Financial Statement Analysis
Examine the accounting framework used to analyze and interpret financial statements. Topics include ratio analysis, liquidity, cash flow, capital structure, quality of earnings, debt, and profitability.
Management Planning, Control, and Effective Budgeting
Delve into the current concepts, techniques, and work practices necessary to develop and install a comprehensive system of management planning and control. Course topics include the practices and techniques of management planning, preparation of budgets, the integration of budgets into a company’s financial plan, inventory management, cost and expense analysis, reporting systems, analysis of budget variances, and performance measures.
Accounting and Financial Statement Analysis
Gain an introduction to financial accounting principles through this intensive workshop. Topics include methods of analyzing, recording, summarizing, and reporting financial data; forms of ownership, such as corporations, partnerships, and limited liability companies; and analysis of financial statements. Investigate ratio analysis, liquidity, cash flow, capital structure, and quality of earnings.
Introduction to the Markets
An introduction to the securities markets provides the foundation needed for the study of finance. Learn the differences among stocks, bonds, commodities, futures, derivatives, options, and currencies. Topics include the history of capital markets and their function; risk/return trade-off; fundamental versus technical analysis; and contemporary investor attitudes, problems, and pitfalls. This course also lays the groundwork for Fundamentals of Portfolio Management/FINA1-CE9001, the introductory course to portfolio management.
Intermediate Financial Risk Management
Build on basic knowledge of risk management tools and techniques to explore more complex issues in financial risk management including credit risk, derivatives, hedging techniques, hedge funds, and enterprise-level risk measurement and management.
International Trade Finance
Examine methods of securing funds for international trade, including letters of credit, factoring (invoice discounting and receivables financing), asset-based lending, and structured trade finance. Explore issues regarding the proper management of currency exchange and interest fluctuations, the repatriation of earnings and risk management, and insurance opportunities and credit evaluation services. Analyze relevant government and private services, including the United States Export-Import Bank, Overseas Private Investment Corporation (OPIC), and the Foreign Credit Insurance Association (FCIA).