Why this education is critical:
Our Online Stock Plan Fundamentals course will provide you with a thorough understanding of administrative best practices, as well as bring you up to date on all the latest regulatory, accounting and taxation requirements.
How we present the fundamentals:
- One webcast per week for six weeks will illustrate stock plan concepts, accounting, tax and best practices as they fit into the current regulatory landscape.
- Extensive online materials provide in-depth coverage of course topics.
- Quizzes to test your understanding of the information introduced and help you apply your new knowledge to your own stock plans.
Need to miss a live webcast? No worries. All webcasts are archived and available online after the live presentation. You may begin the course and view webcasts at any time.
Click here to test your system before the course begins.
Build or Enhance Your Stock Plan Knowledge
With the complex standards governing stock plans--plus ongoing changes in accounting, taxation and required public disclosure--this webcast series is a must. Over the course of six webcasts, you will build critical expertise in the following:
Overview of stock plan concepts, terminology and functional interactions
Characteristics, requirements and tax treatment of non-qualified awards, incentive stock options, restricted stock and employee stock purchase plans
Accounting treatment of stock compensation, including an introduction to option valuation and accounting for tax effects
Securities law considerations, including registration requirements and Section 16 reporting
Best practices for accurate and efficient stock plan administration
Ideal Prep for the CEP Exam
The online Stock Plan Fundamentals course adheres to the CEP exam curriculum and course quizzes are aligned with CEP testing standards, making this webcast series an excellent preparatory program for CEP Level 1 exam candidates.
Praise for the course from past participants:
"I love the structure of the Fundamentals series. The lifecycle slides are perfect for bringing the concepts discussed to life."
"Excellent material coverage and you can tell the speakers are very knowledgeable about the subjects."
"Excellent material and presentation. I am new to Stock Plan Administration, and this course helped to bridge gaps I had with the technical knowledge and practical knowledge. Thank you!"
"I have been so impressed with the broadcasts and the materials. Definitely worth my money and time."