• Course Information
    4.4 (698)

    Title: Financial Concepts and Tools for Managers
    Category: Finance
    Field of Study: Finance
    Course Code: F022-0320
    CPE Credits: 6.0
    Price: $49.95


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.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Delta Publishing

Category: Finance

Field of Study: Finance

Passing Score: 70%

Publication Date: 11/02/2022

Technical Details: Finance: Technical

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Module 1:     The Basics
1. Identify the influence and concerns of financial managers.
2. Identify depreciation methods and tax deductions.
3. Differentiate between several financial analysis ratios.
4. Calculate return on investment.

Module 2:     Budgeting and Financial Forecasting
1. Identify the different types of budgets an organization might need, and the steps required in projecting external financial needs.
2. Recognize the different ways to improve cash management.

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QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA

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