This California Regulatory Review course provides 3 credits of continuing professional education (CPE), sufficient to meet the California state continuing professional education requirement. This course discusses:
- California Accountancy Act
- Standards of Professional Conduct
- Results of Disciplinary Proceedings
- Prohibitions and Offenses
- California Board of Accountancy Regulations
Note from California review board:
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Explore key sections of the California Accountancy Act
- Identify standards of professional conduct
- Discover results of disciplinary proceedings resulting from misconduct
Last updated/reviewed: March 14, 2024
(180) Reviews
(130 rating)great course, insightful material, recommend others to take this course
The course is detailed and clear. The professor is knowledgeable.
the course was helpful easy to understand and captivating
This class gets into the details of short-term rentals. There was more to it than initially thought.
Informative course, very well organized and presented.
If there are more real examples to share that will bring more interests.
Great course (and instructor) with just the right amount of details and examples.
This was a helpful review. Thank you for the informational resources.
this is a basic course but can be a good refresher as well. If you need a refresher, this would be it.
Liked that it was text based so I could go at my own pace and review sections again if needed with a simple document search.
A very interesting read with a good summary of how fraud was committed.
I love the topic because it's relevant to the current time and it's not something I'd been trained on before regardless of the fact that I've been working remotely part of the time over the last 4+ years. I think that in order for remote work to be successful it's important to consider many of the things covered in this training. The training opened my eyes to all of the opportunities out there that will help me improve my remote work experience. I didn't like that so many website were covered without going into detail about some of them. It felt a little overwhelming. Also I'm interested in learning more about the best ones and details about what they can do. It surprised me that there were so many tools available. Anyone working remotely or considering remote work would get the most from this course.
Delivery was a bit monotone and hard to engage with.
The materials were easy to follow and presented well. It laid out clearly the professional practices required to fulfill your duties in the internal audit function.
Such a great course, and very useful tools! I would highly recommend it.
Informative course to make sure leaders are modeling ethical behavior with their teams.
Interesting overview of ai in accounting world and future
Mr Haaris was extremely well organized and thorough in his training. It is a very good introduction to Budgeting.
Knowledge and the mode of her presentation. Great refresher course
This a very comprehensive training. It would be nice to get a presentation on this training because the reading is just too much. But over all still have a very good examples and important topics are discuss and explained well.
This course was very interesting. I liked the examples he gave and how he Incorporated his own experiences into the lecture.
Well written material that I could use as a supplemental reference in addition to the actual text wording verbatim from the ASC standard that I could always go back to during my actual work as an accountant in the actual practice may it be professional service setting or in the industry.
Great course! Easy to follow and thorough contents.
Good refresher course on how to use pivot tables. I like having a workbook to test with along with the lesson.
This text based course was very detailed and provided good examples of real world application
The class was basic. Explained some key fundamentals
Excellent class that contained very relevant 'real world' examples.
Good reminders on the basics of a financial statement audit and the responsibilities of the auditor.
pretty informative - would recommend it as a refresher to those returning to this framework, and to newer professionals.
Great course with good examples of important aspects of the profession and certification.
Helpful explanations and definitions of sales tax terminology.
I appreciate how the video covered "how to make it happen" but think even more detailed examples would have been helpful. It's good to hear "here are things that should be done" but everyone approaches these with their own (limited) experience so seeing an example of what works well would have made the course even more usable.
easy to follow/understand and an excellent introductory course
Fantastic and easy to understand review of consolidation foreign subs.
Content and material was very sloppy. Overall the instructor was incredibly knowledgeable, however one of the key concepts of Mgmt Accounting is the usefulness and presentation of information and yet the information presented was poorly presented.
This was a good course on the topic of internal controls. It was a very good refresher for me.
This is a helpful primer on artificial intelligence. It really is going to help so many industries.
OK, good speaker but boring content. The content was short and precise, good for the most part for a 1 hour CPE.
Great course - Well structured, interesting content and engaging instructor.
Thorough, accurate and helpful to meet CE requirements.
Good review of financials statement preparation, good supporting materials.
The course provides a great overview of fraud, impacts to the Company, and ways to mitigate that risk and how Internal audit can aid and assist in this process.
This course provides some great information. The topics covered are very helpful as well.
Good effective course. Great for the transition into management.
