CPE Credit: 19 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $127

Course Number: FN1016

Table of Contents

Chapter 1. Overview of Financial Analysis

Chapter 2. The Financial Statements

Chapter 3. Accounting Issues Impacting the Financials

Chapter 4. The Interpretation of Financial Statements

Chapter 5. Cost-Volume-Profit Analysis

Chapter 6. Pricing Decisions

Chapter 7. Cost Object Analysis

Chapter 8. Constraint Analysis

Chapter 9. Credit Decisions

Chapter 10. Financing Choices

Chapter 11. Financial Leverage

Chapter 12. Capital Structure Analysis

Chapter 13. Dividend Analysis

Chapter 14. Foreign Exchange Risk Analysis

Chapter 16. Financial Forecasting

Chapter 17. Managing the Rate of Growth

Chapter 18. The Cost of Capital

Chapter 19. Discounted Cash Flow Techniques

Chapter 20. Capital Budgeting

Chapter 21. The Lease or Buy Decision

Chapter 22. Acquisition Valuation

Chapter 23. The Enhancement of Shareholder Value

Learning Objectives

• Note the situations in which different types of financial analysis could be used.
• Identify the financial statements, their contents, and how they are formatted.
• Cite the key accounting concepts that can alter the information presented in the financial statements.
• State the methods used to interpret the information in the financial statements.
• Identify the components of the cost-volume-profit relationship, and how they are used.
• Identify the advantages of the various pricing methodologies.
• Cite the issues that can impact the cost of a cost object, and whether that cost is recognized.
• Identify the key constraint concepts and how they can be used to improve profitability.
• Note the concepts under which credit is granted to customers, as well as indicators of possible future delinquency.
• Identify the financing choices available to a company.
• Cite the impact and risks of financial leverage on a business, as well as when leverage is more likely to be used.
• State the issues impacting the capital structure of a business, as well as situations in which the capital structure should be reviewed.
• Identify the measurements used by investors to track the adequacy of dividend payments.
• Identify the risks and mitigating actions associated with foreign exchange.
• Cite the risks and mitigating actions associated with interest rates, as well as the terms of the various interest rate hedging instruments.
• State the elements of a system of forecasting and budgeting.
• Identify the issues impacting the rate of growth of a company.
• Identify the elements of the cost of capital, and note how the cost of capital is calculated.
• Cite the basis for the use of discounted cash flows, the types of annuities, and how discounted cash flows can be used.
• State the methods available for analyzing requests for capital projects, and the issues to be reviewed when examining such requests.
• Note the concepts involved in the lease or buy decision process, the information to include in or exclude from the decision, and the circumstances under which different lease types would be used.
• Identify the techniques used to place a value on a target company.
• Cite the methods used to measure and improve shareholder value, and the situations in which certain methods are more applicable.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Finance

Prerequisites: None

Advance Preparation: None

Program Registration Requirements: Click on Purchase Course near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

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