QAS Self-Study
Overview
CPE Credits
5 Credits: Finance
Course Description
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).
Learning Objectives
Upon successful completion of the course, participants will be able to:
Chapter 1
- Identify the characteristics of mergers and the different types of mergers.
- Recognize the benefits of mergers and why certain companies may choose an acquisition strategy.
- Recognize the definition of due diligence when considering a merger.
- Understand how different mergers may affect taxation and financial results.
- Recognize antitrust guidelines used to determine whether certain mergers would be challenged by the Department of Justice.
- Identify factors relevant to the stock acquisition of another company.
- Recognize SEC rules regarding mergers.
- Identify advantages of different methods of financing a merger.
- Recognize different defensive measures used by target companies.
- Identify different approaches and techniques for merger valuation.
Chapter 2
- Identify the objectives and types of divestitures, and some reasons for divesting business units.
- Recognize some of the methods a company may use to divest.
- Identify valuation techniques for divestitures.
Course Specifics
|
Course ID 3208041 |
Revision Date November 15, 2022 |
Prerequisites There are no prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
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.
A Practical Guide to Mergers, Acquisitions, and Divestitures
$145.00 – $175.00
QAS Self-Study
Overview
CPE Credits
5 Credits: Finance
Course Description
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).
Learning Objectives
Upon successful completion of the course, participants will be able to:
Chapter 1
- Identify the characteristics of mergers and the different types of mergers.
- Recognize the benefits of mergers and why certain companies may choose an acquisition strategy.
- Recognize the definition of due diligence when considering a merger.
- Understand how different mergers may affect taxation and financial results.
- Recognize antitrust guidelines used to determine whether certain mergers would be challenged by the Department of Justice.
- Identify factors relevant to the stock acquisition of another company.
- Recognize SEC rules regarding mergers.
- Identify advantages of different methods of financing a merger.
- Recognize different defensive measures used by target companies.
- Identify different approaches and techniques for merger valuation.
Chapter 2
- Identify the objectives and types of divestitures, and some reasons for divesting business units.
- Recognize some of the methods a company may use to divest.
- Identify valuation techniques for divestitures.
Course Specifics
|
Course ID 3208041 |
Revision Date November 15, 2022 |
Prerequisites There are no prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
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.
A Practical Guide to Mergers, Acquisitions, and Divestitures
$145.00 – $175.00