ED-CCTP-110 Event Planner Professional Program

Hospitality & Travel, CCTP Programs
Combined Hours: 
Course Type: 
Mentor Supported Self-Study Instructor Led - 4 Weeks Long
Bundled Courses:
Event Planning & Management
Principles of Marketing
Personal Excellence
Start Your Own Event Planning Business
Microsoft Excel 2013
Accounting for the Non-Accountant
  • Description
  • Objectives
  • Outline
  • Materials
  • Certification
  • Approvals
  • System Requirements
  • Watch a Demo

Our Complete Career Training Programs (CCTP) include both the training you need and the skills you will want in order to be prepared for your new career. We have taken online career programs to a whole new level by bundling our Career Training with Personal Enrichment courses to ensure you have a diversified learning experience.

Our mentor-supported career courses focus on the industry standards that prepare you for your chosen career or certification. You will also get our smaller, four-week long, instructor-led personal enrichment courses to further your employment training.

Sign up today for this all-inclusive career training program!  a

Event Planning & Management

Event planners need professional caliber information that explains everything from how to decorate, to the use of technology, and everything in between. In this course you will learn that information and much more. It is through planned events that we remember our shared history, our friends, family, and community.

We include information on greener events, corporate social responsibility, international best practices, and the expanding event field. You will also learn how technology, including the use of social media, may be harnessed to improve the financial, environmental, and other strategic outcomes of a special event. 

Prerequisite(s): None

Principles of Marketing

What does the term marketing mean to you as a consumer? We are exposed to thousands of advertising messages. We develop needs, research solutions, evaluate options, make purchases, and experience satisfaction or disappointment. Marketing has two facets – first, it’s a philosophy or perspective and second – it’s an organizational function and set of processes. Our Principles of Marketing course introduces students to the concepts and processes of marketing and takes them deeper into the inner workings of marketing.

Personal Excellence

As a person with unique gifts to offer, it is your responsibility to use your talents wisely and it is your right to enjoy yourself while doing so. In this class we will learn what it takes to develop career-enhancing skills that include: goal setting, time management, and personal organization. You will learn the crucial steps it takes to improve your creative abilities, gain confidence and minimize conflict in your life. Just as a successful business requires a mission and a plan, so does a fulfilling life.

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

Start Your Own Event Planning Business

Whether a celebration, business conference, industry show or convention - event planners are often an integral part of a successful event.  Whatever the occasion, planners can assist in the design of the event, locating an appropriate site, determining food, beverage as well as decor needs, locating entertainment, managing the invitation process, arranging travel accommodations, hiring and overseeing personnel, supervising the event and so on.  With all there is to do – it’s no wonder that event planners are in such high demand! 

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

Microsoft Excel 2013

Microsoft Office Excel 2013 is a powerful tool you can use to create and format spreadsheets, and analyze and share information to make more informed decisions. With the Microsoft Office Fluent user interface, rich data visualization, and PivotTable views, professional-looking charts are easier to create and use. You will learn how to print spreadsheets, add hyperlinks, save worksheets as web pages, and more!

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

Accounting for the Non-Accountant

Understanding the basic concepts of accounting is essential to success in business. An accountant’s job is to provide information needed to run a business efficiently, while keeping expenses low and increasing profits. Our Accounting for the Non-Accountant course provides an introduction into the field of accounting geared specifically for the beginner. This course covers the basics of financial statements, fiscal analysis, budgeting and much more.

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

** Course Subject to Change.

Event Planning & Management

After completing this course, you should be able to:

  • Define the principles of event leadership
  • Recognize the steps for planning an event budget, working with vendors and necessary time management skills
  • Differentiate between types of virtual and live events, venues, seating arrangements and audio and visual effects
  • Identify various design approaches and how to implement them
  • Recall types of design elements, materials and models of presentation

Principles of Marketing

After completing this course you should be able to:

  • Define marketing concepts and aspects of the marketing environment
  • Recall strategies used within global decision making
  • Recognize the fundamentals of supply chain management and managing products
  • List how to identify target markets and environments by analyzing demographics and consumer behavior
  • Recall the basics of communication, social media, and public relations and how it relates to marketing

Personal Excellence

After completing this course, you should be able to:

