For Students on Catalog: 2019-2020 - Orfalea College of ......AGB 214 Agribusiness Financial...

For Students on Catalog: 2019-2020

ACCOUNTING CONCENTRATION DECLARATION CALIFORNIA POLYTECHNIC STATE UNIVERSITY – ORFALEA COLLEGE OF BUSINESS

Student Name: ________________________ Graduation Date: _________________

Empl ID: ___________________________ Date: __________________________

Cal Poly Email Address: _____________________________________________________________

The following courses are approved Accounting concentration requirements and electives.

This program prepares students for careers in accounting and satisfies the California Board of Accountancy’s

educational requirements.

REQUIRED Concentration Courses (Select 6 courses) 24 Units

BUS 319 Accounting Information Systems 4

BUS 320 Federal Income Taxation for Individuals 4

BUS 321 Intermediate Accounting I 4

BUS 322 Intermediate Accounting II 4

BUS 424 Accounting Ethics 4

BUS 425 Auditing 4

ELECTIVE Concentration Courses (Select 1 course from either track) 4 Units

Financial Accounting Track

BUS 323 Intermediate Accounting III 4

BUS 412 Advanced Managerial Accounting 4

BUS 422 Accounting for Government and Not-For-Profit Entities 4

BUS 474 Independent Study in Accounting 4

Tax Track

BUS 417 Taxation of Corporations and Partnerships 4

(Not Open to MS – Financial Accounting Candidates)

Total Units: 28

SENIOR PROJECT Tracks (Select 1 Senior Project Track) 4 Units

BUS 416 Volunteer Income Tax Assistance (VITA) 4

BUS 463 Low Income Taxpayer Clinic 4

_________________________________________________ _____________

Li Dang: Accounting Concentration Chair (03-403A) Date

Return to Orfalea Student Services (03-100). Thank you. Revised 10/16/19

ORFALEA COLLEGE OF BUSINESS

THE ACCOUNTING CONCENTRATION

A REPUTATION FOR EXCELLENCE

The Accounting area of Cal Poly’s Orfalea College of Business has developed a sterling repu-

tation for preparing superior graduates who go on to be leaders in the industry. Faculty build

curriculum with the industry in mind to give students a thorough knowledge of accounting and

tax laws along with the confidence to use those skills in leading a business toward success. The

program is built upon a commitment to career readiness that empowers students to Learn by

Doing through working with clients, tackling complex tax cases, and serving the community.

In the industry, Cal Poly’s accounting graduates set the standard of excellence for up and

coming talent. Year after year, the Big 4 firms and other international, national, regional and

boutique practices flock to Cal Poly to recruit accounting students for dynamic careers, often

resulting in multiple job offers for each of our graduates. In the workplace, Cal Poly accounting

alumni can rely on a strong network of colleagues who lead as firm partners, CFOs and CPAs.

FOR STUDENTS

CONSIDERING A

CONCENTRATION IN

ACCOUNTING

StartHereGoPlaces.com is

a site that provides student

resources on accounting

careers, including information

on finding accounting jobs,

learning accounting skills,

and other aspects of the

accounting profession.

FOR COLLEGE

STUDENTS

ThisWaytoCPA.com is a

free resource that explains

the path to becoming a

Certified Public Accountant,

including exam details,

salary information and career

specialization.

CORE COURSES

BUS 320: Federal Income Taxation for Individuals

Covers federal income taxation and planning for individuals and discusses the Federal

role of taxation in the business decision-making process.

BUS 321: Intermediate Accounting I

Teaches financial reporting from financial statements to various financial reporting

topics and issues.

BUS 322: Intermediate Accounting II

Goes into more depth on complex reporting topics and issues.

BUS 424: Accounting Ethics

Studies the professional values in accounting and incorporates ethical reasoning into

accounting decision making.

BUS 425: Auditing

Covers the institutional, ethical, and legal liability dimensions of audit while teaching

audit evidence collection and evaluation, the internal control structure, substantive

testing, and reporting.

POSSIBLE CAREER PATHS

• Public Accounting $52,000-$83,000 per year*

Employed by a public accounting firm performing professional services such as

audit, tax, or advisory for various types of clients.

• Corporate or Industry Accounting $46,000-$70,000 per year*

Employed by a company that could be world wide or just local performing as a

strategic business partner of the organization to complete the in-house accounting.

• Government Accounting Salary Dependent Upon Experience*

Employed by a federal, state or local government agency to carry out government

initiatives and programs.

*Average salaries for junior and senior level accountants across small, medium, and large firms. CPA license

holders earn up to 15 percent more than average salaries.

LEARN BY DOING PROJECTS

Cal Poly’s Accounting program is recognized as a significant source of accounting

graduates in California at both the undergraduate and the graduate level because

its programs build the necessary technical knowledge and soft skills necessary in

the industry.

Externships or Summer Leadership Programs

Public accounting firms have created innovative national and local summer programs

that allow students to get a head start on the recruiting process and explore careers in

accounting. These programs are shorter than an internship and provide interactive

leadership and career development.

Internships

Internship programs provide the work experience and exposure necessary for our

graduates to choose their career path. Cal Poly’s strong relationships and recruiting

fairs ensure students have internship options that suit their aspirations.

Case Competitions

Students have opportunities throughout the year to compete in firm-sponsored case

competitions where students develop critical thinking, decision making, and communi-

cation skills while trying to solve real world issues.

Executive Partners

Students have an opportunity to be matched with senior executive mentors. These

seasoned professionals volunteer their time to meet regularly with their students to

impart the knowledge they have gained in business while also coaching them on career

options and insights into the practical environment of their career choice.

BUS 416: Volunteer Income Tax Assistance (VITA)

Each winter, the VITA program offers free tax help to underserved individuals who

need assistance in preparing their own tax returns. As part of a senior project, students

complete extensive training to become IRS-certified volunteers and work directly with clients under the supervision of faculty and volunteer CPAs. cob.calpoly.edu/vita/

BUS 463: Low Income Tax Payer Clinic (LITC)

Under the direct supervision of Orfalea College of Business faculty, students help rep-

resent low-income clients involved in tax controversies before the IRS and the U.S. Tax

Court. This senior project also allows students to educate the community on the rights

and responsibilities of taxpayers. www.litc.calpoly.edu

CAL POLY ACCOUNTING CLUB (CPAC)

CPAC links Cal Poly accounting students to industry leaders, recruiters and professional

development opportunities to prepare career-ready graduates. Members have exclusive

access to CPAC events and opportunities throughout the year.

• Weekly meetings provide insight from industry leaders about accounting careers.

• Recruiting events and other professional development events lead to externships,

internships and full-time jobs.

• Social and networking events refine interpersonal skills.

• Mentoring programs enhance professional development and career readiness.

• Leadership opportunities with CPAC reinforce teamwork and leadership skills.

• Community Service develops a lifetime commitment to giving back. cob.calpoly.edu

No.5 The Orfalea College of Business ranks No. 5 in the nation for Return on Investment, according to a 2014 Bloomberg Businessweek survey.

$1,188,513 The LITC has saved clients nearly $1.2 million in tax liabilities since 2010.

23 YEARS Cal Poly’s accounting students have hosted VITA clinics every year since 1992.

MASTER’S DEGREE PROGRAMS The Orfalea College of Business offers two master’s degrees to prepare accountants

Master of Accounting- Specialization in Taxation

Master of Accounting- Specialization in Financial Accounting

http://www.litc.calpoly.edu/

*These events are formal and informal networking opportunities. They are very important for career success and all students are highly recommended to attend.

EDUCATIONAL REQUIREMENTS FOR CPA LICENSURE

BACCALAUREATE DEGREE & 225 Quarter UNITS

36 Quarter UNITS – ACCOUNTING SUBJECTS

Accounting Auditing Taxation

Financial Reporting Financial Statement Analysis External & Internal Reporting

36 Quarter Units – BUSINESS-RELATED SUBJECTS

Business Administration Business Management Business Communications

Economics Finance Business Law

Marketing Statistics Mathematics

Computer Science & Information Systems

Business-related law courses offered at an accredited law school

Any accounting subjects in excess of the 24 units needed to fulfill the accounting requirement

30 Quarter Units – ACCOUNTING STUDY

Minimum 6 semester units in accounting subjects (see above)

