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Technical

Corporate Financing and M&A Track (Modules 6-10) Logo cgma

  Kaplan Publishing Limited |   $235.00 - 295.00 |   CPE: 8.0 |   AICPA |   Feb 2015 |   Finance |   AICPA Store

This CPE course is included in the 50+ hours of CGMA Strategic Management Accounting. It can also be purchased individually or as a part of Corporate Financial Strategy.

Corporate Financing and M&A CPE course first examines factors to consider when making the fundamental financing decision between equity financing and debt financing and further investigates the main sources of equity and debt finance, as well as the criteria for managing the risk involved. The course also focuses on capital structure, the impact to a business as a result of a change in capital structure, traditional and modern views of gearing, debt structuring, and examines the effects of dividend policy on shareholders.

In addition, Corporate Financing and M&A addresses why entities merge with or acquire other entities, the tax implications of mergers and acquisitions, the role and scope of competition authorities, and reasons for and against divestment including common examples. It further addresses the process and implications of a management buyout, including potential conflicts of interest.

Next, the course scrutinizes business valuation and methods used to calculate such values. Finally, the course focuses on the nature of mergers and acquisitions, and the various stages of negotiating, planning, and dealing with hostile and in-house bids.

Courses Included:

  • Financing - Equity Finance
  • Financing - Debt Finance
  • Financing - Capital Structure and Dividend Policy
  • Financial and Strategic Implications of Mergers and Acquisitions
  • Methods of Business Valuations

Learning Objectives

When you complete this course, you will be able to:

  • Evaluate the financing requirements of an entity and recommend a strategy for meeting those requirements
  • Evaluate dividend policies for an incorporated entity that meet the needs and expectations of shareholders
  • Evaluate opportunities for acquisition, merger and divestment
  • Evaluate the value of entities
  • Evaluate pricing issues and post-transaction issues

Topics Discussed

  • Methods of raising equity finance
  • Methods of raising long-term debt finance
  • The impact of changes in capital structure for an incorporated entity on shareholders and other stakeholders
  • Alternatives to cash dividends and their impact on shareholder wealth and entity performance measures
  • Appropriate dividend policies, including consideration of shareholder expectations and the cash needs of the entity
  • The financial and strategic implications of proposals for an acquisition, merger or divestment, including taxation implications
  • How to calculate the value of a whole entity (quoted or unquoted), a subsidiary entity or division using a range of methods including taxation
  • The validity of the valuation methods used and the results obtained in the context of a given scenario
  • Alternative pricing structures and bid process including taxation implications
  • Post-transaction issues

Who Will Benefit?

  • CGMA exam candidates
  • Management accountants wanting to develop skills in corporate financial strategy

DISCOUNTS

CGMA designation holders qualify for additional discounts on this product

In order to receive your special pricing, you must be registered and signed in. View the complete list of development products available on CGMA.org.

Topics covered:
  • Management accounting: CGMA exam preparation: CPA pathway to CGMA, Intermediate
  • Management accounting: Technical: Corporate finance & treasury management: Mergers & acquisitions, Foundational
  • Management accounting: Technical: Corporate finance & treasury management: Business valuation, Foundational
  • Management accounting: Technical: Corporate finance & treasury management: Corporate funding, Intermediate
  • Forensic & valuation services: Technical: Mergers & acquisitions, Intermediate
Who Will Benefit?
  • CGMA exam candidates
  • Management accountants wanting to develop skills in corporate financial strategy
Topics Discussed
  • Methods of raising equity finance
  • Methods of raising long-term debt finance
  • The impact of changes in capital structure for an incorporated entity on shareholders and other stakeholders
  • Alternatives to cash dividends and their impact on shareholder wealth and entity performance measures
  • Appropriate dividend policies, including consideration of shareholder expectations and the cash needs of the entity
  • The financial and strategic implications of proposals for an acquisition, merger or divestment, including taxation implications
  • How to calculate the value of a whole entity (quoted or unquoted), a subsidiary entity or division using a range of methods including taxation
  • The validity of the valuation methods used and the results obtained in the context of a given scenario
  • Alternative pricing structures and bid process including taxation implications
  • Post-transaction issues
Learning Objectives

When you complete this course, you will be able to:

  • Evaluate the financing requirements of an entity and recommend a strategy for meeting those requirements
  • Evaluate dividend policies for an incorporated entity that meet the needs and expectations of shareholders
  • Evaluate opportunities for acquisition, merger and divestment
  • Evaluate the value of entities
  • Evaluate pricing issues and post-transaction issues

This CPE course is included in the 50+ hours of CGMA Strategic Management Accounting. It can also be purchased individually or as a part of Corporate Financial Strategy.

Corporate Financing and M&A CPE course first examines factors to consider when making the fundamental financing decision between equity financing and debt financing and further investigates the main sources of equity and debt finance, as well as the criteria for managing the risk involved. The course also focuses on capital structure, the impact to a business as a result of a change in capital structure, traditional and modern views of gearing, debt structuring, and examines the effects of dividend policy on shareholders.

In addition, Corporate Financing and M&A addresses why entities merge with or acquire other entities, the tax implications of mergers and acquisitions, the role and scope of competition authorities, and reasons for and against divestment including common examples. It further addresses the process and implications of a management buyout, including potential conflicts of interest.

Next, the course scrutinizes business valuation and methods used to calculate such values. Finally, the course focuses on the nature of mergers and acquisitions, and the various stages of negotiating, planning, and dealing with hostile and in-house bids.

Courses Included:

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