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Technical

Corporate Financial Strategy Logo cgma

  Kaplan Publishing Limited |   $279.00 - 439.00 |   CPE: 16.0 |   AICPA |   Feb 2015 |   Finance |   AICPA Store

This CPE course is included in the 50+ hours of CGMA Strategic Management Accounting.

This set of CPE courses moves from traditional financial reporting, interpretation, and analysis to consideration of non-financial objectives in the larger context of key stakeholders and Integrated Reporting methods. The course identifies the three key decisions in financial strategy and considers the factors involved in the decision process of using various debt and equity financing methods. Additionally, there are considerations for risk management, capital structure, ratio analysis, and the effects of dividend policy on shareholders. Finally, the course investigates mergers and acquisitions, and looks into factors such as tax implications, competition authorities, and divestment. Next, it scrutinizes business valuation and methods used to calculate such values. The course concludes with the nature of mergers and acquisitions, the various stages of negotiating, planning, and dealing with hostile and in-house bids.

Learning Objectives

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

  • Evaluate the financial performance, financial position and financial adaptability of an incorporated entity
  • Discuss the limitations of ratio analysis
  • Evaluate strategic financial management policy decisions and financing requirements, and recommend a strategy
  • Evaluate dividend policies
  • Evaluate strategic financial and nonfinancial objectives
  • Evaluate opportunities for acquisition, merger and divestment
  • Evaluate the value of entities, pricing issues and post-transaction issues

Topics Discussed

  • The use and limitations of ratios for profitability, performance, financial position, efficiency, liquidity and leveraging
  • The interrelationship among investment, financing and dividend decisions
  • The overall strategic financial and nonfinancial objectives
  • The use of sustainability and integrated reporting
  • Alternative methods of raising equity and long-term debt and declaring dividends
  • The impact of changes in capital structure and the implications of proposals for an acquisition, merger or divestment

Who Will Benefit?

  • CGMA exam candidates
  • Those seeking to convey accounting skills into expanded roles of strategic influence and business decision making

This course is made up of the Finance & Treasury Management Track (Modules 1-5) and the Corporate Financing and M&A Track(Modules 6-10).

Topics covered:
  • Management accounting: CGMA exam preparation: CPA pathway to CGMA, Intermediate
  • Management accounting: Technical: Management reporting & analysis: Financial analysis, Intermediate
  • Management accounting: Technical: Corporate finance & treasury management: Corporate funding, Intermediate
Who Will Benefit?
  • CGMA exam candidates
  • Those seeking to convey accounting skills into expanded roles of strategic influence and business decision making
Topics Discussed
  • The use and limitations of ratios for profitability, performance, financial position, efficiency, liquidity and leveraging
  • The interrelationship among investment, financing and dividend decisions
  • The overall strategic financial and nonfinancial objectives
  • The use of sustainability and integrated reporting
  • Alternative methods of raising equity and long-term debt and declaring dividends
  • The impact of changes in capital structure and the implications of proposals for an acquisition, merger or divestment
Learning Objectives

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

  • Evaluate the financial performance, financial position and financial adaptability of an incorporated entity
  • Discuss the limitations of ratio analysis
  • Evaluate strategic financial management policy decisions and financing requirements, and recommend a strategy
  • Evaluate dividend policies
  • Evaluate strategic financial and nonfinancial objectives
  • Evaluate opportunities for acquisition, merger and divestment
  • Evaluate the value of entities, pricing issues and post-transaction issues

This CPE course is included in the 50+ hours of CGMA Strategic Management Accounting.

This set of CPE courses moves from traditional financial reporting, interpretation, and analysis to consideration of non-financial objectives in the larger context of key stakeholders and Integrated Reporting methods. The course identifies the three key decisions in financial strategy and considers the factors involved in the decision process of using various debt and equity financing methods. Additionally, there are considerations for risk management, capital structure, ratio analysis, and the effects of dividend policy on shareholders. Finally, the course investigates mergers and acquisitions, and looks into factors such as tax implications, competition authorities, and divestment. Next, it scrutinizes business valuation and methods used to calculate such values. The course concludes with the nature of mergers and acquisitions, the various stages of negotiating, planning, and dealing with hostile and in-house bids.

This course is made up of the Finance & Treasury Management Track (Modules 1-5) and the Corporate Financing and M&A Track(Modules 6-10).

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