The Pocket MBA: Concepts and Strategies

13 Credits: Business Management & Organization


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The Pocket MBA: Concepts and Strategies

Course Level
CPE Credits

13 Credits: Business Management & Organization

Course Description

Before this course, the diverse and intricate elements of business strategy, management, and legal environments might seem overwhelming to professionals in the executive world. However, this course acts as a bridge, leading participants from a foundational understanding to a comprehensive grasp of these vital business aspects. The course is divided into two parts: the first focuses on business strategy, management, marketing, and legal environments, equipping participants with the knowledge to develop effective organizational strategies and understand key management decisions. The second part addresses the economic issues that significantly impact business success, including global concerns such as currency risk management and international financing. Throughout the course, participants will learn about various management techniques, marketing strategies, legal frameworks, and economic indicators, enhancing their ability to make informed decisions in a global business context. By the end of this course, participants will have a well-rounded understanding of the multifaceted nature of business, enabling them to navigate the complex world of corporate strategy and management effectively.

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Learning Objectives

After studying this chapter, you will be able to:

  • Recognize the key element of a mission statement.
  • Recognize some organizational strategies such as SWOT analysis and Porter’s competitive strategies.
  • Identify the types of management decisions and the steps to be followed in the decision-making process.
  • Recognize some useful management techniques and tools such as break-even and profit analysis, aggregate planning strategies, scheduling, and project management and control.
  • Recognize how the Just-in-Time (JIT) Inventory Management System works as compared to traditional inventory planning concepts.
  • Identify requirements for manufacturing resources planning process.
  • Identify attributes of several different methods of quality control, including Total Quality Management (TQM) and ISO 9000.
  • Recognize the advantages and disadvantages of different group decision making techniques, such as brainstorming and Delphi techniques.
  • Identify the 4P’s of the marketing mix.
  • Recognize the role of product positioning and planning in marketing.
  • Recognize techniques of marketing research.
  • Identify marketing strategies including channels, branding, new product development, and advertising.
  • Identify the elements of a legally binding contract.
  • Identify remedies available if there is a breach of contract.
  • Recognize bankruptcy laws and how it works.
  • Recognize what consumer credit protections are available.
  • Recognize negotiable instruments, agents and deeds.
  • Identify elements of employment labor laws and business torts.
  • Recognize economic objectives and economic and monetary indicators.
  • Identify elements of monetary system.
  • Recognize some characteristics of the economic events.
  • Identify unique aspects about the financial management of a multinational corporation (MNC).
  • Identify terminology used in the foreign exchange market.
  • Recognize three different types of foreign exchange exposure and methods to manage it.
  • Recognize the methods for dealing with political risk
  • Identify international sources of financing.
  • Identify technologies available for business.
  • Recognize characteristics of different information systems.
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Course Specifics

Course ID
Revision Date
September 20, 2022

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

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.