  • Define what a strategic plan is and why you need one
  • Recall potential success factors in life 
  • Recognize how to implement goals and follow through on accomplishing them
  • Identify how to select and implement successful strategies

Start Your Own Event Planning Business

After completing this course, you should be able to:

  • Define the event planning business
  • Recognize various aspects of starting an event planning business
  • Recall different ways to market an event planning business
  • Identify how to budget and control finances

Microsoft Excel 2013

After completing this course, you should be able to:

  • Recall the basic features of Microsoft Excel 2013
  • Recognize how to manage and organize worksheets, data and reports
  • Identify easy solutions for creating professional looking charts and working with media and data lists
  • Recognize Excel features that will increase productivity

Accounting for the Non-Accountant

After completing this course, you should be able to:

  • Identify the generally accepted principles of accounting
  • Recall the use of income statements in corporations
  • Recognize the short-term and long-term analysis of working capital and ratios
  • List how to budget efficiently for a business or organization

Event Planning & Management

Event Planning and Management Module 1
Event Leadership

  • Anthropological and Sociological Origins
  • Growth Opportunities
  • Public Relations
  • Global Business
  • The Event Planning Profession
  • Civic Events
  • Models of Sustainable Event Leadership
  • SWOT Analysis
  • The Creative Process in Event Planning
  • Gap Analysis

Event Planning and Management Module 2
Event Plan, Human Resources and Time Management

  • Visual Cues
  • Soundscaping
  • Identifying the Needs of Your Guests
  • Weight, Size, Volume
  • Transportation and Parking Factors
  • Composing the Event Plan
  • Human Resource Management
  • Leadership Styles
  • Leadership Characteristics
  • Organizational Charts
  • Time Management

Event Planning and Management Module 3
Financial Leadership and Vendors  

  • Budgeting
  • Producing Profit
  • Controlling and Reducing Costs
  • Ensuring Positive Event Cash Flow
  • Accounts Payable
  • Common Event Financial Challenges
  • Contracting Your Vendor Partners
  • On-Site Coordination
  • Catering Management
  • Coordinating Technical Production

Event Planning and Management Module 4
Marketing and Risk Management

  • The 5 Ps of Marketing
  • Internal vs. External Event Marketing
  • Event Promotion Techniques
  • Internet Marketing for Events
  • Web Design and Management
  • Risk-Averse Procedures
  • Differences Among Morals, Laws and Ethics
  • Future Trends in CSR
  • Compiling with the Americans with Disabilities Act
  • Why is CSR Important in the Special Events Industry?

Event Planning and Management Module 5
Virtual Events and Career Growth

  • Virtual vs. Live
  • Distance or Blending Learning?
  • Creating New Revenue
  • Tracking and Encouraging the Progress of Leaders
  • Marketing Online vs. Virtual Events
  • Environmental Sustainability
  • Your First Five Steps to Creating Sustainable Events
  • Cultural Sustainability
  • Local Economies
  • Promoting Your Greener Event

Event Planning and Management Module 6
Venues and Staging

  • What is a Corporate Event?
  • Who Attends a Corporate Event?
  • History and Future of Corporate Events
  • Types of Venus Site Surveys
  • Common Venue Oversights
  • Selecting a Venue
  • Why is Staging Needed?
  • Types of Staging
  • Stage Configuration
  • Choosing the Best Stage for Your Event

Event Planning and Management Module 7
Seating, Rigging, Lighting and Video

  • Types of Chairs and Tables
  • Estimating Seating Capacity
  • Choosing the Best Seating Configurations
  • The Basics of Rigging
  • Rigging Equipment
  • Rigging Points
  • Elements of Light
  • Gobos
  • Three-Point Lighting
  • Video Cameras and Controls 

Event Planning and Management Module 8
Audio, Speakers and Design Teams

  • Why Are Audio Systems Needed?
  • Parts of a Sound System
  • Types of Microphones and Speakers
  • Preparation Spaces
  • Presentation Management
  • The Value of Rehearsals
  • The Proposal Response Process
  • Advantages and Disadvantages of Freelance and Corporate Design Teams
  • Differences Between Freelance and Corporate
  • Roles within an Event Design Team

