Financial Concepts and Tools for Managers

6 Credits: Finance


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction

Financial Concepts and Tools for Managers

Course Level
CPE Credits

6 Credits: Finance

Course Description

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.

Show More
Show Less

Learning Objectives

After studying this course, you will be able to:

Chapter 1

  • Identify the influence and concerns of financial managers;
  • Identify depreciation methods and tax deductions;
  • Differentiate between several financial analysis ratios;and
  • Calculate return on investment.

Chapter 2

  • Identify the different types of budgets an organization might need, and the steps required in projecting external financial need; and
  • Recognize the different ways to improve cash management.

Chapter 3

  • Recognize different methods for measuring risk;
  • Identify the relationship between bond price and interest rates;
  • Recognize the concept of time value of money;
  • Recognize various evaluation methods for capital budgeting; and
  • Recognize steps in the lease versus purchase decision.

Chapter 4

  • Identify the relative costs associated with using different types of capital;and
  • Distinguish between the different objectives for dividend policies.

Chapter 5

  • Recognize different financing strategies; and
  • Recognize characteristics of intermediate-term bank loans.

Chapter 6

  • Identify the characteristics of different types of long term debt, and the associated risks; and
  • Identify different purchase and sales processes for securities.

Chapter 7

  • Differentiate between different types of mergers and acquisitions;
  • Recognize the uses and benefits of business combinations;
  • Recognize the characteristics of a tender offer; and
  • Recognize different techniques for assigning risk to companies.
Show More
Show Less

Course Specifics

Course ID
Revision Date
May 5, 2023

There are no prerequisites.

Advanced Preparation


Number of Pages

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 registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

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.