Government Training. Investment Training.
|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:||4 days (2 days seminar + 2 days project)|
|Course Times:||9:30 AM - 3:30 PM|
|Course Dates:||On Demand|
|Group Discounts:||10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.|
Contact us for training topics and duration customization or one-to-one coaching.
Available on client's site for a group of 5 or more delegates.
|Course Advantage:||Client Testimonials. Training Excellence. CEO Club|
CFO's team, including corporate finance managers, investment managers, planning managers, valuation managers, financial accounting managers, financial analysts and management consultants
Knowledge of basic accounting and finance terminology
Knowledge of Microsoft Excel spreadsheet program
Note: This training course is designed for government and business professionals. We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
Provide an understanding of corporate finance and investment analysis frameworks
Explore best practices, tools and models to implement effective financial decision-making, valuation and forecasting systems
The course focuses on finance and investment management decision-making. It does not cover in-depth mathematical calculations, statistical analysis, advance spreadsheet techniques or book-keeping processes that can be automated by computer software
Experiential action learning
25%-50% theory and 50-75% experiential project work
The development of management skills is based on KASAC executive education and management training model
Corporate Financial Performance Analysis - A Quick Refresher
Financial Statements and Financial Ratio Analysis
Present of Future Value of Investments
Financial Models, Design, Functions and Applications
Modeling Processes, Best Practices and Pitfalls
Hypothesis Testing and Goodness of Fit
Linear Models and Optimization: Discrete Time, Variable vs. Constant Growth
Probabilistic Models: Regression Models, Probability Trees, Monte Carlo Simulations, Markov Chain Models)
Distributions: The Empirical Rule. Discrete, Continuous, Normal, Binomial, and Bernoulli Distributions.
Regression Model: Applications, Regression Coefficients, R-squared and Root Mean Squared Error (RMSE), Fitting Curves to Data, Multiple Regression and Logistic Regression
Analysis Best Practices
Modeling Internal and External Investment Projects:
Income Forecasting, Time Horizon, Risks, Qualitative and Quantitative Variables, External and External Variables and Uncertainty
Optimizing Under High Uncertainty, Probability Distributions, Uncertainty and Risk, Sensitivity Analysis and Efficient Frontier
Random Variables, Risk Reduction, and Calculating and Interpreting Correlation Values
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).
The Financial Analysis and Modeling courseware includes the following:
Participant's training guide
Subject matter books
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Finance management toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project
Online resources for the completion of the experiential assessment project
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|
Last Updated: February 17, 2020.
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