CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Business Ratios Guidebook

A critical guidebook for business ratios with over 200 critical ratios and measurements for evaluating financial and operational data.

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Teams

$384.00$424.00

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CPE Credits

16 Credits: Finance
Course Level
Overview
Format
Self-Study

Course Description

In the world of finance and accounting, the difference between success and stagnation often lies in the ability to effectively analyze and interpret data. This comprehensive course is meticulously crafted to empower you with over 200 critical ratios and measurements, essential for dissecting financial and operational data. From general business analysis to specific functional areas like cash management and product design, you’ll gain in-depth knowledge to assess and enhance your company’s financial health. Each module is designed to foster a deep understanding of various measurements, their contents, and their practical applications. Whether it’s mastering the cash conversion cycle, exploring free cash flow concepts, or understanding ROI metrics, this course offers practical, real-world applications. By the end, you’ll not only recognize the situations where these measurements apply but also how to employ them effectively, ensuring you remain a valuable asset to your organization and its future success.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize the circumstances under which certain measurements should be used.

Chapter 2

  • Note the contents of the various performance measurements and the factors they are intended to compare.

Chapter 3

  • Recognize the components of the cash conversion cycle and the ratios derived from it.

Chapter 4

  • Identify the contents of the free cash flow concept and the measurements related to cash flow.

Chapter 5

  • Cite the situations in which return on investment measurements can be used and the factors they are intended to compare.
  • Recognize the measurements that can be used to reduce the number of unused fixed assets.

Chapter 6

  • Identify the parties using share performance measurements and the future conditions that these measurements can indicate.

Chapter 7

  • Identify the adjustment factor used for deflated growth measures and the situations in which these measurements are used.

Chapter 8

  • Note the key factors to be monitored in a system of constraint management.

Chapter 9

  • Recognize the contents of the cash management measurements and when their results should trigger an investigation.

Chapter 10

  • Identify the behaviors on which credit and collection measurements are intended to focus attention.

Chapter 11

  • Recognize the conditions that can be uncovered through use of customer service measurements.

Chapter 12

  • Identify the situations in which certain facility-related measurements should be used.

Chapter 13

  • Cite the measurements used to examine the ability to pay and the situations in which these measurements can be used.

Chapter 14

  • Identify the situations in which fixed asset measurements can be most gainfully employed and when they are of reduced value.

Chapter 15

  • Identify the types of behaviors that certain human resources measurements can be used to track.

Chapter 16

  • Recognize the effects of using certain inventory measurements.

Chapter 17

  • Note the effects that can skew the outcomes of payroll-related measurements.

Chapter 18

  • Cite the effects of price elasticity on profitability and how elasticity can be altered.

Chapter 19

  • Recognize the measurements that can track the performance level of a production process and the usage of inventory.

Chapter 20

  • Note the measurements that should be used to focus attention on the development of products.

Chapter 21

  • Identify the purchasing measurements most useful for monitoring progress toward supplier certification and reduction as well as the use of procurement cards.

Chapter 22

  • Cite the situations in which certain payables measurements can yield incorrect or skewed results.

Chapter 23

  • Recognize the measurements used to monitor different types of sales and marketing behaviors.
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Course Specifics

Course ID
3188011
Revision Date
December 5, 2023
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
335

Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …