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Financial Planning, Analysis, and Performance Management

Exam Questions: 90
Course Level: Basic
Pages: 518 | Content: 506, Supplemental: 12
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7595A

This course will prove to be a great reference for many areas that directly impact an organization's effectiveness. From budgeting and forecasting, analysis, and performance management to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids are used to illustrate complex concepts and provide a great reference at a glance. This course will provide real-world guidance on such things as improving planning and forecasting, building analytical capability of financial information, effectively evaluating capital investments, and stepping up your game with leading edge analytical tools. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Financial Planning & Analysis and Business Performance Management
  • Fundamentals of Finance
  • Key Analytical Tools and Concepts
  • Developing Predictive and Analytical Models
  • Building Analytical Capability
  • Communicating and Presenting Financial Information
  • Business Performance Management
  • Dashboards and Key Performance Indicators
  • Institutionalizing Performance Management
  • Measuring and Driving What's Important: Innovation, Agility, and Human Capital
  • The External View: Benchmarking Performance and Competitive Analysis
  • Business Projections and Plans: Introduction and Best Practices
  • Budgets, Operating Plans, and Forecasts
  • Long-Term Projects
  • Revenue and Gross Margins
  • Operating Expenses and Effectiveness
  • Capital Management and Cash Flow: Working Capital
  • Capital Management and Cash Flow: Long-Term Assets
  • Risk, Uncertainty, and the Cost of Capital
  • Capital Investment Decisions: Introduction and Key Concepts
  • Capital Investment Decisions: Advanced Topics
  • Business Valuation and Value Drivers
  • Analysis of Mergers and Acquisitions
  • Summary and Where to from Here?
Objectives
  • To identify the characteristics of performance management
  • To recognize the usefulness of standard financial tools
  • To identify which tools are available for financial analysis
  • To identify the steps involved in developing an analytical model
  • To recognize the importance of communication in building financial knowledge
  • To identify best practices when communicating financial information
  • To identify the steps in the performance management process
  • To recognize what makes an effective dashboard
  • To identify the driver behind a successful performance management process
  • To identify the key drivers of both acquired and organic growth
  • To identify how to use benchmarking analysis effectively
  • To recognize the importance of projections and planning
  • To identify the limitations of budgeting
  • To recognize the value of long-term planning
  • To recognize the difference between acquired and organic growth
  • To recognize how to implement operating effectiveness
  • To identify the components of working capital
  • To recognize the complexities involved with capital assets
  • To identify how to reduce the cost of capital
  • To identify how to evaluate the merits of a capital investment
  • To recognize how to determine investment risk
  • To identify the steps necessary to create a discounted cash flow valuation
  • To recognize the positive and negative impacts of a merger or acquisition
  • To identify the importance of establishing good execution teams

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.