Maximum 14 semester units in business-related subjects (see above)

Maximum 9 semester units in other academic work relevant to business and accounting (maximum 3 units from any one area)

o Skills-based courses – Courses completed in the following disciplines: English, Communications, Journalism, and the Physical, Life, Natural, & Social Sciences

o Foreign Languages/ Cultural & Ethnic Studies –

Courses in foreign languages (including sign language) and courses with the terms culture, cultural, or ethnic in the titles

o Industry-based courses – Courses with the words “industry” or “administration” in the title or courses completed in the following disciplines: Engineering, Architecture, and Real Estate

Maximum 6 quarter units in internships/independent studies in accounting and/or business-related subjects Completion of a Master of Accounting, Taxation, or Laws in Taxation is equivalent to 30 quarter units of accounting

study

15 Quarter Units – ETHICS STUDY

Minimum 3 semester or 4 quarter units in accounting ethics or accountants’ professional responsibilities.

o The course(s) must be completed at an upper division level or higher, unless it was completed at a community college.

Maximum 7 semester or 11 quarter units in courses in any of the following subject areas:

o Auditing o Business, Government & Society o Business Leadership o Business Law o Corporate Governance o Corporate Social Responsibility o Ethics o Fraud o Human Resources Management o Legal Environment of Business o Management of Organizations o Morals o Organizational Behavior o Professional Responsibilities

Maximum 3 semester or 4 quarter units in courses from the following disciplines:

o Philosophy o Religion o Theology

o Course title must contain one of the following words or terms, or the sole name in the course title is the name of the discipline.

Introduction General Fundamentals of Survey of Introductory Principles of Foundations of

Rev 12/28/16

Cal Poly Business Classes CPA Transferability If a class meets multiple categories, it can only be applied to one category (i.e. Accounting, Business Related, OR Ethics). Many offered classes are not listed.

Note: This form's contents are not official and therefore, Cal Poly, the Orfalea College of Business Accounting & Law Area, nor CPAC promises or guarantees the

accuracy of its contents. Individual circumstances may exist and final determination of meeting these requirements rests with the California Board of

