Beacon Hill Financial Educators

Beacon Hill Financial Educators offers QAS-Self-study online courses. Course credit is accepted in all states. Exams are taken online, with instant grading and certificate. Courses are also available in print form (sent in the mail). Online courses can be downloaded for offline viewing.

Subject areas include: ethics, financial planning, accounting, auditing, tax, finance, personal development, production, management advisory services, human resources, estate planning, retirement planning, investments, insurance, and specialized knowledge and applications.

We provide continuing professional education courses for the following licenses and certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®);
Certified Public Accountant (CPA);
Enrolled Agent (EA);
Tax Return Preparer (OTRP);
Enrolled Retirement Plan Agent (ERPA);
IMCA (CIMA — Certified Investment Management Analyst®);
IDFA (CDFA — Certified Divorce Financial Analyst);
PACE (CLU ChFC).

CE, CPE Program Sponsorships:

CFP Board CE and Ethics Sponsor;
Approved Program Sponsor of National State Boards of Accountancy, National Registry of CPE Sponsors (QAS), and Individual State Boards of Accountancy (where applicable);
Approved CE Sponsor for the IRS.

Address

51A Middle Street
Newburyport

01950
United States

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Course Library

The success rate for new businesses is quite low. The Entrepreneur’s Guidebook contains advice on how to improve the odds. It discusses how to use the entrepreneurial method to develop a more profitab …

The most successful organizations have a strong sales forecasting function, which allows them to precisely design their operations to match expected sales levels. In the Effective Sales Forecasting co …

There are many opportunities for failure in a cash receipts system, possibly resulting in the theft of cash or the incorrect recordation of receipts. In the Cash Receipts Controls course, we discuss a …

A review engagement involves a significantly reduced set of activities from an audit engagement, with a focus on analytical procedures and inquiries. In How to Conduct a Review Engagement, we describe …

The recordation and payment of accounts payable is a deeply inefficient process. Optimal Accounting for Payables shows how to enhance the basic process, as well as how to sidestep portions of it entir …

It is essential to properly receive goods. In the Receiving Controls course, we discuss all aspects of the receiving process flow, the forms used, and the controls needed to ensure that receiving acti …

The purchasing function has a dramatic impact on the profitability of a business, and so must be carefully managed. The Purchasing Guidebook is an essential tool for doing so, since it shows how the d …

Many businesses have a difficult time differentiating themselves from the competition, resulting in declining profits and the risk of eventual failure. The Business Strategy course shows a better way, …

A number of controls are needed to ensure that supplier invoices are paid in the correct amounts and at the right times. In the Payables Controls course, we discuss all aspects of the accounts payable …

Managers must routinely make decisions where there are ethical considerations. Behavioral Ethics provides guidance for how to proceed through these tangled situations. It does so by discussing the dif …

In most organizations, the bulk of all profits come from the operations functions of the business. Consequently, it makes sense for management to concentrate its efforts on the management of operation …

In order to service customers properly, it is essential to correctly process their orders. In the Order Entry Controls course, we discuss all aspects of the order entry process flow, the forms used, a …

Restaurants and bars typically produce low profit margins, so they need a strong accounting system to help identify ways to improve those profits. In the Accounting for Restaurants and Bars course, we …

There are many opportunities for fraud and incorrect payments in a payroll system. In the Payroll Controls course, we discuss all aspects of the payroll process flow, the forms used, and the controls …

Excel is an essential spreadsheet tool for the accountant. To wring the greatest possible use from it, one should have a detailed understanding of how to use formulas and functions. In the Excel Formu …

It can be difficult to extract any meaningful information from the large amounts of data stored in an Excel worksheet, or to sort through multi-variable problems. The Excel Data Analysis Tools course …

Excel is one of the primary tools of the accountant. It is needed for many accounting activities, such as tracking the contents of accounts and conducting financial analyses. However, Excel is a massi …

The 2018 Yellow Book (which is the most recent update) contains the latest version of generally accepted government auditing standards (GAGAS). The contents of the Yellow Book may seem incomprehensibl …

