This course provides in-depth knowledge of financial planning, focusing on forecasting, capital management, and business valuation. You'll learn essential skills to assess financial health, make investment decisions, and manage risk to drive business growth.
Throughout the course, you will gain practical tools for managing capital, forecasting future performance, and making capital investment decisions. The strategies covered are designed to help you optimize financial performance and manage risks effectively.
What sets this course apart is its combination of theory and real-world case studies, ensuring you can apply the concepts directly to your business or financial role.
The course is designed for professionals in finance, investment, and business management who are looking to deepen their financial expertise. Some basic understanding of financial concepts is recommended, but even beginners can start building their knowledge from scratch.
This course is part three of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization.
This module explores the key drivers of revenue growth, including both organic and acquisition-based strategies, and introduces essential forecasting techniques. Learners will analyze revenue trends using multiple perspectives and key performance metrics, while also examining the relationship between gross margins and pricing power. By the end, participants will be equipped to interpret revenue data and assess business performance more effectively.
涵盖的内容
1个视频6篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
6篇阅读材料•总计30分钟
Introduction•6分钟
Improve Revenue Forecasting Process•4分钟
Prepare Multiple Views of Revenue Detail•6分钟
Key Performance Measures: Revenue Growth•6分钟
Revenue per Customer•3分钟
Gross Margins and Relative Pricing Strength•5分钟
1个作业•总计16分钟
Revenue and Gross Margin Fundamentals•16分钟
Operating Expenses and Effectiveness
第 2 单元•小时 后完成
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This module explores how businesses manage operating expenses to drive effectiveness and profitability. Learners will examine key performance measures, asset utilization, the impact of R&D and quality, and how external factors influence cost structures. By the end, you'll understand how these elements contribute to sustainable value creation.
涵盖的内容
1个视频6篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
6篇阅读材料•总计28分钟
Introduction•3分钟
Overall Measures of Operating Effectiveness•5分钟
Factory or Asset Utilization•5分钟
New Product Development Process•5分钟
Quality•6分钟
Other Measures•4分钟
1个作业•总计16分钟
Evaluating Business Operations and Financial Metrics•16分钟
Capital Management and Cash Flow (1st Mention)
第 3 单元•小时 后完成
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This module explores the fundamentals of operating capital management, focusing on optimizing accounts receivable, inventory, and accounts payable to enhance cash flow and efficiency. Learners will examine key performance indicators such as Days Sales Outstanding (DSO) and inventory turnover, and discover practical tools for assessing and improving capital utilization. By the end, participants will be equipped to identify balance sheet risks and drive better financial outcomes.
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1个视频7篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
7篇阅读材料•总计32分钟
Introduction•5分钟
Operating Capital Management•4分钟
Accounts Receivable•4分钟
Key Performance Indicators for the Revenue Process and Accounts Receivable•4分钟
Tools for Assessing and Improving Revenue Process and Accounts Receivable•4分钟
Inventories•4分钟
Key Performance Indicators for Supply Chain Management and Inventory•7分钟
1个作业•总计16分钟
Cash Flow and Working Capital Fundamentals•16分钟
Capital Management and Cash Flow (2nd Mention)
第 4 单元•小时 后完成
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This module explores how companies manage and evaluate their capital assets, including both tangible and intangible resources. Learners will discover methods for conducting asset inventories, assessing utilization, and interpreting key performance indicators to gauge capital efficiency and long-term financial health.
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1个视频4篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
4篇阅读材料•总计18分钟
Introduction•6分钟
Asset Inventory and Utilization Review•3分钟
Key Performance Indicators for Capital Intensity•4分钟
Key Performance Indicators: Goodwill and Intangible Assets: Intangible Asset Turnover•5分钟
1个作业•总计16分钟
Capital Management and Cash Flow Fundamentals•16分钟
Risk, Uncertainty, and the Cost of Capital
第 5 单元•小时 后完成
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This module introduces the foundational concepts of the time value of money and demonstrates how to calculate present and future values, especially when dealing with uneven cash flows. Learners will also explore how to estimate and interpret the weighted average cost of capital (WACC) and examine key performance measures related to financial leverage and capital structure. By the end, you will be equipped to assess the drivers and implications of capital costs in real-world financial decisions.
