Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
A~B
Similar Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
A/B
Suggested Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Suggested Courses

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

The best practice use of rolling forecasts begins by clarifying the roles of budgets and forecasts. Specifically, forecast accuracy is increased by separating it from performance management and compensation processes. This improves forecast accuracy.

The efficiency needed to perform forecasts throughout the year is achieved through driver-based forecasting. You'll learn how to build these forecasts. Eliminating traditional budgeting also frees up resources for rolling forecasts.

The course then explains how to implement rolling forecasts. You'll learn the key implementation decisions and steps. I'll show sample reports and how to build them. Rolling forecasts can be built via spreadsheets can be built with spreadsheets, business intelligence (BI) software, or forecasting software. We'll look at the pros and cons of each.

Rolling forecasts have many benefits, but they won't solve all your problems. They may create some new challenges for you. I'll list some challenges you may face and ideas to mitigate them.

Rolling Forecasts (Video) (3 Hrs)
Course Details

Financial Markets: A Comprehensive Overview (Course Id 303)

QAS / Registry
  Add to Cart 
Author : Michael J Walker, CPA
Course Length : Pages: 141 ||| Review Questions: 100 ||| Final Exam Questions: 100
CPE Credits : 20.0
IRS Credits : 0
Price : $129.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 303

Description :

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and sold in the world’s capital markets. Many financial markets have been in existence for hundreds of years; however the modern era has brought along many new innovations such as securitization and the derivatives market. 

This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets. This course reviews the various types of financial risk that impact these markets, as well as the economic variables that influence market activity (such as interest rates and monetary policy).

Usage Rank : 26500
Release : 2023
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 03-Oct-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 303

Keywords : Finance, Financial, Markets, Comprehensive, Overview, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After completing this course, participants should be able to:

  • Identify the unique characteristics of financial markets.
  • Recognize the types of financial instruments traded in financial markets.
  • Recognize how economic variables (such as interest rates and monetary policy) and financial risks impact financial market activity.

Chapter 1
Financial Markets & Intermediaries

After studying this chapter participants should be able to:
  • Identify the unique characteristics of financial markets.
  • Recognize the types of financial instruments traded in various financial markets.
  • Recognize the key aspects of the efficient market hypothesis.
  • Identify the roles that financial intermediaries play in financial markets; recognize the various types of financial intermediaries.

Chapter 2
Interest Rates

After studying this chapter participants should be able to:
  • Calculate ‘simple’ and ‘compound’ interest.
  • Identify how a bond’s stated interest rate and its yield-to-maturity impacts the price at which it is traded.
  • Recognize how interest rates are derived under the ‘loanable funds theory’.
  • Calculate a bond’s yield given specific information regarding its risk structure.
  • Identify how a yield curve illustrates the term structure of interest rates; recognize various yield curve shapes and the theories behind them.

Chapter 3
Central Banking and Monetary Policyies

After studying this chapter participants should be able to:
  • Recognize the role that the Federal Reserve System (“the Fed”) plays in financial markets.
  • Identify the tools used by the Fed to conduct its monetary policy and explain how these tools impact the U.S. money supply.
  • Calculate the two measures used by the Federal Reserve to estimate the U.S. money supply (M1 & M2).

Chapter 4
Money Markets

After studying this chapter participants should be able to:
  • Recognize the primary characteristics the money markets.
  • Identify the types of financial instruments that would be traded in the money markets.
  • Recognize how money market instruments would be utilized by market participants given specific scenarios.

Chapter 5
Capital Markets (Part I)

After studying this chapter participants should be able to:
  • Recognize the primary characteristics the bond and stock markets.
  • Identify the unique attributes of Treasury, municipal and corporate bonds.
  • Calculate the taxable equivalent yield of a municipal bond.
  • Recognize the differences between common and preferred stock.
  • Locate specific information included in standard bond and stock price quotations.

Chapter 6
Capital Markets (Part II)

After studying this chapter participants should be able to:
  • Identify the primary characteristics the mortgage market and recognize the various types of mortgage loans.
  • Recognize the roles that financial institutions play in the mortgage-lending process.
  • Identify the criteria used by mortgage lenders in the underwriting process.
  • Identify the unique attributes of mortgage-backed securities.

Chapter 7
Foreign Exchange Markets

After studying this chapter participants should be able to:
  • Identify the primary characteristics of the foreign exchange markets.
  • Translate direct and indirect foreign exchange quotes.
  • Recognize the economic factors that influence foreign exchange rates.
  • Identify the differences between foreign exchange spot and forward contracts.
  • Recognize how arbitrage profits are earned in foreign exchange markets.

