Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Gain key insights into the business plan development process.
In this course, you will look at the components which make up a business plan by working through a practical case study. The course moves from an overview to reviewing individual elements of a business plan. At the end of each module, you will have the ability to work through the relevant section of the case to further hone their knowledge of the topic.
The course covers the development of business plan cover pages, executive summaries, company descriptions, management and operations (including management profiles and organizational charts), services or product lines, market analyses (including the competitive landscape, and SWOT/PESTEL analyses), marketing and sales, financial management and projections (including key financial ratios), and appendices.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
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Key Takeaways
Upon completion of this course, you will be able to:
- Understand how to develop a business plan.
- Perform qualitative and quantitative analysis.
- Explain crucial business plan concepts.
- Learn how to evaluate the business plan of a company using a case study.
Who Will Benefit
CPAs who are aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Lisa Dorian, CPA, has designed and delivered courses for the financial services and corporate sectors in strategy and analysis to numerous organizations, including Bank of Montreal, Deutsche Bank, and ATB Financial. Lisa is the Managing Director and CRO at Corporate Finance Institute.