The CFO Guidebook

22 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

The CFO Guidebook

Course Level
CPE Credits

22 Credits: Finance

Course Description

In the dynamic world of corporate finance, the role of a CFO encompasses a vast array of responsibilities, from accounting and risk management to strategic planning and acquisitions. With the increasing expectation for CFOs to act as chief advisors to CEOs, the challenge lies in mastering these multifaceted duties while steering the company towards financial viability and growth. This complexity can often seem overwhelming. Our online self study CPE course, “The CFO Guidebook,” presents a targeted solution to these challenges. Covering essential topics like control environment, mergers and acquisitions, budgeting, and cash management, this online course provides detailed advice on each aspect of the CFO’s role. Furthermore, it addresses contemporary issues like going public and managing information technology risks. By the end of this CPE course, participants will be equipped with the knowledge and skills to fulfill their roles effectively, ensuring their companies are well-positioned for long-term success in today’s competitive business landscape.

Show More
Show Less

Learning Objectives

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

Chapter 1

  • Identify the key responsibilities of the CFO position, and key aspects of CFO relations with the controller and CEO;

Chapter 2

  • Specify the stages in strategy development, strategy types, and the role of the CFO in strategy;

Chapter 3

  • Cite the methods for identifying and mitigating risks, especially in regard to foreign exchange risk and interest rate risk;

Chapter 4

  • Identify the types of controls, when they should be used, and the characteristics of better controls;

Chapter 5

  • Recognize the characteristics of the cash conversion cycle;

Chapter 6

  • Identify the strategies under which acquisitions are made, the steps in the due diligence process, the characteristics of a strong acquisition candidate, and the various methods for valuing an acquisition candidate;

Chapter 7

  • Specify the advantages and disadvantages of budgeting, types of budgets, and how to operate without a budget;

Chapter 8

  • Itemize the different types of product pricing and the situations in which they are most useful;

Chapter 9

  • Identify the methods and concepts used to evaluate capital budgeting proposals, as well as the alternatives to fixed asset acquisition;

Chapter 10

  • State the methods used to construct and update a cash forecast, as well as the methods employed to concentrate cash for investment purposes;

Chapter 11

  • Cite the available cash investment strategies and the more common investment instruments;

Chapter 12

  • Identify the types of debt funding and associated covenants;

Chapter 13

  • Specify the types of equity funding, the investor rights associated with these instruments, and the types of investors who may invest in them;

Chapter 14

  • Identify the main credit rating agencies, the types of credit ratings, and the process for obtaining and appealing a credit rating;

Chapter 15

  • Specify the processes by which a company can go public or take itself private and the reasons for going public or private;

Chapter 16

  • Cite the reasons for being listed on a stock exchange and the qualifications for listing on the various exchanges;

Chapter 17

  • Identify the participants in and topics covered by an earnings call, the use of guidance, the topics covered in a road show, and the regulations governing investor relations;

Chapter 18

  • Identify the major public company reports, key reporting concepts, and the method by which reports are filed with the Securities and Exchange Commission;

Chapter 19

  • Specify how float can be increased, as well as alternative methods for selling shares; and

Chapter 20

  • State how competitive advantage can be gained from the use of information technology (IT), as well as how to manage risk with IT.
Show More
Show Less

Course Specifics

Course ID
Revision Date
August 8, 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

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …