A Business Guide to Wealth Creation

Exam Questions: 50
Course Level: Basic
Pages: 222 | Content: 198, Supplemental: 24
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8150

This course will provide a look into how businesses work to provide wealth to entrepreneurs and investors. You will become acquainted with the characteristics of successful business models along with insights into how to improve those models to generate personal and collective wealth. The course includes many case studies that highlight crucial business and financial concepts as well as guidance on how to evaluate business models. 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
  • Free Enterprise and Wealth Creation
  • Daymond John and the First Variable
  • The Capital Stack and Two More Variables
  • Three More Variables and Voila!
  • The Value Equation
  • Business Model Evaluation
  • Pulling the Corporate Efficiency Levers
  • Choosing from Your OPM Options
  • Opportunity Cost
  • The Final Form of OPM
  • A Look at Public Companies
  • Animal Spirits
  • Mergers and Acquisitions
  • The Essential Ingredient
  • The Art of the Possible
  • To recall the percentage of U.S. businesses that fail within the first year
  • To recognize how a company can reduce its required business investment
  • To identify the term used to describe the various sources of capital used to finance business investment
  • To recall what is included in the operating profit margin calculation
  • To identify the Big Three variables used in the author's V-Formula
  • To identify the FAANG stocks
  • To identify the V-Formula variables and their corresponding types of corporate efficiency
  • To recognize the quantitative issues associated with a decision to own real estate
  • To recall the lesson described in "The Broken Window"
  • To recall OPM equity considerations
  • To identify the characteristics of Google's business activities
  • To recognize the requirements for listing a company on the New York Stock Exchange
  • To identify famously bad mergers and acquisitions
  • To identify the essential skills tethered to the problems and stakeholders that businesses are designed to address
  • To recall the characteristics of America's billionaire class

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