Certified Account Executive In Factoring
The Certified AccountExecutive in Factoring (CAEF)designation is the firstprofessional certificationof its kind that recognizesprofessionalism within theFactoring Industry.Questions?Email: info@factoring.orgPhone: 805-773-0011 x 303www.certifiedfactor.comThe Oversight Committee is continuallyseeking to improve the Certified AccountExecutive in Factoring Program andreserves the right to modify or amend therecertiification requirements at any time.Certified Account Executivein Factoring2017 Continuing Education Guideline
About the CAEF DesignationThe Certified Account Executive in Factoring (CAEF) designation is the first professional certification ofits kind that recognizes professionalism within the Factoring Industry. This program is the gold standardof best practices in Factoring and Receivables Based Finance. This designation promotes and protectsthe factoring industry by providing recognition for those individuals that understand the complexities ofgeneral factoring and have demonstrated expertise in the management of factoring accounts.The CAEF Oversight CommitteeThe CAEF Oversight Committee was formed to review and approve credit units for the CAEF ContinuingFactoring Education. This panel includes five industry professionals that will assist in the development,compliance and improvement of the certification program and its continuing education requirements.Members of the CAEF Oversight Committee include: Ivan Baker - United Capital FundingLisa Hultz – Mazon Associates, Inc.Julie Regenold – TradeGate Finance, Inc.Jared Ullman - Ullman & Ullman, P.A.Andrea Wright – D & S FactorsCAEF Recertification CycleCAEFs are required to advance their professional development through ongoing continuing education. Inorder for the CAEF to maintain an active credentialed status, recertification is required every two (2)calendar years. The Certification Cycle begins on the first day of the calendar year (i.e. January 1st)following the CAEF’s successful passage of the CAEF exam. New Certification Cycles automaticallycommence on the first day of the calendar year following the completion of the prior two yearCertification Cycle. CAEF’s failure to timely satisfy the minimum continuing education requirements shallresult in automatic placement on inactive status. CAEF’s may apply towards the current CertificationCycle CFE requirement, up to, but no more than, three (3) CFE units earned during the immediatelypreceding Certification Cycle in excess of the minimum 15 credit requirement.Expired CredentialsA CAEF that has not completed the required continuing education requirements by December 31st of theexpiring Certification Cycle will be placed on inactive status and can no longer use the CAEF designation.For a CAEF to qualify for an active status after becoming involuntarily inactive, the CAEF must completefive (5) units in addition to the fifteen (15) units being required within three (3) months following theexpiration date in order to reinstate their active status. The CAEFs failure to obtain active status afterthe three (3) month grace period extension expires shall be placed on permanent inactive status andshall be required to retake the CAEF exam to obtain the certification. A CAEF shall be entitled to retakethe CAEF Exam once every five (5) years to reinstate their credential.1
Required Continuing Factoring Education (CFE) UnitsThe CAEF must complete a minimum of fifteen (15) CFE units per each two (2) year Certification Cycle inorder to maintain an active credential. Seventy-five percent (75%) of that requirement must come froma formal program and the remaining 25% may come from in-house training and/or self-study.CAEF Credential EarnedCFE Units RequiredIn 201515 unitsIn 201615 unitsIn 201715 unitsEarn CFE UnitsJan 1, 2016 –Dec 31, 2017Jan 1, 2017 –Dec 31, 2018Jan 1, 2018 –Dec 31, 2019Submit ByFeb 1, 2018Feb 1, 2019Feb 1, 2020Calculating Recertification CreditsContinuing Factoring Education (CFE) units are based on one CFE unit per instructional hour and doesnot include breaks or meal time. The minimum number of units given is one half (.5). 30 Instructional Minutes .5 CFE Unit60 Instructional Minutes 1 CFE Unit120 Instructional Minutes 2 CFE UnitsEligible Programs for CAEF CreditsFormal ProgramA minimum of seventy-five percent (75%) or 11.5 CFE units must come from formal programs. There arefour elements that must be satisfied in order for a formal program to qualify as acceptable for CFEcredit. These formal programs can be provided by professional industry associations, Universities orBusiness Schools, and approved independent education providers such as consultants or onlineprograms. Acceptable formal programs must: Contribute to the professional competence of participants.State program objectives which specify the level of knowledge the participants should haveattained, or the level of competence to be demonstrated upon completing the program.Be developed by individuals qualified in the subject matter and instructional design.Have an outline or curriculum approved by the CAEF Oversight Committee. Any program maybe submitted to the Oversight Committee for content review and approval (including UniversityCourses).Non-Formal ProgramsA maximum of twenty-five percent (25%) or 3.5 CFE units can come from non-formal programs. Nonformal programs include both Self-Study and In-House Training.Self-StudyCFE Credit may be earned through Self-Study. The Self-Study format includes the following types ofexercises:2
