101 Financial Solutions: Diagnosis and Remedy

101 Financial Solutions: Diagnosis and Remedy
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Price: $74.99
Credits: 11.0
Prerequisite: Basic Math and Accounting
Level: Overview
Model: JS001
Author: DeltaCPE LLC
Average Rating: Not Rated
Fields of study: Business Management & Organization
Format: PDF

Course Description

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.


Field of Study

Management Services

Level of Knowledge



Basic Math

Advanced Preparation


          Learning Objectives

            After studying this chapter, you will be able to:

            Recognize signs in the concept of revenue base erosion.

            Identify irrelevant cost factors when evaluation special orders.

            Identify causes of a high level of merchandise returns that can affect business profits.

            Identify the causes of low turnover of merchandise.

            Recognize trade-offs between excessive inventory ordering and carrying costs.

            Identify order costs and carrying costs associated with inventory management.

            Recognize how the economic order quantity (EOQ) applies to inventory management.

            Identify technologies used to improve inventory tracking and management.

            Recognize reasons that create a lack of inventory storage space.

            Identify concepts used in the analysis of profitability.

            Recognize ways to reduce the break-even point, and limitations of break-even analysis.

            Recognize how to apply cost-volume-profit analysis.

            Identify the problems of a weak sales mix and the causes of falling sales or profits.

            Identify the risk-return trade-off.

            Recognize components of interest rate risk.

            Identify factors relating to a lack of diversification and increased risk.

            Recognize signs of existing or potential financial problems.

            Recognize influences that can adversely affect the market price of a stock.

            Identify the objectives of debt rating services and some bond terminology.

            Recognize characteristics of evaluating stock prices.

            Identify the conditions when bankruptcy looms.

            Recognize steps management can take to avoid business failure.

            Recognize uses of the Altman Z-Score for spotting risky companies.

            Identify measures that a company can take to avoid a takeover threat.

            Recognize common ratios used by companies to help manage cash positions.

            Identify ways to improve cash flow and return on surplus funds.

            Identify early warning signs of a company going broke.

            Identify ways to minimize the impact of vendor's price increases.

            Calculate the advantage of accepting vendor terms and discounts.

            Recognize the reasons for poor credit ratings.

            Identify methods to prevent check signing fraud and improper payments.

            Recognize commonly used financial ratios that help spot liquidity problems.

            Identify early warning signals for inadequate liquidity.

            Recognize ways to improve return on investment and how return on equity is calculated.

            Identify methods to identify a low rate of return and the signs for poor quality of earnings.

            Recognize how to determine the stability/instability in product revenue over time.

            Identify the causes for excessive labor costs.

            Recognize the concept associated with operating leverage.

            Recognize the applications of activity-based costing.

            Understand how a profit-maximizing firm would adjust prices at different levels of demand.

            Identify how actual costs can exceed standard (budgeted) costs.

            Recognize how to compute an efficiency variance.

            Recognize ways to spot record-keeping errors.

            Recognize the characteristics of different corporate structures used to affect tax planning and preparation.

Revision Date: 1/25/23

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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