CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Financial Concepts and Tools for Managers

Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
5 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 business person with a introduction to commonly used business terms and requirements.

Learning Objectives

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

Chapter 1

  • Recognize the goals of managerial finance;
  • Identify the influence and concerns of financial managers;
  • Identify depreciation methods and tax deductions;
  • Recognize the elements basic financial statements, including the balance sheet and the statement of cash flows;
  • Differentiate between several financial analysis ratios;
  • Calculate return on investment.

Chapter 2

  • Identify the different types of budgets an organization might need, and the steps required for budgeting;
  • Recognize the steps in projecting external financial needs;
  • Recognize the different ways to improve cash management;
  • Identify when to use various cash management models to help reduce uncertainty;

Chapter 3

  • Recognize different methods for measuring risk;
  • Recognize beta’s role in assessing a security’ risk;
  • Identify the relationship between bond price and interest rates;
  • Recognize the concept of term structure when applied to interest rates;
  • Recognize the concept of time value of money;
  • Identify capital budgeting techniques;
  • Recognize various evaluation methods for capital budgeting;
  • Identify mutually exclusive investments;
  • Recognize steps in the lease versus purchase decision;

Chapter 4

  • Recognize different methods for measuring the cost of capital;
  • Identify the relative costs associated with using different types of capital;
  • Distinguish between the different objectives for dividend policies;

Chapter 5

  • Recognize different financing strategies and the opportunity costs associated with them;
  • Recognize the characteristics of intermediate-term bank loans;

Chapter 6

  • Identify the characteristics of different types of long term debt, and the associated risks;
  • Identify various purchase and sales processes for different 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;
  • Recognize different techniques for assigning risk to companies; and
  • Identify financial aspects of doing business globally.

Course Specifics

Course ID
3208039
Revision Date
November 18, 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

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.

Financial Concepts and Tools for Managers

Expert Instructors
CPE CREDITS
5 Credits: Finance

$145.00$175.00

Clear
Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
5 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 business person with a introduction to commonly used business terms and requirements.

Learning Objectives

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

Chapter 1

  • Recognize the goals of managerial finance;
  • Identify the influence and concerns of financial managers;
  • Identify depreciation methods and tax deductions;
  • Recognize the elements basic financial statements, including the balance sheet and the statement of cash flows;
  • Differentiate between several financial analysis ratios;
  • Calculate return on investment.

Chapter 2

  • Identify the different types of budgets an organization might need, and the steps required for budgeting;
  • Recognize the steps in projecting external financial needs;
  • Recognize the different ways to improve cash management;
  • Identify when to use various cash management models to help reduce uncertainty;

Chapter 3

  • Recognize different methods for measuring risk;
  • Recognize beta’s role in assessing a security’ risk;
  • Identify the relationship between bond price and interest rates;
  • Recognize the concept of term structure when applied to interest rates;
  • Recognize the concept of time value of money;
  • Identify capital budgeting techniques;
  • Recognize various evaluation methods for capital budgeting;
  • Identify mutually exclusive investments;
  • Recognize steps in the lease versus purchase decision;

Chapter 4

  • Recognize different methods for measuring the cost of capital;
  • Identify the relative costs associated with using different types of capital;
  • Distinguish between the different objectives for dividend policies;

Chapter 5

  • Recognize different financing strategies and the opportunity costs associated with them;
  • Recognize the characteristics of intermediate-term bank loans;

Chapter 6

  • Identify the characteristics of different types of long term debt, and the associated risks;
  • Identify various purchase and sales processes for different 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;
  • Recognize different techniques for assigning risk to companies; and
  • Identify financial aspects of doing business globally.

Course Specifics

Course ID
3208039
Revision Date
November 18, 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

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.

Financial Concepts and Tools for Managers

Expert Instructors
CPE CREDITS
5 Credits: Finance

$145.00$175.00

Clear