Financial Concepts and Tools for Managers (CTDP)

Customer Rating
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

version

01

Credits

6

Company Code

Self Study

Format

On Demand

Yellow Book Approved

No

CFP Approved

No

IRS Approved

No

CTEC Approved

No

Field of Study Credits

Finance (6)

Field of Study Department

Finance

Course Version

2024-01

CPE Approved

Yes

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

Customer Reviews

Based on 3 reviews
100%
(3)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)