Executive Education: Executive Courses & Action Learning Workshops
Strategic Finance Management Course
Planning, building and managing strategic finance

Course Methods:  Executive Action Learning (Experiential Workshop)
Course Venue:     Client's site or at IIM Las Vegas, Nevada, USA
Course Duration:  3 days
Course Time:        9AM-4PM
Course Fees:        Based on number of executives and level of customization

Course Audience 

• CFO's Executive Management Team: Finance Managers, Treasurers, Investors Relations Managers, and Accounting Managers
• Non-Finance Managers with P&L responsibility: Entrepreneurs, General Managers, Business Unit Managers, Operations Managers, Project Managers, and Finance Management Consultants.

Course Objectives 

• Provides a review of the Strategic Finance and Investment Management Frameworks.
• Offers experiential analysis to understand the challenges of CFOs and Finance Managers in managing corporate finance and investments
• Focuses on best practices, tools and models to implement an effective finance management system
• This course focuses on finance management decision-making rather than on mathematical calculations, technical analysis, or book-keeping processes that are automated by computer software
• This course is designed for managers. The course does not prepare the participants for passing professional investment license exams.

Course Focus

• Develop the core executive finance skills and competencies. The core competencies include finance knowledge, planning, control, problem-solving and communication. The development and evaluation of these skills are based on IIM's proprietary KASAC executive education model.

Key Concepts

• Finance. Sources of Funding. Solving Cash Flow Problems. Working Capital Cycle. Financial Instruments. Concepts of Value Creation. Risk and Required Rates of Return. Capital Budgeting. Capital Structure and Dividend Policies. Foreign Exchange. Currency and Derivative Markets. Currency Risk  Management. Multinational Corporate Financial Decisions. Absorption Costing. Activity Based Costing (ABC). Benchmarking. Break-Even Point. Capital Asset Pricing Model (CAPM) Cash Flow. Return on Investment (ROI). Cost-Benefits Analysis (CBA). Current Ratio. Debt To Equity Ratio (D/E). Internal Rate of Return (IRR). Net Present Value (NPV) and P/E Ratio.

Customization Subjects

• Basic concepts in finance: Time value of money, financial ratio analysis, and security valuation.
• Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management.
• Financial issues affecting start-up companies, venture capital markets, private equity and debt financing, valuing small companies; harvesting methods. 
• Capital budgeting procedures
• Capital structure, dividend decisions
• Mergers and acquisitions. 
• International Finance: Foreign exchange, currency and derivative markets, currency risk management, international investment and financing decisions, multinational corporate financial decisions.
• Investments management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles: risk, return, and portfolio analysis; personal investment principles.
• Markets for shares, fixed income securities, options and futures.
• Methods of valuing shares, fixed income securities, options, and futures.
• Hedging risk, portfolio diversification and portfolio evaluation.
• Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities.
• Risk Management and Insurance: Management of risk in a business setting; control of property, liability, and personnel risks.

Courseware Content

IIM's strategic finance management training courseware includes:

1. Participant's coursework and assessment project guide
2. Executive summary of the subject matter (in power-point lecture notes format):
   • Summary of essential concepts and finance management best practices
   • Examples and case studies
3. Finance management toolkit (management frameworks, decision models, checklists, etc.)
4. Experiential work-based assessment project
5. Online resources for the completion of the experiential assessment project

Executive Team Performance Evaluation

• Performance will be evaluated on the basis of individual or team project deliverables
• Candidates can complete customized experiential / work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
• IIM course advisor will review the deliverables and provide improvement feedback
• There are no traditional quizzes or theoretical exams.

Course Prerequisites 

• For accelerated team workshops, participants must have similar levels of experience. This is not required for public courses or individual self-paced distance-learning courses
• Prior knowledge of basic accounting principles. For accounting courses please visit Management Accounting Course

Course Registration

• Custom executive education courses are available only to companies and government organizations upon request. Contact Us
• Individual registration is available for public courses, please visit Management Training Courses