Finance CPE Courses You'll Love

Finance Podcasts

Finance CPE courses for the real world.

Explore LumiQ's best-in-class finance CPE courses. Our on-demand self-study courses help finance and accounting professionals build stronger FP&A, corporate finance, valuation, and financial reporting skills without scheduling around live webinars.

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1.5

CPE Credits

Making Finance Data Work: Inside the Mind of Fractional CFOs

Management Services

Preview

1.5

CPE Credits

Storytelling for Finance Professionals

Personal Development

Preview

1.5

CPE Credits

The Four Modern Quadrants

Finance

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2.5

CPE Credits

1Password's CFO on Taking the Business from Bootstrapped to Billions

Business Management & Organization

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1.5

CPE Credits

Financial Governance

Finance

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1.5

CPE Credits

Former CFO of Oracle on Building a 'Goldilocks' Budget

Finance

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2

CPE Credits

Mastering Cash Flow for the Strategic CFO Advisor

Finance

Preview

1.5

CPE Credits

Modigliani-Miller Theorem: The Foundation of Modern Corporate Finance

Finance

Preview

1.5

CPE Credits

How To Convey Financial Advice That Your Clients Will Listen To

Communications & Marketing

Preview

1

CPE Credits

President Trump’s One Big Beautiful Bill: Capital Strategy Implications

Finance

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Curated Learning

Finance Learning Paths

Whether you're building corporate finance fundamentals or leveling up in FP&A, curated learning paths help you earn finance CPE in a structured, self-paced way—so you retain more and apply it faster.

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Learning Path

Modern FP&A

Understand the role of the FP&A function, and how to find your place in the world of financial governance.

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6 Episodes

Completed

1.5

credits

The Four Modern Quadrants

Assessment Ready

1.5

credits

Technology & Technical Skills

1.5

credits

Financial Governance

1.5

credits

Business Partnership & Influencing

Learning Path

Mastering Copilot

Step into the future of productivity with Microsoft Copilot. This practical video demonstration series explores how generative AI is transforming the way professionals work across Word, Excel, PowerPoint, Outlook, and Teams. From mastering prompt engineering to building custom artificial intelligence agents, you’ll gain hands-on experience using Copilot to streamline workflows, analyze data, and elevate your financial insights.

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4 Episodes

Completed

1

credits

Mastering Copilot Part 1: Foundations & Prompting

Assessment Ready

1.5

credits

Mastering Copilot Part 2: Applications in Word, PowerPoint & Outlook

1.5

credits

Mastering Copilot Part 3: Applications in Excel & Teams

2

credits

Mastering Copilot Part 4: Engineering Intelligent Agents

expert podcast guests

CPE from world-class experts.

LumiQ brings you exclusive insights from the world’s top business minds. From former Fortune 500 CEOs to Big Four partners to bestselling authors, our guests share in-depth lessons you won’t find anywhere else. Every episode is produced with studio-quality sound and sharp insight that turns complex ideas into memorable lessons.

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Jeff Epstein

Former CFO (Oracle) & Operating Partner

Bessemer Venture Partners

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Monica Guerra

Head of U.S. Policy

Morgan Stanley Wealth Management

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Daniel Klausner

Managing Director

Houlihan Lokey

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Why LumiQ

Exceptional CPE sounds different.

Thoroughly researched, expertly hosted, and engineered to perfection, LumiQ’s podcasts feel like nothing else in continuing education. They are designed to turn compliance into learning you actually enjoy.

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