Online Financial Courses
Provided by : Matt H. EvansAdress: 6903 29th St N ; Arlington, VA 22213
Phone number : 1-877-689-4097
Email: matt@exinfm.com
Course 4: Strategic Planning
- Chapter 1: Preliminary Considerations
- What is Strategic Planning?
- Why do Strategic Planning?
- Limitations of Strategic Planning
- Specific Problems Associated with S.P.
- Chapter 2: Organizing the Process
- Start Organizing
- Chapter 3: Asset Management Ratios
- Situational Audits
- Making Situational Analysis Work
- Chapter 4: Developing the Strategic Plan
- Chapter 5: Implementing the Strategic Plan
- Evaluation and Control
- Contingency Plans
- Updating the Plan
- Summary
Course 5: Process Improvement
- Chapter 1: Some Good Starting Points
- Two Important Pioneers
- Breaking it Down
- Compress the Handoffs
- Fundamental Principles
- Measurement and Control
- Formal Programs
- Chapter 2: Fundamental Tools of the Trade
- SWOT Analysis
- Root Cause Analysis
- Pareto Chart
- Process Mapping
- Brainstorming
- Storyboarding
- Force Field Analysis
- Value Analysis
- Issues Analysis
- Solutions Rating Matrix
- Trend Analysis
- Project Management
- Chapter 3: Capability Maturity Model (CMM)
- Five Levels of Maturity
- Key Process Areas
- The Baseline for Improvement Begins at L.2
- CMMI
- CMM Reality Check
- Chapter 4: Six Sigma
- Project Selection
- Five Phases - DMAIC
- The Basics
- CTQ and VOC
- The Six Sigma Equation
- Statistical Concepts
- Design of Experiments (DOE)
- Design for Six Sigma
- Chapter 5: Lean Thinking
- Map the Value Stream
- Five Lean Principles
- Process Modeling
- Lean Life Cycle Methods
- Course Summary
Course 1: Evaluating Financial Performance
- Chapter 1: Return on Equity
- Why use ratios?
- Calculating Return on Equity
- Components of Return on Equity
- Chapter 2: Liquidity Ratios
- Current Ratio
- Acid Test or Quick Ratio
- Defensive Interval
- Ratio of Operating Cash F. to Current Debt Oblg.
- Chapter 3: Asset Management Ratios
- Accounts Receivable Turnover
- Days in Accounts Receivable
- Inventory Turnover
- Days in Inventory
- Operating Cycle
- Capital Turnover
- Chapter 4: Profitability Ratios
- Operating Income to Sales
- Return on Assets
- Chapter 5: Leverage Ratios
- Debt to Equity
- Debt Ratio
- Times Interest Earned
- Chapter 6: Market Value Ratios
- Earnings Per Share
- P / E Ratio
- Book Value per Share
- Dividend Yield
- Chapter 7: Comparing Financial Statements
- Vertical Analysis
- Horizontal Analysis
- Summary
Course 2: Capital Budgeting Analysis
- Chapter 1: The Overall Process
- Capital Expenditures
- The Three Stages of Capital Budgeting Analysis
- Stage 1: Decision Analysis
- Stage 2: Option Pricing
- Stage 3: Discounted Cash Flows
- Chapter 2: Calculating the Discounted Cash Flows of Projects
- Understanding "Relevancy"
- Calculating the Present Value of Cash Flows
- Calculating Net Investment
- Chapter 3: Asset Management Ratios
- Net Present Value
- Modified Internal Rate of Return
- Discounted Payback Period
- Chapter 4: Profitability Ratios
- Adjusting for Risk
- International Projects
- Post Analysis
- Course Summary
Course 3: The Management of Capital
- Chapter 1: Basic Concepts and Theories
- Introduction
- The Economics of Capital
- Basic Considerations in Managing Capital
- Approaches to Managing Capital
- Chapter 2: Calculating the Cost of Capital
- Cost of Debt (Cd)
- Cost of Common Stock (Ccs)
- Cost of Preferred Stock (Cps)
- Cost of Retained Earnings
- Cost of Equity and Risk
- Chapter 3: The Financing Decision
- Refinancing Risk
- Inflation
- Floatation Cost
- Marginal Cost of Capital
- EBIT / EPS Comparison
- Assessing Risk
- Targeted Debt Levels
- The Overall Process
- Chapter 4: The Financial Marketplace
- Investment Bankers
- Initial Public Offerings (IPO’s)
- Private Placements
- Course Summary
