Management Training Courses
Seminars. Workshops. MasterClasses

Finance Management Course
     Corporate Finance Management Best Practices

Training Methods:	Action Learning Seminar and Workshop
Course Venue:	USA West: Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA. USA East: Chicago, IL. Houston, TX. New York, NYC, NY. Washington, DC. Miami, FL.
Course Duration:	5 days (2 days seminar + 3 days project)
Course Times:	9:30 AM - 3:30 PM
Course Dates:	Management Training Courses Calendar
Course Fees:	$9,999
Group Discounts:	10% for 2 delegates. 15% for 3 or more delegates. Government and non-profit delegates receive up to 25% discount for 4 or more delegates. Valid only for Las Vegas venue.
Course Options:	Available on client site for a group of 5 or more delegates. Contact us for customization of training topics and duration or one-to-one coaching.
Course Advantage:	Client Testimonials. Training Excellence. CEO Club

Course Audience 

• CFO's team, including finance managers, treasury managers, investor relations managers, and financial accounting managers

• Non-finance managers with P&L responsibility, including entrepreneurs, general managers, business unit managers, operations managers, project managers, and management consultants

  Training Prerequisites

• Knowledge of basic accounting terminology or the completion of the Management Accounting Course

• Note: This training course is designed for government and corporate professionals. We do not accept students seeking initial employment, postsecondary education or initial licensing programs

Course Objectives 

• Provide an understanding of the modern corporate finance and investment management frameworks

• Offer experiential analysis of the challenges of CFOs and Finance Managers in managing corporate finance

• Explore best practices, tools and models to implement an effective finance management system

• The course focuses on finance management decision-making. It does not cover in-depth mathematical calculations or book-keeping processes that can be automated by computer software

Training Focus

• Develop the core finance management skills and competencies. The core competencies include finance knowledge, planning, control, problem-solving and communication

Training Model

• Experiential action learning

• 25%-50% theory and 50-75% experiential project work

• The development and evaluation of management skills are based on KASAC training model

Key Course Modules

• The CFO Role

• Top CFO Questions

• Finance Statements (FS) Quick Refresher

• Corporate Financial Performance Analysis (Ratio Analysis)

• Capital Planning and Budgeting

• Corporate Investment Management Decisions

• Financial Instruments & Corporate Securities

• Securities Valuation

• Financial Risk Management

• Capital Structure

• Raising Capital via Investment Banks

Key Concepts & Best Practices

• Top CFO Questions. CFO Challenges. Finance. Sources of Funding. Solving Cash Flow Problems. Working Capital Cycle. Financial Instruments. Concepts of Value Creation. Risk and Required Rates of Return. Capital Budgeting. Capital Structure and Dividend Policies. Foreign Exchange. Currency and Derivative Markets. Currency Risk Management. Corporate Financial Decisions. Benchmarking. Break-Even Point. Capital Asset Pricing Model (CAPM). Cash Flow. Return on Investment (ROI). Cost-Benefits Analysis (CBA). Current Ratio. Debt to Equity Ratio (D/E). Internal Rate of Return (IRR). Time Value of Money (TVM). Net Present Value (NPV). Price Earning (P/E) Ratio. Beta. Stock. Bonds. Options. Futures. Treasury Bills. Financial Markets. Leverage. Credit Risk. Hedging. Diversification. Finance Best Practices.

Training Course Customization Subjects (Optional)

• CFO's executive role, top questions and challenges

• Basic concepts in corporate finance, including time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation).

• Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management.

• Corporate investment management: types of investment securities; security market operations; investment policies; security analysis and valuation principles; risk, return, and investment analysis

• Corporate capital structure and raising capital: the Investment banking process and stock exchange listing

• Financial markets for shares, fixed income securities, options and futures.

• Security analysis: organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities

• Financial risk management: diversification, credit risk management, bankruptcy, hedging risk, and insurance

• International finance: foreign exchange, currency and derivative markets, currency risk management, international investment and financing decisions, multinational corporate financial decisions

Courseware Content (Customized)

The management courseware includes the following:

1. Participant's coursework and assessment project guide

2. Subject matter book(s)

3. Executive summary of the subject matter:

   • Summary of essential concepts and finance management best practices

   • Examples and case studies

4. Finance management toolkit (management frameworks, decision models, checklists, etc.)

5. Experiential work-based assessment project

6. Online resources for the completion of the experiential assessment project

  Courses By Industry - Optional Customization (For Group Training):

The management training and case studies can be customized to each industry, including: government and public sector management, banking, insurance and financial services management, investment and asset management, energy, utilities, oil and gas management, trade and retail management, education management, pharmaceutical, healthcare, hospital management, construction management, real estate management, agriculture and fishery management, food and restaurant management, telecommunication and information technology management, transportation, freight and logistics management, aerospace, automotive, airlines management, hospitality management, tourism, travel and leisure management, media management, and manufacturing management.

Performance Evaluation (Optional)

• Performance can be evaluated on the basis of individual or team project deliverables

• There are no Q&A exams or tests. Candidates can choose to complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation

• The course advisor will review the deliverables and provide improvement feedback

• The evaluation is a form of management consulting and experiential coaching for performance improvement

Training Course Registration

Finance Management Training Course Accelerated workshop (classroom option) Experiential Action Learning Requires seat reservation

Training Course Registration