| Course Code: |
FN 01 |
| Course Abstract: |
This ILT Series course introduces participants to the fundamentals of business finance. Participants learn how to identify, calculate, and assess individual investments and investment portfolios, identify types of investment risks, calculate risk, and analyze the results. Participants also learn how to calculate the future and present values of individual cash flows, ordinary annuities, annuities due, perpetuities, and investments with uneven cash flows. Course activities also cover calculating interest rates and maturity dates, establishing an amortization table, and calculating payments on amortized loans. Participants also learn about the bond and stock markets, identifying characteristics of various types of stocks and bonds and their risks, and how to evaluate and invest in stocks and bonds. The manual is designed for quick scanning in the classroom and filled with interactive exercises that help ensure participant success. Comes with a companion CBT program. |
| Audience: |
This course is designed for individuals who are managers, analysts, consultants, project leaders, accountants, auditors, and others who seek a broad, yet comprehensive understanding of managerial financial tools and analytical methods used by successful operating managers to make better business decisions. |
| Duration: |
1 day |
| Learning Outcomes: |
Upon completion of this course, the participant will be able to:
> Identify, calculate, and assess individual investments and investment portfolios > Identify types of investment risks > Calculate risk > Analyze the results > Calculate the future and present values of individual cash flows, ordinary annuities, annuities due, perpetuities, and investments with uneven cash flows |
| Course Topics: |
Unit 1: Stand-alone risk Topic A: Risk basics Topic B: Probability analysis and rate of return Topic C: Risk calculation
Unit 2: Portfolio risk Topic A: Diversification principle Topic B: The Capital Asset Pricing Model Topic C: Ratio analysis
Unit 3: Future and present value of money Topic A: Time value of money Topic B: Compounding and discounting
Unit 4: Even and uneven cash flows Topic A: Annuities Topic B: Calculating financial values
Unit 5: Bonds and stocks Topic A: Bond fundamentals Topic B: Stock fundamentals Topic C: Valuation of bonds and stocks |
| Prerequisites: |
None |