Universal Class: Over 500 Online Certificate Courses
 

Financial Analysis 101: Planning and Control


$60.00
no certificate
- OR -
$85.00
with CEU Certificate*
Start Right Now!
Taking multiple courses? Save with our platinum program.
 
  • 12
    Lessons
  • 13
    Exams &
    Assignments
  • 7
    Hours
    average time
  • 0.7
    CEUs
 
 
 

Course Description

The crux of financial analysis lies with its purpose. It may be the company's focus on short-term liquidity or its long-term planning. Financial statements provide a picture of the company's financial condition. Forecasting involves analyzing these statements to project calculated scenarios and probabilities.

Definitively, financial planning and control (aka financial management) analyzes the firm's financial mission and goals, to achieve various milestones and planned goals.

The field of finance is intertwined with economics, accounting, and the human element responsible for accurate analysis, forecasting, and practical quantitative applications.

·    Economics provides structural data for decision-making;

·    Accounting provides financial / cash flow data;

·    The financial manager collects, interprets, processes, and allocates the firm's resources.

This course addresses principles and the process of strategic financial planning for any organization, large or small. You will learn that financial planning must include not only financial management methods (basic accounting) but also strategy(ies) necessary to decide how to accomplish corporate financial goals. We will provide useful information regarding the interpretation and application of:

·    qualitative (economic activity) information, data, and statistics,

·    quantitative data, analysis, and formulas (accounting), and

·    forecasting methods to meet short-term and long-term corporate goals. 

Financial planning is managing your finances over time in such a way that you can meet your business needs. Strategic planning is the process of determining the direction your company will take, the goals you have for the business and how to achieve what you want. Both types of planning involve defining objectives, gathering and analyzing data, implementing the plan and monitoring the results.

The goal of this course is to provide comprehensive information on financial analysis in areas of planning and control suited to anyone on any level desiring this information for either professional or personal use.

Objectively this course qualitatively and quantitatively defines, reviews, and illustrates the principles of corporate finance, including: profit/loss, asset and cash management, operational budgets, cost analysis, profitability, leverage, and decision and risk. Various industry approaches, cases, means and methods will be presented. The 12 Lessons will generally be organized into major areas of:  

·    Principles of Corporate Planning and Control

·    Financial Statements and Reports

·    Ratio Analysis

·    Cost of Capital

·    Cash Management and Cash Analysis

·    Operations Budgeting

·    Working Capital Management

·    Capital Budgeting

·    Financial Decisions and Risk. 
 
 
Show More
  • Completely Online
  • Self-Paced
  • Instructor Feedback
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Related Courses

  • How to Write Case Studies
    How to Write Case Studies
    What is a Case Study? A case study is an in-depth study of a singular situation, person or event. What does this mean? In most disciplines, studies are required to prove a hypothesis. These studies are usually very large in nature, with the goal...
    $95.00
    1.0 CEUs 10h
  • Business Analysis
    Business Analysis
    How can you make a significant difference in your organization? One way is to be part of a project that improves the company's performance or launches it in a new direction. The business analyst (BA) plays a key role in the development and execution...
    $95.00
    1.2 CEUs 12h
  • Understanding Financial Statements
    Understanding Financial Statements
    Accounting is the language of business. However, the real language of business lies within accounting--inside the financial statements and financial reporting system. The purpose of this course is to provide a business financial communication tool. ...
    $85.00
    0.7 CEUs 7h
  • Accounting & Bookkeeping 101 for Everyone
    Accounting & Bookkeeping 101 for Everyone
    Accounting & Bookkeeping 101 for Everyone is a course that covers the fundamentals of accounting with the newcomer in mind. Accounting is more than just memorizing terms and procedures; it's a whole new way of thinking about finances. This cours...
    $90.00
    3.2 CEUs 32h
  • Human Resources Productivity Course Bundle
    Human Resources Productivity Course Bundle
    Human Resources Management 101: Today, many managers enter the world of human resources simply because they are exceptional managers. They have climbed the rank and file of the corporate ladder, succeeding at each rung, to the point where they are ...
    $120.00
    2.9 CEUs 29h
  • Ultimate Excel Bundle
    Ultimate Excel Bundle
    Learn Excel 2016 Microsoft Excel is a spreadsheet program that comes packaged with the Microsoft Office family of software products. Just like the other programs by Microsoft, Excel can be used for a wide variety of purposes such as creating an addr...
    $125.00
    4.6 CEUs 46h
  • Ultimate Secretary Bundle
    Ultimate Secretary Bundle
    General Secretary 101: If you've been thinking about becoming a secretary, you should know that times have changed. While the computer has replaced the typewriter, the secretary is still an important part of the office setting. In this General Secr...
    $150.00
    3.8 CEUs 38h
  • Writing Help Course Bundle
    Writing Help Course Bundle
    Writing Basics 101: Spelling, Grammar, Punctuation, Writing Structures: Most of us learned spelling and grammar in elementary school and brushed up on the rules occasionally in junior high or middle school. Once we entered high school, it was assu...
    $135.00
    6.1 CEUs 61h
  • Microsoft Visio 2016
    Microsoft Visio 2016
    Microsoft Visio 2016 is a program used to create diagrams and drawings of all types and for all purposes. Unlike the basic diagram functions found in other Office programs, such as Word or Excel, Visio offers advanced drawing and diagram functions t...
    $75.00
    0.7 CEUs 7h
  • Critical Thinking
    Critical Thinking
    This course summarizes the goals and consequences of critical thinking, as well as items to be aware of when learning how to think critically, including cognitive biases and logical fallacies. The course also covers the value that comes from both in...
    $75.00
    0.5 CEUs 5h
  • Operations Management 101
    Operations Management 101
    Operations Management is a dynamic field in which individuals with the right skills, knowledge and talent can take a business to new heights and have a direct impact on daily operations and company profitability. Nearly 40% of all jobs are in the ar...
    $80.00
    0.5 CEUs 5h
  • Personal Assistant 101
    Personal Assistant 101
    Do you enjoy a dynamic, ever-changing workday? If so, the role of Personal Assistant may be perfect for you! Busy and highly successful people don't have time for all the small, time-consuming, everyday chores most of us consider unavoidable. Instea...
    $75.00
    0.6 CEUs 6h
  • Creating and Managing a Non-Profit Organization
    Creating and Managing a Non-Profit Organization
    Creating and managing a non-profit organization is a noble effort, one that takes a lot of work in order for goals to be reached. It is not something that a person can simply wake up one day and do without preparation. When you make the decision...
    $75.00
    0.5 CEUs 5h
  • Business Branding 101
    Business Branding 101
    Take a look around you. Everywhere you look, you are faced with brands. From the brand of your television to the brand of your car, you are constantly surrounded by brands, and the many products the represent. In this course, you will go through and...
