Financial Concepts and Tools for Managers (CTDP)

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Field of Study
Finance

Level
Overview

Credits
6

Qualifies For
CPE

Price: $ 119

Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of financial concepts, tools, strategies, and major decision areas related to financial management of the business. This course is directed toward the businessperson who must have financial knowledge but has not recently had training in finance.

Additional information

year	2024
version	01
Credits	6
Company Code	Self Study
Format	On Demand
Yellow Book Approved	0
CFP Approved	0
IRS Approved	0
CTEC Approved	0
Field of Study Credits	Finance (6)
Field of Study Department	Finance
Course Version	2024-01
CPE Approved	1

Pre-requistes:

None

Knowledge Level:

Overview

Major Topics:

Depreciation methods and tax deductions
Ways to improve cash management
Relationship between bond price and interest rates
Different objectives for divident policies
Characteristics of intermediate-term bank loans
Purchase and sales processes for securities
Uses and benefits of business combinations

Learning Objectives:

Identify the influence and concerns of financial managers
Identify the different types of budgets an organization might need and the steps required in projecting external financial needs
Recognize the different methods for measuring risk
Identify the relative costs associated with using different types of capital
Recognize different financing strategies
Identify the characteristics of different types of long-term debt, and the associated risks
Differentiate between differnt types of mergers and acquisitions

Designed For:

Businesspersons who need training in finance