Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Recent Searches
No recent searches found.
Course Details

Financial Concepts and Tools for Managers - v06 (Course Id 1346)

New / QAS / Registry   Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Status : Production
CPE Credits : 6.0
IRS Credits : 0
Price : $53.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1346

Description :

Finance involves obtaining, using, and managing funds to achieve the companys financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of financial concepts, tools, strategies, and major decision areas related to the financial management of the business. This course is directed toward the businessperson who must have financial knowledge but has not recently had training in finance.

Topics include a broad overview of business types and formation, funding, capital markets, tax planning, budgeting, financial statement and analysis and many other aspects of running a business. Many subjects are discussed with the intention of providing the business person with a quick introduction to commonly used business terms and requirements.

Usage Rank : 0
Release : 2016
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents :
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 14-Mar-2018
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 - NASBA Registry - 1346

Keywords : Finance, Financial, Concepts, Tools, Managers, v06, cpe, cpa, online course
Learning Objectives :

Module 1
The Basics

After studying this module, you will be able to:
    1. Recognize the goals of managerial finance.
    2. Identify the influence and concerns of financial managers.
    3. Identify depreciation methods and tax deductions.
    4. Recognize the elements basic financial statements, including the balance sheet and the statement of cash flows.
    5. Differentiate between several financial analysis ratios.
    6. Calculate return on investment.

Module 2
Budgeting and Financial Forecasting

After studying this module, you will be able to:
    1. Identify the different types of budgets an organization might need, and the steps required for budgeting.
    2. Recognize the steps in projecting external financial needs.
    3. Recognize the different ways to improve cash management.
    4. Identify when to use various cash management models to help reduce uncertainty.

Module 3
Risk, Return, and Valuation

After studying this module, you will be able to:
    1. Recognize different methods for measuring risk.
    2. Recognize betas role in assessing a security risk.
    3. Identify the relationship between bond price and interest rates.
    4. Recognize the concept of term structure when applied to interest rates.
    5. Recognize the concept of time value of money.
    6. Identify capital budgeting techniques.
    7. Recognize various evaluation methods for capital budgeting.
    8. Identify mutually exclusive investments.
    9. Recognize steps in the lease versus purchase decision.

Module 4
Determining Cost of Capital and Capital Structure Decisions

After studying this module, you will be able to:
    1. Recognize different methods for measuring the cost of capital.
    2. Identify the relative costs associated with using different types of capital.
    3. Distinguish between the different objectives for dividend policies.

Module 5
Short-Term Financing

After studying this module, you will be able to:
    1. Recognize different financing strategies and the opportunity costs associated with them.
    2. Recognize the characteristics of intermediate-term bank loans.

Module 6
Long-Term Debt and Stocks

After studying this module, you will be able to:
    1. Identify the characteristics of different types of long term debt, and the associated risks.
    2. Identify various purchase and sales processes for different securities.

Module 7
Business Combinations and Reorganizations

After studying this module, you will be able to:
    1. Differentiate between different types of mergers and acquisitions.
    2. Recognize the uses and benefits of business combinations.
    3. Recognize the characteristics of a tender offer.
    4. Recognize different techniques for assigning risk to companies.
    5. Identify financial aspects of doing business globally.
Course Contents :

Module 1:    The Basics

Learning Objectives

Introduction

1 - What Is Finance?

2 - Basic Forms of Business Organization

3 - Financial Institutions and Markets

4 - Depreciation Methods

5 - Federal Corporate Taxation

6 - Basic Financial Statements

7 - Stockholders Equity Section of the Balance Sheet

8 - Statement of Cash Flows

9 - Horizontal and Vertical Analysis

10 - Liquidity and Liquidity Ratios

11 - Activity Ratios

12 - Solvency and Debt Service Ratios

13 - Profitability Ratios

14 - Du Pont System

15 - Market Value Ratios

16 - Limitations of Ratio Analysis

Module 1 Review Questions

Module 2:    Budgeting and Financial Forecasting

Learning Objectives

17 - Budgeting

18 - Financial Forecasting and the Percent-of-Sales Method

19 - Cash Budgeting

20 - Working Capital Management

21 - Cash Management

22 - Cash Management Models

23 - Marketable Securities

24 - Management of Accounts Receivable

25 - Inventory Management and Just-In-Time (JIT)

Module 2 Review Questions

Module 3:    Risk, Return, and Valuation

Learning Objectives

26 - Risk

27 - Portfolio Theory

28 - Market Index Model

29 - Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Model (APM)

30 - Beta

31 - Return

32 - The Risk-Return Trade-Off

33 - Bond Valuation

34 - Bond Yield - Effective Rate of Return on a Bond

35 - Term Structure of Interest Rates

36 - Common Stock Valuation

37 - Time Value of Money and Its Applications

38 - Capital Budgeting

39 - Accounting Rate of Return

40 - Payback Period and Discounted Payback Period

41 - Net Present Value Method

42 - Profitability Index

43 - Internal Rate of Return (IRR)

44 - Mutually Exclusive Investments

45 - Lease-Purchase Decision

46 - Capital rationing

47 - Capital Budgeting and Inflation

48 - Risk Analysis in Capital Budgeting

Module 3 Review Questions


Module 4:    Determining Cost of Capital and Capital Structure Decisions

Learning Objectives

49 - Cost of Capital

50 - Computing the Cost of Equity Capital

51 - Level of Financing and the Marginal Cost of Capital (MCC)

52 - Break-Even Analysis

53 - Cash Break-Even Point

54 - Leverage

55 - Operating Leverage

56 - Financial Leverage

57 - Theory of Capital Structure

58 - EBIT‑EPS Approach to Capital Structure

59 - Cash Dividends

60 - Stock Dividends and Stock Splits

61 - Dividend Policy

Module 4 Review Questions

Module 5:    Short-Term Financing

Learning Objectives

62 - Financing Strategy

63 - Trade Credit

64 - Short-Term Bank Loans

65 - Other Sources of Financing

66 - Accounts Receivable Financing

67 - Inventory Financing

68 - Intermediate-Term Bank Loans

69 - Small Business Administration

70 - Leasing

Module 5 Review Questions

Module 6:    Long-Term Debt and Stocks

Learning Objectives

71 - Long-Term Debt Financing

72 - Bond Refunding

73 - Investment Banking

74 - Public versus Private Placement of Securities

75 - Stockholders

76 - Preferred Stock

77 - Common Stock

78 - Stock Rights

79 - Stock Repurchases

80 - Margin Trading

81 - Short Selling

82 - Governmental Regulation

83 - Efficient Market Theory

84 - Convertible Securities

85 - Stock Warrants

Module 6 Review Questions

Module 7:    Business Combinations and Reorganizations

Learning Objectives

86 - Mergers and Acquisitions

87 - Holding Company

88 - Tender Offer

89 - Voluntary Settlement

90 - Bankruptcy and Reorganization

91 - Derivatives (Options and Futures) and Risk Management

92 - The Black-Scholes Option Pricing Model

93 - International Finance

Module 7 Review Questions

Glossary

CPE Finance Course: https://www.cpethink.com/cpe-for-cpas
Thank you for taking one of our free courses. Please select “Ok” so that we and the author can let you know about other free courses and special offers. If not please reply "No Thanks". Either way enjoy your free CPE course!
  
Exam completed on .

Do you want to add the course again?