Accountancy. Prefix Number Title Accounting Business Related Ethics

AGB 214 Agribusiness Financial Accounting x x

AGB 323 Agribusiness Managerial Accounting x x

BUS 207 Legal Responsibilities of Business x

BUS 212 Financial Accounting for Nonbusiness Majors x x

BUS 214 Financial Accounting x x

BUS 215 Managerial Accounting x x

BUS 302 International and Cross Cultural Management x

BUS 303 Introduction to International Business x

BUS 319 Accounting Information Systems x x

BUS 320 Federal Income Taxation for Individuals x x

BUS 321 Intermediate Accounting I x x

BUS 322 Intermediate Accounting II x x

BUS 342 Fundamentals of Corporate Finance x

BUS 346 Principles of Marketing x

BUS 387 Organizational Behavior x x

BUS 391 Information Systems x

BUS 401 General Management & Strategy x

BUS 404 Governmental and Social Influences on Business x

BUS 416 VITA x x

BUS 417 Taxation of Corporations and Partnerships x x

BUS 422 Accounting for Government and Not‐For‐Profit Entities x x

BUS 424 Accounting Ethics x x x

BUS 425 Auditing x x x

BUS 463 LITC x x

BUS 474 Independent Study in Accounting x x

BUS 384 Human Resources Management x

BUS 410 The Legal Environment of International Business x x

ECON 221 Microeconomics x

ECON 222 Macroeconomics x

ECON 303 Economics of Poverty, Discrimination and Immigration x

ECON 304 Comparative Economic Systems x

ECON 311 Intermediate Microeconomics I x

ECON 312 Intermediate Microeconomics II x

ECON 313 Intermediate Macroeconomics x

ECON 339 Econometrics x

ECON 400 Any 400 Level class (except senior project) x

IT 330 Packaging Fundamentals

IT 341 Packaging Polymers and Processing

IT 371 Decision Making in Supply Chain, Services, and Project Management x

MATH 141 Calculus I x

MATH 142 Calculus II x

MATH 221 Calculus for Business and Economics x

PHIL 101 Introduction to Philosophy x

PHIL 230 Philosophical Classics: Knowledge and Reality

PHIL 231 Philosophical Classics: Ethics and Political Philosophy x

PHIL 331 Ethics x

PHIL 332 History of Ethics x

PHIL 335 Social Ethics x

PHIL 336 Feminist Ethics, Gender and Society x

PHIL 337 Business Ethics x

PHIL 339 Biomedical Ethics x

PHIL 340 Environmental Ethics x

PHIL 341 Professional Ethics x

STAT 251 Statistical Inference for Management I x

STAT 252 Statistical Inference for Management II x

STAT 301 Statistics I x

STAT 302 Statistics II x

Total number of classes taken in each column multiplied by 4 (add 1 for Stat 252)

Total quarter units need in each category 45 57 15

Note: For the business related category, a maximum of 9 semester units can be in other sujects as indicated on the tip sheet & a

maximum of 4 intenrship units

Educational Requirements for CPA Licensure Self-Assessment Worksheet

(effective January 1, 2017)

When you apply for your Certified Public Accountant license you must document completion of a minimum of 150 semester units of college coursework to include a baccalaureate degree or higher, 24 semester units each in accounting and business-related subjects, 20 units of accounting study, and 10 units of ethics education. This self-assessment worksheet is designed to assist you in evaluating the education you have already completed and planning for any future education.

U.S. Degree or Foreign Equivalent

Baccalaureate:

Master of Accounting: Note: If you completed one of these three master’s

Master of Taxation: degrees you are deemed to have met the 20

Master of Law in Taxation: semester units of accounting study.

Core Accounting Subjects Requirement (36 Quarter Units)

College / University Course No.

Course Title Semester Units

Quarter Units

Cal Poly - San Luis Obispo Bus 214 Financial Accounting 4 Bus 215 Managerial Accounting 4 Bus 319 Accounting Information Systems 4 Bus 320 Federal Income Taxation for Individuals 4 Bus 321 Intermediate Accounting I 4 Bus 322 Intermediate Accounting II 4 Bus 417 Taxation of Corps. and Partnerships 4 Bus 425 Auditing 4 Bus 416 Sr. Project - Volunteer Inc. Tax Assistance 4

Total semester and quarter units 0 36

Total quarter units multiplied by 2/3 24

Sum equals total semester units 24

Rev. 3/17 Page 1

Core Business-Related Subjects Requirement (36 Quarter Units)



Quarter Units

Cal Poly - San Luis Obispo Econ 221 Microeconomics 4 Econ 222 Macroeconomics 4 Econ 337 Money, Banking and Credit 4 Math 221 Calculus for Business and Economics 4 Stat 251 Statistical Inference for Management I 4 Bus 391 Information Systems 4 Bus 342 Fundamentals of Corporate Finance 4 Bus 346 Principles of Marketing 4 Bus 431 Security Analysis and Portfolio Management 4




Accounting Study Requirements (30 Quarter Units)

If you completed a qualifying master’s degree, skip this section. (see page 1)



Quarter Units

Accounting Subjects (minimum of 6 semester units)

Cal Poly - San Luis Obispo Bus 323 Intermediate Accounting III 4 BUS 412 Advanced Managerial Accounting 4 BUS 463 Low Income Tax Clinic 4

Business-related Subjects and/or Other Academic Work Related to Accounting and Business

Cal Poly- San Luis Obispo Bus 434 Real Estate Finance 4 Bus 436 Entrepreneurial Finance 4 Stat 252 Statistical Inference for Management II 5 Coms 101 Public Speaking 4 Bus 302 International and Cross Cultural Management 4




Rev. 3/17 Page 2

Ethics Education Requirements (10 Semester or 15 Quarter Units)



Quarter Units

Cal Poly - San Luis Obispo Bus 424 Accounting Ethics 4 Bus 207 Legal Responsibilities of Business 4 Bus 387 Organizational Behavior 4 Phil 231 Phil Classics: Ethics & Political Philosophy 4


Total quarter units multiplied by 2/3 10.666666

Sum equals total semester units 10.666667

Rev. 3/17 Page 3

INTERNSHIPS

CERTIFICATE OF GENERAL EXPERIENCE (PUBLIC ACCOUNTING)

This form is to be COMPLETED and MAILED directly to the California Board of Accountancy (CBA) PRINT OR TYPE

FULL NAME OF APPLICANT: (No Initials) (First) (Middle) (Last) SOCIAL SECURITY # (Last 4 only)

XXX-XX- __ __

PERIOD OF EMPLOYMENT

List the dates applicant was under your supervision and obtained qualifying general accounting experience, as defined below.

