you will discover what virtual teams are, what technology they use, and how teammates can work well in this environment.

Avoiding Obstacles

You have your team up and running, and then things start going awry. It's better to know how to avoid negative traps before you fall into them. In this lesson, you will learn how to deal with common team obstacles, including the bandwagon effect, the Abilene Paradox, core group domination, and escalation of commitment.

Dealing with Interpersonal Conflicts

This lesson deals with conflict. You may think that because teams come together to achieve a common goal, everyone should be working for the greater good and harmony should rule. Nothing could be further from the truth. You will look at what conflict is, how it comes about, how to handle it, and how it can actually benefit your team.

Assessing Team Progress

The final lesson explores methods of assessing team progress. How do you know your team is doing what it's supposed to be doing and if there's room for improvement? The best way is to assess your team's progress and use different methods to realign when necessary.

Write great marketing copy to improve your company's image and your chances of getting hired or promoted.

Are you a writer working in the business world? Or a marketing professional responsible for obtaining great marketing copy? Maybe you're just interested in a writing or marketing career. Whatever your background, this fun, introductory course will teach you to write or identify copy that achieves business and marketing goals. Improve your work, your knowledge, your company's image, and your chances of getting hired, promoted or applauded!

Using clear explanations, real-life examples, and an animated style, the course solidifies the relationship between business, marketing principles, and written communications. You will learn how business and marketing objectives affect writing choices. You'll get practical writing instruction in grammar, clarity, structure and more. You'll understand issues unique to this discipline, such as buzzwords, working with a team, and marketing ethics. This course will help you understand the power of writing - and use it to present a solid, cohesive message to your target audience.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Write great marketing copy to improve your company's image and your chances of getting hired or promoted.

1. The Role of Business and Marketing Writing
2. The Ins and Outs of Image
3. Writing Approaches and Strategies
4. Media
5. Putting It All Together: Writing Project
6. Complete and Incomplete Sentences
7. Word Choices
8. Internal Communication
9. Banishing the Bureaucracy
10. Editing, Proofreading and Evaluating
11. Putting It All Together: Editing Project
12. Marketing Ethics

This course will introduce different strategies employed during the budgeting process, the techniques and tools commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.

If the idea of creating a budget for your business, department, or project seems overwhelming, this course will alleviate all of those fears. Taught in an approachable and relatable format, this course walks you through the budgeting process so you can go from numbers averse to budgeting super-hero. The downloadable templates included in the course allow you to easily and quickly take what you learn and apply it to your job. The storytelling used throughout the course makes the topic more approachable and engaging so you can obtain the soft skills that will help you be successful implementing and tracking a budget in the real world. Finally, the course challenge is something that will pique your curiosity at the beginning of the course and provide motivation to complete the course and continue learning the material.

A company's budgeting process involves a lot more than just rows and columns of numbers on a spreadsheet. The reality is that budgeting is a sometimes organic and sometimes organized process. Most often, it's an equal mix of both in an attempt to add some level of certainty to an uncertain future. These processes are what we are going to explore in this course. You will be introduced to different strategies employed during the budgeting process, the techniques and tools that are commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

In this comprehensive, beginner-friendly course, you will learn the elementary skills needed to be successful in the budgeting process and work gradually work your way up to creating a budget. You will also discover how to best evaluate the results of your budget and make decisions to help your business maximize its profits.

Predicting the Future

In this lesson, you'll explore how budgeting at its core is a process of looking forward. It's about making informed predictions about the future. Next, you'll see how a company's vision can lead to setting goals for the company. These visions are often aspirational and state the path for where the company plans to go in the future. Then, we'll also start the conversation about the human side of budgeting.

Budget Strategies

In this lesson, you'll begin to look at various budgeting strategies, including strategic, capital, and operations budgeting techniques. This lesson will include some real-life examples of planning activities, but to further bring these concepts to life, we'll also highlight a fictional company, Curly's Pool Service and Supplies. You'll finish the lesson by helping Curly formulate some plans and budgets!

It's All About Sales!

This lesson will focus all on sales, specifically the role that sales play in the budgeting process. We'll examine the best practices for compiling a sales forecast and how to increase the chances that the sales forecast will actually mimic real life. We'll also discover how to create an inventory needs budget to determine just how much inventory to purchase based on a sales forecast. Finally, we'll discuss how to formulate a labor requirements budget to accurately project just how much labor you may need to employ to meet the needs of the company, again based on the sales forecast.

Cost Behavior – Part 1

In this lesson, you are going to detour a bit from the actual preparation of a budget and dive into how certain types of costs behave. Understanding how costs increase or decrease relative to an activity is an essential part of learning how to accurately budget for costs in a business. So, in the upcoming chapters, you're going to discover how to distinguish between variable, fixed, and mixed costs. We will use these cost types to calculate the contribution margin for the business. Then, we will show you how to use contribution margin to make certain predictions and decisions in a business. Most notably, you'll see how to use contribution margin to calculate the all-important break-even point and margin of safety for a business.

Cost Behavior – Part 2

This lesson will be a continuation of our discussion about cost behavior. In this lesson, you're going to explore how to evaluate a company's sales mix and how to calculate operating leverage using tools given throughout the course. Operating leverage is just another key component of cost analysis that will allow you to, once again, easily make projections about the future. We'll end the lesson with a discussion about how companies set prices for the products and services they offer. You can probably guess that this process is a bit more involved than just selecting a price out of thin air. It's actually an essential part of a company's overall budgeting process and should not be taken lightly.

Expense and Manufacturing Production Budgets

In this lesson, we'll examine the steps needed to build both a direct materials budget and a direct labor budget. We'll also examine how a manufacturing company budgets for manufacturing overhead. All of these components are key to developing an overall production budget for a business that manufactures a product. Finally, we will end this lesson by describing the components of a production budget.

Cash Is King!

In this lesson, you'll learn how to prepare a complete cash budget for a business. You'll get the chance to take an even closer look at how a company might forecast cash collections from credit sales and cash payments on credit purchases for big-ticket items like inventory or other expensive capital projects. We'll even take a look at how some companies mitigate the risk of running out of cash by utilizing lines of credit and other sources of cash instead of just relying on cash generated from sales.

Capital Budgeting

In this lesson, you'll learn some of the basic methodologies that can be applied in many different capital budgeting scenarios. We'll begin with an explanation of a technique that does not include an evaluation of how time impacts the valuation of money. Then, you'll learn how the passage of time and its impact on the value of a dollar is incorporated into capital budgeting decisions. Since capital projects often span years, or even decades in some cases, the time value of money is key to improving accuracy in budgeting for capital projects. The lesson will finish up with a thorough review of, perhaps, the most common technique that is used in capital budgeting decisions: net present value.

Business Decision-Making – Part 1

In this lesson and the one that follows, we're going to explore how businesses use budgeted data in combination with a formalized decision-making process to improve their chances of making better decisions. For a business, a better decision is one that maximizes profit and aligns with the company's goals and values. We'll start with an examination of what types of budgeted information are relevant to making a decision and what types of information you can ignore. You'll see the differences between quantitative and qualitative information and how each can be used to improve decision-making. Then we'll finish up with an example including some specific steps you can use as a model for making better decisions.

Business Decision-Making – Part 2

In this lesson, you'll continue to practice with these same techniques by applying them to a few other common business decisions. You'll start by examining how a business uses budgeted information to make the choice to replace an existing asset with a new asset, such as replacing an old piece of manufacturing equipment with a brand-new one. Next, you'll explore how a business might use budgeted information when deciding whether to eliminate a product or service that it offers. We'll finish up the lesson by examining one of the most critical business decisions you'll ever need to make: how to allocate your most scarce resource to maximize profit in your business.

Bringing It All Together

In this lesson and the one that follows, we will focus on how best to evaluate the financial stability and performance of the business using budgeted information. We'll start by taking a close look at using the components of a company's operating budget to compile the pro forma balance sheet. Next, we'll examine the steps needed to prepare the pro forma income statement, again by using the information found in many of the other operating budget components. To finish up the lesson, we'll dive into some straightforward techniques that are useful to evaluate the balances found on the pro forma balance sheet and income statements.

Evaluation, Control, and Methods

In this lesson, you'll spend more time on the budget evaluation process by examining how companies use variance analysis to evaluate differences between actual results and the budget. To keep things manageable, we'll stick to the basics here so that you're equipped with some tools to take with you when applying these techniques in a real company. As part of this process, we'll take a look at how budget variances are defined and interpreted. Then, we'll discuss some techniques like flexible budgeting to evaluate and isolate certain budget fluctuations in a way that provides clarity to a business owner or manager. We'll finish up the lesson with a brief discussion of the budgetary control process and the soft skills needed for this process.

Your business experience can help guide others to success. This online course will help you build a successful business coaching practice. You will gain the coaching skills and strategies needed to help other entrepreneurs thrive.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Any word processing application (not included in enrollment).
• QuickTime.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Over 27 million Americans will be self-employed by 2020. Many of these entrepreneurs will rely on a business coach to help them thrive. Great business coaches leverage their own experience to help others realize their potential, grow, and increase revenue. If you have previous success as an entrepreneur, coaching new business owners can be a rewarding and profitable career.

This course will teach you how to become a successful business coach. You will learn the fundamentals of coaching, including how to create winning strategies and how to address professional challenges. You will be able to serve entrepreneurs, business owners, and other professionals using time-tested coaching methods.

1. What Does a Business Coach Do?
2. The Coaching Triangle
3. The Coaching Process
4. Client Needs Analysis
5. Working with Clients
6. Measuring Results
7. Coaching Challenges
8. Business Results
9. Advanced Coaching Skills
10. Coaching Resources

What you will learn

• How to analyze client needs to deliver meaningful results
• How to measure results and translate your value
• How to use your business experience to help others

How you will benefit

• Gain the skills needed to start a business coaching practice
• Develop an understanding of the professional role and activities of a business coach
• Establish an alternative income stream

Thea Roberts

Thea Roberts is an instructor with a background in business administration. Previously, she was a finance officer and employment advisor. She also held a position in the Washington State Ombudsman Program. Roberts holds a Bachelor of Commerce and a Master of Arts.

This course will help you understand business environments, financial statements, and strategy so you can make more profitable business and personal financial decisions.

Are you interested in making better business decisions to increase your company's profits, move you up the corporate ladder, and help you reach a better, personal financial position? If so, this course is for you.

Using practical explanations and real-life examples, this course will show you how money flows through a typical business. You will learn the basics of how a business operates, including how to develop successful business strategies and how to use financial statements to make better business decisions.

Whether you're an employee, sales executive, supervisor, or manager, this course will help you understand basic financial information and use that information to make decisions that will positively affect your company's financial situation.

This is a business finance course for non-financial employees and managers. In six weeks, you will obtain significantly improved business acumen skills and financial understanding. Position yourself to be more confident in your business and financial decisions.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

• The instructional materials required for this course are included in enrollment and will be available online.

Come and explore different business strategies and discover how decisions using those strategies affect the financial landscape in a business organization and at home. In this course, you will learn about the basic business model and follow the flow of finances through business operations. You will gain an understanding of business acumen and see how companies use basic financial statements to report important information about their financial well-being.

Business Finance Basics

In this first lesson, you will learn the difference between financial knowledge and business acumen in a way that's easy to understand. You will also be introduced to a few basic financial strategies and explore what business finance can do for you, your company, and your personal finances.

The Business Model and Financial Flow

To gain a strong foundation in business finance, you'll need to understand the basic business model, its components, and how they fit into the larger organization. You will see how finances flow through the business and begin to master basic financial terminology. At the end of this lesson, you will be able to apply what you've learned to your personal household and finances.

Financial Terminology and Concepts

Do you know what ROI refers to? What's a Sales Forecast, and why is it so important? In this lesson, you will learn these terms and many more. You will also gain an understanding of financial forces, which provide a foundation for developing financial strategies and driving profit.

Financial Statements

Financial statements can be one of the most mysterious parts of business finance. As you will see, however, all you need is to make sense of the three basic financial statements. With this lesson under your belt, you will be ready to take on the next crucial step: recording and tracking the annual finances on these statements.

The Income Statement

In this lesson, you will gain a broader understanding of the first of the financial statements you will be considering: the Income Statement. You will visit the hypothetical company Bouncy Balls Incorporated (BBI) and examine its annual statement to comprehend what all these numbers mean.

The Balance Sheet

Still working with the fictitious company BBI, you will explore what information is included in the Balance Sheet. You will continue your work to determine BBI's financial position and see where changes in business strategy may be needed.

The Statement of Cash Flows

You will finish your introduction to the basic financial statements as you review the Statement of Cash Flows. You will see how financial personnel use this statement as you continue your tour of BBI. As you work through the Statement of Cash Flows, you will start to put all the information together to improve your understanding of BBI's financial position.

Management's Discussion and Analysis (MD&A)

In this lesson, you will listen in at a roundtable meeting of executives at BBI as they discuss the company's financial statements. The meeting offers a great opportunity for you to get an insider's look into how executives develop the Management's Discussion & Analysis (MD&A).

Business and Financial Strategy—The Process

Now you are going to put all of the financial knowledge you've gained during this course to work as you consider some strategies for improving BBI's financial condition. You will explore how executives bring their financial knowledge in line with business needs to make solid business decisions that will have a positive impact on the company financials.

