This course
provides a comprehensive understanding of financial planning and analysis, as
well as effective communication skills. Learners will study the principles and
processes of financial management, corporate finance activities, working
capital management, and financial investment decisions. They will also learn
about the strategic planning framework, risk management, financial accounting
and reporting, and ratio analysis. By the end of the course, learners should be
able to apply financial planning and analysis techniques to real-world
scenarios, evaluate financial performance, and communicate financial
information effectively to stakeholders.
Recall the fundamental principles and objectives of financial management.
Explain the basic corporate financial concepts and corporate finance activities.
Analyze and evaluate the financial investment decisions using the strategic planning framework.
Evaluate the working capital management techniques to manage liquidity risks.
Create and interpret financial statements such as the income statement, balance sheet, and statement of cash flows.
Apply ratio analysis to assess the financial performance of a company.
Analyze organizational structure, culture, and stakeholder relationships to measure organizational performance.
Use industry benchmarks and attributes to identify industry uncertainty and risks.
Analyze and interpret financial information to perform variance analysis, competitive analysis, and provide feedback.
Communicate financial information effectively through effective written communication and presentations.
Objectives of Financial Management
Corporate Finance Activities
Basic Corporate Financial Concepts
Working Capital Management
Financial Investment Decisions
Nature of Strategy
Strategic Planning Framework
Strategy and Measurement
Risk
Accounting Concepts and Standards
Accounting and External Financial Reporting
Income Statement
Balance Sheet
Statement of Cash Flows
Interactions among Common Financial Statements
Liquidity Ratios
Leverage Ratios
Activity Ratios
Profitability Ratios
Market Ratios
Limitations and Uses of Ratios
Common-Size and Percentage-Change Financial Statements
What FP&A Must Know
The Role of FP&A
Challenges in Information Gathering and Interpretation
Organizational Structure
Organizational Culture
Stakeholders and Business Partners
Measuring Organizational Performance
Business and Support Process Risks
Industry Attributes
Industry Benchmarks
Industry Uncertainty
Perform Variance Analysis and Reporting
Perform Competitive Analysis
Provide Feedback and Revise Documentation
Communication Essentials
Effective Written Communication
Effective Presentations
Financial Analyst, Financial Planner, Financial Advisor, Accounting Manager, Business Analyst, Budget Analyst, Financial Consultant, Investment Analyst, Treasury Analyst, and Operations Analyst.