    $75.00
    0.6 CEUs 6h
  • Business Consulting 101
    Business Consulting 101
    Business consulting is a growing sector of the employment and business industry. There has been no better time to join the consulting industry, based on industry...
    $95.00
    1.1 CEUs 11h
  • Running Effective Meetings
    Running Effective Meetings
    This course on running effective meetings trains professionals to understand the correct approach to planning, conducting, and participating in business meetings. This course will show how to send proper meeting notices, design powerful agendas, and...
    $75.00
    0.5 CEUs 5h
  • Microsoft Project 2016
    Microsoft Project 2016
    Microsoft Project 2016 is a project management software program created for businesses and freelance professionals to help better manage individual projects that occur within companies. Although no project management software should be used to repla...
    $75.00
    0.8 CEUs 8h
  • Kaizen 101 - An Introduction
    Kaizen 101 - An Introduction
    In Japan, continuous improvement has been a key part of personal development and business culture for decades, but it's a relatively new concept in the western culture. The Japanese term for continuous improvement is Kaizen which simply means change...
    $75.00
    0.5 CEUs 5h
  • Resolving Workplace Conflict
    Resolving Workplace Conflict
    Conflict is unavoidable. Even if you work in the happiest company in the world, you're still going to have conflict from time to time. It's a normal and natural part of being around other people. But when conflict becomes something that hinders your...
    $75.00
    0.4 CEUs 4h
  • Business Etiquette
    Business Etiquette
    Proper Business Etiquette is a fundamental requirement for all jobs. Great business etiquette can set you apart from the competition and position your career in the right direction for growth and opportunity. In this course we look at several factor...
    $75.00
    0.5 CEUs 5h
  • Collaboration Skills
    Collaboration Skills
    Collaboration results in the best possible solution to any given issue since all the ideas, solutions, best practices, resources, skills, and issues were examined, discussed, and evaluated using the best possible criterion from a wide spectrum of kn...
    $75.00
    0.7 CEUs 7h
  • Business Law for Entrepreneurs
    Business Law for Entrepreneurs
    This course provides the important legal information you want as an entrepreneur and business owner. The course is ideal for helping you decide important factors to consider when leaving your current employer and taking the jump to your own business...
    $80.00
    0.7 CEUs 7h
  • Advanced Excel 2016
    Advanced Excel 2016
    Excel 2016 Advanced Skills Course With most software programs on the market today, you can thrive with just a basic knowledge of the tools and options built into the individual program. However, that is not necessarily true when it comes to Excel 20...
    $85.00
    1.7 CEUs 17h
  • Interpersonal Communication
    Interpersonal Communication
    This is a course on interpersonal communication, which is essentially a focus on communication within two-person relationships. This course presents concepts essential to understanding the complex dynamics that go into constructing and maintaining o...
    $75.00
    0.7 CEUs 7h
  • Writing Effective Emails in the Workplace
    Writing Effective Emails in the Workplace
    The number of email accounts worldwide is predicted to increase from 3.1 billion in 2011 to nearly 4.1 billion by the end of 2015, according to research by the research firm the Radicati Group, Inc. That number represents an annual growth rate of 7 ...
    $75.00
    1.0 CEUs 10h
  • Visual Basic for Excel
    Visual Basic for Excel
    Developer tools in Microsoft Office give you the functionality to create custom applications in Excel. These tools require Visual Basic for Applications (VBA). The developer can create custom spreadsheets, workbooks, controls, and even toolbar add-i...
    $115.00
    1.7 CEUs 17h
  • Marketing 101
    Marketing 101
    Have you ever wondered how a product makes it to market? How a business decides what type of advertising to use, and who the ideal customer is? Are you interested in direct and online marketing, or the global marketplace? Are you looking to obtain a...
    $90.00
    0.9 CEUs 9h
  • Habits of Millionaires
    Habits of Millionaires
    Today more than ever before, people from all walks of life are becoming millionaires. There are several explanations for this including the worth of the dollar, the internet, and the study of those who have become millionaires. Learning how a millio...
    $75.00
    0.5 CEUs 5h
  • Product Management 101
    Product Management 101