Cutting Expenses to Boost the Bottom Line

In this lesson, you will tackle a key issue in business: cost cutting. Expenses are such a huge part of business. Here, you will see how to use your new knowledge of financial reporting and your business acumen skills to develop strategies that have a positive impact on a company's bottom line.

Inventory and Cash Strategies

Continuing your exploration of financial strategy, you will use the decision-making process to examine the inventory situation at BBI and develop strategies to increase supply and production efficiencies. You will also see how to develop strategies to improve the BBI cash position so that more things can be done to increase the bottom line.

SWOT Analysis and Strategy Implementation

Now that you've gone through various strategies to increase sales, decrease expenses, and better manage company assets, it's time to see how to complete an overall strategic analysis of an organization. This lesson focuses on using an analytical process called SWOT (Strengths, Weaknesses, Opportunities, and Threats) to develop strategies to move your business and your personal financial life in a positive direction.

Learn the fundamentals of business management and operational planning with a veteran supply chain manager. You will gain key operational skills, including risk management and quality control.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Any word processing application (not included in enrollment).
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Regardless of company size, operational management drives business success. This practical online course will teach you the fundamentals of business management and operational planning. You will gain essential skills and strategies that you can put into action at your workplace, such as risk management, scheduling, and control.

1. Business Operations
   1. Financial Management
   2. Lead and Manage Teams
   3. Implementing a Sales Plan
   4. Implementing Customer Service Strategies
   5. Implementing Marketing
   6. Implementing Continuous Improvement
   7. Build Client Relationships and Networks
2. Operations Management
   1. Operational Planning
   2. Manage Continuous Improvement
   3. Manage Risk
   4. Manage Intellectual Property
   5. Lead and Manage Workplace Relationships
   6. Build an Innovative Workplace
   7. Incorporate Digital Solutions
   8. Develop a Sales Plan
   9. Manage Quality Customer Service

What you will learn

• Key financial, risk, and operational management concepts
• Planning and implementing a range of operational solutions
• Building innovation in the workforce
• Leading and managing diverse teams

How you will benefit

• Gain key skills and knowledge in operational planning and administration
• Create actionable solutions to organizational problems in your business
• Learn from a veteran business instructor in a flexible online environment

Jamie Calbeto

Jamie Calbeto is an educator specializing in business, information technology, and logistics. He was both faculty at RMIT University Vietnam for more than a decade, teaching supply chain management and coordinating in the School of Business. Calbeto holds a Bachelor of Economics from University of Central Florida, a Master of Science in Industrial Technology from East Carolina University, and a Graduate Certificate in Tertiary Teaching and Learning.

If you love helping people, becoming a career counselor can be a rewarding career. This online course will teach you about the many aspects of career counseling, from working with clients to establishing a business.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Any word processing application (not included in enrollment).
• QuickTime.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

The average worker switches jobs more than 10 times in their career. With career pathways becoming more varied, good career advice is in demand. Career counselors help others develop their career with smart goals and clear directions. If you love to help others, career coaching can be a great profession.

The Career Counselor course will help you assist others in their career journey. You will learn the stages of career development, the fundamentals of career planning, and how to work with diverse audiences. You will be able to help jobseekers navigate their career change with meaningful results.

1. Introduction to Career Planning for Clients
2. Understanding the Stages of Career Development
3. Identifying Client's Career Goals and Challenges
4. Employability and Career Planning
5. Working with Diverse Audiences
6. Addressing Challenges that Client's Face
7. Career Counseling Interviews
8. Creating Career Development Plans
9. Traps to Avoid in Career Counseling
10. Maintaining Quality in Career Coaching Services

What you will learn

• Understand fundamental goals and identify key stages of career development
• Identify common career challenges and learn to conduct career counseling interviews
• Understand your clients and identify their career goals
• Create and deliver comprehensive career development plans
• Create a quality career coaching service

How you will benefit

• Recognizing challenges and strategies to maintain quality in career counseling
• Add value to your coaching services by providing quality career development plans
• Advance your career by helping others in their career

Thea Roberts

Thea Roberts is an instructor with a background in business administration. Previously, she was a finance officer and employment advisor. She also held a position in the Washington State Ombudsman Program. Roberts holds a Bachelor of Commerce and a Master of Arts.

The IIBA CPOA Prep course enables professionals to obtain an Agile mindset and learn key business analysis and product ownership principles to help them design and manage successful products, services, and more.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones
• A microphone

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

With organizations transitioning from project-centric models to product-centric views, a Product Ownership Analysis (POA) skillset is the need of the hour for business analysts to deliver successful products with high value. With 35% business analysts globally performing product ownership work and the average annual salary of a certified product owner being $103,709, earning this certificate will be a great value add to one's career as it communicates to employers your competence in driving the creation of high-value products, and enhances your earning potential considerably.

ed2go's IIBA®-CPOA exam prep course gives you the opportunity to learn key concepts, techniques, and processes for creating successful products along with highly focused exam preparation support for the CPOA exam. This certified product owner course provides extensive support through learning resources fully aligned to the Guide to Product Ownership Analysis along with office hours. The course has been designed by experts who have assisted several business analysts/product owners to attain the CPOA certification successfully. The product owner training, learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the CPOA exam pattern. Upon completion of this product ownership course, CPOA aspirants you will be prepared to effectively identify areas of weakness and face the CPOA certification examination confidently.

1. Introduction
   1. Intro to CPOA
2. Evolving Product Ownership to POA
   1. Evolving Product Ownership to POA
3. Understanding Product Ownership Analysis
   1. Understanding POA
4. Agile Product Management
   1. Agile Product Management
5. Apply Foundational Concepts
   1. Introduction to the POA Framework
   2. Apply Foundational Concepts
   3. Set up Organization for success
   4. Define key product disciplines
   5. Align product to strategy
   6. Align artifacts
   7. Set up a team for success
   8. Structure work
   9. Drive Success
   10. Expand PO Role
6. Cultivate Customer Intimacy
   1. Cultivate Customer Intimacy
   2. Know the customer
   3. Get personal
   4. Build empathy
   5. Engage in conversation
   6. Apply customer learning
   7. Validate problem
   8. Integrate learnings
   9. Evaluate and evolve product
7. Engage the Whole Team
   1. Engage the whole team
   2. Share Goals
   3. Shared vision
   4. Collective responsibility
   5. Align product
   6. Engage and empower
   7. Provide Psychological Safety
   8. Analyze stakeholders
   9. Engage stakeholders
8. Make an Impact
   1. Make an impact
   2. Delight customers
   3. Target customers
   4. Assess Product Market Fit
   5. Define value proposition
   6. Advance strategy
   7. Define product strategy
   8. Integrate across initiatives
   9. Cultivate org support
9. Deliver Often
   1. Deliver often
   2. Plan Delivery
   3. Manage product backlog
   4. Minimal Viable Product Builds
   5. Plan releases
   6. Product delivery
   7. Plan iteration
   8. Build product features
   9. Validate product features
10. Learn Fast
    1. Learn Fast
    2. Measure what matters
    3. Measure strategy
    4. Measure product
    5. Measure delivery
    6. Assess what is delivered
    7. Assess strategy
    8. Assess market
    9. Assess Delivery
11. Obsess about Value
    1. Obsess about value
    2. Evolve the product
    3. Assess strategic alignment
    4. Assess market alignment
    5. Assess financial viability
    6. Optimize value delivery
    7. Assess capability
    8. Optimize process
    9. Leverage technology
12. POA Techniques
1. POA Techniques - Part 1
2. POA Techniques - Part 2
3. POA Techniques - Part 3

What you will learn

• CPOA Exam Preparation Process
• In-depth understanding of Product Ownership Analysis, Framework, Context and 25+ techniques in IIBA-CPOA
• Understand roles and responsibilities of a POA practitioner and how to apply Agile and product ownership analysis
• Practice CPOA knowledge-based questions
• CPOA exam application process
• Tips to ace the exam in the first attempt

How you will benefit

• Gain the opportunity to learn roles and responsibilities in product management along with key principles that will help you manage the hurdles of designing successful products
• Execute product ownership-related activities and develop POA abilities for a potential product ownership career
• Obtain tactical skills to improve product development processes armed with the knowledge of important tools and methodologies such as product roadmaps, value stream mapping, user story mapping, minimum viable product, and story decomposition
• Complete CPOA certification in a timely and efficient manner

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

The IIBA® CPOA Prep course enables professionals to obtain an Agile mindset and learn key business analysis and product ownership principles to help them design and manage successful products, services, and more.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones
• A microphone

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

With organizations transitioning from project-centric models to product-centric views, a Product Ownership Analysis (POA) skillset is the need of the hour for business analysts to deliver successful products with high value. With 35% of business analysts globally performing product ownership work and the average annual salary of a certified product owner being $103,709, product owner training with certification communicates to employers competence in driving the creation of high-value products and enhances earning potential considerably.

This Agile product owner course is designed by experts who have assisted several business analysts/product owners in attaining their CPOA certification successfully. The course gives you the opportunity to learn key concepts, techniques, and processes for creating successful products along with highly focused exam preparation support for the Certificate in Product Ownership Analysis (CPOA®).exam. You will also be provided with extensive support through learning resources, a study plan, exam tips, question banks, exam simulators, and support with office hours.

Upon completion of the certified product owner course, you will be prepared for the International Institute of Business Analysis (IIBA®) CPOA exam. This course offers enrollment with or without a voucher. The voucher covers the fee/cost to sit for the certifying exam upon eligibility.

1. Introduction
   1. Intro to CPOA
2. Evolving Product Ownership to POA
   1. Evolving Product Ownership to POA
3. Understanding Product Ownership Analysis
   1. Understanding POA
4. Agile Product Management
   1. Agile Product Management
5. Apply Foundational Concepts
   1. Introduction to the POA Framework
   2. Apply Foundational Concepts
   3. Set up Organization for success
   4. Define key product disciplines
   5. Align product to strategy
   6. Align artifacts
   7. Set up a team for success
   8. Structure work
   9. Drive Success
   10. Expand PO Role
6. Cultivate Customer Intimacy
   1. Cultivate Customer Intimacy
   2. Know the customer
   3. Get personal
   4. Build empathy
   5. Engage in conversation
   6. Apply customer learning
   7. Validate problem
   8. Integrate learnings
   9. Evaluate and evolve product
7. Engage the Whole Team
   1. Engage the whole team
   2. Share Goals
   3. Shared vision
   4. Collective responsibility
   5. Align product
   6. Engage and empower
   7. Provide Psychological Safety
   8. Analyze stakeholders
   9. Engage stakeholders
8. Make an Impact
   1. Make an impact
   2. Delight customers
   3. Target customers
   4. Assess Product Market Fit
   5. Define value proposition
   6. Advance strategy
   7. Define product strategy
   8. Integrate across initiatives
   9. Cultivate org support
9. Deliver Often
   1. Deliver often
   2. Plan Delivery
   3. Manage product backlog
   4. Minimal Viable Product Builds
   5. Plan releases
   6. Product delivery
   7. Plan iteration
   8. Build product features
   9. Validate product features
10. Learn Fast
    1. Learn Fast
    2. Measure what matters
    3. Measure strategy
    4. Measure product
    5. Measure delivery
    6. Assess what is delivered
    7. Assess strategy
    8. Assess market
    9. Assess Delivery
11. Obsess about Value
    1. Obsess about value
    2. Evolve the product
    3. Assess strategic alignment
    4. Assess market alignment
    5. Assess financial viability
    6. Optimize value delivery
    7. Assess capability
    8. Optimize process
    9. Leverage technology
12. POA Techniques
    1. POA Techniques - Part 1
    2. POA Techniques - Part 2
    3. POA Techniques - Part 3

What you will learn

• Understand the CPOA exam preparation process
• In-depth understanding of product ownership analysis, framework, context, and 25+ techniques in IIBA-CPOA
• Understand roles and responsibilities of a POA practitioner and how to apply Agile and product ownership analysis
• Practice CPOA knowledge-based questions
• Obtain tips to ace the CPOA exam in the first attempt

How you will benefit

• Gain the opportunity to learn roles and responsibilities in product management along with key principles that will help you manage the hurdles of designing successful products
• Execute product ownership-related activities and develop POA abilities for a potential product ownership career
• Obtain tactical skills to improve product development processes armed with the knowledge of important tools and methodologies such as product roadmaps, value stream mapping, user story mapping, minimum viable product, and story decomposition
• Complete CPOA certification in a timely and efficient manner

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

This online course equips mid-level business analysts with 2-3 years of business analysis experience to learn the best practices and skillsets essential to advance their existing professions and grow their careers.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones.
• A microphone.

Software Requirements:

• Software Requirements:
• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online.
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

As per a study by LinkedIn, business analysis is one of the fastest-growing professions. With increasing dependence on technology projects, organizations are hiring a larger number of business analysts. The Certification of Capability in Business Analysis (CCBA) credential from the International Institute of Business Analysis (IIBA) is a highly valued certification in the business analyst domain for mid-level business analysts in the world.