Book review on relevant topics for CFE creditAuthoring articles on relevant CFE topics for a Business Professional PublicationPublic speaking on industry related topicsReading industry publicationIn-House Training or Employee Sponsored Educational ProgramsCFE Credit may be earned through In-House Training or Sponsored Educational Programs offered by theCAEF’s employer. Many Factoring Companies, Commercial Lenders and Banks have developed internaleducational programs and require staff to complete some amount of ongoing education. In-House andEmployee Sponsored Educational programs must be approved by the CAEF Oversight Committee tocount towards the CFE requirements.*Some In-House Training may be approved for Formal Program credit. Please submit your requestApproved CFE Units for 2017Currently Approved IFA Formal Programs:2017 IFA Training dents & Senior Executives MeetingLa Romana, Dominican RepublicNYIC & IFA LuncheonThe Law and Business of FactoringAE-LO Training ClassTBATransportation Meeting – Louisville, KYTBATBATBAClass Hours6 Hours Day 14 Hours Days 23.5 Hours6 Hours per day (2 days)6 Hours per day (2 days)6 Hours per day (2 days)5 Hours per day (2 days)6 Hours per day (2 days)6 Hours per day (2 days)6 Hours per day (2 days)Documentation RequiredCertificants must retain the Certificate of Completion provided at each class.4/4 – 4/54/54/64/64/64/64/64/64/64/62017 IFA Annual Factoring Conference SessionsFace Reading – Mac FulferFactoring Essentials Training CourseIFA/AFA UpdateMiracle on Everest – Dr. Beck WeathersAnticipate Disruptions, Problems andOpportunitiesThe Fintech DisruptionMonitoring Social Media for FraudFactoring 101Roundtable for WomenLatin America10 Units3.5 Units12 Units12 Units12 Units10 Units12 Units12 Units12 Units6 Hours per day (2 days)6 Hours.51.5 Hours1.5 Hours12 Units6 Units.5 Units1.5 Units1.5 Units1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Units1.5 Units1.5 Units1.5 Units1.5 Units3
74/74/74/8Legal 101Portfolio Warning SignalsRoundtable for Senior ExecutivesRoundtable for Young ProfessionalsHow to Factor Chinese ReceivablesIFA Legal Counsel UpdateEconomy – William StraussReport from the CourtsCanadian Legal UpdateBlockchainCultivating a Culture of SuccessSolving Client IssuesTransportation FactoringRoundtable for Operation IssuesPO FundingLegal Panel / Fintech issuesRoundtable for Small FactorsFraud PanelDealing with Bankruptcies in CanadaIdea Exchange1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours3 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours1.5 Hours3 Hours1.5 Units1.5Units1.5 Units1.5 Units1.5 Units.5 Units1.5 Units1.5 Units1.5 Units1.5 Units3 Units1.5 Units1.5 Units1.5 Units1.5 Units1.5 Units1.5 Units1.5 Units1.5 Units3 UnitsDocumentation RequiredCertificants must complete and retain the Session Verification Form provided atthe 2017 International Factoring Conference for their records.2017 Additional IFA Training OpportunitiesIFA Webinars/Teleconferences1 Hour1 UnitIFA Chapter Training Sessions/Meetings1 Hour1 UnitDocumentation RequiredCertificants must retain a statement of credit or Certificate of Completion for their records.Industry Association Approved EventsIndustry Association events will count towards CFE units. Credits are based on one CFE unit perinstructional hour. For events not listed, please call 805-773-0011 x 303 for specific course approvals.BCR PublishingBCR PublishingBCR Publishing2017 Industry Association EventsSupply Chain Finance SummitFeb 1-2Frankfurt, GermanyReceivables Finance MasterclassMar 14London, UKReceivables Finance InternationalMar 15-16London, UKConventionFactors Chain International49th Annual MeetingJune 11-16Lima, PeruCommercial Finance AssociationFactoring FundamentalsMar 1 – Apr 5VirtualCommercial Finance Association73rd Annual ConventionNov 8-10Chicago, ILDocumentation RequiredCertificants must retain a statement of Credit or Certificate of Completion for their records.4
Industry Training Approved EventsApproved Industry Training events will count towards CFE credit. Units are based on one CFE unit perinstructional hour. For events not listed, please call 805-773-0011 x 303 for specific course approvals.2017 Approved Webinar TrainingTax Guard2017 Webinars1 Unit per HourCredit2B2017 Webinars1 Unit Per HourFirst Corporate Solutions2017 Webinars1 Unit Per HourDocumentation RequiredCertificants must retain a statement of Credit or Certificate of Completion for their records.Self- Study Approved UnitsApproved Self-Study activities will count towards CFE units. Credits are based on one CFE unit perinstructional hour. For events not listed, please call 805-773-0011 x 303 for specific course approvals. Public speaking on industry related topics at any of the following industry association eventsInternational Factoring AssociationBCR PublishingFactors Chain InternationalCommercial Factoring Expertise Committee of ChinaCommercial Finance AssociationABF JournalDocumentation RequiredCertificants must retain a transcript or agenda showing the program provider, the CAEFs name and theprogram date.Reading industry publications from any of the following industry associationsInternational Factoring AssociationBCR PublishingFactors Chain InternationalCommercial Factoring Expertise Committee of ChinaCommercial Finance AssociationDocumentation RequiredCertificants must retain a copy of the publication’s cover including the date.College Course WorkIndustry related college course work will count toward CFE units upon successful completion of thecourse with a passing grade. Credits are based on one CFE unit per semester credit hour.Documentation RequiredCertificants must retain an official transcript and a passing grade report for their records.5
