CFA Continuing Education & Audit-Ready CPE Wallet
No 90-page static PDF dumps and no slow webinar timers asking if you are still awake. Walk through 4-, 6-, and 8-chapter audit, tax, and cyber investigations, inspect redlined workpaper exhibits, and earn verifiable PDF certificates eligible today for self-reporting across CISA, CIA, CMA, CFE, CISSP, CRISC, CISM, CCSP, Security+, CIPP/US, CGFM, SHRM-CP, PHR, CFA & FRM.
My Credentials & Multi-Vendor CE Compliance Wallet
Optional: select any licenses you hold to cross-count eligible courses and store external certificates for audit defense.
Interactive CPE & CE Course Catalog
Every course walks through a realistic 4-, 6-, or 8-chapter investigation with hands-free commute audio, interactive workpaper exhibits, and automatic multi-license credit mapping.
CFP Board Code of Ethics, SEC Reg BI & Retirement Rollover Conflict Audits
Follows a dual-registered RIA / Broker-Dealer wealth practice during an unannounced SEC & CFP Board inquiry into $48M of 401(k)-to-advisory IRA rollovers, undisclosed 12b-1 custodial revenue sharing, and a senior client diminished-capacity power-of-attorney dispute.
ASC 606 Revenue Cutoff, ASC 842 Lease Modifications & Restatement Controls
Follows the Corporate Controller and External Audit Partner at a pre-IPO enterprise software and hardware manufacturer during year-end audit fieldwork after Q4 revenue cutoff testing reveals side-letter return rights, improperly bundled SaaS/hardware performance obligations, and an unrecorded warehouse lease modification.
EU AI Act, NIST AI RMF 1.0 & ISO/IEC 42001 Cross-Border Governance Audit
Follows the Chief Audit Executive and Global Privacy Counsel at EuroAtlantic Financial Group as they conduct a pre-enforcement readiness audit across 14 deployed AI models ahead of EU AI Act high-risk deadlines and ISO/IEC 42001 certification—uncovering an outlawed emotion-recognition call-center tool, unvalidated credit-scoring training bias, and non-compliant cross-border fine-tuning pipelines.
2026–2027 GAAP, PCAOB & GIAS Financial Statement Fraud, Going-Concern & Restatement Masterclass
Follows the Audit Committee Special Investigator and Incoming Engagement Partner at Helios Autonomous Systems (a Nasdaq-listed industrial-tech issuer) after a whistleblower alleges the company masked a liquidity crunch using undisclosed reverse-factoring supplier finance, capitalized routine cloud inference costs as internal-use software, hid unit-level losses across segments, and understated prior-period errors to avoid an executive bonus clawback.
2026 Post-TCJA / OBBBA Federal Tax Cliff, Corporate CAMT & Pillar Two Global Minimum Tax
Follows the Lead Tax Controversy & International Provision Partner advising Apex Precision Manufacturing Group (a founder-led U.S. group expanding into Ireland, Singapore, and Germany while considering a C-Corp restructuring) across 8 interconnected engagements covering post-TCJA/OBBBA rate and QBI rules, §174 domestic vs. foreign R&D capitalization, §163(j) interest traps, 15% Corporate CAMT AFSI scoping, OECD Pillar Two QDMTT/UTPR top-up taxes, and founder estate/QSBS structuring.
Enterprise Cyber Risk Quantification (FAIR), Board Risk Appetite & AI Vendor Attack Surface
Follows the VP of IT Risk and Enterprise Risk Officer at Sterling Clearing Corp after the Board Audit & Risk Committee rejects a vague "High/Medium/Low" ordinal cyber heatmap and demands dollar-denominated Annualized Loss Exposure (ALE) modeling to justify a $4.2M security investment and decide whether to onboard a critical SaaS AI settlement vendor.
Digital Assets, Stablecoin Treasury Accounting (ASU 2023-08) & FinCEN Blockchain Tracing
Follows the External Audit Senior Manager and Forensic Blockchain Investigator examining NovaPay Cross-Border Treasury Corp, which holds $62M in Bitcoin, ETH, wrapped tokens, and corporate stablecoins—uncovering misapplied ASC 350-60 scope on wrapped/internally issued tokens, commingled omnibus custodian wallets lacking SOC 1 coverage, wallet-by-wallet tax basis errors, and cross-chain bridge inflows linked to sanctioned darknet Peel Chains.
FP&A Rolling Forecasts, AI Variance Modeling, WACC Capital Allocation & M&A Working Capital Disputes
Follows the VP of FP&A and Corporate Development Lead at Apex MedTech across a turbulent fiscal year and $185M bolt-on acquisition—decomposing a mysterious 420-bps gross-margin collapse via Price-Volume-Mix variance math, catching an ML forecast data-leakage bug, correcting a single-WACC divisional capital-allocation error, and arbitrating an $8.7M post-closing M&A Net Working Capital peg dispute.
Holistic Wealth, SECURE 2.0 Distribution Engineering, Direct Indexing Tax-Loss Harvesting & Estate Liquidity
Follows the Lead Wealth Strategist and Tax-Aware Portfolio Manager advising Dr. Elena Vance (age 61, retiring biotech CMO with $6.8M in concentrated low-basis company stock, a $2.9M Traditional 401(k)/IRA, a $1.4M inherited IRA from her late father, an overfunded $190k 529 plan, and a disabled adult nephew)—engineering multi-year Roth conversions around IRMAA cliffs, fixing missed post-RBD inherited IRA annual RMDs, hedging concentrated stock without triggering an IRC §1259 constructive sale, and cleansing cross-account direct-indexing wash sales.
Simple, Employer-Expensable CPE Pricing
Designed to sit cleanly below the standard $150 corporate card auto-approval threshold—with your first 2.0-hour course 100% free.
- Unlimited Multi-Vendor CE Wallet
- First 2.0-Hr Course Free (incl. Ethics)
- Instant Verifiable PDF Certificate
- Any CPE / CE Course
- Qualified Final Exam + PDF Certificate
- Multi-License Crosswalk credit
- Unlimited CPE / CE Courses for 12 months
- Automatic Multi-License Cross-Counting
- Audit Defense Packet export
- Unlimited CPE / CE Courses across all tracks
- Instant Employer Expense Receipt
- All 2026 Statutory & Ethics Updates
18-Hour Annual IRS AFSP Curriculum & Team CPE Licensing
Preview our structured 18-hour IRS AFSP tax preparer curriculum (6h AFTR + 100-Q open-book exam + 10h Federal Tax Law + 2h Circular 230 Ethics; IRS RPO registration pending), or download employer and government training justification sheets.