The Certification of Capability in Business Analysis (CCBA) Prep Course provides highly focused exam preparation support for IIBA Level 2 – CCBA exam. This course offers extensive business analyst certification support to candidates through sessions fully aligned to the Business Analysis Body of Knowledge (BABOK) v3.0 along with office hours.

This comprehensive business analysis course has been designed by experts who successfully assisted several business analysts in achieving their CCBA credentials. The learning resources, study plan, exam tips, question bank, and exam simulators are fully aligned to the CCBA v3 exam pattern and equip you to prepare effectively, identify areas of weakness, and face the certification exam confidently.

1. INSTRUCTIONS
1. How to Use Thinkific Learning Portal
2. Introduction
1. Introduction
2. BA V3 Themes
3. BA knowledge areas
4. BA V3 Glossary
5. Study Guide - Preface and Introduction
6. Presentation - Introduction to BABOK
3. BA Key Concepts
1. Key terms
2. Requirements classifications
3. BABOK roles
4. Study Guide - Business analysis Key Concepts
5. Concept Questions - BA Concepts
6. Concept Questions - BABOK Terms
7. CCBA - Warm up - Intro to BA
8. CCBA - Warm up - BABOK Terms
4. BA Planning and Monitoring
1. Intro to BA planning and monitoring
2. Task 1 - Plan BA approach
3. Task 2 - Plan stakeholder engagement
4. Task 3 - Plan BA governance
5. Task 4 - Plan BA information management
6. Task 5 - Identify BA performance improvements
7. Study Guide - Business Analysis Planning and Monitoring
8. Concept Questions - BA Planning
9. CCBA - Warm up - BA Planning & Monitoring
10. CCBA - Scenarios - BA Planning and Monitoring - Set - 1
11. CCBA - Scenarios - BA Planning and Monitoring - Set - 2
12. Flashcards - BA Planning
13. Audiobook - BA Planning
14. Presentation - BA Planning
5. Elicitation and Collaboration
1. Intro to Elicitation and collaboration
2. Task 1 - Prepare for elicitation
3. Task 2 - Conduct elicitation
4. Task 3 - Confirm elicitation result
5. Task 4 - Communicate BA information
6. Task 5 - Manage stakeholder collaboration
7. Study Guide - Elicitation and Collaboration
8. Concept Questions - Elicitation - Part 1
9. Concept Questions - Elicitation - Part 2
10. CCBA - Warm up - Elicitation
11. CCBA - Scenarios - Elicitation - Set - 1
12. CCBA - Scenarios - Elicitation - Set - 2
13. Flashcards - Elicitation
14. Audiobook - Elicitation
15. Presentation - Elicitation and Collaboration
6. Requirements LCM
1. Intro Requirements Lifecycle Management
2. Task 1 - Trace Requirements
3. Task 2 - Maintain Requirements
4. Task 3 - Prioritize Requirements
5. Task 4 - Assess Requirements Changes
6. Task 5 - Approve Requirements
7. Study Guide - Chapter 5 - Requirements Life Cycle Management
8. Concept Questions - Req. LCM
9. CCBA - Warm up - Req. LCM
10. CCBA - Scenarios - Req. LCM - Set - 1
11. CCBA - Scenarios - Req. LCM - Set - 2
12. Flashcards - Req. LCM
13. Audiobook - Req. LCM
14. Presentation - Req. LCM
7. Strategy Analysis
   1. Intro to Strategy analysis
   2. Task 1 - Analyze current state
   3. Task 2 - Define future state
   4. Task 3 - Assess risks
   5. Task 4 - Define change strategy
   6. Study Guide - Chapter 6 - Strategy Analysis
   7. Concept Questions - Strategy Analysis
   8. CCBA - Warm up - Strategy analysis
   9. CCBA - Scenarios - Strategy analysis - Set - 1
   10. CCBA - Scenarios - Strategy analysis - Set - 2
   11. Flashcards - Strategy Analysis
   12. Audiobook - Strategy Analysis
   13. Presentation - Strategy Analysis
8. Requirements Analysis and Design Def.
   1. Intro to Requirements analysis and design definition
   2. Task 1 - Specify and Model Requirements
   3. Task 2 - Verify Requirements
   4. Task 3 - Validate requirements
   5. Task 4 - Define Requirements architecture
   6. Task 5 - Define Design Options
   7. Task 6 - Analyze Potential Value and Recommend Solution
   8. Study Guide - Chapter 7 - Requirements Analysis and Design Definition
   9. Concept Questions - RADD - Part 1
   10. Concept Questions - RADD - Part 2
   11. CCBA - Warm up - Requirements Analysis and Design
   12. CCBA - Scenarios - Req. Analysis and Design - Set - 1
   13. CCBA - Scenarios - Req. Analysis - Set - 2
   14. Flashcards - RADD
   15. Audiobook - RADD
   16. Presentation - RADD
9. Solution Evaluation
1. Intro to Solution Evaluation
2. Task 1 - Measure solution performance
3. Task 2 - Analyze performance measures
4. Task 3 - Assess solution limitations
5. Task 4 - Assess enterprise limitations
6. Task 5 - Recommend actions to increase solution value
7. Study guide - chapter 8 - Solution Evaluation
8. Concept questions - solution evaluation
9. CCBA - Warm up - solution evaluation
10. CCBA - Scenarios - solution evaluation - set - 1
11. CCBA - Scenarios - solution evaluation - set - 2
12. Flashcards - solution evaluation
13. Audiobook - Solution Evaluation
14. Presentation - Solution Evaluation
10. Underlying Competencies
1. Intro to Underlying Competencies
2. 1-Analytical Thinking and Problem Solving
3. 2-Behavioral Characteristics
4. 3-Business Knowledge
5. 4-Communication Skills
6. 5-Interaction Skills
7. 6-Tools and Technology
8. Study Guide - Chapter 9 - Underlying Competencies
9. Concept Questions - Underlying Competencies - Part 1
10. Concept Questions - Underlying Competencies - Part 2
11. CCBA - Warm up - Underlying competencies
11. Techniques
1. Acceptance and evaluation criteria
2. Backlog Management
3. Balanced scorecards
4. Benchmarking and market analysis
5. Brainstorming
6. Business Cases
7. Business capability analysis
8. Business Model Canvas
9. Business rules analysis
10. Collaborative games
11. Concept modelling
12. Data dictionary
13. Data flow diagrams
14. Data mining
15. Data modelling
16. Decision analysis
17. Decision modelling
18. Document analysis
19. Estimation
20. Financial analysis
21. Focus groups
22. Functional decomposition
23. Glossary
24. Interface analysis
25. Interviews
26. Item tracking
27. Lessons learned
28. Metrics and key performance indicators
29. Mind mapping
30. Non-functional requirements analysis
31. Observation
32. Organizational modelling
33. Prioritization
34. Process analysis
35. Process modelling
36. Prototyping
37. Reviews
38. Risk analysis and management
39. Roles and permissions matrix
40. Root cause analysis
41. Scope models
42. Sequence diagrams
43. Stakeholder list map or personas
44. State modelling
45. Survey or questionnaire
46. SWOT analysis
47. Use cases and scenarios
48. User stories
49. Vendor assessment
50. Workshops
51. Study Guide - Chapter 10 - Techniques
52. Concept Questions - Techniques - Part 1
53. Concept Questions - Techniques - Part 2
54. Knowledge Based Questions - Techniques
55. Presentation - BA Techniques
12. Past Session Recordings
1. Links for Past Session Recordings - CCBA
13. Modelling
1. UML Intro
2. UML Use case modeling
3. UML Activity Diagram
4. UML State Diagram
5. UML using Visio
14. Workshop Materials
1. BA Techniques - When to use which one
2. CCBA Session Plan
3. CCBA Study Guide
4. Requirements Traceability Relationships
15. Reference Materials
1. BABOK V3 KAs and Tasks Overview Mindmap
2. 6 KAs and 30 Tasks of BABOK V3 Mindmap
3. BABOK V3 Techniques Mind-map
4. BABOK Word Cloud Mindmap
5. BABOK V3 Tasks Summary
6. 205 - Business Analysis Workbook
7. 206 - BABOK V3 Glossary-KA wise
8. 207 - BABOK V3 Tasks Summary
16. Exam Prep Help
1. Presentation - Scenario Based Questions
2. The Ultimate IIBA Exams Info Guide
3. CCBA Exam Preparation Plan with FAQs
4. CCBA V3 Application Simulator
5. Adaptive US Certificate
6. Study Tips you need for IIBA Cert. Exam
7. The Ultimate IIBA Exam Tips Guide
8. CCBA v3 Audiobook
9. BABOK Analysis Document
17. Simulations
1. CCBA Simulations 1-3

What you will learn

• Complete overview of the knowledge areas of BABOK v3.0
• Preparation process for CCBA
• Tasks and techniques for business analysis
• Prepare for the final exam with chapter-based questions and simulations

How you will benefit

• Develop expertise on BABOK fundamentals and best practices
• Open new career opportunities and expand your skillset
• Obtain the information needed to succeed in taking the CCBA exam

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

This course prepares you to sit for the Certified Administrative Professional (CAP) exam offered by the International Association of Administrative Professionals (IAAP). IAAP membership, Exam study guide, and exam voucher included.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader.

Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The following digital textbook for this course is accessed via links in the course lessons:

• The Administrative Professional: Technology and Procedures (eBook)

To be a successful administrative professional, you must possess the skills to handle a wide variety of workplace tasks and scenarios. The Certified Administrative Professional (CAP) course serves two purposes. First, it prepares you to take the CAP exam offered by the International Association of Administrative Professionals (IAAP). Second, it provides you with a broad selection of essential skills and knowledge to effectively work as an administrative assistant in fields including education, technology, government, and medicine.

In this Certified Administrative Professional course, you will learn the basics of workplace administration as well as how to begin and grow a successful career as an administrative professional. It also covers the intricacies of organizational communication, office and records management, and human resources fundamentals, among other topics. You will also learn to effectively write for business, produce documents, and utilize informational technology as you prepare to achieve your administrative professional certification.

You will gain event and project management skills, which include virtual meeting coordination—a skill that has become increasingly useful. Each CAP course module concludes with a quiz, helping you to effectively track your progress and test your skills. Your Certified Administrative Professional training includes IAAP membership, an exam study guide, and an exam voucher that covers the fee for the IAPP certification exam.

1. Organizational Communication (Part 1)
   1. Understanding the Workplace Team
   2. Interacting with Stakeholders
   3. Communication Essentials
2. Organizational Communication (Part 2)
   1. Networking
   2. Motivation, Leadership, And Change Management
   3. Public Speaking
   4. International Business
   5. Organizational Structures And Systems
   6. Legal And Ethical Issues
3. Business Writing and Document Production
   1. Business Writing
   2. Software Applications
   3. Managing Hardware and Software
4. Technology and Information Distribution
   1. Information Systems
   2. Telephone and Electronic Communication
   3. Copyright Laws and Intellectual Property
   4. Research and Analysis
   5. Managing Remote Meetings
   6. Information Distribution and Storage
5. Office and Records Management
   1. Filing Standards
   2. File Security
   3. Creating Workspaces
   4. Managing Materials and Supplies
6. Event and Project Management
   1. Event Scheduling And Management
   2. Travel Planning
   3. Meeting Coordination
   4. Project Management And Negotiations
7. Human Resources
   1. Human Resources Terminology and Processes
   2. Employee Handbooks, Training, and Standard Operating Procedures
   3. Employee Records and Evaluation
   4. Staffing And Onboarding
   5. Human Resource Law and Harassment
8. Financial Functions
   1. Budgeting Basics
   2. Introduction to Financial Statements
   3. Introduction to Banking and Statement Reconciliation
9. Workplace Behaviors and Activities (Part 1)
   1. Goal Setting and Creativity
   2. Problem Solving and Decision Making
   3. Time Management and Stress Management
10. Workplace Behaviors and Activities (Part 2)
    1. Planning And Controlling
    2. Multitasking
    3. Generational Distinctions
    4. Diversity and Inclusion
11. Workplace Behaviors and Activities (Part 3)
    1. Supply chain management
    2. Purchasing and logistics
    3. Scheduling
    4. Customer service
12. Becoming an Administrative Assistant and Advancing Your Career
    1. Duties and Traits
    2. Position Options
    3. Seeking Employment
    4. Career Planning

What you will learn

• Understand how to write business documents
• Managing information storage and distribution
• Recognize professional workplace activities and behaviors
• Discover best practices for managing events and meetings, travel, projects, and materials
• Identify key components of legal issues, and human resource policy and management

How you will benefit

• Obtain a broad selection of essential skills and knowledge to effectively work as an administrative assistant in fields including education, technology, government, and medicine
• Develop a career plan and resume that will be reviewed by an instructor
• Prepare to register and sit for the IAAP Certified Administrative Professional certification exam that will give you a competitive edge in the marketplace

Becky Swaim

Becky Swaim has taught since 2000, focusing on Administrative Assistant Fundamentals, Administrative Assistant Applications, and Individual Excellence. She holds a Bachelor of Arts in Speech Communication from California State University, Long Beach. Her experience includes managing large staff in medical billing and collections and as a program manager to various medical practices.