Chapter 8
Derivatives Markets

After studying this chapter participants should be able to:
  • Identify the various types of risk that impact financial markets.
  • Recognize the types of instruments traded in derivatives markets.
  • Identify the unique characteristics of forwards, futures, swaps and options.
Course Contents :

Chapter 1 – Financial Markets & Intermediaries

1.1   Overview of Financial Markets

1.1.1   What are financial markets?

1.1.2   Market participants

1.2   Structure of Financial Markets

1.2.1   Debt and equity markets

1.2.2   Primary and secondary markets

1.2.3   Exchanges and over-the-counter markets

1.2.4   Money and capital markets

1.3   Pricing Theory in Financial Markets

1.3.1   Pricing mechanisms

1.3.2   The efficient market hypothesis

1.4   Financial Intermediaries

1.4.1   Role of financial intermediaries

1.4.2   Depository institutions

1.4.3   Contractual savings institutions

1.4.4   Investment intermediaries

Chapter 2 – Interest Rates

2.1   Overview of Interest Rates

2.1.1   What are interest rates?

2.1.2   Simple and compound interest

2.1.3   Fixed and floating interest rates

2.1.4   Annual percentage rates (APR)

2.1.5   Yield-to-maturity (YTM)

2.2   Determination of Interest Rates

2.2.1   Demand for “loanable funds”

2.2.2   Supply of “loanable funds”

2.2.3   Market equilibrium

2.2.4   Inflation and the Fisher effect

2.3   Risk Structure of Interest Rates

2.3.1   Default risk

2.3.2   Liquidity

2.3.3   Income tax considerations

2.3.4   Estimating bond yields

2.4   Term Structure of Interest Rates

2.4.1   The yield curve

2.4.2   Expectations theory

2.4.3   Segmented markets theory

2.4.4   Liquidity premium theory

Chapter 3 – Central Banking and Monetary Policy

3.1   The Federal Reserve System

3.1.1   Federal Reserve Banks

3.1.2   Member Banks

3.1.3   Board of Governors

3.1.4   Federal Open Market Committee (FOMC)

3.1.5   Federal Advisory Council (FAC)

3.2   Monetary Policy

3.2.1   Open market operations

3.2.2   Reserve requirements

3.2.3   Discount lending

3.3   The Money Supply

3.3.1   Money supply measures

3.3.2   History of the money supply and monetary policy

Chapter 4 – Money Markets

4.1   Introduction to Money Markets

4.1.1  Money markets defined

4.1.2   Money markets participants

4.2   Money Market Instruments

4.2.1   Treasury bills

4.2.2   Federal funds

4.2.3   Commercial paper

4.2.4   Certificates of deposit

4.2.5   Repurchase agreements

4.2.6   Banker’s acceptances

Chapter 5 – Capital Markets (Part I)

5.1   The Bond Market

5.1.1   Bond markets defined

5.1.2   Bond markets participants

5.2   Types of Bonds

5.2.1   U.S. Treasury bonds

5.2.2   Municipal bonds

5.2.3   Corporate bonds

5.3   The Stock Market

5.3.1   Common and preferred stock

5.3.2   Stock quotations

5.3.3   Stock markets and exchanges

5.3.4   Stock indexes

Chapter 6 – Capital Markets (Part II)

6.1   The Mortgage Market

6.1.1   Mortgages defined

6.1.2   Mortgage characteristics

6.1.3   Mortgage-lending institutions

6.1.4   Mortgage underwriting process

6.2   Mortgage Securitization Process

6.2.1   Definition and brief history

6.2.2   Benefits of securitization

6.2.3   Participants in the process

6.2.4   Structuring the transaction

6.3   Types of Mortgage-backed Securities

6.3.1   Mortgage pass-through securities

6.3.2   Collateralized mortgage obligations

6.3.3   Stripped mortgage-backed securities

Chapter 7 – Foreign Exchange Markets

7.1   Introduction to Foreign Exchange Markets

7.1.1   Foreign exchange defined

7.1.2   Market characteristics

7.1.3   Payment & settlement systems

7.1.4   Institutional use of foreign exchange markets

7.2   Foreign Exchange Rates

7.2.1   Exchange rates defined

7.2.2   Quotes

7.2.3   Exchange rate determination

7.2.4   Purchasing Power Parity (PPP)

7.3   Foreign Exchange Transactions

7.3.1   Spot transactions

7.3.2   Forward transactions

7.4   International Arbitrage

7.4.1   Locational arbitrage

7.4.2   Covered interest arbitrage

Chapter 8 – Derivatives Markets

8.1   Financial Risk Management

8.1.1   Financial risks

8.1.2   Hedging financial risk

8.1.3   Derivative instruments

8.2   Forward Markets

8.2.1   Forward contracts

8.2.2   Forward rate agreements

8.3   Futures Markets

8.3.1   Futures contracts

8.3.2   Futures exchanges

8.3.3   Market mechanics

8.4   Swap Markets

8.4.1   Swap contracts

8.4.2   Interest rate swaps

8.4.3   Other types of swaps

8.5   Options Markets

8.5.1   Options contracts

8.5.2   Options trading

8.5.3   The Options Clearing Corporation (OCC)

Glossary

Click to go to: Finance CPE Courses | CPE Think
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?