CPE Self-Study
Corporate Financial Strategy
Group Pricing
This product offers a group pricing option. Contact us for details.
Contact us
Online: 16.0
This CPE course provides you with the technical knowledge required for the CGMA exam related to strategic management accounting. Its focus is on the process of financial reporting, financial statement analysis, types of corporate entities, analysis of key stakeholders, and financial and non-financial objectives. This course includes the Finance & Treasury Management track and the Corporate Financing and M&A track.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Accessibility: The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Product details

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).

Ratings and reviews

Kaplan Publishing Limited


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Member Quantity:
Nonmember Quantity:
Estimated total:
Add to cart
CPE credits
: 16.0
NASBA Field of Study
Management accounting experience or the equivalent
Delivery Method
QAS Self-Study
Course acronym
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
Contact us online
Back to Top