Train for a career as an administrative assistant and master the Microsoft Office suite. This course bundle will prepare you for the Certified Administrative Professional exam (CAP) exam offered by the International Association of Administrative Professionals (IAAP) and the Microsoft Office Specialist (MOS) Associate certification. The IAAP membership, CAP exam study guide, and vouchers included.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021, or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. Reading assignments in each lesson will be linked to the eBook for the designated reading.

• The Administrative Professional: Technology and Procedures (eBook)

1. Microsoft Office Specialist (MOS) Associate Certification
1. Microsoft Excel
2. MicrosoftWord
3. Microsoft PowerPoint
4. Microsoft Outlook
2. Certified Administrative Professional
   1. Organizational Communication (Part 1)
   2. Organizational Communication (Part 2)
   3. Business Writing and Document Production
   4. Technology and Information Distribution
   5. Office and Records Management
   6. Event and Project Management
   7. Human Resources
   8. Financial Functions
   9. Workplace Behaviors and Activities (Part 1)
   10. Workplace Behaviors and Activities (Part 2)
   11. Workplace Behaviors and Activities (Part 3)
   12. Becoming an Administrative Assistant and Advancing Your Career

What you will learn

• To perform the key duties and responsibilities of an administrative assistant
• To effectively use Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, at their most advanced level

How you will benefit

• Develop a high level of understanding of the Certified Administrative Professional (CAP) body of knowledge
• Set yourself up for success in an administrative career by learning relevant real-world skills
• Gain the knowledge necessary to pass the CAP exam
• You will receive IAAP Membership and a study guide upon qualification for the CAP exam
• Be prepared to sit for the Microsoft Office Specialist (MOS) Associate Certification Exams

Becky Swaim

Becky Swaim has taught since 2000, focusing on Administrative Assistant Fundamentals, Administrative Assistant Applications, and Individual Excellence. She holds a Bachelor of Arts in Speech Communication from California State University, Long Beach. Her experience includes managing large staff in medical billing and collections and as a program manager to various medical practices.

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

Train for a career as an administrative assistant and learn the Microsoft Office suite. This course bundle will prepare you for the Certified Administrative Professional (CAP) exam offered by the International Association of Administrative Professionals (IAAP) and the Microsoft Office Specialist (MOS) Expert certification exams for Word, Excel, PowerPoint, Outlook, and Access.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.(Windows 11 users, it is recommended to have 8-16GB of RAM for best results.)
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and is also compatible.
• Microsoft Office 365, 2021, or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. Textbook assignments in each lesson will be linked to the eBook for the designated reading.

• The Administrative Professional: Technology and Procedures (eBook)

Please note: You will receive a digital book if the physical book is on backorder.

1. Microsoft Office Specialist (MOS) Expert Certification
   1. Microsoft Word
   2. Microsoft Excel
   3. Microsoft PowerPoint
   4. Microsoft Outlook
   5. Microsoft Access
2. Certified Administrative Professional
   1. Organizational Communication (Part 1)
   2. Organizational Communication (Part 2)
   3. Business Writing and Document Production
   4. Technology and Information Distribution
   5. Office and Records Management
   6. Event and Project Management
   7. Human Resources
   8. Financial Functions
   9. Workplace Behaviors and Activities (Part 1)
   10. Workplace Behaviors and Activities (Part 2)
   11. Workplace Behaviors and Activities (Part 3)
   12. Becoming an Administrative Assistant and Advancing Your Career

What you will learn

• To perform the key duties and responsibilities of an administrative assistant
• To effectively use Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Access

How you will benefit

• Be prepared for the Microsoft Office Specialist (MOS) Expert Certification exams
• Be prepared for the Certified Administrative Professional (CAP) exam

Becky Swaim

Becky Swaim has taught since 2000, focusing on Administrative Assistant Fundamentals, Administrative Assistant Applications, and Individual Excellence. She holds a Bachelor of Arts in Speech Communication from California State University, Long Beach. Her experience includes managing large staff in medical billing and collections and as a program manager to various medical practices.

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

This course is designed for a bookkeeper looking to formalize their education with an in-demand certification. You will get a high-level review of basic accounting concepts to prepare you to sit for and pass all four exams for the AIPB Certified Bookkeeper certification.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Microsoft Excel (not included in enrollment).
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The AIPB provides the six workbooks that are required for this course:

• Mastering Adjusting Entries
• Mastering Correction of Accounting Errors
• Mastering Payroll
• Mastering Depreciation
• Mastering Inventory
• Mastering Internal Controls and Fraud Prevention

In addition to the six workbooks listed above, you will also receive:

• Two exam vouchers that cover the full cost of part one and part two of the Certified Bookkeeper exam

Books/Materials/Exam Fees are non-refundable upon registration.

Note: Due to the high cost of these items, books will not be shipped until 10-days after the student's start date. Students may request an earlier shipment by contacting their Student Advisor but will be required to acknowledge the fees involved are non-refundable.

This unique, comprehensive online bookkeeping certification course is designed for professional bookkeepers. It reinforces key bookkeeping concepts, definitions, and calculations you have likely encountered in your bookkeeping education and career and prepares you for the American Institute of Professional Bookkeepers (AIPB) national certification exam. Throughout this bookkeeper training, you will have access to resources such as videos, interactive activities, and hands-on exercises that will solidify your grasp of critical information necessary to your success as a bookkeeper. We will also use these and other tools to prepare you for the exam, including practice quizzes, exams, and strategies for conducting your preparation leading up to and encompassing the exam day.

We have assembled this online bookkeeping course to help you successfully complete the AIPB exam because the AIPB certification is a high professional standard. Becoming a Certified Bookkeeper™ (CB) can increase your earning potential, enhance your professional status, and give you a decisive edge in the job market. Parts 1 and 2 of the exam are offered at any of over 300 Prometric test centers nationwide. Parts 3 and 4 of the exam are open-book tests that come with your workbooks. CBs are to bookkeeping what Certified Public Accountants (CPAs) are to accounting: the cream of the profession.

The Certified Bookkeeper course includes prepaid vouchers with enrollment that provides access to sit for the AIPB certification exams—making it a leader among other certified bookkeeper courses. Detailed instructions regarding the certification application, exams, and the use of the vouchers at any Prometric Test Center are available within the course.

Please note: The Certified Bookkeeper course is designed for experienced bookkeepers who want to prepare for national certification. To succeed in this course, you must have at least two years of experience as a bookkeeper before enrolling. The books, materials, and exam fees are non-refundable upon registration.

1. Getting Started
2. Pretest
3. Adjusting Entries
4. Correction of Accounting Errors
5. Payroll
6. Depreciation
7. Inventory
8. Internal Controls and Fraud Prevention
9. AIPB Exam Preparation
10. Final Exam
11. Resources

What you will learn

• AIPB CB designation eligibility requirements, code of ethics, and maintenance requirements
• How to apply the concepts of accrual accounting to transactions that span fiscal periods and trace the effect of accrual and deferral transactions
• How to master the adjustment of entries, identify and correct accounting errors, and reconcile bank accounts
• How to complete book and tax depreciation, including various methods of calculating depreciation for book and tax purposes
• The basics of payroll, from paying wages to depositing and reporting taxes
• How to value inventory, record costs, make entries, and report inventory on financial statements
• How to use basic internal controls to prevent theft, embezzlement, or check and credit card fraud by employees, customers, or vendors

How you will benefit

• This product includes many videos showing concepts and bookkeeping scenarios with plenty of examples
• Interactive scenarios allow you to practice calculations and concepts described in the textbooks and lesson materials
• Upon completion of the course, you will be prepared to sit for the American Institute of Professional Bookkeepers (AIPB) exam
• You may take the exam at any Prometric Test Center

Wade Lindenberger

Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and at the University of California at San Diego for the Extension Course and is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.

Helene K. Liatsos

Helene K. Liatsos is a consultant for small businesses, travel agencies, and home-based business startups with more than 25 years of experience. Along with a successful career in the travel industry, working with airlines, hotels, and travel agencies, Helene established her own business management company, Home Office Management Experts, and was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. As a QuickBooks Certified Advisor, she provides bookkeeping, payroll and QuickBooks training services. She holds a Bachelor of Arts from Fairleigh Dickinson University.

Sherida Habersham

Sherida Habersham is an accomplished professional from Georgia at the intersection of technology, education, and service. She started her career as a software developer specializing in human resource management (HRM), payroll, and quality systems. Over her extensive career in education, Sherida has held several roles, including program lead, college professor, and division dean for business and information systems.

Sherida holds a Doctor of Philosophy (Ph.D.) in educational psychology, a Master of Science in computer science, and a Master of Business Administration in business. With expertise in curriculum development, business systems, and instructional leadership, she is dedicated to promoting learning and development. Additionally, she has over a decade of experience as a bookkeeping and tax expert, assisting small and medium-sized businesses (SMBs) in streamlining their operations with comprehensive bookkeeping and tax support.

This course prepares for American Institute of Professional Bookkeepers (AIPB) certification and Microsoft MOS Excel Expert certification exam.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.
• Adobe Acrobat Reader.
• Microsoft Word (not included in enrollment).
• Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The AIPB provides the six workbooks that are required for this course:

• Mastering Adjusting Entries
• Mastering Correction of Accounting Errors
• Mastering Payroll
• Mastering Depreciation
• Mastering Inventory
• Mastering Internal Controls and Fraud Prevention

In addition to the six workbooks listed above, you will also receive:

• Two exam vouchers that cover the full cost of part one and part two of the Certified Bookkeeper exam

Books/Materials/Exam Fees are non-refundable upon registration.

Note: Due to the high cost of these items, books will not be shipped until10-days after the student's start date. Students may request an earlier shipment by contacting their Student Advisor but will be required to acknowledge the fees involved are non-refundable.

1. Certified Bookkeeper
   1. Getting Started
   2. Pretest
   3. Adjusting Entries
   4. Correction of Accounting Errors
   5. Payroll
   6. Depreciation
   7. Inventory
   8. Internal Controls and Fraud Prevention
   9. AIPB Exam Preparation
   10. Final Exam
   11. Resources
2. Microsoft Excel Certification Training
1. Introduction to Excel
   1. Microsoft Office Basics
   2. Creating a Microsoft Excel Workbook
   3. The Ribbon
   4. The Backstage View (The File Menu)
   5. The Quick Access Toolbar
   6. Entering Data in Microsoft Excel Worksheets
   7. Formatting Microsoft Excel Worksheets
   8. Editing Worksheets
   9. Working with Rows and Columns
   10. Using Formulas in Microsoft Excel
   11. Finalizing Microsoft Excel Worksheets
   12. Introduction to Excel Exam
2. Intermediate Excel
   1. Common Functions
   2. Working with Lists
   3. Visualizing Your Data
   4. Working with Tables
   5. Advanced Formatting
   6. Intermediate Excel Exam
3. Advanced Excel
   1. Using PivotTables
   2. Advanced Functions
   3. Auditing Workbooks
   4. Data Tools
   5. Working with Others
   6. Recording and Using Macros
   7. Advanced Excel Exam
4. Final Exam

What you will learn

• AIPB CB designation eligibility requirements, code of ethics, and maintenance requirements
• How to apply the concepts of accrual accounting to transactions that span fiscal periods and trace the effect of accrual and deferral transactions
• Adjustment of entries
• Identification and correction of accounting errors and reconciliation of bank accounts
• To create, modify, and manage Excel workbooks
• To use formulas, functions, and work with tables
• To convert, sort, filter, and manage lists

How you will benefit

• This product includes many videos showing concepts and bookkeeping scenarios with plenty of examples
• Be prepared to sit for the American Institute of Professional Bookkeepers exam that you may take the exam at any Prometric Test Center
• Become a certified Microsoft Office Specialist (MOS) Expert in Excel
• Use these skills in most workplace situations
• Manipulate data faster by learning helpful formulas and tricks

Wade Lindenberger

Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and at the University of California at San Diego for the Extension Course and is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.

Helene K. Liatsos

Helene K. Liatsos is a business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University.

Sherida Habersham

Sherida Habersham is an accomplished professional from Georgia at the intersection of technology, education, and service. She started her career as a software developer specializing in human resource management (HRM), payroll, and quality systems. Over her extensive career in education, Sherida has held several roles, including program lead, college professor, and division dean for business and information systems.

Sherida holds a Doctor of Philosophy (Ph.D.) in educational psychology, a Master of Science in computer science, and a Master of Business Administration in business. With expertise in curriculum development, business systems, and instructional leadership, she is dedicated to promoting learning and development. Additionally, she has over a decade of experience as a bookkeeping and tax expert, assisting small and medium-sized businesses (SMBs) in streamlining their operations with comprehensive bookkeeping and tax support.

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

This course prepares for American Institute of Professional Bookkeepers (AIPB) certification and Microsoft MOS Excel Expert certification exams.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.
• Adobe Acrobat Reader.
• Microsoft Word (not included in enrollment).
• Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The AIPB provides the six workbooks that are required for this course:

• Mastering Adjusting Entries
• Mastering Correction of Accounting Errors
• Mastering Payroll
• Mastering Depreciation
• Mastering Inventory
• Mastering Internal Controls and Fraud Prevention

In addition to the six workbooks listed above, you will also receive:

• Two exam vouchers that cover the full cost of part one and part two of the Certified Bookkeeper exam

Books/Materials/Exam Fees are non-refundable upon registration.

