As of March 3, 2021
(New features and product enhancements are being added continually, and this page will be updated accordingly.)
One of Advance CPE’s most attractive features is its flexibility. Those presenters who wish to do nearly everything themselves have that option. Those who want to focus exclusively on their content can do that too, as Advance CPE operates as a full-service organization.
At a minimum, each instructor creates his/her course and materials, presents the course, and is available (via chat) to respond to audience questions about the content during the scheduled events. Advance CPE can handle everything else.
There are several options for video production. The presenter can record and edit the videos himself/herself or Advance CPE can assist with remote capture, in-person capture, and/or video editing.
| Category | Step | Instructor | Advance CPE | Notes |
| Create Content | Outline Title Content | yes | no | Instructor creates his/her content. |
| Create Slides | yes | no | ||
| Edit Slides | yes | yes | Either entity can do this. | |
| Format Slides | yes | yes | Either entity can do this. | |
| Film Video | yes | yes | Instructor can create his/her own video completely or deliver over zoom while Advance CPE Captures. Advance CPE can also travel to Instructor to film in person. Other options are available as well. | |
| Edit Video | yes | yes | Either entity can do this. | |
| Upload Video | yes | yes | Either entity can do this. | |
| Caption Video | no | yes | Leaving vids uncaptioned is an increasing ADA liability and captioning them adds customer value. | |
| NASBA Meta-Info | yes | yes | Instructor provides description, objectives, etc. Advance CPE can edit. Either Instructor or Advance CPE can enter course (tittle) information into system. | |
| Technical Review | yes | yes | If Instructor uses his/her own entity to issue certificates, Instructor is responsible; if Advance CPE is the certificate awarding entity, we will conduct the technical review | |
| IRS Course Registration | yes | yes | Tax only: See above | |
| Materials Provision | Create Materials | yes | no | Slides, handouts, case studies, sample Excel workbooks, financial statements, etc. |
| Upload Materials into System | yes | yes | Either entity can do this. | |
| Create Events From Title | Determine Event Schedule | yes | no | Instructor identifies time/date when he/she is available for question answering. |
| Generate Event Objects | yes | yes | Either entity can do this. | |
| Enter Attendance Check Times | yes | yes | Either entity can do this. | |
| Ancillary Features | Create Non-Attendance Polling Questions | yes | no | Instructor determines how to best utilize this feature |
| Enter Non-Attendance Polling Questions | yes | yes | Either entity can do this. | |
| Schedule Non-Attendance Polling Questions | yes | yes | Presenter determines when they will appear; either entity can schedule them in the system. | |
| Clone Existing Event | Create Subsequent Events from Template | yes | yes | The power of Advance CPE is its scale. Running one of your events every Thursday afternoon for a year is simple: copy an event and add the new date. |
| Customer Service | Respond to Customer Technical Issues | no | yes | Advance CPE runs interference for all Instructors via chat and/or email. Phone if absolutely necessary. |
| Respond to Customer Content Questions | yes | no | Instructor must be available during the scheduled webcast to respond to audience questions about the content (Instructor need not be logged into the webcast itself, but be available via chat). | |
| Send Confirmation Emails | no | yes | Regardless of credit-awarding entity, Four customer confirmation emails are delivered from an “@advancecpe.com” address (account creation, token purchase receipt, event enrollment, and event completion) | |
| Certificate Issue Correction | yes | yes | Under carefully documented circumstances, failing grades can be changed to passing grades. Either entity can do this. | |
| Certificate Issue Record Keeping | yes | yes | Depends on which entity is awarding the certificates. | |
| Administer Course Evaluation | no | yes | Advance CPE has boilerplate eval. Instructor has full access to results. | |
| , | Firm Administration | yes | yes | Coming Soon: Advance CPE can allow Instructors to work with accounting firms at scale in true B2B style. Either entity can manage the background work to set up firm admin access. |
| NASBA Compliance | Viewer/Certificate Record Keeping | yes | yes | Depends on which entity is awarding the certificates |
| Materials Retention | yes | yes | Depends on which entity is awarding the certificates | |
| Copyright Compliance | Ensure Materials and Collateral is Infringement Free | yes | no | Instructor owns his/her content in its entirety: Includes all benefits and responsibilities |