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Financial Modelling for Making Business Decisions and Plans 2 Credits

Financial Modelling for Making Business Decisions and Plans 2 Credits

  • Rating

    4.3
  • Reviewed on

    February, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Mar 22, 2024 | 01:30 PM ET

Learning Objective

  • To evaluate the revenue and cost models.
  • To calculate cash burns and the ability to project how much you need
  • To create a financial model including profit & loss, cash flow
  • To discuss the impact of various decisions and evaluate scenarios
  • To discuss the impact of different prices/costs/customer acquisition.

Course Overview

Financial modeling, as the name suggests is to create models for making business decisions involving finance.

Financial modeling is creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision.

The financial modeling process helps users make financial decisions and understand their impact on profit & loss statements, ROI, IRR, and Cash Flow.

In this CPE course, we will teach you key aspects of financial modeling and do a live case study & demonstration.

Major topics covered in this online CPE course:

  • Best Practices in financial modeling
  • How to avoid errors and spot them
  • How do we make assumptions
  • What inputs are required for making decisions?
  • How we model decision flow into an Excel model.
  • How to make projections

This CPE course will also take you through the process of making assumptions about projections and how to justify them and defend them when potential investors may ask questions.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Finance for CPA in Canada
  • 2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 2 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPD Credit of Asset valuation for Certified Financial Forensics (CFF)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CPE Credit of Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF)
  • 2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Finance for CPA in Canada
  • 2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 2 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPD Credit of Asset valuation for Certified Financial Forensics (CFF)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CPE Credit of Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF)
  • 2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.3

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JK

Jeffrey Kirsch, CPA (US)

I really liked the presentation and the instructor certainly was experienced with building financial models. Is there any way to receive a copy of the Excel report he was using for his models. It's valuable to see the formulas and to follow the navigation of the spreadsheets. My e-mail is jeffkirsch8@gmail.com. Thank you, Jeffrey Kirsch

PS

Paul Swain, CPA (US)

This was an outstanding course. I sincerely appreciate the knowledge and expertise. The only comment is that you referenced the Excel files and said you would provide those files, but they were not in the Handouts. Can I get a copy of the files you referenced in the video so that I can transfer my notes to make it more meaningful?

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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