Financial Concepts and Tools for Managers
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 the 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.
Topics include a broad overview of business types and formation, funding, capital markets, tax planning, budgeting, financial statement and analysis and many other aspects of running a business. Many subjects are discussed with the intention of providing the business person with a quick introduction to commonly used business terms and requirements.

Course Publication Date: July 06, 2018

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $55.00!

Author:Delta CPE
Course No:FIN-CONCTOOL-4818
Recommended CPE:5.50
Delivery Method:QAS Self Study
Level of Knowledge:Basic
Advanced Preparation:None
Recommended Field of Study:Finance
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Learning Objectives
  • Recognize the goals of managerial finance.
  • Identify the influence and concerns of financial managers.
  • Identify depreciation methods and tax deductions.
  • Recognize the elements basic financial statements, including the balance sheet and the statement of cash flows.
  • Differentiate between several financial analysis ratios.
  • Calculate return on investment.
  • Identify the different types of budgets an organization might need, and the steps required for budgeting.
  • Recognize the steps in projecting external financial needs.
  • Recognize the different ways to improve cash management.
  • Identify when to use various cash management models to help reduce uncertainty.
  • Recognize different methods for measuring risk.
  • Recognize beta’s role in assessing a security’ risk.
  • Identify the relationship between bond price and interest rates.
  • Recognize the concept of term structure when applied to interest rates.
  • Recognize the concept of time value of money.
  • Identify capital budgeting techniques.
  • Recognize various evaluation methods for capital budgeting.
  • Identify mutually exclusive investments.
  • Recognize steps in the lease versus purchase decision.
  • Recognize different methods for measuring the cost of capital.
  • Identify the relative costs associated with using different types of capital.
  • Distinguish between the different objectives for dividend policies.
  • Recognize different financing strategies and the opportunity costs associated with them.
  • Recognize the characteristics of intermediate-term bank loans.
  • Identify the characteristics of different types of long term debt, and the associated risks.
  • Identify various purchase and sales processes for different securities.
  • Differentiate between different types of mergers and acquisitions.
  • Recognize the uses and benefits of business combinations.
  • Recognize the characteristics of a tender offer.
  • Recognize different techniques for assigning risk to companies.
  • Identify financial aspects of doing business globally.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sponsor Number: 109423


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