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Financial Strategy

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Overview

About the Level 4 Financial Strategy Certificate

Financial strategists working in corporations and firms are responsible for making key financial assessments on behalf of the organisation. On a day to day basis, a financial strategist must analyse sets of financial data in order to make educated recommendations about the best way to handle a business’ funds and generate profit.

During the course of the qualification, learndirect’s students will complete six engaging modules. These online home study units have been designed build on a student’s pre-existing financial knowledge and familiarise them with all of the key issues and concepts in the field. Altogether, the course should take approximately 120 hours to complete.

Who should study this course?

This Level 4 home learning course has been designed to build on our finance and accounting qualification. However, as there are no entry requirements for this course, it is not essential that students complete this qualification first.

As long as students have an interest in financial strategy, the motivation to engage in independent home study, and a way to access our interactive e-learning materials, then they are free to enrol today.

What happens after the course?

On successful completion of this financial strategy course, students will have a broader understanding of how strategic financial analysis works. They will also feel more comfortable working with and discussing corporate finance and strategy.

Those who want to work as a financial strategist will first need to gain a higher level qualification, such as financial strategy degree course. This course will certainly give students a head start in their studies and could eventually lead them to a career in:

  • Financial strategy
  • Accounting
  • Investments

For more information about this course, give us a call on this number: 01202 006 464

Modules

Unit 1: Introductory Issues and Concepts

  • Introduction
  • Objectives
  • Role of the financial manager
  • The finance decision
  • Concept of value
  • Value determinants
  • Risk-return trade-off
  • The accountant versus the strategist
  • Delivering value
  • Limitations on value-creating behaviour
  • Corporate governance
  • Summary

Unit 2: Company Valuation

  • Introduction
  • Objectives
  • Valuation of quoted companies
  • Valuing unquoted companies using alternative valuation techniques
  • Shareholder value analysis (SVA)
  • Summary

Unit 3: Investment Decisions

  • Introduction
  • Objectives
  • Investment decisions and appraisal methods
  • Investment appraisal techniques
  • Discounting methods/discounted cash flow (DCF)
  • Applications of project appraisal
  • Risk and uncertainty in project appraisal
  • Summary

Unit 4: Financing Decisions

  • Introduction
  • Objectives
  • Financial planning
  • Working capital management
  • Sources of long-term finanace
  • Summary

Unit 5: Required Return on Investment

  • Introduction
  • Objectives
  • Cost of debt
  • Cost of equity (Return required by shareholders)
  • Capital Asset Pricing Model (CAPM)
  • Required rate of return when equity and debt are combined
  • Gearing and company value
  • Summary

Unit 6: Delivering Value

  • Introduction
  • Objectives
  • Total shareholder return (TSR)
  • Theories of dividend policy
  • Evaluation of the irrelevance argument
  • Objections to divided irrelevence
  • Divided policy: key determinants
  • Share buy-backs
  • Summary

For a more detailed syllabus on this course, click here

Requirements

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Assessment

Assessment Method

After each lesson there will be a question paper, which needs to be completed and submitted to your personal tutor for marking. This method of continual assessment ensures that your personal tutor can consistently monitor your progress and provide you with assistance throughout the duration of the course.

What's Included

  • All study materials
  • Study Guide
  • Full Tutor and Admin support
  • The course fee includes the awarding body registration and certification fee (valued at up to £30.00).

What is NCFE

NCFE is the UK's longest established awarding body, recognised as a highly professional and responsive organisation, committed to maintaining excellent customer service and a friendly approach.

NCFE is recognised as an awarding body by the qualification regulators ('regulators') for England, Wales and Northern Ireland. The regulators are the Office of the Qualifications and Examinations Regulator (Ofqual) in England, the Department for Children, Education, Lifelong Learning and Skills (DCELLS) in Wales and the Council for Curriculum, Examinations and Assessment (CCEA) in Northern Ireland.

Accreditation by NCFE is a guarantee of quality. It means that the college has been inspected and approved by an independent and experienced education professional and is quality audited biannually by NCFE. The centre delivering the programmes has been licensed by NCFE on the basis of its own quality systems. At the end of an accredited course, successful learners will also receive an NCFE Award certificate of achievement.

