AICPA CAS CFO Financial II – 14.5 CPE

AICPA CAS CFO Financial Management Certificate II – Advanced CFO Strategies (14.5 CPE)

Advance from solid finance manager to strategic CFO advisor with the CAS CFO Financial Management Certificate II from AICPA & CIMA, offered in India and globally via Eduyush, an approved AICPA channel partner. This advanced online program deepens your skills in business valuation, capital structure, financial policy and risk management so you can lead higher‑value Client Advisory Services (CAS) engagements.

Eduyush is listed as an official AICPA channel partner for India, providing authentic AICPA learning with India‑friendly support and pricing.

Eduyush is an approved AICPA Channel partner. View our details on AICPA Site

Why choose CAS CFO Financial II?

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• Step up to advanced CFO work: Move beyond foundational concepts into topics like business valuation, acquisitions, capital structure design and financial policy, all viewed through a CAS CFO lens.
• Built for CAS and virtual CFOs: Learn frameworks and tools to advise on growth, funding, dividends and risk so you can act as a true strategic partner to clients.
• Recognised AICPA credential (14.5 CPE): Earn 14.5 CPE credits in Business Management and Organization and an AICPA certificate that signals advanced CFO‑level capabilities.
• 100% online, one‑year access: Complete bite‑sized modules at your own pace over 12 months, with flexible access from any device.
• Big Eduyush savings and local‑currency checkout: Access this AICPA certificate at around 40–50% off typical international pricing through Eduyush, with prices shown in your local currency so you can pay easily from almost anywhere in the world.

Program curriculum and key topics

Reframe the AICPA outline in more applied language.

What you will cover

The certificate focuses on the advanced finance areas CFOs and CAS leaders are expected to handle:

• Business valuation techniques and drivers of business value
• Acquisitions, bidding, deal execution and post‑acquisition value capture
• Optimal capital structure and debt‑equity mix
• Lease versus buy decisions and debt securities issuance
• Design and assessment of financial policies, including dividends
• Enterprise and financial risk management
• Currency risk management (FX exposure and hedging tools)
• Interest rate risk management and the use of derivatives to create certainty

Each module uses case‑style examples so you can connect concepts directly to client scenarios and board‑level discussions.

Learning outcomes

By the end of CAS CFO Financial II, you will be able to:

• Identify factors that shape an investor’s perception of business value and apply valuation approaches such as CAPM.
• Plan and assess acquisitions, including bid strategy, transaction structure and post‑deal steps to realise expected synergies.
• Evaluate dividend and broader financial policies to balance shareholder expectations with long‑term funding needs.
• Analyse criteria for selecting appropriate debt instruments and structuring a target debt profile.
• Compare types and sources of equity finance, flotation methods and non‑acquisition valuation scenarios.
• Assess external influences on financial policy and scenario planning for different financial conditions.
• Decide when and how to use currency and interest‑rate risk management instruments to stabilise cash flows and earnings.

These capabilities help you speak the language of investors, lenders and boards, strengthening your position as a trusted CFO or virtual CFO.

Who should enroll?

This advanced certificate is ideal for:

• CFOs, finance directors and senior finance managers working in CAS or virtual CFO models
• CAS practitioners who already handle core finance advisory and want deeper valuation and risk skills
• Accountants and finance professionals preparing to transition into CFO or strategic finance leadership roles
• Business owners and founders who need a stronger grasp of funding, valuation and financial risk decisions

Completion of CAS CFO Financial I is recommended so you have the necessary foundation before tackling these advanced topics.

Program details 

• Provider: AICPA & CIMA; delivered globally through Eduyush (approved AICPA channel partner)
• Format: Online, self‑paced course with modular lessons
• CPE credits: 14.5 CPE in NASBA field “Business Management and Organization”
• Level: Intermediate (advanced content, but accessible to experienced finance professionals)
• Prerequisites: No formal prerequisites; CAS CFO Financial I strongly recommended for a complete CFO learning path
• Access: 1 year of digital access from activation date