Not-for-Profit Certificate II

Elevating your not-for-profit expertise

The Not-for-Profit Certificate II Program is designed to allow you to delve deeper into the complex world of NFPs and enhance your understanding of nonprofit financials.

Designed for professionals who want to advance their NFP knowledge, you’ll gain strategic insights critical to executing your financial responsibilities within the NFP sector.

Courses included in this program:

• Not-for-Profit Certificate II - Financial Reporting
• Not-for-Profit Certificate II - Tax Compliance
• Not-for-Profit Certificate II - Governance and Assurance

Hands-on interactive learning experience

This flexible and practical program offers easy-to-access learning that will help you enhance your financial expertise, comply with accounting standards, and apply leading nonprofit financial strategies.

You’ll engage with practical scenarios and innovative activities that offer immediate feedback, allowing you to apply what you’ve learned and implement your new skills effectively.

Spotlighting your accomplishment online

You can earn a digital badge by successfully completing the comprehensive Not-for-Profit Certificate II Program or all three of the Not-for-Profit Certificate II tracks.

• Not-for-Profit Certificate II - Financial Reporting covers techniques to prepare and analyze an NFP's financial statements, and assess the NFP’s relationships with other NFP and for-profit organizations for reporting and consolidation.

• Not-for-Profit Certificate II - Tax Compliance covers techniques to prepare an exempt organization's IRS Form 990, and identify unrelated business income tax liabilities, and common exceptions or exclusions to reduce tax liability.

• Not-for-Profit Certificate II - Governance and Assurance covers techniques to measure performance, create a budget and drive the strategic planning process to achieve mission success.

You can showcase the digital badge anywhere on the web, including on your:

• LinkedIn profile,
• company’s website, or
• online Resume.

Your certificate and digital badge information will be sent to you once you've completed the program.

Who Will Benefit

Accounting and finance professionals responsible for accounting and financial reporting for not-for-profits and auditors of those entities.

Key Topics

• Tax compliance considerations
• Key factors in defining and measuring mission success
• Financial statement preparation for not-for-profit organizations
• Core IRS Form 990 preparations
• Budgeting for not-for-profit organizations
• Strategic planning for not-for-profit organizations
• Design and management of internal controls

Learning Outcomes

• Apply preparation techniques in order to complete a set of NFP financial statements, a budget, a strategic plan, and the core IRS Form 990 and supplemental materials.
• Analyze financial statements to assess an NFP’s financial health.
• Use facts and circumstances to determine whether a tax-exempt organization has reporting requirements or a tax liability for unrelated business income tax (UBIT).
• Apply techniques to effectively steward an NFP's resources to achieve mission success, including performance measurement, risk assessment and response strategies, benchmarking, cash flow management, and forecasting.
• Identify a process to assess, design, implement and monitor internal controls.