Note: Due to the high cost of these items, books will not be shipped until10-days after the student's start date. Students may request an earlier shipment by contacting their Student Advisor but will be required to acknowledge the fees involved are non-refundable.

1. Certified Bookkeeper
   1. Getting Started
   2. Pretest
   3. Adjusting Entries
   4. Correction of Accounting Errors
   5. Payroll
   6. Depreciation
   7. Inventory
   8. Internal Controls and Fraud Prevention
   9. AIPB Exam Preparation
   10. Final Exam
   11. Resources
2. Microsoft Excel Certification Training
   1. Introduction to Excel
      1. Microsoft Office Basics
      2. Creating a Microsoft Excel Workbook
      3. The Ribbon
      4. The Backstage View (The File Menu)
      5. The Quick Access Toolbar
      6. Entering Data in Microsoft Excel Worksheets
      7. Formatting Microsoft Excel Worksheets
      8. Editing Worksheets
      9. Working with Rows and Columns
      10. Using Formulas in Microsoft Excel
      11. Finalizing Microsoft Excel Worksheets
      12. Introduction to Excel Exam
   2. Intermediate Excel
      1. Common Functions
      2. Working with Lists
      3. Visualizing Your Data
      4. Working with Tables
      5. Advanced Formatting
      6. Intermediate Excel Exam
   3. Advanced Excel
      1. Using PivotTables
      2. Advanced Functions
      3. Auditing Workbooks
      4. Data Tools
      5. Working with Others
      6. Recording and Using Macros
      7. Advanced Excel Exam
   4. Final Exam

What you will learn

• AIPB CB designation eligibility requirements, code of ethics, and maintenance requirements
• How to apply the concepts of accrual accounting to transactions that span fiscal periods and trace the effect of accrual and deferral transactions
• Adjustment of entries
• Identification and correction of accounting errors and reconciliation of bank accounts
• To create, modify, and manage Excel workbooks
• To use formulas, functions, and work with tables
• To convert, sort, filter, and manage lists

How you will benefit

• This product includes many videos showing concepts and bookkeeping scenarios with plenty of examples
• Be prepared to sit for the American Institute of Professional Bookkeepers exam
• You may take the exam at any Prometric Test Center
• Become a certified Microsoft Office Specialist (MOS) Expert in Excel
• Use these skills in most workplace situations
• Manipulate data faster by learning helpful formulas and tricks

Wade Lindenberger

Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm.

Helene K. Liatsos

Helene K. Liatsos is a business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University.

Sherida Habersham

Sherida Habersham is an accomplished professional from Georgia at the intersection of technology, education, and service. She started her career as a software developer specializing in human resource management (HRM), payroll, and quality systems. Over her extensive career in education, Sherida has held several roles, including program lead, college professor, and division dean for business and information systems.

Sherida holds a Doctor of Philosophy (Ph.D.) in educational psychology, a Master of Science in computer science, and a Master of Business Administration in business. With expertise in curriculum development, business systems, and instructional leadership, she is dedicated to promoting learning and development. Additionally, she has over a decade of experience as a bookkeeping and tax expert, assisting small and medium-sized businesses (SMBs) in streamlining their operations with comprehensive bookkeeping and tax support.

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification.

This course is designed for marketing professionals, business owners, brand managers, designers, and creatives interested in developing expertise in brand strategy and management. It offers a comprehensive curriculum to help you master the latest branding techniques and strategies.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac. Chromebooks are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

The demand for certified brand strategists is on the rise as organizations look for experts who can help them build and manage their brands effectively. According to the U.S. Bureau of Labor Statistics, employment in the marketing and advertising industry is expected to grow 10% by 2030, faster than the average for all occupations.

The Certified Brand Strategist course is designed to equip professionals with the skills and knowledge required to develop and implement effective branding strategies that resonate with consumers and drive business success. The course covers a wide range of topics, including brand strategy development, brand positioning, brand messaging, brand identity, brand architecture, brand management, and digital branding.

During the brand strategist course, you will learn how to develop a brand strategy that aligns with your organization's values and goals and how to communicate your brand messaging effectively through various channels. You will also learn how to create a visual and verbal identity for your brand, including the development of a brand style guide. Additionally, you will discover how to manage your brand's reputation, build brand equity, and measure brand performance.

Upon completion of the course, you will have the knowledge and skills required to become successful branding professionals. You will be able to help organizations develop and implement effective branding strategies, which can lead to increased revenue and market share.

1. Branding A Business
   1. Importance Of Branding
   2. Brand Name
   3. Brand Logo
   4. Brand Product
   5. Brand Culture
   6. Brand Voice
   7. Brand Identity
2. Brand Messaging Guide
   1. What is a Brand Story?
   2. The Role of Brand Storytelling
   3. How to Tell a Brand Story
   4. Common Elements of Brand Storytelling
3. Brand Strategy & Identity
   1. Developing a brand identity
   2. Visual and verbal identity elements
   3. Defining your Mission
   4. What is your Story?
   5. Identifying Your People
   6. Articulating your Value
4. Choosing A Brand Name
   1. Legal Requirements
   2. Trademarks & Intellectual Property
5. Bringing A Brand & Startup to Life - Launching a New Brand
   1. Importance of brand management
   2. Building brand equity
   3. Managing brand reputation
   4. Measuring brand performance
6. Branding Guidelines & Best Practices
   1. Defining your Brand Identity
   2. How to Develop a Brand Style Guide
   3. Visual Identity
   4. Designing for Your Target Audience
   5. Brand Messaging and Your Brand Voice
7. Creating a Branding Style Guide for Distribution and Press Kits
   1. Visual Brand Design
   2. Visual Brand Design Essentials
   3. Developing your Brand Personality
   4. A Guide to Brand Positioning and Messaging
   5. Considerations and Strategy for Rebranding
8. Offering Your Branding Services as a Freelancer
   1. Building a portfolio
   2. Defining your service
   3. Pricing for your branding
   4. Promoting your branding services
   5. Customer Service
9. Final Exam

What you will learn

• Understand the fundamentals of branding and its importance in today's business environment
• Develop a comprehensive understanding of brand strategy development and implementation
• Learn how to develop a brand positioning that resonates with target audiences
• Create a brand identity that accurately reflects the brand's values and personality
• Develop a brand messaging strategy that effectively communicates the brand's value proposition
• Understand the importance of brand architecture and how it impacts the overall brand strategy
• Learn how to manage a brand's reputation and build brand equity

How you will benefit

• Develop a competitive edge in the job market by gaining in-demand branding skills and knowledge
• Help organizations build and manage their brands effectively, which can lead to increased revenue and market share
• Expand career opportunities in the marketing and branding industry, with potential roles including brand strategist, brand manager, marketing manager, and more
• Increase personal and professional confidence in branding knowledge and abilities
• Build a professional network through collaboration with instructors and peers in the course

Paty Ventura, CBS

Paty Ventura is a highly skilled and accomplished professional in the creative industry with eight years of experience in brand management, marketing, and visual design. She holds a Bachelor's degree in visual design and front-end development and is a Certified Brand Strategist Program instructor. She is known for her ability to transform visionary concepts into tangible realities and her proficiency in establishing strategic partnerships with external teams. Paty is dedicated to education and mentorship, nurturing the next generation of branding professionals. She serves as an inspiration for aspiring brand strategists and a trusted partner for businesses looking to unlock their full branding potential.

CBAP credential training equips senior business analysts to lead challenging assignments and solve complex business problems with confidence. Learn the skills and knowledge you need to advance your business analysis career in this comprehensive online course.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones.
• A microphone.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Business analysis is one of the fastest-growing professions, with Certified Business Analysis Professional™ (CBAP™) holders earning up to 26% more, according to an IIBA salary survey. Senior business analysts usually earn over $100K per annum. With increasing dependence on technology projects, organizations are hiring a larger number of business analysts. The Certified Business Analysis Professional (CBAP) credential from the International Institute of Business Analysis™ (IIBA®) is the most valued certification in the business analytics domain for senior business analysts in the world.

The Certified Business Analysis Professional (CBAP) Prep Course provides highly focused exam preparation support for IIBA Level 3 – CBAP exam. This course provides extensive support for you through sessions fully aligned to the Business Analysis Body of Knowledge (BABOK) v3.0 and office hours. This business analysis course has been designed by experts who have assisted hundreds of business analysts to complete the CBAP exam successfully.

The learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the CBAP v3 exam pattern and equip you to prepare effectively, identify areas of weakness, and face the CBAP exam confidently.

1. INSTRUCTIONS
   1. How to Use Thinkific Learning Portal
2. Introduction
1. Introduction
2. BA V3 Themes
3. BA knowledge area
4. BA V3 Glossary
5. Study Guide - Preface and Introduction
6. Presentation - Introduction to BABOK
3. BA Key Concepts
1. Key terms
2. Requirements classifications
3. BABOK roles
4. Study Guide - Business Analysis Key Concepts
5. Concept Questions - BA Concepts
6. Concept Questions - BABOK Terms
7. CBAP - Warm-up Level 1 - Intro to BA
8. CBAP - Warm-up Level 1 - BABOK Terms
4. BA Planning and Monitoring
1. Intro to BA planning and monitoring
2. Task 1 - Plan BA approach
3. Task 2 - Plan stakeholder engagement
4. Task 3 - Plan BA governance
5. Task 4 - Plan BA information management
6. Task 5 - Identify BA performance improvements
7. Study Guide - Business Analysis Planning and Monitoring
8. Concept Questions - BA Planning
9. CBAP - Warm-up Level 1 - BA Planning & Monitoring
10. CBAP - Warm-up Level 2 - BA Planning and Monitoring
11. CBAP - Scenarios - BA Planning and Monitoring
12. CBAP Cases - BA Planning
13. Flashcards - BA Planning
14. Audiobook - BA Planning
15. Presentation - BA Planning
5. Elicitation and Collaboration
1. Intro to Elicitation and collaboration
2. Task 1 - Prepare for elicitation
3. Task 2 - Conduct elicitation
4. Task 3 - Confirm elicitation result
5. Task 4 - Communicate BA information
6. Task 5 - Manage stakeholder collaboration
7. Study Guide - Elicitation and Collaboration
8. Concept Questions - Elicitation - Part 1
9. Concept Questions - Elicitation - Part 2
10. CBAP - Warm-up Level 1 - Elicitation
11. CBAP - Warm-up Level 2 - Elicitation
12. CBAP - Scenarios - Elicitation
13. CBAP Cases - Elicitation
14. Flashcards - Elicitation
15. Audiobook - Elicitation
16. Presentation - Elicitation and Collaboration
6. Requirements LCM
1. Intro Requirements Life cycle Management
2. Task 1 - Trace Requirements
3. Task 2 - Maintain Requirements
4. Task 3 - Prioritize Requirements
5. Task 4 - Assess Requirements Changes
6. Task 5 - Approve Requirements
7. Study Guide - Chapter 5 - Requirements Life Cycle Management
8. Concept Questions - Req. LCM
9. CBAP - Warm-up Level 1 - Req. LCM
10. CBAP - Warm-up Level 2 - Req. LCM
11. CBAP - Scenarios - Req. LCM
12. CBAP Cases - Req. LCM
13. Flashcards - Req. LCM
14. Audiobook - Req. LCM
15. Presentation - Req. LCM
7. Strategy Analysis
1. Intro to Strategy analysis
2. Task 1 - Analyze current state
3. Task 2 - Define future state
4. Task 3 - Assess risks
5. Task 4 - Define change strategy
6. Study Guide - Chapter 6 - Strategy Analysis
7. Concept Questions - Strategy Analysis
8. CBAP - Warm-up Level 1 - Strategy analysis
9. CBAP - Warm-up Level 2 - Strategy analysis
10. CBAP - Scenarios - Strategy analysis
11. CBAP Cases - Strategy Analysis
12. Flashcards - Strategy Analysis
13. Audiobook - Strategy Analysis
14. Presentation - Strategy Analysis
8. Requirements Analysis and Design Def.
1. Intro to Requirements analysis and design definition
2. Task 1 - Specify and Model Requirements
3. Task 2 - Verify Requirements
4. Task 3 - Validate requirements
5. Task 4 - Define Requirements architecture
6. Task 5 - Define Design Options
7. Task 6 - Analyze Potential Value and Recommend Solution
8. Study Guide - Chapter 7 - Requirements Analysis and Design Definition
9. Concept Questions - RADD - Part 1
10. Concept Questions - RADD - Part 2
11. CBAP - Warm-up Level 1 - Req. Analysis and Design
12. CBAP - Warm-up Level 2 - Req. Analysis and Design
13. CBAP - Scenario - Req. analysis
14. CBAP Cases - RADD
15. Flashcards - RADD
16. Audiobook - RADD
17. Presentation - RADD
9. Solution Evaluation
1. Intro to Solution Evaluation
2. Task 1 - Measure solution performance
3. Task 2 - Analyze performance measures
4. Task 3 - Assess solution limitations
5. Task 4 - Assess enterprise limitations
6. Task 5 - Recommend actions to increase solution value
7. Study Guide - Chapter 8 - Solution Evaluation
8. Concept Questions - Solution Evaluation
9. CBAP - Warm-up Level 1 - Solution evaluation
10. CBAP - Warm-up Level 2 - Solution evaluation
11. CBAP - Scenarios - Solution evaluation
12. CBAP Cases - Solu. Eval. - 01
13. Flashcards - Solution Evaluation
14. Audiobook - Solution Evaluation
15. Presentation - Solution Evaluation
10. Underlying Competencies
1. Intro to Underlying Competencies
2. 1-Analytical Thinking and Problem Solving
3. 2-Behavioral Characteristics
4. 3-Business Knowledge
5. 4-Communication Skills
6. 5-Interaction Skills
7. 6-Tools and Technology
8. Study Guide - Chapter 9 - Underlying Competencies
9. Concept Questions - Underlying Competencies - Part 1
10. Concept Questions - Underlying Competencies - Part 2
11. CBAP - Warm-up Level 1 - Underlying competencies
11. Techniques
1. Acceptance and evaluation criteria
2. Backlog Management
3. Balanced scorecards
4. Benchmarking and market analysis
5. Brainstorming
6. Business Cases
7. Business capability analysis
8. Business Model Canvas
9. Business rules analysis
10. Collaborative games
11. Concept modelling
12. Data dictionary
13. Data flow diagrams
14. Data mining
15. Data modelling
16. Decision analysis
17. Decision modelling
18. Document analysis
19. Estimation
20. Financial analysis
21. Focus groups
22. Functional decomposition
23. Glossary
24. Interface analysis
25. Interviews
26. Item tracking
27. Lessons learned
28. Metrics and key performance indicators
29. Mind mapping
30. Non-functional requirements analysis
31. Observation
32. Organizational modelling
33. Prioritization
34. Process analysis
35. Process modelling
36. Prototyping
37. Reviews
38. Risk analysis and management
39. Roles and permissions matrix
40. Root cause analysis
41. Scope models
42. Sequence diagrams
43. Stakeholder list map or personas
44. State modelling
45. Survey or questionnaire
46. SWOT analysis
47. Use cases and scenarios
48. User stories
49. Vendor assessment
50. Workshops
51. Study Guide - Chapter 10 - Techniques
52. Concept Questions - Techniques - Part 1
53. Concept Questions - Techniques - Part 2
54. Knowledge Based Questions - Techniques
55. Presentation - BA Techniques
12. Past Session Recordings
1. Links for Past Session Recordings - CBAP
13. Modelling
1. UML Intro
2. UML Use case modeling
3. UML Activity Diagram
4. UML State Diagram
5. UML using Visio
14. Workshop Materials
1. CBAP Session Plan
2. CBAP Study Guide
3. CBAP Audiobook
4. BA Techniques - When to use which one
5. Requirements Traceability Relationships
6. Example cases for estimation
7. CBAP case based question - Financial Analysis (5 Sets)
8. CBAP - Case Based Question on RADD
9. CBAP - Case Based Questions on Solution Evaluation
10. CBAP case based questions - Value Stream Mapping
11. Example BA Numericals
15. Reference Materials
1. 201 - BABOK V3 KAs and Tasks Overview Mindmap
2. 202 - 6 KAs and 30 Tasks of BABOK V3 Mindmap
3. 203 - BABOK V3 Techniques Mind-map
4. 204 - BABOK Word Cloud Mindmap
5. 205 - Business Analysis Workbook
6. 206 - BABOK V3 Glossary-KA wise
7. 207 - BABOK V3 Tasks Summary
8. 208 - CBAP V3 Advanced Reading Material
16. Exam Prep Help
1. CBAP Exam Preparation Plan with FAQs
2. 304 - CBAP V3 Application Simulator v9.2
3. Presentation - Scenario Based Questions
4. Presentation - Case Based Questions - Part 1
5. Presentation - Case Based Questions - Part 2
6. Adaptive US Certificate
7. Study tips you need for IIBA Cert. Exam.pdf
8. The Ultimate IIBA Exams info Guide
9. The Ultimate IIBA Exam Tips Guide
10. BABOK Analysis Document
17. Simulations
1. CBAP Simulations 1-3

