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Similar Courses

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)

Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.

This course will cover the duties of a financial professional as a board member. I'll start with the benefits you provide to a nonprofit board and what your board experience may offer to you. You’ll learn the key questions to ask and the important document to review before joining a board. I'll list the three duties of all board members. We'll also explore the personal liability risks of joining a board and some risks the organization faces. You'll learn some ways to mitigate these risks.

The second half of the course goes deeper into nonprofit financial oversight. We'll look at the financial policies that boards use to guide their organizations. I'll explain how nonprofit financial statements differ from for-profit statements and how financial management is also different. We'll look at the duties of the finance committee and the audit committee, as well as the types of nonprofit audits and examinations. I thought a great way to end a course on tax-exempt organizations is with a lesson on tax compliance. Ironic, isn't it?

This course is tailored to financial professionals, which includes:

  • Accountants and CPAs
  • Financial analysts
  • Financial planners
  • Investment analysts
  • Anyone who has managed finances at a company

This course focuses on the financial governance, risk management, and compliance aspects of board service. It does not go into the details of accounting for nonprofits, completing tax forms, audit procedures, etc. There are many good courses by others that cover this.

The author has worked for multiple nonprofits, including as CFO and SVP of Finance. He has also served on multiple nonprofit boards.

Nonprofit Board Service for Financial Professionals (3 Hrs)

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

Behavioral Finance: Introduction and Insights (5 Hrs)
A/B
Suggested Courses

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)

Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.

This course will cover the duties of a financial professional as a board member. I'll start with the benefits you provide to a nonprofit board and what your board experience may offer to you. You’ll learn the key questions to ask and the important document to review before joining a board. I'll list the three duties of all board members. We'll also explore the personal liability risks of joining a board and some risks the organization faces. You'll learn some ways to mitigate these risks.

The second half of the course goes deeper into nonprofit financial oversight. We'll look at the financial policies that boards use to guide their organizations. I'll explain how nonprofit financial statements differ from for-profit statements and how financial management is also different. We'll look at the duties of the finance committee and the audit committee, as well as the types of nonprofit audits and examinations. I thought a great way to end a course on tax-exempt organizations is with a lesson on tax compliance. Ironic, isn't it?

This course is tailored to financial professionals, which includes:

  • Accountants and CPAs
  • Financial analysts
  • Financial planners
  • Investment analysts
  • Anyone who has managed finances at a company

This course focuses on the financial governance, risk management, and compliance aspects of board service. It does not go into the details of accounting for nonprofits, completing tax forms, audit procedures, etc. There are many good courses by others that cover this.

The author has worked for multiple nonprofits, including as CFO and SVP of Finance. He has also served on multiple nonprofit boards.

Nonprofit Board Service for Financial Professionals (3 Hrs)

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

Behavioral Finance: Introduction and Insights (5 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)

Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.

This course will cover the duties of a financial professional as a board member. I'll start with the benefits you provide to a nonprofit board and what your board experience may offer to you. You’ll learn the key questions to ask and the important document to review before joining a board. I'll list the three duties of all board members. We'll also explore the personal liability risks of joining a board and some risks the organization faces. You'll learn some ways to mitigate these risks.

The second half of the course goes deeper into nonprofit financial oversight. We'll look at the financial policies that boards use to guide their organizations. I'll explain how nonprofit financial statements differ from for-profit statements and how financial management is also different. We'll look at the duties of the finance committee and the audit committee, as well as the types of nonprofit audits and examinations. I thought a great way to end a course on tax-exempt organizations is with a lesson on tax compliance. Ironic, isn't it?

This course is tailored to financial professionals, which includes:

  • Accountants and CPAs
  • Financial analysts
  • Financial planners
  • Investment analysts
  • Anyone who has managed finances at a company

This course focuses on the financial governance, risk management, and compliance aspects of board service. It does not go into the details of accounting for nonprofits, completing tax forms, audit procedures, etc. There are many good courses by others that cover this.

The author has worked for multiple nonprofits, including as CFO and SVP of Finance. He has also served on multiple nonprofit boards.

Nonprofit Board Service for Financial Professionals (3 Hrs)

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

Behavioral Finance: Introduction and Insights (5 Hrs)
Suggested Courses

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (6 Hrs)

After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.

This course is broken into two sections. The first section will cover some key concepts about inflation. You'll learn:

  • What is inflation?
  • The Federal Reserve's role in managing inflation
  • The indexes used to measure inflation
  • How to calculate inflation
  • A historical look at inflation and its causes
  • The advantages and disadvantages of inflation
  • Consumer reactions to inflation

The second section builds on these concepts to provide implications for company financial management. I'll explain:

  • How to prepare for inflation
  • The importance of cash management
  • Ways to earn more income and protect your cash during inflation
  • Pricing tactics and strategies
  • Inflation implications for capital expenditures
  • Tips and ideas for many aspects of company financial management
Inflation: Key Concepts and Business Financial Management Ideas (3 Hrs)

Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.

This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance.  The course then explains popular models for analyzing that data.

You'll learn:

  • The steps in the environmental monitoring cycle
  • The basics and uses of common-size analysis in environmental monitoring
  • What to analyze: both internal and external, and from the industry level to the customer level
  • Sources of financial business environment information
  • Models to organize and synthesize environmental information for planning and decision-making

This course is useful for business leaders and financial staff who are involved in any of these processes:

  • Strategic planning
  • Budgeting, financial projects, and financial modeling
  • Identifying best practices and benchmarks
  • Product and customer profitability analysis
  • Mergers and acquisitions
  • Tax planning
  • Setting owners' distributions or dividends
Business Environmental Analysis: Finances Role (3 Hrs)

Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.

This course will cover the duties of a financial professional as a board member. I'll start with the benefits you provide to a nonprofit board and what your board experience may offer to you. You’ll learn the key questions to ask and the important document to review before joining a board. I'll list the three duties of all board members. We'll also explore the personal liability risks of joining a board and some risks the organization faces. You'll learn some ways to mitigate these risks.

The second half of the course goes deeper into nonprofit financial oversight. We'll look at the financial policies that boards use to guide their organizations. I'll explain how nonprofit financial statements differ from for-profit statements and how financial management is also different. We'll look at the duties of the finance committee and the audit committee, as well as the types of nonprofit audits and examinations. I thought a great way to end a course on tax-exempt organizations is with a lesson on tax compliance. Ironic, isn't it?

This course is tailored to financial professionals, which includes:

  • Accountants and CPAs
  • Financial analysts
  • Financial planners
  • Investment analysts
  • Anyone who has managed finances at a company

This course focuses on the financial governance, risk management, and compliance aspects of board service. It does not go into the details of accounting for nonprofits, completing tax forms, audit procedures, etc. There are many good courses by others that cover this.

The author has worked for multiple nonprofits, including as CFO and SVP of Finance. He has also served on multiple nonprofit boards.

Nonprofit Board Service for Financial Professionals (3 Hrs)

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

Behavioral Finance: Introduction and Insights (5 Hrs)
Course Details

Techniques of Financial Analysis, Modeling, and Forecasting - v13 (Course Id 1760)

QAS / Registry
  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 206 ||| Review Questions: 54 ||| Final Exam Questions: 65
CPE Credits : 13.0
IRS Credits : 0
Price : $107.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1760
Description :

This comprehensive course gives you every sales and financial forecasting formula and modeling techniques you need to analyze your operation both as a whole and by segment. You'll be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. You also receive dozens of worked-out models and modeling techniques that simplify your most difficult business decisions and are easy to adapt to any computer spreadsheet program. This course supplies company accountants, treasurers, CFOs with all the forecasting techniques needed to financially analyze a business as a whole or a segment. Includes analysis techniques, methods for improving forecasting accuracy, analysis tools for managing capital, and more.
Usage Rank : 26800
Release : 2023
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Financial Statement Analysis: How It’s Done, by Statement Type
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 26-Aug-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 - 1760
Keywords : Finance, Techniques, Financial, Analysis, Modeling, Forecasting, v13, cpe, cpa, online course
Learning Objectives :

Chapter 1
Break-Even and Contribution Margin Analysis

After completing this section, you should be able to:
    1. Recognize how costs and revenues affect Cost-Volume-Profit (CVP) analysis.
    2. Compute break-even levels for various scenarios.
    3. Recognize the margin of safety and cash break-even point.

