Finance

Techniques of Financial Analysis and Modeling - Part 2 v1.1

This comprehensive program (Parts 1 and 2) gives you every sales formula and modeling techniques you need to analyze your operation both as a whole and by segment. You'll be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. You also receive dozens of worked-out models and modeling techniques that simplify your most difficult business decisions, and are easy to adapt to any computer spreadsheet program. This program supplies company accountants, treasurers, CFOs with all the techniques needed to financially analyze a business as a whole or a segment. Includes analysis techniques, analysis tools for managing capital, and more.

IMPORTANT: This course, previously titled "Techniques of Financial Analysis and Modeling - Part 2," has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again.

Learning Objectives:

After completing this course, participants should be able to:

  1. Identify reasons for corporate modeling.
  2. Recognize components of an integrated planning model.
  1. Define a financial model.
  2. Recognize application and uses of financial models.
  3. Recognize techniques for optimization including linear programming.
  4. Differentiate between methods of optimization.
  5. Recognize the disadvantages of optimization models.
  6. Recognize uses and variables for the bankruptcy prediction model.
  7. Identify the purpose for executive management games.
  8. Compute return on investment (ROI) by means of the Du Pont formula and show how changes in sales, expenses, and assets affect the investment center's performance.
  9. Calculate the residual income (RI) and profit margin based on ROI.
  10. Identify how ROI and RI measures affect the division's investment decision.
  11. Recognize accounting aspects and terms for an investment portfolio.
  12. Identify ways to compare risk versus return.
  13. Recognize tools for fundamental and technical analysis.
  14. Recognize the benefits of portfolio theory with regards to investment decisions.
  15. Compute cost of capital.
  16. Distinguish between short-term, intermediate-term and long-term financing sources.
  17. Identify different types of mergers.
  18. Recognize ways to acquire another business.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

Steve Spafford, MBA, CPA, has over 20 years' experience as a CPA working with large public accounting firms, and in numerous executive roles at multinational public corporations. He is a member of DeltaCPE LLC, a leading publisher of continuing professional education courses for CPAs, and has edited CPA ethics courses provided to over 35 states.

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Price (USD)

Standard: $124.75

Details

Course Code : 99DEL28A

Release Date : 04/17/2023
Expire Date : 02/28/2025
Credits :
CPE 5.00
QAS 5.00
Length : 4hr 10min
Course Level : Intermediate
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : Financial Performance Measurement

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