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Course Details

Financing Strategies: Capitalizing Your Business to Maximize Return (Video) (Course Id 1086)

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Author:

Blair Cook, CPA, CA (Canada), MBA

Course Length:

Pages: 10 ||| Review Questions: 13 ||| Final Exam Questions: 8

CPE Credits:

1.5

IRS Credits:

0

Price:

$21.95

Passing Score:

70%

Course Type:

Video - Text
Financing Strategies: Capitalizing Your Business to Maximize Return (Video) - CPE course for CPAs

Technical Designation:

Technical

Field Of Study:

Finance

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course covers financing strategies for a business throughout its lifecycle using various debt and equity instruments.

  • Covers operating lines of credit, asset based lending facilities, term loans, and leasing.
  • Discusses mezzanine financing as a way of replacing equity financing with hybrid instruments.
  • Covers venture capital, private equity, and the process of going public.
  • Worth 1.5 CPE credits in Finance as a self study video course on financing strategies for a business, requiring an 8 question final exam preceded by 13 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

Financing Strategies: Capitalizing Your Business to Maximize Return describes the financing lifecycle and recognizes where a company sits within it.

This course compares and contrasts short term semi permanent and permanent sources of capital, including various debt financing arrangements.

Financing Strategies: Capitalizing Your Business to Maximize Return explains how operating lines of credit work and what to watch out for.

This course is a Technical self study video course worth 1.5 CPE credits across 10 pages of supporting material. The course includes an 8 question final exam preceded by 13 review questions (optional), requiring a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this course you are going to learn about the financing strategies for your business throughout its lifecycle. You will learn about all the various debt and equity financing arrangements at an application based level.

In the debt sections of the course, you will learn about how operating lines of credit works and what to watch out for. We will also talk about asset based lending facilities, term loans, and leasing. Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the course, you will learn about venture capital, private equity, and the process of going public.

Usage Rank:

11429

Release:

2016

Version:

1.0

Prerequisites:

It is assumed that the course participant has already developed competency in financial statement analysis, ratio analysis, cash flow analysis, and present value techniques.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

12-Mar-2026

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.

Keywords:

Financing Strategies: Capitalizing Your Business to Maximize Return (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

Upon completion of this course, the learner will be able to:
    • Recognize and identify the needs and objectives for capital
    • Describe the financing lifecycle and recognize where a company is within the financing lifecycle
    • Identify the short-term, semi-permanent, and permanent sources of capital
    • Compare and contrast various sources of debt financing
    • Describe common terms and structures used in financing arrangements
    • Describe mezzanine financing and discuss unique features of these instruments
    • Compare and contrast the different sources of equity financing including venture capital, private equity, and initial public offerings

Course Contents:

Chapter 1 - Financing Strategies: Capitalizing Your Business to Maximize Return

Chapter 1 Review Questions

Glossary of Financing Terminology

Click to go to: Finance CPE Courses for CPAs & Accountants | CPEThink
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