    Product management is the process of making the right product that solves the right problem for the right person at the right time. The right person is the customer, who along with business and technology, make up the heart of the product management...
    $75.00
    0.9 CEUs 9h
  • Debt Reduction
    Debt Reduction
    This course teaches the concept of debt reduction and shows students how to wisely manage credit and personal debt. It is based on the premises that there are a lot of lifestyle changes and financial decisions that one can make to take control of hi...
    $75.00
    1.0 CEUs 10h
  • Financial Analysis 101: Planning and Control
    Financial Analysis 101: Planning and Control
    The crux of financial analysis lies with its purpose. It may be the company's focus on short-term liquidity or its long-term planning. Financial statements provide a picture of the company's financial condition. Forecasting involves analyzing these ...
    $85.00
    0.7 CEUs 7h
  • Business Credit 101
    Business Credit 101
    Business Credit 101 provides potential and current business owners with the necessary knowledge to successfully use credit within their business. There are many reasons why business operators rely on credit to maximize their business potential, but ...
    $75.00
    0.7 CEUs 7h
  • Mindfulness in the Workplace
    Mindfulness in the Workplace
    In this day and age, it is more important than ever to know how to be in the moment at all times. To experience awareness of your surroundings at all times will lead to a more productive self, in both your personal life and in the workplace. Do you ...
    $75.00
    0.9 CEUs 9h
  • Purchasing and Vendor Management 101
    Purchasing and Vendor Management 101
    This concise course is designed to explore the institutional purchasing cycle for consumable materials, raw materials, spare parts, and capital assets. Additionally students will explore and develop a thorough understanding of the supplier/buyer rel...
    $75.00
    0.4 CEUs 4h
  • Management Essentials
    Management Essentials
    Management Essentials is a course that's designed to help new and recently appointed managers better understand their role in leadership. Through this course you will find out exactly what you need to learn about managing teams, as well as whether y...
    $75.00
    0.7 CEUs 7h
  • Understanding and Managing Your Personal Credit
    Understanding and Managing Your Personal Credit
    Credit governs everyone's lives. It is what allows people to buy a house, get a car, have a credit card and generally live a life they cannot really afford. Sadly, many people get into a debt spiral that soon goes out of control. They have trouble k...
    $75.00
    0.5 CEUs 5h
  • Administrative Assistant 101
    Administrative Assistant 101
    Administrative Assistant Fundamentals Oh how times, and people, have changed in the world over the last few years. Presently and into the foreseeable future, business people will not only have to continue picking up the pace but will need to adapt ...
    $75.00
    0.8 CEUs 8h
  • How to Write Effective Policies and Procedures
    How to Write Effective Policies and Procedures
    Do your employees have a place where they can find information on everything from what happens to their job if they get sick or injured to whether it is okay if ...
    $75.00
    1.0 CEUs 10h
  • Business Ethics
    Business Ethics
    Business ethics is an important part of any industry. Students or managers, unfamiliar with many ethical challenges, behaviors, or regulations will find themselves struggling in business industries that include finance, accounting or human resource ...
    $75.00
    1.1 CEUs 11h
  • Advertising, Marketing and Sales Writing
    Advertising, Marketing and Sales Writing
    There you are, cold-calling yet another sales prospect. Your verbal pitch is pure gold; your prospect is attentive--interested--and seems ready to buy. But just as you're about to close the deal, you hear that eternal refrain: Send me something in ...
    $90.00
    1.2 CEUs 12h
  • Business Budgeting 101: How to Plan, Save, and Manage
    Business Budgeting 101: How to Plan, Save, and Manage
    This course will show you everything you need to know about business budgeting and cost cutting. You will be introduced to the different aspects of business financial tools and will have an essential primer to current business trends in cost cutting...
    $75.00
    0.5 CEUs 5h
  • Strategic Planning
    Strategic Planning
    Strategic planning is vital for ensuring an organization still will be a leader in its field 20 years in the future. The plan is a tool leadership can use to judge an organization's health at that moment. This course is a complete guide for writing ...
    $75.00
    1.0 CEUs 10h
 
