1 hour
Unlock the secrets of market analysis in just 1 hour with our tailored course designed for CPAs. Dive deep into top-down approaches leveraging secondary research, mastering the art of extrapolating data to reveal comprehensive market landscapes. Learn bottom-up methodologies, conducting primary research to validate assumptions and refine insights. Delve into diverse sources and methods, from industry reports to surveys, empowering you with versatile skills. Explore TAM (Total Addressable Market), SAM (Serviceable Addressable Market), and SOM (Serviceable Obtainable Market) frameworks to pinpoint lucrative opportunities. Elevate your strategic acumen and propel your practice forward. Enroll now!
All course components are available online for your convenience as well as audio downloads for listening on the go.
Completion of the course will be provided which can be used as verification for any CPA organization.
Upon completion of the course, a certificate will be sent to you. There are also optional assessments are also provided.
Are you a CPA eager to enhance your strategic advisory skills? Dive into our 1-hour course tailored for CPAs, illuminating the path to effective market analysis. Equip yourself with indispensable insights to guide clients towards sustainable growth and success.
What You'll Learn:
1. Mastering Top-Down Analysis:
- Secondary Research Techniques: Uncover the art of extracting vital data from diverse sources. Learn to navigate industry reports and databases to decipher market trends.
- Understanding TAM, SAM, SOM: Delve into Total Addressable Market, Serviceable Addressable Market, and Serviceable Obtainable Market concepts. Gain proficiency in sizing and segmenting target markets.
2. Harnessing Bottom-Up Methodologies:
- Primary Research Strategies: Explore the nuances of conducting surveys, interviews, and focus groups. Acquire skills to validate assumptions and refine market insights.
- Identifying Reliable Sources: Navigate through varied channels including government publications, industry associations, and academic research for accurate data collection.
Why This Course is Essential:
As a CPA, your advisory role extends beyond numbers to strategic foresight. This course empowers you to:
- Offer informed market insights crucial for client decision-making.
- Mitigate risks and identify growth opportunities through robust analysis.
- Elevate your professional stature as a trusted advisor adept in market dynamics.
This course is ideal for CPAs who:
- Seek to expand their advisory services into market analysis.
- Aim to enhance client value by providing strategic market insights.
- Desire to deepen their understanding of market dynamics for informed decision-making.
Join us to unlock the power of market analysis and position yourself as a strategic partner in your clients' success stories. Don't miss this opportunity to sharpen your skills and elevate your advisory services to new heights.
An Ivey MBA, CPA, Chartered Investment Manager, founder, professor, mentor, portfolio manager, advisor and serial entrepreneur Malcolm embodies the ‘been there, done that’ set of experiences that matter the most to entrepreneurs, founders and businesses at all ages and stages, across a broad spectrum of sectors and industries, both domestically and internationally.
Along the way he founded, or was part of the founding team in 15 different businesses, most successfully, (some not so much, 3 crashed and burned - ouch), 3 wound down, 4 had successful exits (yay!) and the others are still operating today across a variety of industry sectors doing business in Canada and internationally.
Over the last 10 years, he’s seen hundreds (and hundreds) of investment opportunities, screened over 500 companies and received formal investment presentations from over a thousand. He knows first-hand what works, what doesn’t, and what’s needed to make a business viable, scalable, and successful. He knows what investors are looking for and what start-up founders must provide when they're looking for private equity financing.
As a CPA, unless exempt, you are required to devote at least 20 hours to continuing education activities per year. CPAs are required to take 120 hours of continuing education activities per three-year rolling reference period, including 4 hours of structured training activities in professional ethics. At least half of the minimum required hours must be represented by verifiable CPD hours (60 hours of CPD every rolling three‐year period and 10 hours of CPD hours annually). CPA Ontario does not require CPD providers to be accredited with their organization in order to offer CPD hours to their members. The courses listed on CPD Insights are verifiable for CPD and can be counted towards the triennial CPD requirement. It is up to the professional to determine whether the activity qualifies as eligible towards their CPD requirement.
CPD is learning that develops and maintains professional competence to enable members to continue to perform their professional roles. Any new learning and development that is relevant and appropriate to a member’s work/professional responsibilities and growth as a CPA will qualify for CPD. Note: Members may only report the actual number of hours that were spent developing new or existing competencies. As a CPA, unless exempt, you are required to devote at least 20 hours to continuing education activities per year. CPAs are required to take 120 hours of continuing education activities per three-year rolling reference period, including 4 hours of structured training activities in professional ethics. At least half of the minimum required hours must be represented by verifiable CPD hours (60 hours of CPD every rolling three‐year period and 10 hours of CPD hours annually). CPA British Columbia does not require CPD providers to be accredited with their organization in order to offer CPD hours to their members. The courses listed on CPD Insights are verifiable for CPD and can be counted towards the triennial CPD requirement. It is up to the professional to determine whether the activity qualifies as eligible towards their CPD requirement.
As a CPA, unless exempt, you are required to devote at least 20 hours to continuing education activities per year. CPAs are required to take 120 hours of continuing education activities per three-year rolling reference period, including 4 hours of structured training activities in professional ethics. At least half of the minimum required hours must be represented by verifiable CPD hours (60 hours of CPD every rolling three‐year period and 10 hours of CPD hours annually). CPA Alberta does not require CPD providers to be accredited with their organization in order to offer CPD hours to their members. The courses listed on CPD Insights are verifiable for CPD and can be counted towards the triennial CPD requirement. It is up to the professional to determine whether the activity qualifies as eligible towards their CPD requirement.