Advanced Financial Intelligence for the Financial Professional
Financial numbers tell stories. We use these stories to facilitate discussion, unearth insight, and support decision making. This course teaches the financial professional to move beyond the accounting. This is a course in financial analysis. This is a course where the financial professional takes a step back from the numbers and evaluates what the numbers mean.
In this course, you will learn techniques to characterize performance using a variety of financial and non-financial metrics. You will learn to tailor your analysis to meet the needs of executives, boards, lenders, and investors. Financial intelligence is a competency that professionals we deepen throughout their career. The goal is to elevate the financial professional contribution in any organization and to bring a strong financial discipline to any tactical or strategic conversation.
Learning Objectives
- Anticipate the needs of users to tailor your analysis to meet those expectations
- Build and deepen your financial credibility
- Analyze financial statements to evaluate performance, financial strength, and cash flow generation
- Evaluate the financing strategy of an organization
- Make investment decisions and critically analyze forecasts
- Articulate an investment thesis to advocate for investment
Presented by Blair Cook CPA, MBA
What to Expect
- Two emails will be sent from CPA Manitoba following your registration: one to confirm your order and one including information on how to access the course through your Learning Hub.
- Once sent, these emails can also be found in the Communication tab of your CPA Manitoba Member Portal.
- This course is designed for participants to view while following along with the course material provided.
- This self-study course allows you to save your progress and return to continue at a later date.
- A certificate of completion can be provided.*
Access to this course will be available for 180 days after registration. After this time, access to the course will no longer be available.
*To receive a certificate of completion, users must complete all course elements, including a short quiz at the end of the course. Unlimited quiz attempts are available until a passing grade of 80% or better is achieved. After you have achieved 80% or better, you will no longer be able to access the quiz.
CPA Manitoba PD Terms and Conditions: https://cpamb.ca/pd/pd/Terms-and-Conditions.aspx
For questions regarding this course, including registration and access, email [email protected].