For more information on this award, click here

About the Level 4 Financial Strategy Certificate

Financial strategists working in corporations and firms are responsible for making key financial assessments on behalf of the organisation. On a day to day basis, a financial strategist must analyse sets of financial data in order to make educated recommendations about the best way to handle a business’ funds and generate profit.

During the course of the qualification, learndirect’s students will complete six engaging modules. These online home study units have been designed build on a student’s pre-existing financial knowledge and familiarise them with all of the key issues and concepts in the field. Altogether, the course should take approximately 120 hours to complete.

Who should study this course?

This Level 4 home learning course has been designed to build on our finance and accounting qualification. However, as there are no entry requirements for this course, it is not essential that students complete this qualification first.

As long as students have an interest in financial strategy, the motivation to engage in independent home study, and a way to access our interactive e-learning materials, then they are free to enrol today.

What happens after the course?

On successful completion of this financial strategy course, students will have a broader understanding of how strategic financial analysis works. They will also feel more comfortable working with and discussing corporate finance and strategy.

Those who want to work as a financial strategist will first need to gain a higher level qualification, such as financial strategy degree course. This course will certainly give students a head start in their studies and could eventually lead them to a career in:

  • Financial strategy
  • Accounting
  • Investments

For more information about this course, give us a call on this number: 01202 006 464

Modules

Unit 1: Introductory Issues and Concepts

  • Introduction
  • Objectives
  • Role of the financial manager
  • The finance decision
  • Concept of value
  • Value determinants
  • Risk-return trade-off
  • The accountant versus the strategist
  • Delivering value
  • Limitations on value-creating behaviour
  • Corporate governance
  • Summary

Unit 2: Company Valuation

  • Introduction
  • Objectives
  • Valuation of quoted companies
  • Valuing unquoted companies using alternative valuation techniques
  • Shareholder value analysis (SVA)
  • Summary

Unit 3: Investment Decisions

  • Introduction
  • Objectives
  • Investment decisions and appraisal methods
  • Investment appraisal techniques
  • Discounting methods/discounted cash flow (DCF)
  • Applications of project appraisal
  • Risk and uncertainty in project appraisal
  • Summary

Unit 4: Financing Decisions

  • Introduction
  • Objectives
  • Financial planning
  • Working capital management
  • Sources of long-term finanace
  • Summary

Unit 5: Required Return on Investment

  • Introduction
  • Objectives
  • Cost of debt
  • Cost of equity (Return required by shareholders)
  • Capital Asset Pricing Model (CAPM)
  • Required rate of return when equity and debt are combined
  • Gearing and company value
  • Summary

Unit 6: Delivering Value

  • Introduction
  • Objectives
  • Total shareholder return (TSR)
  • Theories of dividend policy
  • Evaluation of the irrelevance argument
  • Objections to divided irrelevence
  • Divided policy: key determinants
  • Share buy-backs
  • Summary

For a more detailed syllabus on this course, click here

Requirements

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Assessment

Assessment Method

After each lesson there will be a question paper, which needs to be completed and submitted to your personal tutor for marking. This method of continual assessment ensures that your personal tutor can consistently monitor your progress and provide you with assistance throughout the duration of the course.

What's Included

  • All study materials
  • Study Guide
  • Full Tutor and Admin support
  • The course fee includes the awarding body registration and certification fee (valued at up to £30.00).

What is NCFE

NCFE is the UK's longest established awarding body, recognised as a highly professional and responsive organisation, committed to maintaining excellent customer service and a friendly approach.

NCFE is recognised as an awarding body by the qualification regulators ('regulators') for England, Wales and Northern Ireland. The regulators are the Office of the Qualifications and Examinations Regulator (Ofqual) in England, the Department for Children, Education, Lifelong Learning and Skills (DCELLS) in Wales and the Council for Curriculum, Examinations and Assessment (CCEA) in Northern Ireland.

Accreditation by NCFE is a guarantee of quality. It means that the college has been inspected and approved by an independent and experienced education professional and is quality audited biannually by NCFE. The centre delivering the programmes has been licensed by NCFE on the basis of its own quality systems. At the end of an accredited course, successful learners will also receive an NCFE Award certificate of achievement.

For more information on this award, click here

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