Financial planning involves obtaining, using, and managing funds to achieve the client’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 planning.
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 businessperson with a quick introduction to commonly used business terms and requirements.
Course Publication Date:
July 18, 2023
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or can be purchased for
$30.00!
| Author: | Delta CPE |
| Course No: | CFP-CONCTOOL-4813 |
| Recommended CPE: | 3.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Finance
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Learning Objectives
- Identify the influence and concerns of financial managers.
- Identify depreciation methods and tax deductions.
- Differentiate between several financial analysis ratios.
- Calculate return on investment.
- Identify the different types of budgets an organization might need, and the steps required in projecting external financial needs.
- Recognize the different ways to improve cash management.
- Recognize different methods for measuring risk.
- Identify the relationship between bond price and interest rates.
- Recognize the concept of time value of money.
- Recognize various evaluation methods for capital budgeting.
- Recognize steps in the lease versus purchase decision.
- Identify the relative costs associated with using different types of capital.
- Distinguish between the different objectives for dividend policies.
- Recognize different financing strategies.
- Recognize a characteristic of intermediate-term bank loans.
- Identify the characteristics of different types of long-term debt, and the associated risks.
- Identify different purchase and sales processes for securities.
- Differentiate between different types of mergers and acquisitions.
- Recognize the uses and benefits of business combinations.
- Recognize the characteristics of a tender offer.
- Recognize different techniques for assigning risk to companies.