Author : | Jae K. Shim, Ph.D., CPA |
Course Length : | Pages: 207 ||| Review Questions: 96 ||| Final Exam Questions: 80 |
CPE Credits : | 16.0 |
IRS Credits : | 0 |
Price : | $125.95 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
Primary Subject-Field Of Study: | Accounting - Accounting for Course Id 1459 |
Description : | This course is a one-stop problem-solver for today’s busy accounting executive. The course is a working guide to help you quickly pinpoint in the complex world of business:
You’ll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Chapters 1, 2, and 3 take you through accounting principles and guidelines for evaluating a company’s financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. You’ll learn techniques for analyzing another company’s financial position should you wish to invest, extend credit, or compare. You will also learn how to improve a company’s corporate profitability and shareholder value. We present internal managerial accounting applications to help you evaluate your own company’s performance, profitability, marketing effectiveness, and budgeting process. You’ll learn how to highlight problem areas with variance analysis. You will also learn some valuable new tools, such as activity-based costing (ABC), life-cycle costing, target costing, and corporate balanced scorecard. Chapters 4, 5, and 6 take a look at financial analysis tools, financial metrics, and financing methods for decision making. Through break-even and sensitivity analysis, you’ll be able to move your company toward greater profits. For investment purposes, this part presents guidelines for evaluating proposals, whether they are short or long term, for profit potential and risk-return comparisons. You’ll learn management and financing techniques to ensure the best possible strategies for maximizing and acquiring cash. Also covered are basic financial tenets of portfolio theory, the Capital Asset Pricing Model (CAPM), and the Arbitrage Pricing Model (APM). Chapter 7 provides you with a deeper understanding of the financing of your company. A comparison of public versus private placement of securities is provided. You’ll learn the characteristics, advantages, and disadvantages of long-term debt financing. In addition to the various types of debt instruments, the circumstances in which a particular type of debt is most appropriate are considered. The advantages and disadvantages of issuing preferred and common are discussed, along with the various circumstances in which either financing source is most suited. Stock rights are also described. Chapter 8 discusses how a forecast relates to financial planning. You’ll learn the components of a forecast and what it predicts. Various forecasting techniques with examples are identified to help you select the right method. Chapter 9 covers what every accounting professional should know about accounting information systems. The components of an accounting information system, the factors in selecting accounting software, the purpose of extensible business reporting language, and the concepts of web-based software packages are discussed. It also discusses how accounting professionals leverage technology to enable operational improvement and control costs (e.g. the Big Data, robotic process automation, and cloud computing). This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business. The questions are typical of those asked by persons like you. The answers are clear, concise, and to the point. In short, this is a veritable cookbook of guidelines, illustrations, and “how-to’s” for you, the modern decision maker. |
Usage Rank : | 0 |
Release : | 2020 |
Version : | 1.0 |
Prerequisites : | None. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Chief financial officer (CFO) job description
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Advance Preparation : | None. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 19-Jan-2022 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | NASBA QAS - Text - Technical - NASBA Registry - 1459 |
Keywords : | Accounting, Accounting, Tools, Metrics, CFO, cpe, cpa, online course |
Learning Objectives : |
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
