Financial Management Training Center
Evaluating Financial Performance
This course provides a clear and concise
overview of specific ratios that are used to measure financial
performance. Performance areas covered include liquidity, asset
management, profitability, leverage, market value ratios, and
comparative analysis. The objective of the course is to provide the
user with ratios that can be useful in measuring and monitoring
financial performance in conjunction with a set of financial
statements
PDF Version <|> Online Version <|> Spreadsheet Model
Financial Planning and Forecasting
This course outlines the process for
effective financial planning, including where to start, what types
of budgets to prepare, and how to make budgeting a value-added
activity. The objective of the course is to provide guidance for the
user on how to do financial planning.
PDF Version <|> Online Version <|> Developing Financial Projections
Capital Budgeting Analysis
This course is designed for users with a working
knowledge of capital budgeting who want to improve their current
practices. The course focuses on three stages of capital budgeting
analysis. The purpose of the course is to introduce new concepts and
ideas that will improve capital budgeting; such as option pricing
and post audit analysis.
PDF Version <|> Online Version <|> Spreadsheet Model
Managing Cash Flow
This course provides a concise overview of concepts related to the
management of cash flows. Some of the principles taught in this
course include measurement of cash flow cycles, cash flow
forecasting, and short-term financing. The purpose of this course is
to introduce principles and practices related to managing cash
flows.
PDF Version <|> Online Version |
The Management of Capital
This course provides an overview of concepts
related to how to manage the capital of a company. Course
content includes the calculation of cost of capital, how to select
the right mix of capital, and how financial markets work in raising
capital.
PDF Version <|> Online Version
Mergers and Acquisitions - Part 1 of 2
This course is the first part of a
two part course covering the merger and acquisition process. Part 1
describes the overall process, types of mergers, the legal process,
important federal regulations, and due diligence. The purpose of the
course is to provide the user with a solid understanding of how the
merger and acquisition process works.
PDF Version <|> Online Version
Mergers and Acquistions - Part 2 of 2
This course is the second part of a
two part course covering the merger and acquisition process. Part 2
describes valuation concepts, financial analysis, the valuation
process, post merger integration, and anti-takeover
defenses. The purpose of the course is to provide the user with a
solid understanding of how the merger and acquisition process works.
PDF Version <|> Online Version
Value Based Management
This course describes how traditional accounting and financial functions can create higher
market values for a business. Course content includes specific
measures for creating and measuring value, such as Economic Value
Added and Residual Cash Flow.
PDF Version <|> Online Version
Strategic Planning
This course provides an overall understanding of how to do
a strategic plan. The course outlines the entire strategic planning
process. The purpose of the course is to teach participants how the
strategic planning process works.
PDF Version <|> Online Version <|> Assessment Spreadsheet <|> Strategic Planning Model <|>
Strategic Planning Manual
The Balanced Scorecard
This course provides a step by
step guide on how to build a balanced scorecard. The course
describes the development process and includes examples of actual
balanced scorecards.
PDF Version <|> Online Version <|> Excel Templates <|> White Paper
Competitive Intelligence - Part 1 of 2
This course provides a basic overview of how competitive intelligence works, including analytical techniques and counter-intelligence. The course describes specific methods for conducting competitive intelligence.
PDF Version <|> Online Version <|> Power Point
Competitive Intelligence - Part 2 of 2
This course provides more in-depth coverage on competitive intelligence with an emphasis on analytical models used by CI Professionals. The course also provides an overview of CI Systems and pulls all concepts together by presenting some short case studies.
PDF Version <|> Online Version
Going Public
This course provides an outline to how a private company goes public
through an Initial Public Offering or IPO. The course describes
different phases and critical issues that a company must address for
a successful IPO.
PDF Version <|> Online Version <|> Timeline <|>
Survival Guide <|> Officer Questions <|> IPO Outline <|>
Prospectus Example <|> SEC Handbook
Creating Value for Non Profits and NGO's
This course introduces managers and other professionals working in the nonprofit
sector to Value Based Management. The course attempts to establish a
common framework for how nonprofit's and non-governmental
organizations can apply Value Based Management in such areas as
Strategic Planning, Resource Development, Leadership, and Performance Measurement.
PDF Version <|> Online Version <|> Logic Model Handbook <|>
Social Entrepreneurship |
Process Improvement
This course provides an overview of various tools and techniques you can use for improving a process. A brief introduction on Capability Maturity Models, Six Sigma and Lean is included as part of this short course.
PDF Version <|> Power Point
Leadership
This course compiles some of the best thinking on leadership, outlining a framework for developing and measuring leadership effectiveness.
PDF Version <|> Online Version |
Managing Projects
This course provides a good overall understanding of how to manage projects. The course includes an overview of the Project Management Body of Knowledge (PMBOK) developed by the Project Management Institute. The course also includes a quick outline on Earned Value Management and touches on a few advanced topics such as Enterprise Architecture.
PDF Version <|> Online Version <|> PM Primer <|> PM Workbook <|> PM Tool Kit