Chapter 2
Understanding and Applying the Time Value of Money Concept

After completing this section, you should be able to:
    1. Recognize the time value of money and how it affects financial decisions.
    2. Calculate the present value of future payments.

Chapter 3
How to Assess Capital Expenditure Proposals for Strategic Decision Making

After completing this section, you should be able to:
    1. Recognize the purpose and use of the capital budget.
    2. Calculate investment payback periods.
    3. Recognize the use for the internal rate of return (IRR) calculations.
    4. Identify the best methods for making long-range investment decisions.

Chapter 4
Analyzing Financial Statements for Financial Fitness

After completing this section, you should be able to:
    1. Recognize a comprehensive set of financial ratios and interpret them.
    2. Recognize the operating cycle of a business.

Chapter 5
Analyzing Quality of Earnings and Using Variance Analysis for Cost Control

After completing this section, you should be able to:
    1. Recognize different characteristics relating to a firm’s quality of earnings.
    2. Identify the relationships between auditing and internal controls.
    3. Recognize why standard costing is important it is for managerial control.
    4. Distinguish among three types of responsibility centers and how they are evaluated.
    5. Calculate different types of variances for manufacturing costs.
    6. Recognize the managerial significance of these variances.
    7. Identify the need for a flexible budget.

Chapter 6
Analysis of Segmental Performance and Profit Variance

After completing this section, you should be able to:
    1. Recognize how to calculate different variances for the price, volume, and sales mix.

Chapter 7
Evaluating Divisional Performance

After completing this section, you should be able to:
    1. Compute return on investment (ROI) by means of the Du Pont formula and show how changes in sales, expenses, and assets affect the investment center's performance.
    2. Calculate the residual income (RI) and profit margin based on ROI.
    3. Identify how ROI and RI measures affect the division's investment decision.

Chapter 8
Analyzing Working Capital

After completing this section, you should be able to:
    1. Recognize aspects affecting cash management and working capital.
    2. Recognize ways to improve profitability by changes to accounts receivable.
    3. Identify how changes in inventory carrying costs affect the organization.

Chapter 9
Corporate Investments

After completing this section, you should be able to:
    1. Recognize accounting aspects and terms for an investment portfolio.
    2. Identify ways to compare risk versus return.
    3. Recognize tools for fundamental and technical analysis.
    4. Recognize the benefits of portfolio theory with regard to investment decisions.

Chapter 10
Obtaining Funds: Short-Term and Long-Term Financing

After completing this section, you should be able to:
    1. Compute the cost of capital.
    2. Distinguish between short-term, intermediate-term, and long-term financing sources

Chapter 11
Analyzing Mergers And Acquisitions

After completing this section, you should be able to:
    1. Identify different types of mergers.
    2. Recognize ways to acquire another business.

Chapter 12
Forecasting and Financial Planning

After completing this section, you should be able to:
    1. Recognize the objectives of forecasts.
    2. Identify different types of qualitative and quantitative forecasting methods.
    3. Recognize quantitative forecasting models and techniques.

Chapter 13
Financial Forecasting and Budgeting tools

After completing this section, you should be able to:
    1. Recognize assumptions of forecasting with the percent of sales method.
    2. Identify major steps in budgeting and financial planning.
    3. Identify the requirements of zero-base budgeting.
    4. Recognize the value of the Lagged Regression Approach and Markov model in evaluating collection and bad debt.

Chapter 14
How to use Corporate Planning Models

After completing this section, you should be able to:
    1. Identify reasons for corporate modeling.
    2. Recognize components of an integrated planning model.
    3. Recognize the application and uses of financial models.

Chapter 15
Optimization Techniques, Financial Modeling and Executive Training

After completing this section, you should be able to:
    1. Recognize techniques for optimization including linear programming.
    2. Differentiate between methods of optimization.
    3. Recognize the disadvantages of optimization models.
    4. Recognize uses and variables for the bankruptcy prediction model.
    5. Identify the purpose of executive management games.
Course Contents :

Chapter 1:    Break-Even and Contribution Margin Analysis

Learning Objectives:

Cost-Volume-Profit Analysis

Operating Leverage

Sales Mix Analysis

Contribution Margin Analysis

Conclusion

Chapter 1 Review Questions

Chapter 2:    Understanding and Applying the Time Value of Money Concept

Learning Objectives:

Assumptions of Present Value and Future Value Techniques

Conclusion

Chapter 2 Review Questions

Chapter 3:    How to Assess Capital Expenditure Proposals for Strategic Decision Making

Learning Objectives:

Capital Budgeting Methods

Risk Analysis in Capital Budgeting

Conclusion

Chapter 3 Review Questions

Chapter 4:   Analyzing Financial Statements for Financial Fitness

Learning Objectives:

Who Uses Financial Analysis

Financial Statement Analysis

Ratio Analysis

Conclusion - Limitations of Ratio Analysis

Chapter 4 Review Questions

Chapter 5:    Analyzing Quality of Earnings and Using Variance Analysis for Cost Control

Learning Objectives:

Quality Of Earnings

Variance Analysis for Cost Control

Responsibility Accounting and Responsibility Center

Standard Costs and Variance Analysis

General Model for Variance Analysis

Flexible Budgets and Performance Reports

Nonfinancial Performance Measures

Conclusion

Chapter 5 Review Questions

Chapter 6:    Analysis of Segmental Performance and Profit Variance

Learning Objectives:

Profit Variance Analysis

Sales Mix Analysis

Conclusion

Chapter 6 Review Questions

Chapter 7:    Evaluating Divisional Performance

Learning Objectives:

Rate of Return on Investment (ROI)

ROI and Profit Planning

Residual Income (RI)

Investment Decisions under ROI and RI

Conclusion

Chapter 7 Review Questions

Chapter 8:    Analyzing Working Capital

Learning Objectives:

Evaluating Working Capital

Cash Management

Management Of Accounts Receivable

Inventory Management

Conclusion

Chapter 8 Review Questions

Chapter 9:    Corporate Investments

Learning Objectives:

Accounting Aspects

Analytical Implications

Obtaining Information

Risk versus Return

Financial Assets

Real Assets

Portfolio Analysis

Mutual Funds and ETFs

Fundamental Analysis

Technical Analysis

Conclusion

Chapter 9 Review Questions

Chapter 10:    Obtaining Funds: Short-Term and Long-Term Financing

Learning Objectives:

Financial Planning

Short-Term Financing

Intermediate-Term Financing: Term Loans and Leasing

Types of Long-Term Debt

Cost of Capital

Conclusion

Chapter 10 Review Questions

Chapter 11:    Analyzing Mergers And Acquisitions

Learning Objectives:

Mergers

Deciding on Acquisition Terms

Acquisition of Another Business

Impact of Merger on Earnings per Share and Market Price per Share

Risk

Holding Company

Conclusion

Chapter 11 Review Questions

Chapter 12:    Forecasting and Financial Planning

Learning Objectives:

Who Uses Forecasts?

Forecasting Methods

Selection of Forecasting Method

The Qualitative Approach

Common Features and Assumptions Inherent in Forecasting

Quantitative Forecasting Methodologies

Smoothing Techniques

Decomposition of Time Series

Regression and the Least-Squares Method

Trend Analysis

Multiple Regression

Measuring Accuracy of Forecasts

Forecasting Sales with the Markov Model

Summary of Forecasting Methods

Conclusion

Chapter 12 Review Questions

Chapter 13:    Financial Forecasting and Budgeting tools

Learning Objectives:

Forecasting External Financing Needs--The Percent-of-Sales Method

Budgeting and Financial Planning

How the Budget Works: An Example

Zero Base Budgeting

Forecasting Cash Flows

Conclusion

Chapter 13 Review Questions

Chapter 14:    How to use Corporate Planning Models

Learning Objectives:

Types of Analysis

Typical Questions Addressed via Corporate Modeling

Types of Models

Current Trends in Modeling

The Future of Corporate Planning Models

Financial Models

Applications and Uses of Financial Modeling

Putting Financial Modeling into Practice

Quantitative Methods Used in Financial Models

Developing Financial Models

Model Specification

Conclusion

Chapter 14 Review Questions

Chapter 15:    Optimization Techniques,  Financial Modeling and Executive Training

Learning Objectives:

Use of Linear Programming

Use of Goal Programming (GP)

Spreadsheet Modeling

Forecasting Financial Distress with Z Score

Training with Management Games

Conclusion

Chapter 15 Review Questions

Glossary
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