A successful internal audit program is an essential tool for determining how well an organization’s processes and controls are functioning. It can identify high-risk areas and determine how well exist …

A central concern when using Excel is whether the data being used is sufficiently clean and well-organized to be useful for further analysis. In the Excel Data Management course, we cover the importin …

One of the most essential elements of an audit is the determination of whether a client can continue as a going concern. This course helps the auditor navigate through the going concern topic by cover …

Fiduciaries need to properly account for an estate or trust, which can be a complex undertaking. It is governed by the rules of the applicable will or trust agreement, as well as the guidelines stated …

It can be difficult to convey the meaning derived from a spreadsheet, especially when there are large amounts of data involved. An excellent solution is to use the charts and other data visualization …

The accountant is beset with requirements from regulatory agencies and the government that strictly define his or her responsibilities in many areas of daily practice. In the Ethical Responsibilities …

The accountant is routinely confronted with business decisions that can be difficult to resolve without a firm grounding in the relevant ethical frameworks. Ethical Frameworks in Accounting outlines t …

Electronic payments can be more cost-effective than traditional check payments, but also have their own issues. In the Guide to Electronic Payments course, we explore the various electronic payment sy …

An essential part of the monthly closing process is to create a bank reconciliation for all cash accounts. In the Bank Reconciliation Essentials course, we cover the structure of this document, its co …

A veterinary practice has several operational issues that call for unique accounting solutions. In the Accounting for Veterinary Practices course, we cover the need for practice-specific controls, as …

The ability to make high-quality decisions defines the great manager. How are some people able to consistently make the right calls while others fail to do so? In Effective Decision-Making, we delve i …

Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and t …

The accounting for a car dealership is quite complicated, since there are many profit centers, fixed assets, and employees, not to mention the large vehicle inventory. In the Car Dealership Accounting …

The Effective Employee Training course describes how training can be made more effective, so that it generates an improvement in business performance. The course covers the alignment of training with …

Most virtual currency transactions involving a sale or exchange will have a taxable outcome. In the Virtual Currency Taxation course, we describe the basics of virtual currencies, and then delve into …

There are several unique accounting issues associated with cryptocurrency. In the Accounting for Cryptocurrency course, we provide background information about the nature of cryptocurrency, blockchain …

It can be difficult to earn a consistent return on your invested funds. In the Investing Guidebook, we cover how to set up a structured approach to investing that improves your ability to gain a good …

There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estat …

Life insurance is a key financial product, with real benefits when you know how to use it properly. In the Essentials of Life Insurance course, we describe the various types of life insurance, how to …

The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It contains a wide range of provisions that become effective over several years designe …

In the Retail Management course, we address every aspect of the management of a retail business, including strategic planning, how to determine the best store locations, merchandise optimization, and …

It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world. This course discuss …

In many cases, network intrusions, loss of data or even loss of funds is due to a failure to follow simple security basics. This course overviews some effective, common-sense techniques to secure you …

The purpose of this course is to review the changes made to lease accounting by ASU 2016-02, Leases, (as further amended by ASU 2018-01, Land Easement- Practical Expedient for Transition to Topic 842, …

The objective of this course is to review three recently issued auditing standards: SAS Nos. 146-148. The first section reviews the requirements found in SAS No. 146 related to quality management of …

The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss …

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co …

The possibility of receiving a letter from the IRS requesting documents for a tax audit often produces considerable taxpayer fear. However, an IRS tax audit doesn’t suggest that the IRS has found a si …

On August 16, 2022, the Inflation Reduction Act (IRA), legislation designed in large part to lower consumer energy costs and provide economic incentives to reduce the human impact on climate change, b …

There is little doubt in the minds of many observers that the world of work—an environment in which a legion of wage earners commute to an employer’s office or worksite to toil from 9 to 5—is changing …

For most of 2022, it was doubtful that Congress would enact any tax legislation. However, Democrats were finally able to negotiate and pass the Inflation Reduction Act (IRA) in August 2022. This cours …

Although the IRS suspended the automatic mailing of collection notices routinely sent when a taxpayer owes federal tax on February 5, 2022 to give the IRS an opportunity to clear its processing backlo …

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