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CPE Self-Study
Corporate Financial Strategy
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NASBA FIELD OF STUDY
Finance
LEVEL
Intermediate
CPE CREDITS
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.

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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
Author(s)

Kaplan Publishing Limited

Publisher

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.

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Price:
$439.00
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Estimated total:
$439.00
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CREDIT INFO
CPE credits
Online
: 16.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
Management accounting experience or the equivalent
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
SMA-CFS
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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