CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The Pocket MBA: Concepts and Strategies

Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
13 Credits: Business Management & Organization

Course Description

This course is a one-stop problem-solver for today’s busy executive. It is a working guide to help you quickly pinpoint in the complex world of business.

  • What to look for
  • What to do
  • What to watch out for
  • How to do it

The course has concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate many business-related problems. Part I takes covers the world of business strategy, management, marketing, and legal environments of business. Part II covers the economic issues of interest to business managers because they have a significant impact upon corporate success or failure. As companies go global, some relevant issues of concern to businesspeople are foreign exchange rates, currency risk management, political risk, and international sources of financing. It also covers the use of technology.  This course has been designed to address the pertinent issues that come up during the course of business.

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.

Course Specifics

Course ID
622298494
Revision Date
September 20, 2022
Prerequisites

There are no prerequisites.

Advanced Preparation

None

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.

Course Instructor

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.

The Pocket MBA: Concepts and Strategies

Expert Instructors
CPE CREDITS
13 Credits: Business Management & Organization

$351.00$391.00

Clear
Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
13 Credits: Business Management & Organization

Course Description

This course is a one-stop problem-solver for today’s busy executive. It is a working guide to help you quickly pinpoint in the complex world of business.

  • What to look for
  • What to do
  • What to watch out for
  • How to do it

The course has concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate many business-related problems. Part I takes covers the world of business strategy, management, marketing, and legal environments of business. Part II covers the economic issues of interest to business managers because they have a significant impact upon corporate success or failure. As companies go global, some relevant issues of concern to businesspeople are foreign exchange rates, currency risk management, political risk, and international sources of financing. It also covers the use of technology.  This course has been designed to address the pertinent issues that come up during the course of business.

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.

Course Specifics

Course ID
622298494
Revision Date
September 20, 2022
Prerequisites

There are no prerequisites.

Advanced Preparation

None

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.

Course Instructor

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.

The Pocket MBA: Concepts and Strategies

Expert Instructors
CPE CREDITS
13 Credits: Business Management & Organization

$351.00$391.00

Clear