It is a challenging yet very informative session. Samples of fraudulent events would have been helpful.
The course covered the basics of an ERM function and where the foundation begins in a corporate environment.
Nice overview of closing the financial books for a business.
This is a great topic and the speaker had a great background. I liked that he shared his personal experience with the SEC and it was important to go through all filings in plain english. This is Illumeo's best CPE yet.
Great introduction and clearly defines the various non profits and purposes.
Good overview of the role of IA and how to set yourself up for success in leading the IA department. Would by nice if all the material was in one document instead of multiple different documents for future reference.
This is a very comprehensive overview of the IPO process from the CFO perspective. It is particularly helpful to know the flow of the process from beginning to end, what parties are involved and their respective responsibilities during the IPO process as well as what one needs to pay attention and any related rules should be considered.
Great course very informative. I like the instructors communicative style and presence in the learning materials
Really enjoyed the various case studies presented in this course; learned a lot.
Some accounting examples would have been nice to have.
This was not a bad course. The instructor was knowledgeable and conveyed the information well. The materials were thorough and provided a good resource for reviewing the information for the final exam. I did notice there were a lot of typos in the exam questions. It wasn't too bad and didn't impact my understanding of the questions, but it seems like it could have.
Nice review of the key principles of ASC 606 and 842
great refresher course. it really helped me understand the ethics and compliance framework at a high level.
Course materials were easy to follow and closely connected with the review questions and final exam.
Great overview of the new bill. Helpful to understand how these changes will affect individuals and corporations.
This is a really good informative course--thanks for putting it together.
This was a great course. Would definitely recommend it.
A thorough course on Texas ethics and requirements for Texas CPAs.
Knowledgeable Instructor who has designed a comprehensible review of the subject.
Good overview of fraud with examples, as well as guidance on how to perform a fraud risk assessment for an organization.
very useful guide to help with mapping your career and being successful. Lots of common sense that merits periodic review as it's easy to get stuck in ruts.
Very helpful even for frequent career excel users.
Concise content and very helpful considering the global business environment and impact of digitalization driving the increase in fraud incidents.
The most boring course I've ever taken. Monotone, just reading the slides. I fell asleep multiple times. Terrible!
good overview of the accounting close process for new accountants
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This instructor is always my favorite for Excel classes. His slides and presentations are excellent. It's a tad slow but the repetition makes the new formulas stick in my head.
Good refresher course for the CA regulatory review
The course covered everything, although the instructor was reading the slides all the time. Would prefer to have more real life examples to demonstrate the issues and make the course more interesting.
I found the course to be very informative. I was not aware of the details from the international front.
Great entry level course. Helped me refresh on the accounting fundamentals.
Good overview. A few typos throughout, but very thorough.
great review, useful refresher of the ASC 606, it emphasizes all the key points.
great course for those of us that live in California and are requited to take this course
Great instructor that covered the lengthy content.
The best ethics course that I have taken. Thank you!
The exam questions were written in a manner that made them difficult to understand what the question was asking.
The course was straightforward, and easy to follow. The review questions were good examples for what the final exam was going to be like. Overall, covered the required material and good course in order to fulfill the CA Ethics CPA renewal requirements.
Good course and ideas for staying more organized and effective..
The sample excels and solutions were very helpful.
The subjects within the course were a bit far-flung and not entirely related to one another
Nice refresher for excel skills that can be used to detect fraud.
Excellent presentation while blending in good humor.
This was overall really great. I would have left out the Power Query section as it didn't feel like it quite fit in.
the instructor explains the financial ratio analysis very well by demonstrating a lot of examples and calculations that makes each module easy to understand and memorize. Highly recommend this lecture to everyone who is interested in financial analysis.
Great comprehensive course that included a ton of information making it easy to meet requirements needed.
Very informative course. Practical application and easy to follow.
The presentation was great but I'm wondering why some of the final exam questions were specific to ASC 605 (and not just what has changed from it) when that guidance has been superseded.
Great tools for Excel 365, even though I don't have, will look into getting it.
Cybersecurity Program and Roles is a great course with in depth explanation and discussion.
