Finance

Financial Concepts And Tools For Managers V1.1

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.

IMPORTANT: This course, previously titled "Financial Concepts and Tools for Managers" 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, the course participant should be able to:

  1. Identify the influence and concerns of financial managers.
  2. Identify depreciation methods and tax deductions.
  3. Differentiate between several financial analysis ratios.
  4. Calculate return on investment.
  5. Identify the different types of budgets an organization might need, and the steps required in projecting external financial needs.
  6. Recognize the different ways to improve cash management.
  7. Recognize different methods for measuring risk.
  8. Identify the relationship between bond price and interest rates.
  9. Recognize the concept of time value of money.
  10. Recognize various evaluation methods for capital budgeting.
  11. Recognize steps in the lease versus purchase decision.
  12. Identify the relative costs associated with using different types of capital.
  13. Distinguish between the different objectives for dividend policies.
  14. Recognize different financing strategies.
  15. Recognize a characteristic of intermediate-term bank loans.
  16. Identify the characteristics of different types of long-term debt, and the associated risks.
  17. Identify different purchase and sales processes for securities.


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: $99.80

Details

Course Code : 99DEL33A1

Release Date : 04/18/2023
Expire Date : 03/31/2025
Credits :
CPE 4.00
QAS 4.00
Length : 3hr 20min
Course Level : Overview
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : Financial Accounting Best Practices

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