Calculo
Calculo software extends your organization’s learning and administrative platforms to streamline deployment of compliance-driven courseware and accurately calculate CPE (Continuing Professional Education) credit.
The leading CPE compliance software used by top accounting and financial services firms.
Who is it for?
Developing, managing, and calculating CPE credit for courses is no small feat. Yet, reliable enterprise-level software solutions to alleviate the problem have not existed – until now. Calculo simplifies the course deployment, roster management, and CPE credit calculation process for learning administrators, content developers, onsite learning coordinators, instructors, and learners.
Course Development
A cloud-based software application, Calculo provides a workflow-driven approach to creating course agendas that define and automatically calculate the maximum credit allowable upon completion. The software enforces credit rules and validates that all regulatory requirements are met, including documentation needed. Calculo also maintains version and audit history as changes are made over the life cycle of a course.
Class Management
At the class level, Calculo supports instructor assignment, attendance reporting, roster management (including external learners and walk-in registrations) and enables the automation of awards.
Beyond Courses & Classes
Calculo also features a method for users to submit external training for credit consideration, attest to their attendance after a class has been delivered, and view certificates of completion.
Count on Calculo to streamline management and accuracy of CPE credit calculations.
Eight Ways to Leverage Calculo
1
Build detailed agendas broken out by subject area
2
Manage and track all required regulatory information
3
Facilitate approval workflow and content review signoff
4
Integrate with multiple systems using APIs
5
Calculate individualized and accurate credit awards
6
Upload and store supporting documentation
7
Maintain course versions and audit history
8
Control module access using role-based permissions
Our Commitment to Security
The privacy, confidentiality, and integrity of your data is our top priority. As evidence of this commitment, we have received our System and Organization Controls certification (SOC 2).
Need Stakeholder Buy-In?
Download the overview to share with others in your accounting organization.
Related Resources
The recent NASBA Standards update for Continuing Professional Education (CPE) attendance monitoring and documentation requirements has firms in the…
In conjunction with the American Institute of Certified Public Accountants (AICPA), the National Association of State Boards of Accountancy…
Operating in a highly regulated industry, the learning and development departments of public accounting firms have a challenging objective…
