Self-Study On-Demand


2 CPE

Crowdfunding Essentials [2025-2026]

Self-Study On-Demand
2 CPE

Learning Objectives

Upon successful completion of this course, participants will be able to: Chapter 1 Describe the building blocks of crowdfunding; and Specify the advantages of crowdfunding and the situations in which it is most applicable; and Cite the risks taken on by an investor in a crowdfunding campaign; and Describe the process used to run a crowdfunding campaign. Chapter 2 Recognize the situations in which the Regulation Crowdfunding can be used; and Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign. Chapter 3 Describe the different types of rights that may be given to investors; and Specify the characteristics of a Rule 504 exemption. Chapter 4 Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.

Major Topics

Crowdfunding Overview Regulating Crowdfunding Regulation D and Regulation A+ Stock Valuaiton

CPE Credits Available

2 CPE
2
General

Things to Know About This Course

Course Level

  • Overview

Intended Audience

CPAs, auditors, consultants, and financial and managerial professionals.

Provider

Western CPE

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