 

Course Lessons

Lesson 1. Principles of Corporate Finance

Planning involves the development of future objectives and the preparation of a number of budgets to achieve those objectives. 10 Total Points
  • Review 3 Articles: Planning, Organizing, Leading, and Controlling; The Best Way to Measure Company Performance; How do you calculate costs of capital when budgeting new projects?
  • Complete: Exam 1

Lesson 2. Financial Statements and Reports

The profitability of a business(sustained growth and earnings)is determined from the business' Balance Sheet, as well as from its Income Statement. 10 Total Points
  • Review 3 Articles: Four Types of Financial Statements; Analysis of profitability, liquidity and performance; Income Statement Overview
  • Complete: Exam 2

Lesson 3. Ratio Analysis

Financial ratios are used to evaluate and weigh the performance and operations of the firm. 10 Total Points
  • Review 4 Articles: Ratio Analysis Tutorial; DuPont Analysis Example; Types of Ratio analysis and their significance; Impact of Inflation on Financial Statement Analysis
  • Complete: Exam 3

Lesson 4. Cost of Capital

The cost of capital is the cost of a firm's debt and equity funds, or the required rate of return on a portfolio of the company's existing securities. 10 Total Points
  • Review 3 Articles: Cost Of Capital; The Cost of Debt; Return, Risk And The Security Market Line - Expected Return, Variance And Standard Deviation Of A Portfolio
  • Complete: Exam 4

Lesson 5: Cash Management

Cash management involves the firm's management of its cash, collections, and short-term investing. 10 Total Points
  • Review Article: Cash Management Best Practices
  • Complete: Exam 5

Lesson 6: Cost Analysis

Cost analysis is a comparison of costs. Costs used to prepare financial statements are not the same as those used to control operations. 10 Total Points
  • Review Article: Variable Costs and Fixed Costs
  • Complete: Exam 6

Lesson 7: Operational Budgeting

Operational budgets are not the same as capital budgets. 10 Total Points
  • Review 3 Articles: Differences and Similarities of Capital and Operational Budgeting; Preparing the Master Budget for your Company; What is Strategic Planning?
  • Complete: Exam 7

Lesson 8: Operating and Financial Leverage

Operating leverage is the extent fixed assets associated with fixed costs are being used by the firm. 10 Total Points
  • Review 3 Articles: Operating Leverage How it works/Example; BREAK-EVEN POINT; How to Calculate Your Business Break-even Point!
  • Complete: Exam 8

Lesson 9: Working Capital Management

Working capital management examines the relationship between short-term assets and short-term liabilities. 10 Total Points
  • Review 3 Articles: The Importance of Working Capital Management; Liquidity Measures: Net Working Capital, Current Ratio, and Quick Ratio; Ratios and Formulas in Customer Financial Analysis
  • Complete: Exam 9

Lesson 10: Current Asset and Debt Management

Asset management ratios calculate the efficient use of a variety of assets, and their contribution to the overall strength of the company. 10 Total Points
  • Review 4 Articles: Difference Between Profitability Ratios and Asset Utilization Ratios; Insights into Operating And Financial Leverage; The Ten Tools of Profitable Revenue Growth; The Role of Finance in the Strategic-Planning and Decision-Making Process
  • Complete: Exam 10

Lesson 11: Capital Budgeting

Expansion requires large expenditures. Effective capital budgeting improves the overall timing of the asset acquisition (cost savings), and quality of assets purchased. 10 Total Points
  • Review 3 Articles: Capital Budgeting: The Importance Of Capital Budgeting; What is a capital expenditure versus a revenue expenditure?; How can I create a reliable cash flow budget?
  • Complete: Exam 11

Lesson 12: Decisions and Risk

Capital budgeting helps determine if a potential long-term investment will be profitable. It is an investment concept that requires a committed investment of funds, if a future return is to be realized. 70 Total Points
  • Take Poll: Let us know what you think of this course
  • Complete: Exam 12
  • Complete: The Final Exam
180
Total Course Points
Show More
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: Financial Analysis 101: Planning and Control
Course Number: 8900345
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: Professional Development
CEU Value: 0.7 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $60.00 (no CEU Certification) || with Online CEU Certification: $85.00

Choose Your Subscription Plan

Course Only
One Course
No Certificate / No CEUs
$60
for 6 months
 
Billed once
This course only
Includes certificate X
Includes CEUs X
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Certificate Course
One Course
Certificate & CEUs
$85
for 6 months
 
Billed once
This course only
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Platinum Yearly
Best Value
ALL COURSES
Certificates & CEUs
$189
per year
You save 50%!
Billed once
Includes all 500+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 12 Months
No. of courses 500+
Platinum Monthly
ALL COURSES
Certificates & CEUs
$59 first month
$29.00 / each consecutive month thereafter
 
Billed monthly
Includes all 500+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete Monthly
No. of courses 500+
 
Follow Us Online
  • Follow us on Google Plus Follow us on FaceBook Follow us on Twitter Follow us on YouTube
© Copyright 1999-2018 Universal Class™ All rights reserved.