What you'll learn
- List corporate finance topics and understand them in a comprehensive way
- Have a comprehensive corporate finance recourse to use as a reference in future endeavors
- How to read & analyze financial statements
- How to read & analyze financial statements
- How to use Excel or Google Sheets to work many practice problems
- List common financial ratios, understand how they are used, and calculate them
- Create forecasts and and budgets
- Explain what break-even analysis is, how it is used, and how to perform calculations
- Understand how to make financing decisions
- Be able to apply management of current asset concepts to run a more efficient operation
- List issues related to short term financing and make short term financing decisions
- Understand time value of money concepts
- Know when to apply time value of money principles
- Be able to calculate present value and future value using multiple methods
- Calculate the valuation of bonds
- Calculate the valuation of preferred stock
- Calculate the valuation of common stock
- Explain the concept of cost of capital and apply it to debt and equity financing
- Describe to make long term capital budgeting decisions using time value of money concepts
- Calculate net present value (NVP)
- Calculate internal rate of return (IRR)
- Describe what capital markets are and how the can be used by a corporation
- Explain what investment banking is and how it can be useful to a corporation
- Be able to make long term debt and lease financing decisions
- Define dividends and understand how to make corporate dividend policy
- Define convertible bonds and analyze them impact of them to the company and to investors
- Explain what mergers and acquisitions are and common issues related to them
- Understand how foreign currency transactions can impact financial decisions
- Calculate foreign currency exchanges
- Explain what forward contracts are and how they can be used
- None - This course starts from the beginning and continues. . . . . . . . . for a comprehensive look at the topic
We will learn how to read financial statements and how to use them for decision making.
A primary tool we will use is ratio analysis. Ratio analysis is a very useful skill in a wide area of topics, and financial analysis is a great place to learn the skill.
Ratios are necessary when measuring performance, including most any job performance. For example, we must apply ratio analysis when measuring the job performance of sports athletes. Similar ratio analysis will apply to most any job performance, and also apply to the performance of corporations.
Once we analyze the past performance of a corporation, we can use this knowledge to predict future performance, helping us make decisions about the company, whether those decisions be investment-related, creditor related, or managerial.
This course will include many example problems using both a presentation format and a spreadsheet format.
Corporate finance is a wonderful tool to learn, improve, and practice Excel or Google Sheets spreadsheet skills. Every spreadsheet practice problem will include a downloadable Excel file, that can be opened with Google Sheets, containing at least two tabs, one with the answer, the other with a preformatted worksheet to be filled in along with a step by step instructional video.
Who this course is for:
- Finance Professionals
- Finance Students
- Business Owners
- Anybody who wants to understand financial concepts and have a reference tool for them
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.