Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This comprehensive bundle is designed to equip CPAs with advanced skills in corporate finance and investment strategies. The courses cover essential topics such as Capital Budgeting, Investment Appraisal using Discounted Cash Flow (DCF) and non-discounting methods in Excel, Risk Metrics and Hedging, Financial Forwards and Futures, and Portfolio Theory.
By mastering these areas, CPAs will enhance their ability to make informed financial decisions, optimize investment portfolios, and effectively manage financial risks. This bundle not only deepens technical expertise but also provides practical tools and methodologies that can be directly applied in professional settings.
Ideal for CPAs aiming to stay ahead in the competitive finance industry, this bundle offers valuable insights and advanced knowledge that will drive strategic financial planning and investment success.
Courses Include:
- Capital Budgeting (2 hours)
- Investment Appraisals Not Using Discounted Cash Flows (2 hours)
- Investment Appraisals Using Discounted Cash Flows (2 hours)
- Risk Metrics & Hedging (2 hours)
- Understanding Financial Forwards & Futures (2 hours)
- Understanding Portfolio Theory (2 hours)
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Key Takeaways
On completion of this bundle, members will learn:
- Modern Portfolio Theory (MPT): Understand how MPT helps investors construct portfolios to optimize returns for a given level of risk.
- Capital Asset Pricing Model (CAPM): Learn how CAPM uses beta to measure systematic risk and estimate expected returns.
- Capital Budgeting Process: Learn the four key steps - generating ideas, analyzing proposals, creating the capital budget, and monitoring and post-audit.
- Categories of Capital Projects: Understand different types of projects including replacement, expansion, new products/services, and mandatory projects.
- Interest Rate Sensitivity: Understand how changes in interest rates impact bond valuations using duration and convexity measures.
- Effective Duration and Convexity: Calculate and interpret these metrics to assess bond price volatility and portfolio risk.
- Commodity Characteristics: Understand the unique aspects of commodities, including high storage costs, transportation costs, and seasonality, and how these affect pricing.
- Forward and Futures Pricing: Learn to calculate forward and futures prices using no-arbitrage principles, considering factors like interest rates, storage costs, and lease rates.
Who Will Benefit
This bundle is tailored for CPAs and finance professionals who are looking to deepen their expertise in corporate finance and investment strategies. It is ideal for:
- Mid to Senior-Level CPAs: Professionals seeking to enhance their strategic financial planning and investment decision-making skills.
- Financial Analysts and Advisors: Individuals aiming to broaden their knowledge in capital budgeting, risk management, and portfolio theory.
- Corporate Finance Managers: Managers responsible for overseeing financial operations and investment portfolios within their organizations.
- Investment Bankers: Professionals involved in mergers, acquisitions, and financial advisory services who need advanced analytical tools and methodologies.
- Finance Students and Graduates: Aspiring finance professionals who want to gain a competitive edge in the job market by acquiring advanced corporate finance skills.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal. Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
LearnSignal are a fully online accountancy and finance training provider, partnering with institutes around the world to deliver expert CPD training and help accountants of all levels upskill and grow their careers. With headquarters in Dublin, and a wealth of heritage in the education and accountancy training industry, Learnsignal have quickly become one of the largest Online Training Providers in the world.