Event Planning and Management Module 9
Developing a Design

  • Drafting Software
  • Venue Floor Plans
  • Creating a Working Floor Plan
  • Fundamentals of Design
  • A Designer’s Toolkit
  • Transforming Data into Design Research
  • Using Your Design Palette
  • Areas of Focus
  • Design Approaches
  • Common Scenic Styles for the Corporate Event World

Event Planning and Management Module 10
Environment Design, Materials and Presenting

  • Providing Directions
  • Providing Atmosphere
  • Scenic Materials and Construction
  • Scenic Painting
  • Adding Finishing Touches
  • How Scenic Concepts are Presented
  • Illustration Styles
  • Effective Presentation Models
  • The Order of Your Presentation 

**Outlines are subject to change, as courses are always under improvement for your benefit**

Principles of Marketing

Principles of Marketing Module 1   
Overview of Marketing

  • What is Marketing?
  • Marketing Management Philosophies
  • Differences Between Sales and Market Orientations
  • Why Study Marketing?
  • Nature of Strategic Planning
  • Strategic Business Units
  • Strategic Alternatives
  • Competitive Advantage
  • Setting Marketing Plan Objectives

Principles of Marketing Module 2
Ethics and the Marketing Environment

  • The Concept of Ethical Behavior
  • Ethical Behavior in Business
  • Corporate Social Responsibility
  • Cause-Related Marketing
  • External Marketing Environment
  • Social and Demographic Factors
  • Growing Ethnic Markets
  • Economic Factors
  • Technology and Innovation
  • Political, Legal, and Competitive Factors

Principles of Marketing Module 3   
Global Decisions and Decision Making

  • Multinational Firms
  • External Environment Faced by Global Marketers
  • Global Marketing by the Individual Firm
  • Global Marketing Mix
  • Impact of the Internet
  • Importance of Consumer Decision Making
  • Postpurchase Behavior
  • Cultural and Social Influences on Consumer Buying Decisions

Principles of Marketing Module 4
Segmenting and Targeting Markets

  • Business Marketing
  • Trends in B-to-B Internet Marketing
  • Major Categories of Business Customers
  • Business vs. Consumer Markets
  • Types of Business Products
  • Importance of Market Segmentation
  • Criteria for Successful Segmentation
  • Bases for Segmenting Consumer and Business Markets
  • Strategies for Selecting Target Markets
  • CRM as a Targeting Tool
  • Positioning

Principles of Marketing Module 5
Marketing Research and Product Concepts

  • Role of Marketing Research
  • Steps in a Marketing Research Project
  • Growing Importance of Mobile Research
  • Scanner-Based Research
  • When Should Marketing Research be Conducted?
  • Types of Consumer Products
  • Product Items, Lines, and Mixes
  • Branding and Packaging

Principles of Marketing Module 6
Managing Products and Nonprofit Organization Marketing

  • Importance of New Products
  • New-Product Development Process
  • The Spread of New Products
  • Product Life Cycles
  • Importance of Services
  • How Services Differ from Goods
  • Service Quality
  • Relationship Marketing in Services
  • Internal Marketing in Service Firms
  • Nonprofit Organization Marketing

Principles of Marketing Module 7
Supply Chain Management and Retailing

  • Supply Chain Integration
  • Key Processes of Supply Chain Management
  • Sustainable Supply Chain Management
  • Marketing Channels and Channel Intermediaries
  • Channel Structures
  • Types of Retailers and Retail Operations
  • Rise of Nonstore Retailing
  • Retail Operations Models
  • Executing a Retail Marketing Strategy

Principles of Marketing Module 8
Marketing Communications and Public Relations

  • Role of Promotion in Marketing Mix
  • Marketing Communication
  • Goals of Promotion
  • Integrated Marketing Communications
  • Major Types of Advertising
  • Creative Decisions in Advertising
  • Medial Decisions in Advertising
  • Public Relations
  • Sales Promotion

Principles of Marketing Module 9
Sales Management, Social Media, and Pricing Concepts

  • Sales Environment
  • Personal and Relationship Selling
  • Sales Management
  • Customer Relationship Management
  • Creating and Leveraging a Social Media Campaign
  • Evaluation and Measurement of Social Media
  • Social Behavior of Consumers
  • Pricing Objectives
  • Demand Determinant Price
  • The Legality of Price Strategy

**Outlines are subject to change, as courses and materials are updated.**

Personal Excellence

Personal Excellence Module 1
Your Mission and Vision in Life

In week one, we will learn what a strategic plan is and why you need one in your life. We will also go over the finding your main purpose in life and how to take the steps to reaching that goal of success.