Continuing Education Unit ApprovalFormal ProgramsThe CAEF may apply for CFE credit if they attend any program which meets the acceptableformal program requirements. A review of the program content, instructor qualifications andlength of study time will be analyzed and an appropriate number of CFE units will be assigned bythe CAEF Oversight Committee.In order to have a formal program qualify for CFE Credit, the CAEF will need to submit a copy ofthe agenda or curriculum with the CFE Credit Request Form for consideration. The CFE CreditRequest Form must be submitted for approval no later than one hundred and twenty (120) daysfollowing the conclusion of the event and prior to the last day of a CAEF’s recertification cycle.In-House TrainingIn order to have In-House Training qualify for CFE Credit, the CAEF will need to submit a copy ofthe agenda or curriculum with the CFE Credit Request Form for consideration. The CFE CreditRequest Form must be submitted for approval no later than one hundred and twenty (120) daysfollowing the conclusion of the event and prior to the last day of a CAEF’s recertification cycle.*Some In-House Training may qualify for Formal Program credit. Please submit your CFErequest for approval.Self- StudyIn order to have a Self-Study exercise qualify for CFE Credit, the CAEF will need to submit theCFE Credit Request Form for consideration. The CFE Credit Request Form must be submitted forapproval no later than one hundred and twenty (120) days following the conclusion of the eventand prior to the last day of a CAEF’s recertification cycle.Recertification Submission RequirementsA CAEF is required to submit a CFE Reporting Form verifying the completion of all CFE Units toinfo@factoring.org no later than the first (1st) day of February following the recertification cycle. A CAEFthat does not meet the deadline will be placed on inactive status. CAEFs are required to keep theircontact information up to date to ensure any news or updates that pertain to their certification isreceived.Continuing Education RecordsThe CAEF is required to maintain complete records of their units earned for three (3) years followingtheir recertification cycle. The Oversight Committee shall conduct random audits to verify that therecertification requirements have been met. A CAEF may be asked at any time during the three (3) yearperiod following a Certification Cycle to provide complete records of their earned continuing educationsunits. CAEFs that fail to provide adequate documentation will lose their credential and must retake theCAEF exam to reinstate their designation.6
A minimum of seventy-five percent (75%) or 11.5 CFE units must come from f ormal programs. There are four elements that must be satisfied in order for a formal p rogram to qualify as acceptable for CFE credit. These formal programs can be provid
Factoring . Factoring. Factoring is the reverse process of multiplication. Factoring polynomials in algebra has similar role as factoring numbers in arithmetic. Any number can be expressed as a product of prime numbers. For example, 2 3. 6 Similarly, any
241 Algebraic equations can be used to solve a large variety of problems involving geometric relationships. 5.1 Factoring by Using the Distributive Property 5.2 Factoring the Difference of Two Squares 5.3 Factoring Trinomials of the Form x2 bx c 5.4 Factoring Trinomials of the Form ax2 bx c 5.5 Factoring, Solving Equations, and Problem Solving
Factoring Polynomials Martin-Gay, Developmental Mathematics 2 13.1 – The Greatest Common Factor 13.2 – Factoring Trinomials of the Form x2 bx c 13.3 – Factoring Trinomials of the Form ax 2 bx c 13.4 – Factoring Trinomials of the Form x2 bx c by Grouping 13.5 – Factoring Perfect Square Trinomials and Difference of Two Squares
Factoring . Factoring. Factoring is the reverse process of multiplication. Factoring polynomials in algebra has similar role as factoring numbers in arithmetic. Any number can be expressed as a product of prime numbers. For example, 2 3. 6 Similarly, any
Grouping & Case II Factoring Factoring by Grouping: A new type of factoring is factoring by grouping. This type of factoring requires us to see structure in expressions. We usually factor by grouping when we have a polynomial that has four or more terms. Example Steps x3 2x2 3x 6 1. _ terms together that have
Factoring Trinomials Guided Notes . 2 Algebra 1 – Notes Packet Name: Pd: Factoring Trinomials Clear Targets: I can factor trinomials with and without a leading coefficient. Concept: When factoring polynomials, we are doing reverse multiplication or “un-distributing.” Remember: Factoring is the process of finding the factors that would .
Move to the next page to learn more about factoring and how it relates to polynomials. [page 2] Factoring Trinomials by Grouping There is a systematic approach to factoring trinomials with a leading coefficient greater than 1 called . If you need a refresher on factoring by grouping
Factoring Polynomials Factoring Quadratic Expressions Factoring Polynomials 1 Factoring Trinomials With a Common Factor Factoring Difference of Squares . Alignment of Accuplacer Math Topics and Developmental Math Topics with Khan Academy, the Common Core and Applied Tasks from The New England Board of Higher Education, April 2013