What you will learn

• Complete overview of the knowledge areas of BABOK v3.0
• Preparation process for CBAP
• Tasks and techniques for business analysis
• Prepare for the final exam with chapter-based questions and simulations

How you will benefit

• Develop expertise in BABOK standards
• Successfully complete the CBAP exam in a timely manner
• Increase your career and promotion opportunities

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

Prepare to learn in-demand data analysis skills and stay on top of industry trends in this immersive online course. You will also obtain the information needed to prepare for and take the CBDA exam.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones.
• A microphone.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

According to LinkedIn survey data, business data analysis is one of the fastest-growing professions. With increasing dependence on technology projects, organizations are hiring a larger number of business analysts. Certification in Business Data Analytics (CBDA) is the first data analytics certification provided by the International Institute of Business Analysis (IIBA) to recognize one's ability to effectively analyze work in business analytics initiatives.

The Certified Business Data Analytics (CBDA) Prep Course provides highly focused exam preparation support for the CBDA exam. This comprehensive data analytics course offers you extensive support through sessions fully aligned to the Guide to Business Data Analytics and office hours. This course has been designed by data analytics experts who have assisted several business analysts in completing the CBDA exam successfully.

The learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the CBDA exam pattern. Furthermore, these resources equip you to prepare effectively, identify areas of weakness, and face your certification exam confidently.

1. INSTRUCTIONS
1. How to Use Thinkific Learning Portal
2. Introduction to Business Data Analytics
1. Introduction to Business Data Analytics
2. Study Guide - Introduction
3. CBDA - 1 - Intro to Business Data Analytics - Questions
4. Flashcards - Introduction to Business Data Analytics
5. Audiobook - Introduction
6. Presentation - Introduction
3. Identify Research Questions
1. Identify Research Questions - Part 1
2. Identify Research Questions - Part 2
3. Identify Research Questions - Part 3
4. Study Guide - Identify Research Questions
5. CBDA - 2 - Identify Research Questions - Questions
6. Flashcards - Identify Research Questions
7. Audiobook - Identify Research Questions - Part 1
8. Audiobook - Identify Research Questions - Part 2
9. Audiobook - Identify Research Questions - Part 3
10. Presentation - Identify Research Questions
4. Source data
1. Source Data
2. Study Guide - Source Data
3. CBDA - 3 - Source Data - Questions
4. Flashcards - Source Data
5. Audiobook - Source Data
6. Presentation - Source data
5. Analyze Data
1. Analyze Data - Part 1
2. Analyze Data - Part 2
3. Analyze Data - Part 3
4. Study Guide - Analyze Data
5. CBDA - 4 - Analyze Data - Questions
6. Flashcards - Analyze Data
7. Audiobook - Analyze Data - Part 1
8. Audiobook - Analyze Data - Part 2
9. Audiobook - Analyze Data - Part 3
10. Presentation - Analyze data
11. Presentation - Data Analysis Algorithms
6. Interpret and Report Results
1. Interpret and Report Results - Part 1
2. Interpret and Report Results - Part 2
3. Interpret and Report Results - Part 3
4. Study Guide - Interpret and Report Results
5. CBDA - 5 - Interpret and Report Results - Questions
6. Flashcards - Report Results
7. Audiobook - Interpret and Report Results - Part 1
8. Audiobook - Interpret and Report Results - Part 2
9. Audiobook - Interpret and Report Results - Part 3
10. Presentation - Report results
7. Use Results to Influence Business Decision-Making
1. Use Results to Influence Business Decision-Making
2. Study Guide - Use Results to Influence Business Decision Making
3. CBDA - 6 - Use Analytics Results - Use Results to Influence Business Decision-Making
4. Flashcards - Use Analytics Results
5. Audiobook - Use Analytics Results
6. Presentation - Use Analytics Results
8. Guide company-level strategy
1. Guide Company Level Strategy - Part 1
2. Guide Company Level Strategy - Part 2
3. Study Guide - Guide Company Level Strategy
4. CBDA - 7 - Guide company-level strategy - Use Results to Influence Business Decision-Making
5. Flashcards - Guide Company Level Strategy
6. Audiobook - Guide Business - Part 1
7. Audiobook - Guide Business - Part 2
8. Presentation - Guide Company Level Strategy
9. Glossary
1. Study Guide - Glossary
2. Presentation - 27 Examples of Key Performance Indicators
3. Presentation - Data Visualization 101- blog ppts
10. Past Session Recordings
1. Links for Past Session Recordings - CBDA
11. Reference Materials
1. 108 BA Techniques
2. Big Data Characteristics
3. CBDA Domains and Tasks
4. Data Analytics Domains
5. Types of Analytics
6. CBDA Study Guide
12. Exam Prep Help
1. CBDA Exam Preparation Plan
2. Study tips you need for IIBA Cert. Exam
3. The Ultimate IIBA Exams Info Guide
13. Simulations
1. CBDA Simulations 1-3

What you will learn

• Complete overview of the Guide to Business Data Analytics
• Preparation process for CBDA
• Tasks and techniques for business data analytics
• Prepare for the final exam with chapter-based questions and simulations

How you will benefit

• Develop expertise in business data analytics concepts
• Obtain the knowledge needed to successfully complete the CBDA exam in a timely manner
• Open new career opportunities and expand your skillset

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

Prepare to learn in-demand business data analysis skills and stay on top of industry trends in this immersive online course. You will also obtain the information needed to prepare for and take the CBDA exam offered by the IIBA.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC, Mac, or Chromebook.
• Headphones.
• A microphone.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

According to LinkedIn survey data, business data analysis is one of the fastest-growing professions. With increasing dependence on technology projects, organizations are hiring a larger number of business analysts, making data analytics training more important than ever. The Certification in Business Data Analytics (CBDA) is the first data analytics credential provided by the International Institute of Business Analysis (IIBA) to recognize one's ability to effectively utilize data analytics for business initiatives.

This certified business analytics course has been designed by data analytics experts who have assisted several business analysts in completing the CBDA exam successfully and providing highly focused exam preparation support. It offers extensive support through sessions fully aligned to the Guide to Business Data Analytics and office hours.

The learning resources, study plan, exam tips, question banks, and exam simulators are fully aligned to the CBDA exam pattern. Furthermore, these resources equip you to prepare effectively, identify areas of weakness, and face your certification exam confidently.

Upon completion of this CBDA certification course, you will be prepared for the IIBA CBDA exam. This course offers enrollment with or without a voucher. The voucher covers the cost to sit for the certifying exam upon eligibility.

1. Instructions
   1. How to Use Thinkific Learning Portal
2. Introduction to Business Data Analytics
   1. Introduction to Business Data Analytics
   2. Study Guide - Introduction
   3. CBDA - 1 - Intro to Business Data Analytics - Questions
   4. Flashcards - Introduction to Business Data Analytics
   5. Audiobook - Introduction
   6. Presentation - Introduction
3. Identify Research Questions
   1. Identify Research Questions - Part 1
   2. Identify Research Questions - Part 2
   3. Identify Research Questions - Part 3
   4. Study Guide - Identify Research Questions
   5. CBDA - 2 - Identify Research Questions - Questions
   6. Flashcards - Identify Research Questions
   7. Audiobook - Identify Research Questions - Part 1
   8. Audiobook - Identify Research Questions - Part 2
   9. Audiobook - Identify Research Questions - Part 3
   10. Presentation - Identify Research Questions
4. Source data
   1. Source Data
   2. Study Guide - Source Data
   3. CBDA - 3 - Source Data - Questions
   4. Flashcards - Source Data
   5. Audiobook - Source Data
   6. Presentation - Source data
5. Analyze Data
   1. Analyze Data - Part 1
   2. Analyze Data - Part 2
   3. Analyze Data - Part 3
   4. Study Guide - Analyze Data
   5. CBDA - 4 - Analyze Data - Questions
   6. Flashcards - Analyze Data
   7. Audiobook - Analyze Data - Part 1
   8. Audiobook - Analyze Data - Part 2
   9. Audiobook - Analyze Data - Part 3
   10. Presentation - Analyze data
   11. Presentation - Data Analysis Algorithms
6. Interpret and Report Results
   1. Interpret and Report Results - Part 1
   2. Interpret and Report Results - Part 2
   3. Interpret and Report Results - Part 3
   4. Study Guide - Interpret and Report Results
   5. CBDA - 5 - Interpret and Report Results - Questions
   6. Flashcards - Report Results
   7. Audiobook - Interpret and Report Results - Part 1
   8. Audiobook - Interpret and Report Results - Part 2
   9. Audiobook - Interpret and Report Results - Part 3
   10. Presentation - Report results
7. Use Results to Influence Business Decision-Making
   1. Use Results to Influence Business Decision-Making
   2. Study Guide - Use Results to Influence Business Decision Making
   3. CBDA - 6 - Use Analytics Results - Use Results to Influence Business Decision-Making
   4. Flashcards - Use Analytics Results
   5. Audiobook - Use Analytics Results
   6. Presentation - Use Analytics Results
8. Guide company-level strategy
   1. Guide Company Level Strategy - Part 1
   2. Guide Company Level Strategy - Part 2
   3. Study Guide - Guide Company Level Strategy
   4. CBDA - 7 - Guide company-level strategy - Use Results to Influence Business Decision-Making
   5. Flashcards - Guide Company Level Strategy
   6. Audiobook - Guide Business - Part 1
   7. Audiobook - Guide Business - Part 2
   8. Presentation - Guide Company Level Strategy
9. Glossary
   1. Study Guide - Glossary
   2. Presentation - 27 Examples of Key Performance Indicators
   3. Presentation - Data Visualization 101- blog ppts
10. Past Session Recordings
    1. Links for Past Session Recordings - CBDA
11. Reference Materials
    1. 108 BA Techniques
    2. Big Data Characteristics
    3. CBDA Domains and Tasks
    4. Data Analytics Domains
    5. Types of Analytics
    6. CBDA Study Guide
12. Exam Prep Help
    1. CBDA Exam Preparation Plan
    2. Study tips you need for IIBA Cert. Exam
    3. The Ultimate IIBA Exams Info Guide
13. Simulations
    1. CBDA Simulations 1-3