FULL TIME DATES

FROM (MO/DAY/YR)

/ /

TO (MO/DAY/YR)

/ /

PART-TIME DATES

FROM (MO/DAY/YR)

/ /

TO (MO/DAY/YR)

/ /

TOTAL-PART- TIME HOURS

General accounting experience may include providing any type of service or advice involving the use of accounting, attest, compilation, management advisory, financial advisory, tax or consulting skills. To qualify, experience shall have been performed in accordance with applicable professional standards.

If an applicant is performing attest services as part of the general experience, it must be performed under the supervision of a licensee who has satisfied the attest experience requirement.

An applicant who obtains licensure without satisfying the attest experience requirement (Section 12.5 of the CBA Regulations) cannot sign reports on attest engagements of any kind until the attest experience requirement is completed and authorization is given by the CBA.

Section 12 of the CBA Regulations requires that public accounting experience be verified by the person supervising the experience and by a second person with a higher level of responsibility in the public accounting firm. The second person signing the verification shall be an owner of the public accounting firm holding a valid license or comparable authority to practice public accounting. If the owner of the public accounting firm signing the verification is also the person supervising the experience, no second signature is required. Supervised experience means that the applicant’s supervisor shall have reviewed and evaluated the applicant’s qualifying work on a routine and recurring basis and shall have authority and oversight over the applicant.

I hereby certify, under penalty of perjury under the laws of the state of California, that the applicant has (1) been supervised or employed by me or my firm for the period indicated herein, and (2) has completed general accounting experience.

SIGNATURE #1 (Supervisor) (DO NOT USE BLACK INK) SOLE PROPRIETOR

PARTNER SHAREHOLDER

PRINTED NAME OTHER CPA (Second signature required)

DATE CERTIFICATE NO. CPA PA

U.S. STATE OR OTHER AUTHORITY OF ISSUANCE

SIGNATURE #2 (DO NOT USE BLACK INK) SOLE PROPRIETOR

PARTNER SHAREHOLDER

PRINTED NAME

CERTIFICATE NO. CPA PA

DATE U.S. STATE OR OTHER AUTHORITY OF ISSUANCE

11A-29 (Rev. 5/11)

ADDRESS: (Include City, State, and Zip Code)

RESET

) Area Code ( BUSINESS TELEPHONE: BUSINESS NAME:

1) When close to graduation, create an account with the California Board of Accountancy (CBA). Two days later, your account is ready.

2) The Cal Poly Evaluations Office (805-756-2396) recognizes that

Accounting students are attempting to sit for the CPA Exam upon

graduation, so they will rush the conferral of all Accounting degrees.

Send all your transcripts (AP Scores from College Board, Community

College Transcripts) to the CBA from all the institutions where you

completed course work

3) After graduation, submit the CBA remittance form from your online

account and pay the $100 first time applicant fee. Proceed to mail

your application with the check to the Board of Accountancy.

4) After receiving the email from Cal Poly that confers & awards your degree,

order official transcripts through your Cal Poly portal. Do not use the

automatically send my transcript function, do it manually.

5) Receive the approval from the CBA to test (Authorization to Test or ATT),

then select the CPA Exam sections you want to take within the next 9

months. The CBA will then submit your ATT to the NASBA.

6) Once approved, a payment coupon (Notice to Schedule or NTS) is sent to

you. Pay for the sections you applied for.

Section fees - as of September 2018 *

AUD- 4 hrs. $218.45 I FAR – 4 hrs. $218.45

REG- 4 hrs. $218.45 I BEC –4 hrs. $218.45

*Exam costs are estimates and are subject to change Testing Months: January, February, April, May, July, August, October, November

For more detailed information visit: https://www.dca.ca.gov/cba/applicants/index.shtml#exam-applicants

Educational Requirements for CPA Licensure Self-Assessment Worksheet

(effective January 1, 2017)

When you apply for your Certified Public Accountant license you must document completion of a minimum of 150 semester units of college coursework to include a baccalaureate degree or higher, 24 semester units each in accounting and business-related subjects, 20 units of accounting study, and 10 units of ethics education. This self-assessment worksheet is designed to assist you in evaluating the education you have already completed and planning for any future education.

