CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

101 Financial Solutions Diagnosis and Remedy

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
12 Credits: Management Services

Course Description

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects–the ways in which a problem in one sector can disrupt operations in other areas.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize signs in the concept of revenue base erosion.
  • Identify irrelevant cost factors when evaluation special orders.
  • Identify causes of a high level of merchandise returns that can affect business profits.

Chapter 2

  • Identify the causes of low turnover of merchandise.
  • Recognize trade-offs between excessive inventory ordering and carrying costs.
  • Identify order costs and carrying costs associated with inventory management.
  • Recognize how the economic order quantity (EOQ) applies to inventory management.
  • Identify technologies used to improve inventory tracking and management.
  • Recognize reasons that create a lack of inventory storage space.

Chapter 3

  • Identify concepts used in the analysis of profitability.
  • Recognize ways to reduce the break-even point, and limitations of break-even analysis.
  • Recognize how to apply cost-volume-profit analysis.
  • Identify the problems of a weak sales mix and the causes of falling sales or profits

Chapter 4

  • Identify the risk-return trade-off.
  • Recognize components of interest rate risk.
  • Identify factors relating to a lack of diversification and increased risk.
  • Recognize signs of existing or potential financial problems.

Chapter 5

  • Recognize influences that can adversely affect the market price of a stock.
  • Identify the objectives of debt rating services and some bond terminology.
  • Recognize characteristics of evaluating stock prices.

Chapter 6

  • Identify the conditions when bankruptcy looms.
  • Recognize steps management can take to avoid business failure.
  • Recognize uses of the Altman Z-Score for spotting risky companies.
  • Identify measures that a company can take to avoid a takeover threat.

Chapter 7

  • Recognize common ratios used by companies to help manage cash positions.
  • Identify ways to improve cash flow and return on surplus funds.
  • Identify early warning signs of a company going broke.

Chapter 8

  • Identify ways to minimize the impact of vendor’s price increases.
  • Calculate the advantage of accepting vendor terms and discounts.
  • Recognize the reasons for poor credit ratings.
  • Identify methods to prevent check signing fraud and improper payments.

Chapter 9

  • Recognize commonly used financial ratios that help spot liquidity problems.
  • Identify early warning signals for inadequate liquidity.
  • Recognize ways to improve return on investment and how return on equity is calculated.
  • Identify methods to identify a low rate of return and the signs for poor quality of earnings

Chapter 10

  • Recognize how to determine the stability/instability in product revenue over time.
  • Identify the causes for excessive labor costs.
  • Recognize the concept associated with operating leverage.
  • Recognize the applications of activity-based costing.
  • Understand how a profit-maximizing firm would adjust prices at different levels of demand.

Chapter 11

  • Identify how actual costs can exceed standard (budgeted) costs.
  • Recognize how to compute an efficiency variance

Chapter 12

  • Recognize ways to spot record-keeping errors.

Chapter 13

  • Recognize the characteristics of different corporate structures used to affect tax planning and preparation.

 

Course Specifics

Course ID
6191297
Revision Date
January 14, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

101 Financial Solutions Diagnosis and Remedy

Expert Instructors
Format
CPE CREDITS
12 Credits: Management Services

$336.00$376.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
12 Credits: Management Services

Course Description

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects–the ways in which a problem in one sector can disrupt operations in other areas.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize signs in the concept of revenue base erosion.
  • Identify irrelevant cost factors when evaluation special orders.
  • Identify causes of a high level of merchandise returns that can affect business profits.

Chapter 2

  • Identify the causes of low turnover of merchandise.
  • Recognize trade-offs between excessive inventory ordering and carrying costs.
  • Identify order costs and carrying costs associated with inventory management.
  • Recognize how the economic order quantity (EOQ) applies to inventory management.
  • Identify technologies used to improve inventory tracking and management.
  • Recognize reasons that create a lack of inventory storage space.

Chapter 3

  • Identify concepts used in the analysis of profitability.
  • Recognize ways to reduce the break-even point, and limitations of break-even analysis.
  • Recognize how to apply cost-volume-profit analysis.
  • Identify the problems of a weak sales mix and the causes of falling sales or profits

Chapter 4

  • Identify the risk-return trade-off.
  • Recognize components of interest rate risk.
  • Identify factors relating to a lack of diversification and increased risk.
  • Recognize signs of existing or potential financial problems.

Chapter 5

  • Recognize influences that can adversely affect the market price of a stock.
  • Identify the objectives of debt rating services and some bond terminology.
  • Recognize characteristics of evaluating stock prices.

Chapter 6

  • Identify the conditions when bankruptcy looms.
  • Recognize steps management can take to avoid business failure.
  • Recognize uses of the Altman Z-Score for spotting risky companies.
  • Identify measures that a company can take to avoid a takeover threat.

Chapter 7

  • Recognize common ratios used by companies to help manage cash positions.
  • Identify ways to improve cash flow and return on surplus funds.
  • Identify early warning signs of a company going broke.

Chapter 8

  • Identify ways to minimize the impact of vendor’s price increases.
  • Calculate the advantage of accepting vendor terms and discounts.
  • Recognize the reasons for poor credit ratings.
  • Identify methods to prevent check signing fraud and improper payments.

Chapter 9

  • Recognize commonly used financial ratios that help spot liquidity problems.
  • Identify early warning signals for inadequate liquidity.
  • Recognize ways to improve return on investment and how return on equity is calculated.
  • Identify methods to identify a low rate of return and the signs for poor quality of earnings

Chapter 10

  • Recognize how to determine the stability/instability in product revenue over time.
  • Identify the causes for excessive labor costs.
  • Recognize the concept associated with operating leverage.
  • Recognize the applications of activity-based costing.
  • Understand how a profit-maximizing firm would adjust prices at different levels of demand.

Chapter 11

  • Identify how actual costs can exceed standard (budgeted) costs.
  • Recognize how to compute an efficiency variance

Chapter 12

  • Recognize ways to spot record-keeping errors.

Chapter 13

  • Recognize the characteristics of different corporate structures used to affect tax planning and preparation.

 

Course Specifics

Course ID
6191297
Revision Date
January 14, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

101 Financial Solutions Diagnosis and Remedy

Expert Instructors
Format
CPE CREDITS
12 Credits: Management Services

$336.00$376.00

Clear