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The CFO Guidebook
Format
Self-Study
Course Level
Overview
CPE Credits
22 Credits: Finance
Course Description
The CFO is responsible for an enormous range of activities, including accounting, fund raising, risk management, acquisitions, and strategic planning. The CFO Guidebook is specifically designed to give detailed advice on all of these areas of responsibility. In an era where the CFO is expected to be the chief advisor to the chief executive officer, this course can be of considerable assistance in ensuring that a company is financially viable and positioned for long-term growth. This course covers the control environment, mergers and acquisitions, budgeting, cash management, going public, and much more.
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.
Course Specifics
3141201
August 8, 2023
There are no prerequisites.
None
Compliance Information
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.
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Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 250 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 …