Accountant’s Guide to Financial Management (MTDP)

Customer Rating
Field of Study
Finance
Level
Overview
Credits
15
Qualifies For
CPE



Price:  $149.99

This Financial management course is designed for accountants who must have financial knowledge but has not had formal training in finance. Topics include: The Sarbanes-Oxley Act financial reporting requirements, uses and analysis of financial statements, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, portfolio selection, management of financial resources, and international finance.

The goals of the course are fourfold:
1. It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and managers.
2. It also concentrates on providing a working vocabulary for communication.
3. It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
4. It also includes checklists, guidelines, rules of thumb, dia

Additional information

Credits

15

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Finance (Technical) (15)

Field of Study Department

Finance (Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

None

Knowledge Level:

Overview

Major Topics:

  • An Overview of Financial Management
  • Financial Statements and Cash Flow
  • Evaluating a Firm's Financial Performance
  • Improving Financial Performance
  • Budgeting, Planning, and Financial Forecasting
  • The Time Value of Money
  • The Meaning and Measurement of Risk and Rates of Return
  • Valuation of Stocks and Bonds
  • The Cost of Capital
  • Capital Budgeting: Techniques and Practice
  • Determining the Financing Mix
  • Managing Liquid Assets
  • Short-Term Financing
  • Debt Financing
  • Equity Financing
  • International Finance

Learning Objectives:

  • Identify the objectives of managerial finance.
  • Distinguish between profit maximization and stockholder wealth maximization.
  • Recognize factors that affect the value of a firm.
  • Recognize the role of financial managers.
  • Recognize the various legal forms of business organization.
  • Identify the basic financial statements used by a firm.
  • Recognize how the balance sheet portrays a company’s financial position.
  • Identify the components of a statement of cash flows.
  • Recognize how footnote disclosures are used, and requirements for segment reporting.
  • Recognize reporting requirements of the Sarbanes-Oxley 404.
  • Identify which factors are used in evaluating a firm’s stock.
  • Recognize a comprehensive set of financial ratios and how to interpret them.
  • Recognize how ROI can be enhanced by management.
  • Identify the basic components of the Du Pont formul

Designed For:

Accountants with some financial knowledge but no formal training in finance