  • Life Strategic Plan
  • Why Have a Strategic Plan
  • Find Your Purpose
  • Your Personal Mission
  • Your Vision of Success

Personal Excellence Module 2
Success Factors in Life

This week we will look at what it is that you need in order to succeed. So many times we are pulled way and distracted by menial things and our success is deferred.

  • Critical Success Factors
  • Finding Your Strengths
  • Finding Your Weaknesses
  • Finding Your Opportunities
  • Finding Your Threats

Personal Excellence Module 3
Steps to Success

What goals would you like to set for yourself? This week we will study how we can implement goals and follow through on accomplishing them. We will touch on time management and how happiness is sometimes left out of our daily schedules.

  • Setting Goals
  • SMART Goals
  • Time and Emotions Study
  • Time Management
  • What Makes You Happy

Personal Excellence Module 4
Creating Your Simplementation Plan

In our final week we will discuss how to select our successful strategies and how to implement them. We will also go over what happens when you are overwhelmed, or feel like there isn’t enough time – there are strategies to help overcome these obstacles. Finally, we will learn how to create our own Simplementation plan and apply it to everyday life.

  • Selecting Successful Strategies
  • Implementing Strategies Into a Plan
  • How to Prioritize
  • Overcoming Obstacles
  • How to Create a Simplementation Plan

Start Your Own Event Planning Business

Start Your Own Event Planning Business Module 1
The Event Planning Business

In module 1, we will learn more about the different areas of event planning and the differences in clients you will market to. Module one will also explore the costs of starting your own business, both financially and mentally. Additionally, we will look at the time frame you will work with, and how to coordinate the event.

  • Who Hires Event Planners
  • Building Your Business Foundation
  • Calculating Start Up Costs
  • Design Time
  • Coordinating the Event

Start Your Own Event Planning Business Module 2
Getting Started

Module 2 goes over the initial questions to consider and pieces to implement when starting your business.  This module will look at how you will finance your business the initial equipment needed to get started.  Finding reputable vendors sometimes proves to be a difficult task, but in this module, we will discuss networking strategies to use to find the cream of the crop.

  • Choosing a Location
  • Creating Effective Proposals and Agreements
  • Financing Your Business
  • Hiring Employees
  • Hiring Outside Vendors

Start Your Own Event Planning Business Module 3
Types of Marketing

Module 3 will take you through a marketing plan and discuss what pieces you should include in your marketing campaign.  Making decisions on which group(s) to market is key.  Once you have decided your target group, you will be able to use the tips found in this module to help you organize and advertise your website for the intended audience. 

  • Networking to Business Success
  • The Power of Customer Service
  • Starting Up a Website
  • Marketing Your Website
  • The World of Social Media

Start Your Own Event Planning Business Module 4
Managing Your Finances and Final Steps

Module 4 focuses on financial considerations, billing policies, and how to manage accounts.  We will discuss how to budget and control your finances and how to overcome any potential financial bumps in the road.  So many new businesses fail, but we will share tips and ideas of how to operate your company successfully.

  • Financial Statements
  • Maintaining Cash Flow
  • Planner Profiles
  • Keep Your Business Healthy
  • Recipe for Success

Microsoft Excel 2013

Microsoft Excel 2013 Module 1
Excel Basics

Module one introduces you to the basic features that Microsoft Excel 2013 provides. You’ll become familiar with user Ribbon interface, commonly used tabs and command buttons, as well as how to customize the Quick Access toolbar. Creating a basic spreadsheet, how to enter data and create cells will also be covered. You’ll also learn the importance of creating custom headers and footers to keep information organized.

  • Ribbon User Interface
  • Creating a Spreadsheet
  • Cell Formatting
  • Page Setup
  • Headers and Footers

Microsoft Excel 2013 Module 2
Managing Worksheets and Data

Module two focuses on organization and managing worksheets, data and reports. You will learn how to name your cells and formulas, attach comments and control when you recalculate a worksheet. Filtering and data analysis tools are also introduced as an easy way to keep your information organized.  