U.S. Degree or Foreign Equivalent

Baccalaureate:

Master of Accounting: Note: If you completed one of these three master’s

Master of Taxation: degrees you are deemed to have met the 20

Master of Law in Taxation: semester units of accounting study.

Core Accounting Subjects Requirement (24 Semester Units)



Quarter Units




Rev. 3/17 Page 1

Core Business-Related Subjects Requirement (24 Semester Units)



Quarter Units




Accounting Study Requirements (20 Semester Units)

If you completed a qualifying master’s degree, skip this section. (see page 1)



Quarter Units

Accounting Subjects (minimum of 6 semester units)

Business-related Subjects and/or Other Academic Work Related to Accounting and Business




Rev. 3/17 Page 2

Ethics Education Requirements (10 Semester or 15 Quarter Units)



Quarter Units




Rev. 3/17 Page

Reset Form

CPA Exam/ Other Exams

1. CPA Exam (Certified Public Accountant) http://www.dca.ca.gov/cba/

* Number of tests: 4

* Concepts tested: Auditing, Tax, Cost Accounting, and Financial Reporting

*Average dollar cost: Prep courses - Approx. $5,000 (without firm help). $1000 (with firm help)

*4 exams, about $200 each to agency

*Sponsoring Organization: AICPA

*Short Description: Known as the “gold standard” accountancy exam.

*Difficulty Level: Hard

2. CMA Exam (Certified Management Accountant)

https://www.imanet.org/cma-certification?ssopc=1

* Number of tests: 2 big tests (relative to the CPA)

* Concepts tested: in depth cost accounting, and in depth financial concepts

*Average dollar cost: $2,200

*Sponsoring Organization: IMA

*Short Description: Covers both Cost accounting in depth, and finance concepts in depth

*Difficulty Level: Very Hard

3. CIA Exam (Certified Internal Auditor)

https://na.theiia.org/certification/CIA-Certification/Pages/CIA-Certification.aspx


* Concepts tested: In depth auditing concepts, general business concepts, cost accounting,

internal auditing


*Sponsoring Organization: IIA

*Short Description: This exam will prepare you to be an internal auditor, a very fast growing

field in the advisory sector of any big 4 accounting firm.

*Difficulty Level: Medium

4. CISA Exam (Certified Information System Auditor)

http://www.isaca.org/Certification/CISA-Certified-Information-Systems-

Auditor/Pages/default.aspx


* Concepts tested: IT audit concepts


*Sponsoring Organization: ISICA

*Short Description: This exam will prepare you for the world of IT Systems Auditing.

*Difficulty Level: 80 to 100 hours of study

http://www.dca.ca.gov/cba/

5. CFE Exam (Certified Fraud Examiner) http://www.acfe.com/


* Concepts tested: Fraud, Redflags, and Auditing

*Average dollar cost: $1,000 (with the student package)

*Sponsoring Organization: ACFE

*Short Description: Will prepare you for a career in fraud auditing.


6. CFSA Exam (Certified Financial Services Auditor—Securities Specialization)

https://na.theiia.org/certification/CFSA-Certification/Pages/CFSA-

Certification.aspx

* Number of tests: 1 large test

* Concepts tested: Securities, Stocks, Bonds, and Securitizations of various assets



*Short Description: Prepares you to audit derivative instruments and other financial assets

*Difficulty Level: Hard

7. CRMA Exam (Certified Risk Management Auditor) https://na.theiia.org/certification/crma-certification/Pages/CRMA-Certification.aspx


* Concepts tested: Risk Management, COSO, ERM

*Average dollar cost: $1000


*Short Description: Prepares you to audit a company’s risk management activities


8. CCSA Exam (Certified Control Self-Assessment Specialist)

https://na.theiia.org/certification/CCSA-Certification/Pages/CCSA-Certification.aspx

