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Course Details

The Pocket CFO: Tools and Metrics (Course Id 1041)

QAS / Registry   Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Status : Production
CPE Credits : 24.0
IRS Credits : 0
Price : $167.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 1041

Description :

This course is a one-stop problem-solver for today’s busy executive. It is a sequel to The Pocket MBA: Concepts and Strategies. The course is a working guide to help you quickly pinpoint in the complex world of business.

    • What to look for
    • What to do
    • What to watch out for
    • How to do it
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. Part I takes 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. Part II takes a look at financial analysis tools, financial metrics, and financing methods for decision making. Part III takes you through the seemingly complex world of quantitative analysis. You’ll use statistics for forecasting and validity testing. Decision theories include linear programming, learning curve theory, and queuing models; these are presented concisely and comprehensively to help you use such sophisticated techniques with relative ease. And, you’ll learn how computer applications facilitate the many complex procedures. 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.

Usage Rank : 0
Release : 2014
Version : 1.0
Prerequisites : Basic math
Basic accounting
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study.
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 29-Jan-2014
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 - 1041

Keywords : Business Management & Organization, Pocket, CFO, Tools, Metrics, cpe, cpa, online course
Learning Objectives :

Chapter 1
Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance

Upon completion of this chapter, you will be able to

    • Explain financial statements and their significance.
    • Analyze the cash flow position of a company.
    • List other crucial information the annual report contains.
    • Discuss the management's discussion and analysis (MD&A) section of an annual report and how useful it is to the user.
    • Discuss the Sarbanes-Oxley (SOX) Act that led to new corporate financial reporting.

Chapter 2
How to Evaluate and Improve a Company’s Financial Performance

Upon completion of this chapter, you will be able to

    • Discuss the role of financial statement analysis.
    • Differentiate between the industry comparison and trend analysis.
    • List the major categories of financial ratios.
    • Compare and contrast the original ROI and its breakdown--the Du Pont Formula.
    • Diagram the margin-turnover relationship.
    • Detail the relationship between ROI and return on equity (ROE).
    • Illustrate the role of financial leverage in improving return to stockholders.

Chapter 3
Internal Accounting Applications for Your Company

Upon completion of this chapter, you will be able to

    • Differentiate between residual income and Economic Value Added (EVA).
    • Use contribution margin analyses to make short-term decisions.
    • Discuss budgeting as a planning tool.
    • Explain variance analysis as a control device.
    • Demonstrate how life-cycle costing works.
    • State the role of target pricing and illustrate how it differ from cost-plus pricing.
    • Compare and contrast a balanced scorecard and traditional performance measurement.

Chapter 4
Cost-Profit-Volume Analysis, Operating Leverage, and Discounting Analysis

Upon completion of this chapter, you will be able to

    • Define cost-volume-profit (CVP) analysis.
    • Use CVP analysis in solving business problems.
    • Perform "what if" analysis.
    • Demonstrate the impact of a change in sales mix on profits.
    • Defines leverage and list the types of leverage.
    • Calculate present (discounting) and future (compound) values.
    • List some applications of present and compound values.

Chapter 5
Capital Budgeting

Upon completion of this chapter, you will be able to

    • State the uses of capital budgeting.
    • List and summarize the popular evaluation techniques.
    • Rank investment projects in order of preference.
    • Choose between mutually exclusive investments.
    • Discuss the role of income tax factors in investment decisions.
    • Decide whether to lease or purchase a piece of equipment.

Chapter 6
Assets Management, Financing Techniques, and Portfolio Theory

Upon completion of this chapter, you will be able to

    • Demonstrate the risk-return trade-off in current versus fixed assets.
    • Discuss cash management.
    • Properly manage your working capital such as accounts receivable and inventory.
    • Select an investment portfolio that fits your investment goal.
    • Evaluate financing alternatives.
    • Diversify to spread your risks.
    • Distinguish between the Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Model (APM).

Chapter 7
Decision Making with Statistics and Forecasting

Upon completion of this chapter, you will be able to

    • List the types of a mean and illustrate how they are used.
    • Differentiate between moving averages and exponential smoothing.
    • Discuss regression analysis and its applications. in business.
    • Use regression for trend analysis.
    • List types of statistics you should look for in regression analysis.
    • Measure forecasting errors.
    • Choose the best forecasting equation.

Chapter 8
Making Use of Quantitative Decision Making

Upon completion of this chapter, you will be able to

    • Define decision making under conflict.
    • Demonstrate how a zero sum game works.
    • Construct a decision tree.
    • List applications of linear programming.
    • Explain how learning curves affect you labor cost structure.
    • Order when and how much.
    • Discuss the purpose of queuing theory.
Course Contents :

Preface

 

Part I:

 

Chapter 1 ─ Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance

 

Chapter 2 ─ How to Evaluate and Improve a Company’s Financial Performance

 

Chapter 3 ─ Internal Accounting Applications for Your Company        

 

Part II: Financial Analysis, Metrics, Asset Management, and Financing

 

Chapter 4 ─ Cost-Profit-Volume Analysis, Operating Leverage, and Discounting Analysis        

 

Chapter 5 ─ Capital Budgeting

 

Chapter 6 ─ Assets Management, Financing Techniques, and Portfolio Theory 

 

Part III: Quantitative Methods and Computer Applications

 

Chapter 7 ─ Decision Making with Statistics and Forecasting   

 

Chapter 8 ─ Making Use of Quantitative Decision Making 

 

Glossary

CFO Course 1041 Home: https://www.cpethink.com/cfo-cpe-for-cpas
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