  • Maintaining the Worksheet
  • Naming Formulas
  • Summary Reports
  • Formatting Tables
  • Filtering Reports, Columns and Rows

Microsoft Excel 2013 Module 3
Working with Media and Data Lists

Module three provides you with easy solutions for creating professional looking charts with just a few clicks. You will be introduced to the steps for adding graphics, inserting clip art, WordArt and SmartArt and how to represent data visually. Learning how to move and embed charts, as well as applying filters and various styles will enhance your data lists and help with organization.

  • Creating Charts
  • Adding Graphics
  • Using Custom Filters
  • Sorting on Multiple Fields
  • Moving and Resizing Charts

Microsoft Excel 2013 Module 4
Excel Features

Module four addresses add-ins for automating Excel 2013 to increase productivity, as well as tips and tricks for formatting worksheets efficiently. You will become familiar with how to add hyperlinks to workbooks, Office documents or e-mail and how to automate frequently-used formulas with macros. Various ways of sharing your worksheets on the internet and through web applications is also covered.

  • Excel Add-Ins
  • Linking Spreadsheets
  • Top Ten Beginner Basics
  • Ten Commandments of Excel 2013
  • Adding Hyperlinks

Accounting for the Non-Accountant

Accounting for the Non Accountant Module 1  
Accounting Basics

Module one provides an overview of bookkeeping and various financial statements, such as income or statement of cash flows. It also illustrates how proprietorships, partnerships and corporations operate and use accounting principles differently. Each type of business uses accounting for different purposes. Finally, proper accounting standards and how they are used will be addressed. 

  • What is Accounting?
  • Understanding Financial Statements
  • Generally Accepted Accounting Principles
  • U.S. Accounting Standards vs. International Standards
  • Balance Sheets

Accounting for the Non Accountant Module 2 
Income Statements and Cash Flow

Module two illustrates the importance of understanding income statements, specifically what they are and how businesses use them. Aspects of business revenue, profits, losses and expenses is also covered. You will learn how to prepare a profit and loss statement. By the end of module two, you will also have working knowledge of capital stock, dividends and treasury stock.

  • Understanding Income Statements
  • Statement of Cash Flow
  • Capital Stock
  • Cash Dividends and Stock Dividends
  • Treasury Stock

Accounting for the Non Accountant Module 3 
Financial Statements and Analysis

Module three will teach you how to analyze and examine financial accounts. You will learn how to conduct business analysis, determine financial risk and understand dividend data. Short term analysis versus long term analysis is discussed, as well as understanding assets and ratios.

  • Double-Entry Accounting
  • Short Term Analysis
  • Assets and Ratios
  • Quality of Earnings
  • Dividend Data

Accounting for the Non Accountant Module 4 

Module four provides an overview of planning, creating and managing a budget, as well as discussing the differences between sales and capital budgets. Ideas for working with auditors for interpreting financial statements and dealing with audits are provided. Finally, tips for preventing fraud in your business and ethically appropriate practices are given.

  • Planning and Controlling a Budget
  • Sales and Capital Budget
  • Audits and Auditors
  • Fraud and Ethics
  • Preventing Fraud in an Organization

All course materials included.

Event Planning & Management

Upon successful completion of our Event Planning and Management course, students will be prepared for an entry-level job in the Event Planning industry and to sit for the NCCB national certification exam to become a Certified Event Planning Specialist (CEPS).

 International Association for Continuing Education and Training (IACET)

Ed4Career has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, Ed4Career has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of the Accredited Provider status, Ed4Career is authorized to offer IACET CEUs for courses and programs that qualify under the ANSI/IACET Standard.

The Continuing Education Unit (CEU) was created by IACET as a measurement of continuing education. One (1) IACET CEU is equal to ten (10) contact hours of participation in an organized continuing education experience under responsible sponsorship, capable direction, and qualified instruction. Under IACET's care, the IACET CEU has evolved from a quantitative measure to a hallmark of quality training and instruction. For more information on IACET, visit iacet.org.

Internet Connection

  • Broadband or High-Speed - DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor - 2GHz Processor or Higher
  • Memory - 1 GB RAM Minimum Recommended


PC Software Requirements

  • Operating Systems - Windows 7 or higher
  • Microsoft Office 2013 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player


MAC Software Requirements

  • Operating Systems - Mac OS x 10 or higher with Windows
  • Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers- Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player