What you will learn

• Complete overview of the Guide to Business Data Analytics
• Preparation process for CBDA
• Tasks and techniques for business data analytics
• Prepare for the final exam with chapter-based questions and simulations

How you will benefit

• Develop expertise in business data analytics concepts
• Obtain the knowledge needed to successfully complete the CBDA exam in a timely manner
• Open new career opportunities and expand your skillset

LN Mishra

LN Mishra is the co-founder and chief operating officer (COO) of Adaptive US Inc. and has over 28 years of experience in business analysis, where he has assisted more than 1200 business analysts in becoming IIBA certified. LN is the only trainer who holds all seven certifications from IIBA (ECBA, CCBA, CBAP, CCA, AAC, CBDA, and CPOA) and CPRE from IREB in Germany. He has held numerous workshops in business analysis and consulted and trained clients in the US, Europe, and India, including Toshiba, Nordstrom, AkzoNobel, AXA, MindTree, iGate, Ness, and more. LN holds a post-graduate diploma in Management (PGDM) from IIM Ahmedabad and BE (Honors) in Electronics. He has also authored over 20 books on business analysis, including Practical Requirements Engineering, Mastering CBAP, CBAP Question Bank, Mastering CPRE, CPRE Question Bank, and Stories for IT Trainers.

Becoming a Certified Credit Counselor shows clients that you hold the financial knowledge and counseling techniques needed to teach them how to improve their financial well-being.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.
• Speaker and video capabilities.
• Access to webcam for final exam proctoring.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Becoming a Certified Credit Counselor signifies that you have achieved a standard of excellence in the credit and personal finance counseling industry. Upon completing this course and passing the final exam, you will receive an industry-recognized Credit Counseling Certification from the National Association of Certified Credit Counselors (NACCC).

The knowledge gained in this course—core financial and credit concepts—is key to helping clients successfully take control of their finances. Certified Credit Counselors empower and counsel the financially stressed, implement financial plans with clients, and educate clients on finances.

This course also provides a foundation to explore additional counseling disciplines such as Housing Counselor and Student Loan Counselor. It prepares you for a career as a life coach and explores options for running your own consulting business.

1. The Defining Role of the Financial Counselor
   1. The Components of Financial Well-Being
   2. Establishing the Client/Counselor Relationship
   3. Rapport Building
   4. Poverty, Culture and Socioeconomic Variables
   5. Active Listening
   6. Asking the Right Questions
2. Taking Control of Finances
   1. The Problem-Solving Process
   2. Where the Client is Now
   3. Where the Client Wants to Go
   4. How the Client Will Get There
3. Demystifying Consumer Credit
   1. Banking Basics
   2. Credit Basics
   3. Choosing Credit Wisely
   4. Using Credit Wisely
   5. Understanding Credit Reports
   6. Credit Scoring
4. Understanding and Dealing with Debt
   1. Getting into Debt
   2. Debt Collection
   3. The Consequences of Unpaid Debt
   4. Getting Out of Debt
   5. Bankruptcy
5. Credit Counseling Today Supplement
   1. From Credit Cards to Credit Counseling
   2. Not Legal Advice or Therapy
   3. The Debt Management Plan
6. Keys to Success Review
   1. Section Review

What you will learn

• Counseling and communication techniques
• Poverty, Cultural and Socioeconomic Variables
• Understanding Consumer Protection Law
• Banking essentials
• Credit industry knowledge
• Credit scoring knowledge
• Credit counselor ethics
• Evaluating Alternatives to resolving debt

How you will benefit

• You will receive the NACCC Certified Credit Counselor designation after passing the final exam
• You will learn counseling techniques to help clients reach their financial goals
• You will learn banking and credit fundamentals to educate clients and help them eliminate debt and improve credit scores
• You will learn credit counselor ethics and other information to help future counselors work ethically, professionally, and legally

Bonnie Canty

Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.

The Certified Credit and Financial Health Counselor course bundle takes a holistic approach to financial and credit counseling. You will learn practical financial knowledge and effective counseling techniques to help your clients considerably improve their financial well-being.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.
• Speakers.
• A stable Internet connection.
• A webcam.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

• All materials for this course are online.

1. Introduction
2. The Defining Role of the Financial Counselor
   1. The Components of Financial Well-Being
   2. Establishing the Client/Counselor Relationship
   3. Rapport Building
   4. Poverty, Culture and Socioeconomic Variables
   5. Active Listening
   6. Asking the Right Questions
3. Taking Control of Finances
   1. The Problem-Solving Process
   2. Where the Client is Now
   3. Where the Client Wants to Go
   4. How the Client will Get There
4. Demystifying Consumer Credit
   1. Banking Basics
   2. Credit Basics
   3. Choosing Credit Wisely
   4. Using Credit Wisely
   5. Understanding Credit Reports
   6. Credit Scoring
5. Understanding and Dealing with Debt
   1. Getting Into Debt
   2. Debt Collection
   3. The Consequences of Unpaid Debt
   4. Getting Out of Debt
   5. Bankruptcy
6. Credit Counseling Today
   1. From Credit Cards to Credit Counseling
   2. Not Legal Advice or Therapy
   3. The Debt Management Plan
7. Financial Counselor Today
   1. Housing I
   2. Housing Part II
   3. Housing Part III
   4. Student Financial Aid
   5. Retirement Planning
8. Supplement
   1. Ethics
   2. Consumer Resources
   3. Consumer Protection Legislation

What you will learn

• Effective counseling techniques to help clients establish and reach financial goals
• Banking and credit fundamentals needed to educate clients on debt elimination
• Credit industry knowledge
• Credit scoring knowledge
• Credit/financial counselor ethics
• Counseling, motivation, and communication techniques
• Consumer protection laws
• Banking and Finance essentials
• Credit industry knowledge
• Credit scoring knowledge
• Housing, retirement, and student loan information

How you will benefit

• You will receive the Certified Credit Counselor designation after passing the final exam
• You will receive the Certified Financial Health Counselor designation after passing the final exam

Bonnie Canty

Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.

This e-commerce specialist course provides in-depth training on the latest industry trends and best practices, including all aspects of e-commerce, such as website design, digital marketing, payment processing, logistics, and customer service. The program is designed to help you gain the skills and knowledge needed to succeed in today's competitive e-commerce landscape.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac. Chromebooks are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
• Microsoft Word Online
• Adobe Acrobat Reader
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

E-commerce is continuing to grow in popularity as businesses of all sizes invest more resources into their online operations. According to the U.S. Bureau of Labor Statistics, employment in the field of marketing is projected to grow 10% by 2030, which includes e-commerce marketing.

The Certified E-Commerce Specialist course provides comprehensive training and certification as an e-commerce specialist. It includes in-depth training for the process of buying and selling products or services online. Additionally, you will learn about website design and development, online payment systems, shipping and logistics, digital marketing, social media marketing, customer service, and more.

This e-commerce specialist training can help you develop the skills you need to succeed in specific e-commerce roles, such as e-commerce manager, digital marketing specialist, or online sales manager.

Upon completion of your e-commerce specialist certification training, you will be prepared to take the E-Commerce Specialist Certification Exam, which will grant you the prestigious Certified E-Commerce Specialist credential from Lovegevity University.

1. Introduction to E-commerce
   1. Definition of e-commerce
   2. E-commerce business models
   3. Advantages and disadvantages of e-commerce
   4. E-commerce market trends
2. E-commerce Sales Channel Options
   1. Online marketplaces
   2. Social media
   3. Online stores
   4. Mobile apps
   5. Affiliate marketing
   6. Influencer marketing
   7. Email marketing
3. E-commerce Sourcing Products
   1. Manufacturer or supplier
   2. Suppliers
   3. Creating your own products
4. E-commerce Manufacturers and Suppliers
   1. Private label manufacturers
   2. White label manufacturers
   3. Dropship suppliers
5. E-commerce Producing Products
   1. Target market
   2. Producing high-quality products
   3. Production costs
   4. Trends
   5. Packaging
6. Wholesale - Trade Shows
   1. Do your research
   2. Setting up a booth
   3. Information about your products, your business, and your wholesale terms.
   4. Developing customer loyalty
7. International Shipping
   1. Customs Regulations
   2. Using the Right Shipping Carrier
   3. Required Documentation
8. Fulfilling Orders
   1. Making sure products are well-packaged and protected.
   2. Choosing a shipping method
   3. Keeping track of inventory levels
   4. Checking for accuracy and completeness
   5. Preparing for shipping
   6. Shipping in a timely manner
   7. Customer follow-up
   8. Outsourcing and drop-shipping
9. Advertising & Digital Marketing
   1. Determining your target market
   2. Effective channels for reaching your target audience
   3. Creating a budget
   4. Tools for advertising and marketing
   5. Digital Marketing Strategies
   6. SEO
10. E-Commerce Operations & Best Practices
    1. Providing excellent customer service
    2. Offering a great product
    3. Well-designed website
    4. Promoting your business
    5. Competitive Pricing
    6. Multiple payment options
    7. Fast shipping
    8. Having a well-organized plan
    9. Case Studies - Multitask - Interview with Julia Xu
11. Final Project: Launching Your E-commerce Business

What you will learn

• E-commerce business models, advantages, and disadvantages
• E-commerce website design principles, features, and functionality
• E-commerce website platforms, software, and web development tools
• Digital marketing strategies, including social media, SEO, PPC, and email marketing
• Payment processing options, gateways, fraud prevention, and security
• Logistics and supply chain management for e-commerce fulfillment, inventory, shipping, and returns
• Customer service best practices and customer loyalty
• Analytics tools, sales metrics, customer engagement metrics, and CRO
• Practical experience through hands-on projects and case studies

How you will benefit

• Understanding of e-commerce business models and market trends needed to identify new opportunities and potential areas for growth in the industry
• Knowledge of website design principles and functionality to create effective and user-friendly e-commerce websites that drive traffic, increase conversions, and generate revenue
• Mastery of digital marketing strategies to attract and retain customers, increase brand awareness and loyalty, and drive sales
• Understanding payment processing options and security to ensure the safety and integrity of e-commerce transactions and protect customers' financial information
• Expertise in logistics and supply chain management can provide optimize fulfillment, reduce costs, and improve customer satisfaction
• Mastery of customer service best practices and CRM systems can help you develop and maintain strong customer relationships and enhance customer loyalty
• Knowledge of analytics tools and metrics help measure and optimize the performance of e-commerce websites and marketing campaigns, increasing sales and revenue
• Practical experience through hands-on projects and case studies can help you apply theoretical knowledge to real-world situations and build a portfolio of work that showcases your skills and expertise

Dean Phillips

Dean Phillips is a prominent figure in the e-commerce industry, known for his expertise as an author, instructor, and entrepreneur. He is the author and instructor of the Certified E-Commerce Specialist program, which equips students with the skills and insights needed to excel in the dynamic world of online commerce. Dean is also the Founder and CEO of Lead Labz, a digital marketing agency that specializes in e-commerce and lead generation. His entrepreneurial journey is marked by his unwavering commitment to excellence and his dedication to staying at the forefront of industry trends. Overall, Dean's visionary approach to e-commerce and digital marketing, coupled with his commitment to education, has earned him a well-deserved reputation as a leader and influencer in the field.

Julia Xu

Julia Xu is an accomplished entrepreneur and innovator, serving as the Founder and CEO of USourced, a pioneering company in the field of AI-driven product sourcing. At USourced, Julia has leveraged artificial intelligence to automate product sourcing from manufacturers on a global scale. She is also the visionary force behind Multitasky, an omnichannel e-commerce lifestyle brand that has garnered widespread recognition. Prior to her entrepreneurial endeavors, Julia served as the Chief of Staff of Alibaba North America. Julia is a passionate advocate for social impact and founded Tink Knit, a social enterprise that earned the prestigious McKinsey Women's Impact Award during her college years. She holds a Bachelor of Business-Economics and Sociology dual degree from Brown University.

Many adults turn to a financial counselor for guidance when they need to improve their finances. In this course, you will learn credit counseling and financial assessment techniques, key aspects needed to earn the designation of "Certified Financial Health Counselor".

