Finance  |  Format: Flash

Operational and Life-Cycle Financial Planning

Course Overview
This course provides an overview of the two modes of planning - operational planning and life-cycle planning. This includes understanding the similarities, differences, and interdependencies between the two modes, the principles of discretionary resources, as well as the concept of target costing. Finally, the course also provides an overview of the planning governance process as well as benefits from life-cycle financial planning.

Learning Objectives
After completing this course, the course participant should be able to:

  • Recognize the steps involved in a typical planning process
  • Identify similarities, differences, and interdependencies between operating work and life-cycle work
  • Recognize the concept of discretionary resources
  • Identify the most advanced form of cost management
  • Recognize governance principles of planning
    Catalog Number: 99VER02
    CPE Credits: 1 Registry / 1 QAS
    Authors: Alan Vercio
    John M. Fleming, CPA, MBA
    Advanced Preparation:
    Course Level: Basic
    Field of Study: Finance
    Content Partner: SmartPros Ltd.
    QAS: QAS Certified based on 50 minute hours.
    Course Type: Self-Study
    Minimum Passing Grade: 70%
    Soft/Hardware Reqs.:  Adobe Acrobat® Reader for the .pdf files
     Adobe® Flash® Player 9 or higher
     56k or Greater Internet Connection
     High Speed Internet Connection
     Ram: 256 MB minimum
     Sound card with speakers/headphones
     Windows or Mac OS
    Release/Expiration Dates: Jan 24, 2017 / Jan 24, 2021