In just two hours, this course will allow accounting and finance professionals to write significantly better. The first part of the course shines. As a professional writer, it provided a useful summary of business writing principles. Most professionals will learn new information that they can instantly apply to improve their writing. While the second part also provided critical information, it felt much less content-dense than the first part. This section only needed half the time allotted. Overall, an excellent course and a productive use of time.
Excellent overview of the topic, with engaging examples and pulse checks. Wide range of subjects covered.
Great refresher on the COSO framework and the organizational impact of implementing its principles/points of focus.
Good review of concepts and provided valuation info
This course was extremely relevant to today's corporate environment. The materials were extremely helpful and easy to follow.
Great thorough walkthrough with accompanying workbook for all examples
This is a very comprehensive course for tax planning strategies for short-term rental properties.
I have to admit that I gave up on watching the video within 20 minutes because of the background music...it's really annoying.
Excellent course. Really enjoyed learning about the topics presented here. Instructor was wonderful. Would certainly recommend this course to my friends, family, and colleagues.
Instructor covered topic in an engaging and educational manner - pulling in real world experiences and tested theories. Would recommend.
Great overall course. Enjoyed the examples of what auditors look for and how they manage risk and where they will be looking. Wish it was more in depth regarding the financials but great handle of the subject matter.
I thought this course provided a good overview of the new guidance when compared to the old. It would be nice to have more examples to walk through.
Extremely helpful and clear guidance. Recommend this to anyone else who is interested in learning more about Power BI.
This course is extremely outdated and make no mention of economic nexus.
Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.
Love this course! The two instructors gave a solid overview on how to act and become an executive with plenty of easy action items. The video and instructors were very engaging and I was happy to watch the video the whole time. Highly recommend!
Good content, good overall wording of questions. Highly recommend to someone looking for a detailed walkthrough.
This short course provided some great ideas and suggestions.
Good accounting class that serves as a refresher for accounting basics.
Could be improved if there were more examples - the slides were just read. Maybe required for this type of course, but would be more interesting with case studies.
This was a very helpful course to understand the ethics for California where I am licensed. It was a lot of material but well organized and pretty straightforward to understand and interpret to be able to answer the exam questions.
I like the speed of the recording and the documents shared. It will be better to provide more real life examples by going through the concepts.
Great instructor. Very happy to take the class and learned a lot
The voice was not very clear at the beginning but got better toward the end.
This is a great course for understanding the various components of the Balance Sheet!
great materials that were easy to follow and understand.
* Content was relevant, but in some instances more attenuated to the core topic of maturing an ERM function. * Disproportionate amount of time on various examples (e.g., FCPA, tax regulation, SEC and gatekeepers, historical/contextual backdrop) and survey results versus the 3 stages themselves (approx. last 15 min.), along with practices, tools and insights.
This instructor courses are always very helpful and are well thought out. I always look for her courses on-line as I always learn something new and interesting from her classes.
The topics in this course were presented well. This was a good overview of how Topic 606 applies to computer software companies.
I liked the case study examples. Otherwise the material is very dry.
Good class overall. There are many complex topics covered in a short period of time, I had to watch a few of the topics several times to grasp concepts.
Some of the questions are improperly written and need to be reviewed. Specifically, the insinuation that any accounting event happens when transactions are invoiced (there is not accounting transaction upon sending or receiving an invoice; the event is only when services are rendered). A few other nits as well. Overall point - clean up the questions so that they pass muster for a public company accounting environment and not a small, private company Quick Books environment. Best for students to learn the right way rather than convenient short-cuts that they won't encounter in a real world SOX environment.
This has been one of my favorite courses in Illumeo. Good facts presented in an easy to follow manor. Future session that i would love to see is on PFIC for Americans wanting to tax plan for retirement while living overseas. thanks for the great information!
The course has no insight but just reading off the slides word for word.
I liked how all the course materials were provided so we could follow along, While the instructor was mainly reading the slides, his tone and manner in which he spoke kept me interested and engaged. There were several points at which I could review my knowledge of the material. Any CPA Licensee looking to renew their license and fulfill the Board-Approved Regulatory Review requirement will benefit from this course. I'm hoping that Illumeo will add more courses taught by this instructor in the future!
It would have been helpful to have the slides as a handout. There was a lot of good information covered in this course and it would have been great to have the handouts for future reference.
I liked the final exam format of allowing you to slowly find 90%
Everything is making sense but I guess what I'm struggling with is how to identify the "differences" between ASC 606 vs previous version. I felt like all the things that you said existed before. I was wondering if there is a summary/table available where I can clearly see the difference in transaction treatment between ASC 606 and the old version.
Would appreciate more examples in the presentation - to cover more specific real life transactions. Or, more working through the math alongside IRS definitions/precidents and real deal terms. A working excel model, such as provided for other classes covering cash flow budgeting, might help as well. For one who is interested in the topic but has not handled a transaction in real life, more examples might help bridge gaps in terminology as well--had to research triple net leases offline for example, so my time to finish the course to well over the estimate. Thank you for the great presentation and valuable knowledge!!
I really like Jennifer's class that has detail contents in her presentation. The material is very helpful.
This course is a comprehensive overview of the guidance with helpful slides and examples.
The slides and videos was just basically reading the regulations to us. It would have been just as effective to have this training be "read the regulations, then take the exam".
This course helped me strengthen my understanding of IA fundamentals.
I am a little surprised at how poorly this course is taught. It is a whole lot of information jammed into excessively long discussions and readings. There should be a lot more examples.
The course was quick and simple. It allowed you to quickly understand the required information.
class was easy to follow and very insightful for earning CPE!
Great content! This is a decent crash course that covered a variety of accounting topics for external reporting.
Course is acceptable. Videos can be watched in the background to qualify for credit. Quiz is 10 questions, and the information is difficult to search for to identify correct answers.
The material was well organized and easy to understand. this is a great way of completing credits needed for CPE.
useful information that we can actually apply in the business
Content was fine but his frequent typo during the lecture was distracting.
Material was sufficient, however I think the delivery was dry and difficult to stay engaged as presented read slides.
Great course, was easy to follow and understand, with good examples.
I like the material a lot. It gives a brief summary of SOX and its significance in a very concise manner. This is very brief introduction to anyone who wants the first level information on SOX compliance before going into a indepth understanding.
great instructor. Quite a bit of the material is out of date though with the new tax law.
Very well spoken and concise summary of the major updates
The information is very dry as the presenter pretty much read word for word on the slide deck.
Great course! I enjoyed that this provided an overall review of accounting and I actually learned a new way of doing things.
This course was informative and will be useful in my day to day work.
Sussman is excellent. He was one of my MBA professors so I was excited to see him on this platform. If he's teaching a class, you want to take it.
This course provided a good overview of financial statements.
Interesting course and practical knowledge for dealing with cash controls.
This was a frustrating exercise of listening to someone read regulations for 3 hours.
Great course. Right level of information.communicated in a straightforward and user-friendly manner.
This course was outstanding in helping boost my efficiency and knowledge of excel functionality.
This course was fast, informative and common sense. It provided excellent and relevant examples.
Liked the format of covering many topics at a high level summaries.
Great refresh on statements of cash flows. Good to review for the differences between direct and indirect methods if you are used to use one more consistently.
Course was a great primer on understanding exempt status
I felt like the final exam was too easy and the wrong answers were very obvious. Though it was good for me/my CPE credits, I don't think its an effective way to evaluate whether or not I understood the materials.
good link between history in the US and why ethics has become such a prominent topic
This course was efficient and covered the main objectives of ethics review course required to renew CPA license in California every 2 years. I would take this course again when I need to renew again.
This was a good but examination of ethics starting with various scandals and ethics violations to COSO standards to the best practice policies in creating an ethical culture from the top down at a company.
Lynn is one of the best instructors and she did it again in this training. Throughout and provide students with a great overview of COGS 2013.
would have loved more examples especially on how fair value assessment.
I found this course to be very well presented with clear action items that I am excited to start implementing!
The material was helpful, however, the instructor was reading from the slides for the entirety of the course.
This class needs dramatic improvement. The class is simply a reading of the course materials in a monotone voice. There is no captivating element in it. It is challenging to learn from a class presented in this manner.
There is no correct answer for question #3. Can you double check this?
This is an excellent starter course to get anyone who is interested in the new revenue recognition standards, ASC 606, familiar with the new requirements. It breaks down the 5 step model and explains what is required for each step.
Learned some very useful tips
I like that the course is detailed and the slides are available in pdf
clear and concise.
pretty good course, a little dry for my taste
Excellent coverage of the topic.
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