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.
• Computer must have stable Internet access.
• Speakers and video capabilities are required for viewing lecture videos.
• Access to webcam for final exam proctoring.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Staying financially healthy is important regardless of the economic climate. To provide financial health counseling, one must have a strong knowledge of core financial and credit concepts. This course will prepare you for a career in financial counseling as an independent counselor or a consultant to other businesses supporting individuals.

You will learn skills that can be applied to counseling disciplines such as housing counselor, student loan counselor, or financial coach. Upon successful completion of this course, you will earn a Certified Financial Health Counselor designation from the National Association of Certified Credit Counselors. Earning this designation establishes that you have achieved a standard of excellence in training for the credit counseling, coaching, or personal finance industry.

1. The Defining Role of the Financial Counselor
   1. The Components of Financial Well-Being
   2. Establishing the Client/Counselor Relationship
   3. Rapport Building
   4. Poverty, Culture and Socioeconomic Variables
   5. Active Listening
   6. Asking the Right Questions
2. Taking Control of Finances
   1. The Problem-Solving Process
   2. Where the Client is Now
   3. Where the Client Wants to Go
   4. How the Client will Get There
3. Demystifying Consumer Credit
   1. Banking Basics
   2. Credit Basics
   3. Choosing Credit Wisely
   4. Using Credit Wisely
   5. Understanding Credit Reports
   6. Credit Scoring
4. Understanding and Dealing with Debt
   1. Getting Into Debt
   2. Debt Collection
   3. The Consequences of Unpaid Debt
   4. Getting Out of Debt
   5. Bankruptcy
5. Financial Counselor Today
   1. Ethics
   2. Consumer Resources
   3. Consumer Protection Legislation
   4. Housing Part 1
   5. Housing Part 2
   6. Housing Part 3
   7. Student Financial Aid
   8. Retirement Planning

What you will learn

• Credit industry and scoring knowledge
• Credit/financial counselor ethics
• Banking and finance essentials
• Counseling, motivation and communication techniques
• Fundamentals of consumer protection law
• Housing, retirement, and student loan information

How you will benefit

• You will learn effective counseling techniques for guiding clients towards reaching financial goals
• You will learn banking and credit fundamentals needed to educate clients and help them eliminate debt and improve credit scores
• Contains credit counselor ethics and other information to help future counselors work ethically, professionally and legally
• You will receive the Certified Financial Health Counselor designation after passing the final exam

Bonnie Canty

Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.

The Certified Internal Auditor (CIA) teaches the IIA's International Standards for the Professional Practice of Internal Auditing (Standards) and aspects of mandatory guidance under the IPPF.

Requirements:

Hardware Requirements:

• This course can be taken on either a PC or Mac.

Software Requirements:

• PC: Windows 8 or later.
• Mac: macOS 10.6 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. You will receive unlimited Practice Assessments, and a PDF textbook with the course.

Please note: You will receive a digital book if the physical book is on backorder.

The Certified Internal Auditor (CIA) is an online CIA Exam Review course, which utilizes an adaptive learning platform that focuses your study on your weaker areas and reduces your overall study time. After the Assessment Phase to identify areas of weakness, you will be able to use our reporting features to concentrate additional learning on specific areas of the textbook. The Adaptive Study feature of the course automatically selects questions for you to study based upon previous scoring history and IIA Category Weighting.

The CIA review course begins with the IIA's International Standards for the Professional Practice of Internal Auditing (Standards) and aspects of mandatory guidance under the IPPF. It also focuses on managing an internal audit project and culminates with concepts related to internal control, risk, governance, and technology. Upon completion of the study of each exam section of the course, you will be prepared to sit for and pass that section of the Certified Internal Auditor Examination.

1. Part 1 – Internal Audit Basics
   1. Mandatory Guidance
      1. Definition of Internal Auditing
      2. Code of Ethics
      3. International Standards
   2. Internal Control / Risk
      1. Types of Controls
      2. Management Control Techniques
      3. Internal Control Framework Characteristics and Use
      4. Alternative Control Frameworks
      5. Risk Vocabulary and Concepts
      6. Fraud Risk Awareness
   3. Conducting Internal Audit Engagements – Audit Tools and Techniques
      1. Data Gathering
      2. Data Analysis and Interpretation
      3. Data Reporting
      4. Documentation / Work Papers
      5. Process Mapping, Including Flowcharting
      6. Evaluate Relevance, Sufficiency, and Competence of Evidence
2. Part 2 – Internal Audit Practice
   1. Managing the Internal Audit Function
      1. Strategic Role of Internal Audit
      2. Operational Role of IA
      3. Establish Risk-Based IA Plan
   2. Managing Individual Engagements
      1. Plan Engagements
      2. Supervise Engagement
      3. Communicate Engagement Results
      4. Monitor Engagement Outcomes
   3. Fraud Risks and Controls
      1. Consider the potential for fraud risks and identify common types of fraud associated with the engagement area during the engagement planning process
      2. Determine if fraud risks require special consideration when conducting an engagement
      3. Determine if any suspected fraud merits investigation
      4. Complete a process review to improve controls to prevent fraud and recommend changes
      5. Employ audit tests to detect fraud
      6. Support a culture of fraud awareness, and encourage the reporting of improprieties
      7. Interrogation/investigative techniques – Awareness Level (A)
      8. Forensic auditing – Awareness Level (A)
3. Part 3 – Internal Audit Knowledge Elements
   1. Governance / Business Ethics
      1. Corporate/Organizational Governance Principles – Proficiency Level (P)
      2. Environmental and Social Safeguards
      3. Corporate Social Responsibility
   2. Risk Management - Proficiency Level (P)
      1. Risk Management Techniques
      2. Organizational Use of Risk Frameworks
   3. Organizational Structure/Business Processes and Risks
      1. Risk/Control Implications of Different Organizational Structures
      2. Structure
      3. Typical Schemes in Various Business Cycles
      4. Business Process Analysis
      5. Inventory Management Techniques and Concepts
      6. Electronic Funds Transfer (EFT)/Electronic Data Interchange (EDI)/E-commerce
      7. Business Development Life Cycles
      8. The International Organization for Standardization (ISO) Framework
      9. Outsourcing Business Processes
   4. Communication
      1. Communication
      2. Stakeholder Relationships
   5. Management / Leadership Principles
      1. Strategic Management
      2. Organizational Behavior
      3. Management Skills/Leadership Styles
      4. Conflict Management
      5. Project Management / Change Management
   6. IT / Business Continuity
      1. Security
      2. Application Development
      3. System Infrastructure
      4. Business Continuity
   7. Financial Management
      1. Financial Accounting and Finance
      2. Managerial Accounting
   8. Global Business Environment
      1. Economic / Financial Environments
      2. Cultural / Political Environments
      3. Legal and Economics—General Concepts
      4. Impact of Government Legislation and Regulation on Business

What you will learn

• Master the foundations of an internal auditor
• Apply internal audit best practices to your daily work routine
• Reduce financial risk for employers
• Develop exam time management and pacing

How you will benefit

• Prepare yourself to work as an internal auditor or risk manager
• Develop the skills needed to pass various CIA exams, including parts 1, 2, and 3
• Become an asset to your employer by reducing your organization's chance of financial risks
• Demonstrate your proficiency with internal staff and external clients

This is not an instructor facilitated course; however, support will be provided through email, online forms, and phone.

Prepare to take and pass the IIA's Certified Internal Auditor exam and the Microsoft Office Specialist (MOS) Expert exam for Microsoft Excel.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Microsoft Word or an equivalent word-processing program.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for Microsoft Excel course are included in enrollment and will be available online. You will receive unlimited Practice Assessments and a PDF textbook when you begin the Certified Internal Auditor course.

1. Microsoft Excel Certification Training
   1. Introduction to Excel
      1. Microsoft Office Basics
      2. Creating a Microsoft Excel Workbook
      3. The Ribbon
      4. The Backstage View (The File Menu)
      5. The Quick Access Toolbar
      6. Entering Data in Microsoft Excel Worksheets
      7. Formatting Microsoft Excel Worksheets
      8. Editing Worksheets
      9. Working with Rows and Columns
      10. Using Formulas in Microsoft Excel
      11. Finalizing Microsoft Excel Worksheets
      12. Introduction to Excel Exam
   2. Intermediate Excel
      1. Common Functions
      2. Working with Lists
      3. Visualizing Your Data
      4. Working with Tables
      5. Advanced Formatting
      6. Intermediate Excel Exam
   3. Advanced Excel
      1. Using PivotTables
      2. Advanced Functions
      3. Auditing Workbooks
      4. Data Tools
      5. Working with Others
      6. Recording and Using Macros
      7. Advanced Excel Exam
   4. Final Exam
2. Certified Internal Auditor
   1. Part 1 – Internal Audit Basics
      1. Mandatory Guidance
      2. Internal Control / Risk
      3. Conducting Internal Audit Engagements – Audit Tools and Techniques
   2. Part 2 – Internal Audit Practice
      1. Managing the Internal Audit Function
      2. Managing Individual Engagements
      3. Fraud Risks and Controls
   3. Part 3 – Internal Audit Knowledge Elements
      1. Governance / Business Ethics
      2. Risk Management - Proficiency Level (P)
      3. Organizational Structure/Business Processes and Risks
      4. Communication
      5. Management / Leadership Principles
      6. IT / Business Continuity
      7. Financial Management
      8. Global Business Environment
   4. Final Exam

What you will learn

• To create, modify, and manage Excel workbooks
• To use formulas, functions and work with tables
• To convert, sort, filter, and manage lists
• To use conditional formatting and styles
• To create pivot tables and charts
• To import and export data
• Master the foundations of an internal auditor
• Apply internal audit best practices to your daily work routine
• Reduce financial risk for employers
• Develop exam time management and pacing

How you will benefit

• Become a certified Microsoft Office Specialist (MOS) Expert in Excel
• Use these skills in most workplace situations
• Manipulate data faster by learning helpful formulas and tricks
• Prepare yourself to work as an internal auditor or risk manager
• Develop the skills needed to pass various CIA exams, including parts 1, 2, and 3
• Become an asset to your employer by reducing your organization's chance of financial risks
• Demonstrate your proficiency with internal staff and external clients

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

The Certified Internal Auditor is not an instructor facilitated course; however, support will be provided through email, online forms, and phone.

Prepare to take and pass the IIA's Certified Internal Auditor exam and the Microsoft Office Specialist (MOS) Expert exam for Microsoft Excel.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Microsoft Word or an equivalent word-processing program.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for Microsoft Excel 2019 course are included in enrollment and will be available online. You will receive unlimited Practice Assessments and a PDF textbook when you begin the Certified Internal Auditor course.

1. Microsoft Excel Certification Training
   1. Introduction to Excel
      1. Microsoft Office Basics
      2. Creating a Microsoft Excel Workbook
      3. The Ribbon
      4. The Backstage View (The File Menu)
      5. The Quick Access Toolbar
      6. Entering Data in Microsoft Excel Worksheets
      7. Formatting Microsoft Excel Worksheets
      8. Editing Worksheets
      9. Working with Rows and Columns
      10. Using Formulas in Microsoft Excel
      11. Finalizing Microsoft Excel Worksheets
      12. Introduction to Excel Exam
   2. Intermediate Excel
      1. Common Functions
      2. Working with Lists
      3. Visualizing Your Data
      4. Working with Tables
      5. Advanced Formatting
      6. Intermediate Excel Exam
   3. Advanced Excel
      1. Using PivotTables
      2. Advanced Functions
      3. Auditing Workbooks
      4. Data Tools
      5. Working with Others
      6. Recording and Using Macros
      7. Advanced Excel Exam
   4. Final Exam
2. Certified Internal Auditor
   1. Part 1 – Internal Audit Basics
      1. Mandatory Guidance
      2. Internal Control / Risk
      3. Conducting Internal Audit Engagements – Audit Tools and Techniques
   2. Part 2 – Internal Audit Practice
      1. Managing the Internal Audit Function
      2. Managing Individual Engagements
      3. Fraud Risks and Controls
   3. Part 3 – Internal Audit Knowledge Elements
      1. Governance / Business Ethics
      2. Risk Management - Proficiency Level (P)
      3. Organizational Structure/Business Processes and Risks
      4. Communication
      5. Management / Leadership Principles
      6. IT / Business Continuity
      7. Financial Management
      8. Global Business Environment
   4. Final Exam

What you will learn

• To create, modify, and manage Excel workbooks
• To use formulas, functions and work with tables
• To use conditional formatting and styles
• To create pivot tables and charts
• To convert, sort, filter, and manage lists
• To import and export data
• Master the foundations of an internal auditor
• Apply internal audit best practices to your daily work routine
• Reduce financial risk for employers
• Develop exam time management and pacing

How you will benefit

• Become a certified Microsoft Office Specialist (MOS) Expert in Excel
• Use these skills in most workplace situations
• Manipulate data faster by learning helpful formulas and tricks
• Prepare yourself to work as an internal auditor or risk manager
• Develop the skills needed to pass various CIA exams, including parts 1, 2, and 3
• Become an asset to your employer by reducing your organization's chance of financial risks
• Demonstrate your proficiency with internal staff and external clients

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

The Certified Internal Auditor is not an instructor facilitated course; however, support will be provided through email, online forms, and phone.