* Number of tests: 1 large test

* Concepts tested: Control Self-Assessment



*Short Description: Enhances risk identification strategy.


http://www.acfe.com/

https://na.theiia.org/certification/CFSA-Certification/Pages/CFSA-Certification.aspx

https://na.theiia.org/certification/CFSA-Certification/Pages/CFSA-Certification.aspx

9. CFP Exam (Certified Financial Planner) https://www.cfp.net/become-a-cfp-professional/cfp-certification-

requirements

* Number of tests: 1 two-part test

* Concepts tested: Financial Planning


*Sponsoring Organization: CFP Board

*Short Description: Integrate and apply a broad base of financial planning knowledge


10. CGMA Exam (Chartered Global Management Accountant) https://www.cgma.org/becomeacgma/program-overview.html#?tab-1=3

* Number of tests: 1 test

* Concepts tested: Management accounting knowledge


*Sponsoring Organization: AICPA

*Short Description: Readiness to apply management accounting knowledge in a real-world business situation


https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

https://www.cgma.org/becomeacgma/program-overview.html#?tab-1=3

Other Career Opportunities in Accounting

Enrolled Agents (EAs) There are approximately 40,000 Enrolled Agents in the United States. Enrolled Agents

are the only taxpayer representatives who receive their license from the United States

Treasury.

How do I become an Enrolled Agent? – Pass the IRS Special Enrollment Exam (SEE)

or be an employee of the IRS for 5 years- regularly interpreting the provisions of the

IRS Code and Regulations.

Exam – Is a comprehensive 3 part-exam (3.5 hours each), covering taxation issues for:

Individuals

Businesses – Corporations, partnerships, estates and trusts

Representation, Practices and Procedures (including Ethics)

Exam fees are $181.94 per part and each exam has about 100 questions.

A college degree is not a requirement to become an Enrolled Agent. For more

information contact:

California Society of Enrolled Agents http://www.csea.org/

The local chapter: Central Coast Chapter of the California Society of Enrolled Agents

http://www.centralcoastea.org/

About the SEE Exam

The SEE is a comprehensive three-part exam provided at hundreds of locations both nationally and internationally from May each year through February of the following year. The Test is administered by Prometric Inc. Prospective EAs may schedule the three parts (individual tax; business tax; and representation practices and procedures) in any order but must pass all three parts to apply for enrollment. More information about the exam including the Candidate Information Bulletin is available at www.prometric.com/see.

For complete information: https://www.prometric.com/en-

us/clients/SEE/Documents/IRSSEECIB_20150325.pdf

National Association of Enrolled Agents - http://www.naea.org/

Examination Details: http://www.naea.org/become-enrolled-agent/enrolled-agent-ea-examination

http://www.csea.org/

http://www.centralcoastea.org/

http://www.prometric.com/see

https://www.prometric.com/en-us/clients/SEE/Documents/IRSSEECIB_20150325.pdf

https://www.prometric.com/en-us/clients/SEE/Documents/IRSSEECIB_20150325.pdf

http://www.naea.org/

http://www.naea.org/become-enrolled-agent/enrolled-agent-ea-examination

Important Links

CalCPA “From Candidate to CPA”

http://www.calcpa.org/cpa-career-center/candidates/from-candidate-to-

cpa?utm_source=ESP&utm_medium=email&utm_campaign=calcpa%2Deducation%2Dfoundation&_zs=OV

gFg1&_zl=Hwl85

Cal Poly Accounting Club

http://www.polycpac.com

California Board of Accountancy

https://www.dca.ca.gov/cba/

OCOB CPA Planning Tool

https://www.cob.calpoly.edu/studentservices/cpa-planning-tool/

http://www.calcpa.org/cpa-career-center/candidates/from-candidate-to-cpa?utm_source=ESP&utm_medium=email&utm_campaign=calcpa%2Deducation%2Dfoundation&_zs=OVgFg1&_zl=Hwl85



http://www.polycpac.com/

https://www.dca.ca.gov/cba/

https://www.cob.calpoly.edu/studentservices/cpa-planning-tool/

For Students on Catalog: 2019-2020 - Orfalea College of ......AGB 214 Agribusiness Financial...

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