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1个视频4篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
4篇阅读材料•总计18分钟
Introduction•5分钟
Present Value of Uneven Cash Flows•5分钟
WACC Computation•5分钟
Performance Measures•3分钟
1个作业•总计16分钟
Financial Risk and Capital Cost Analysis•16分钟
Capital Investment Decisions (1st Mention)
第 6 单元•小时 后完成
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This module guides learners through the capital investment process, from identifying potential projects to evaluating their financial viability using key decision criteria. Learners will gain practical skills in estimating relevant cash flows and applying investment decision rules to support strategic business choices.
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1个视频4篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
4篇阅读材料•总计19分钟
Introduction•4分钟
Estimate Relevant Cash Flows Associated with the Project•4分钟
Measure the Project's Expected Performance against Investment Decision Rules•6分钟
Accept or Reject the Project•5分钟
1个作业•总计16分钟
Evaluating Capital Investment Projects•16分钟
Capital Investment Decisions (2nd Mention)
第 7 单元•小时 后完成
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This module explores strategies for managing risk and uncertainty in capital investment decisions. Learners will examine techniques such as risk-adjusted discount rates, scenario analysis of financial projections, and the use of real options to enhance decision-making. Practical examples and case studies will help solidify understanding of these advanced evaluation methods.
涵盖的内容
1个视频3篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
3篇阅读材料•总计15分钟
Introduction•4分钟
Analysis, Evaluation, and Flexing of Financial Projections•5分钟
Decision Tree for Procrastination Pharmaceutical•6分钟
1个作业•总计16分钟
Capital Investment Decision Analysis•16分钟
Business Valuation and Value Drivers
第 8 单元•小时 后完成
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This module introduces key business valuation methods, including discounted cash flow (DCF) analysis and the use of valuation multiples. Learners will explore how to estimate firm value, understand the role of terminal value, and identify the main drivers of shareholder value. Practical challenges and limitations of each approach are also discussed.
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1个视频6篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
6篇阅读材料•总计31分钟
Introduction•5分钟
Estimate the Terminal or Post-Planning Horizon Value•6分钟
Estimating the Value of Firms by Using the Valuation of Similar Firms: Multiples of Revenues, Earnings, and Related Measures•5分钟
Building Shareholder Value in a Multiples Framework•5分钟
Problems with Using Multiples•3分钟
Value Drivers•7分钟
1个作业•总计16分钟
Business Valuation and Value Drivers•16分钟
Analysis of Mergers and Acquisitions
第 9 单元•小时 后完成
单元详情
This module explores how to assess the value and success of mergers and acquisitions by examining stock market reactions, valuation methods, and best practices. Learners will gain practical skills in evaluating acquisition opportunities and understanding critical factors that drive successful deals.
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1个视频6篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
6篇阅读材料•总计34分钟
Introduction•6分钟
Methods and Metrics for Valuing an Acquisition•4分钟
Comparable or Relative Pricing Methods: Multiples of Revenues, Earnings, and Cash Flow•8分钟
Comparative Summary of Valuation Methods•6分钟
Best Practices and Critical Success Factors•4分钟
Understanding Seller Best Practices•6分钟
1个作业•总计16分钟
Mergers and Acquisitions Analysis•16分钟
Summary and Where to From Here?
第 10 单元•25分钟 后完成
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This module reviews essential strategies for enhancing Financial Planning & Analysis (FP&A) and performance management, focusing on best practices, effective KPIs, and robust financial projections. Learners will summarize key transformation points and explore actionable next steps for continuous improvement in finance teams.
涵盖的内容
1个视频2篇阅读材料1个作业
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1个视频•总计1分钟
Overview•1分钟
2篇阅读材料•总计8分钟
Introduction•4分钟
Where to From Here?•4分钟
1个作业•总计16分钟
Strategic Approaches in Financial Planning and Organizational Change•16分钟
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What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.