Author : | Jae K. Shim, Ph.D., CPA |
Course Length : | Pages: 101 ||| Review Questions: 40 ||| Final Exam Questions: 30 |
CPE Credits : | 6.0 |
IRS Credits : | 0 |
Price : | $53.95 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - NASBA Registry |
Technical Designation: | Technical |
Primary Subject-Field Of Study: | Finance - Finance for Course Id 1346 |
Description : | Finance involves obtaining, using, and managing funds to achieve the company’s 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 businessperson with a quick introduction to commonly used business terms and requirements. |
Usage Rank : | 19643 |
Release : | 2022 |
Version : | 1.0 |
Prerequisites : | None. |
Experience Level : | Overview |
Additional Contents : | |
Additional Links : |
Managerial Accounting Meaning, Pillars, and Types
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Advance Preparation : | None. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 26-Jan-2023 |
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 - NASBA Registry - 1346 |
Keywords : | Finance, Financial, Concepts, Tools, Managers, v10, cpe, cpa, online course |
Learning Objectives : |
Module 1
2. Identify depreciation methods and tax deductions. 3. Differentiate between several financial analysis ratios. 4. Calculate return on investment. Module 2
2. Recognize the different ways to improve cash management. Module 3
2. Identify the relationship between bond price and interest rates. 3. Recognize the concept of time value of money. 4. Recognize various evaluation methods for capital budgeting. 5. Recognize steps in the lease versus purchase decision. Module 4
2. Distinguish between the different objectives for dividend policies. Module 5
2. Recognize a characteristic of intermediate-term bank loans. Module 6
2. Identify different purchase and sales processes for securities. Module 7
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. |
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 |