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Course Contents : | Chapter 1: Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance Learning Objectives: 1.1 What and Why of Financial Statements 1.2 Classified Financial Statements 1.3 Statement of Cash Flows Chapter 1 Review Questions - Section 1 1.4 Cash Flow Analysis 1.5 Other Sections of the Annual Report 1.6 Interim Financial Reports 1.7 SEC Reporting Requirements: Integrated Disclosure System 1.8 The Sarbanes-Oxley (SOX) Act Chapter 1 Review Questions - Section 2 Chapter 2: How to Evaluate and Improve a Companys Financial Performance Learning Objectives: 2.1 How to Evaluate a Companys Financial Performance 2.1.1 Horizontal and Vertical Analysis 2.1.2 Working with Financial Ratios Chapter 2 Review Questions - Section 1 2.2 How to Analyze and Improve Corporate Profitability and Shareholder Value 2.2.1 Return on Investment (ROI) and the Du Pont Formula 2.2.2 Return on Equity (ROE) and the Modified Du Pont Formula Chapter 2 Review Questions - Section 2 Chapter 3: Internal Accounting Applications for Your Company Learning Objectives: 3.1 How to Analyze Divisional and Departmental Performance 3.2 Contribution Margin Analyses 3.3 Pricing Tools 3.4 Evaluating the Product Line 3.5 How to Measure Marketing Effectiveness Chapter 3 Review Questions - Section 1 3.6 Budgeting Techniques 3.7 Highlighting Problem Areas with Variance Analysis 3.8 Activity-Based Costing (ABC) 3.9 Life-Cycle Costs and Target Costing 3.10 Balanced Scorecard Chapter 3 Review Questions - Section 2 Chapter 4: Cost-Volume-Profit Analysis, Operating Leverage, and Discounting Analysis Learning Objectives: 4.1 Cost-Volume-Profit (CVP) Analysis 4.2 Contribution Margin 4.3 From Break-Even to Target Profits 4.4 What-if Analysis 4.5 Sales Mix Analysis 4.6 Operating Leverage Chapter 4 Review Questions - Section 1 4.7 Time Value of MoneyFuture and Present Values Chapter 4 Review Questions - Section 2 Chapter 5: Capital Budgeting Learning Objectives: 5.1 Capital Budgeting 5.2 Techniques for Evaluating Investment Proposals Chapter 5 Review Questions - Section 1 5.3 Effect of Income Taxes on Capital Budgeting Decisions 5.4 The Lease - Purchase Decision 5.5 Capital Budgeting and Inflation Chapter 5 Review Questions - Section 2 Chapter 6: Assets Management, Financing Techniques, and Portfolio Theory Learning Objectives: 6.1 Managing Working Capital 6.2 Maximizing Your Return on Cash 6.3 Managing Accounts Receivable 6.4 Formulating the Best Investment Strategy Chapter 6 Review Questions - Section 1 6.5 How to Best Finance Your Business 6.6 Working with a Bank 6.7 Short- and Intermediate-Term Financing 6.7.1 Issuing Commercial Paper 6.7.2 Using Receivables for Financing 6.7.3 Using Inventories for Financing 6.8 How to Reduce Risk: Diversify 6.9 Beta - The Capital Asset Pricing Model (CAPM) 6.10 The Arbitrage Pricing Model (APM) Chapter 6 Review Questions - Section 2 Chapter 7: Long-Term Debt and Equity Financing Learning Objectives: 7.1 Investment Banking 7.2 Publicly and Privately Placed Securities 7.3 Going Public Initial Public Offerings (IPO) 7.4 Alternatives to Going Public 7.5 Venture Capital Financing 7.6 Investments in Bonds 7.6.1 Computing Interest 7.6.2 Types of Bonds 7.6.3 Bond Refunding 7.6.4 The Advantages and Disadvantages of Debt Financing 7.7 Equity Securities 7.7.1 Preferred Stock 7.7.2 Common Stock Features 7.8 Financing Strategy Chapter 7 Review Questions Chapter 8: Decision Making with Forecasting Learning Objectives: 8.1 The Concept of Forecasting 8.2 Types of Forecasts 8.3 Selection of a Forecasting Method 8.4 The Qualitative Approach 8.5 The Quantitative Approach 8.5.1 Naive Models 8.5.2 Moving Averages 8.5.3 Exponential Smoothing 8.5.4 Regression Analysis for Sales and Earnings Projections 8.6 Measuring the Accuracy of Your Forecasts Chapter 8 Review Questions Chapter 9: The Evolving World of Accounting Learning Objectives: 9.1 Accounting Information Systems and Package 9.1.1 The Fundamentals of Accounting Information Systems 9.1.2 Web-Based Accounting Systems 9.1.3 Economic Feasibility Study for a New Information System 9.1.4 Extensible Business Reporting Language 9.2 Modern Accounting Organization 9.2.1 The Role of Emerging Technology 9.2.2 The Big Data Opportunity 9.2.3 Blockchain Technology 9.2.4 Robotic Process Automation 9.2.5 Cloud Computing Chapter 9 Review Questions Glossary |