Firm Element Gifts, Gratuities and Regulation

Gifts, Gratuities and Regulation

25.00 25.00

  • Course Delivery: On Demand
  • Duration: 1 

Chat Live | Contact Us | Toll Free: (888) 360-8764



Ever since goods and services were first offered to customers, 'specials', 'deals', 'buy one, get one free', and other incentives have been offered to increase sales and spread the word about the seller's product. The securities industry has been no different; clients are offered discount pricing on trades, bonus on annuities, and 'free' research on an array of investment opportunities.

Topics Covered

This course covers the following topics: Lesson 1: The What and Why of Budgeting Lesson 2: Strategic Planning and Budgeting Lesson 3: Profit Planning: Targeting and Reaching Achievable Goals Lesson 4: Administering the Budget: Reports, Analyses, and Evaluations Lesson 5: Cost Behavior: Emphasis on Flexible Budgeting and Contribution Margin Lesson 6: Responsibility Accounting and Reporting to Management Lesson 7: Master Budget: Genesis of Forecasting and Profit Planning Lesson 8: Using Variance Analysis to Evaluate Performance Lesson 9: Budgeting Sales and Sales Forecasts Lesson 10: Budgeting Manufacturing Costs Lesson 11: Budgeting for Sales, Advertising, and Distribution Expenses Lesson 12: Budgeting General and Administrative Expenses Lesson 13: Budgeting Research and Development Lesson 14: Cash Flow Forecasting and Cash Budgeting Lesson 15: Use of a Spreadsheet Program and Software for Budgeting Lesson 16: Budgeting Capital Expenditures Lesson 17: Zero-Base Budgeting: Priority Budgeting for Best Resource Allocation Lesson 18: Budgeting for Service Organizations Lesson 19: Budgeting for Non-Profit Organizations



End of Course Instructions

Congratulations! You have successfully completed your online course; you may now print your certificate(s) online from your default login page (you may need to refresh this page)

Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.


You will be required to pass the final exam with a 70% in order to receive course credit.

Got questions? Contact us below or call 877-881-2235

Contact Sales

NOTE: Need Help? Are you an existing customer?
For all complaints or concerns Click here. For all sales enquiries, please fill out the form below.

* *
* *
* *

Why Choose

  • Fast and easy courses completion
  • Get an education faster than at traditional colleges!
  • 100% online - No classroom attendance required.
  • Online customer support
  • Over 500,000+ certified nationwide.