cpdwise online finance courses

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Accounting / Valuation Online Courses

Accounting - An Introduction  Online course covering the principles involved in the preparation of financial statements and the needs of different users
Financial Statements - Ratio Analysis   Online course on Ratio analysis; a way of summarizing a large volume of accounting information into simple financial measurements. These ratios can be used to monitor a firm's financial performance compared to previous accounting periods, or may be used to check how well the firm is doing compared to its competitors.
The Balance Sheet   Online course on the balance sheet, one of the three key financial statements.
The Income Statement   Online course on the income (or profit and loss) statement, one of the three key financial statements that build into the report and accounts documents. 
The Cashflow Statement    Online course examining the Cashflow Statement, arguably now the most important of the three financial statements that build into the report and accounts document. 
Understanding Financial Reports  Online course correcting the common assumption that financial reports are statements of unquestionable fact. In reality, they are very often subjective in nature, in that they allow latitude to those who prepare them 

Budgeting and Financial Management Online Courses

Budgeting - An Introduction  Online course to help understand the importance of budgeting to a business. Aspects of a budget including resource allocation, performance evaluation and strategic planning.
Preparing & Controlling a Budget   Online course covering the proper preparation and control of the budget.
Credit Management  Online course discussing issues such as assessing credit worthiness, trade terms, credit period, collecting payments. 
Financial Planning  Online course outlining the financial planning process and showing how models can be used to forecast a firm's future financial performance. 
Working Capital Management Online course focusing on the types of short term assets and liabilities owned by a company and how the company can most efficiently use them. It also illustrates how short term funding requirements can be met.   
 

Introduction to Investment Online Courses


Investment - An Introduction  Online course introducing the concept of investment as well as the theory that lies behind it. Deals with a variety of fundamental issues that must be grasped in order for finance professionals to pitch, sell and comprehend the true appeal and relevance of a particular security.  
Portfolio Management - Passive & Active Strategies This online course starts by taking a detailed look at indexing, a strategy adopted by the passive management community. It then moves on to discuss the market timing mentality of active portfolio managers, concluding by examining an alternative approach to active management.   Hedge Funds  Online course providing background information on hedge funds in general and examining in detail their characteristics and investment strategies.

Introduction to Financial Markets Online Courses

Financial Markets - An Introduction  Online course describing the characteristics and structure of financial markets, together with the key issues that continue to affect their operation.  
Money Markets - An Introduction   Online course looking at ways to fund short-term borrowing and lending requirements, the participants in the money market, and the main instruments available.
Foreign Exchange - Market Overview  Online course introducing the basics of the foreign exchange market, looking at concepts such as exchange rates and exchange rate systems, as well as describing the participants in the FX market, and the leading currency trading centers. 
Bonds - An Introduction  Online course introducing the role and behaviour of fixed income instruments, commonly known as bonds. In particular, you will learn about pricing of bonds and the relevance of credit quality.
Bonds - Primary & Secondary Markets   Online course providing a general overview of how bonds are traded on both the primary market where new bonds are distributed and sold, and the secondary market where bonds are traded between investors after issue on the primary market. 
Equities - An Introduction  Online course introducing equity markets, from the basics, such as the differences between common and preferred stock, to more advanced issues such as the types of orders investors can place, and the calculation methodologies used for different stock market indexes.  
Equities - Issuing    Online course that introduces the way in which corporations raise funds through the issue of stock both to the public and existing stockholders. It outlines the motivation behind going public and the different issue methods available. Explaining the initial public offering process and the various phenomena that occur when new stock is traded on the market for the first time, it goes on to distinguish between the various ways a corporation can issue equity to existing stockholders.

Financial Analysis Online Courses


Interest Calculations   Online course on interest calculations. The difference in interest payable on different calculation bases is not negligible – in financial markets, a basis point differential, or even a fraction of one, can be crucial in getting a deal done.
Time Value of Money  Online course covering the concepts of present value and future value, and the relationship between them. It is essential for understanding the way in which securities and derivatives are priced, and how decisions are made in financial markets. 
NPV and IRR Online course that provides a framework for analyzing alternative investments. Using the concepts of present value and discounting, it is possible to evaluate most kinds of financial assets and liabilities in the common framework of net present value, or NPV.   
Probability and Expected Return  Online course that describes the fundamentals of probability and expected value, with examples from insurance and lotteries.  
Distributions and Confidence Levels   Online course examining the concept of a confidence level, a fixed probability that a loss incurred over a specified number of days will be less than a certain amount based on this same distribution assumption for the prices of financial assets. 
Indices, Exponential, Logs and Geometric Series  Online course developing many of the popular and essential mathematical concepts that are required in the pricing of capital market and derivative instruments. 
Differentiation and Integration (Math) Online course covering many of the popular and essential mathematical concepts that are required in the pricing of capital market and derivative instruments.   
Interest Rate Volatility Online course that describes how market participants can determine the expected level of future interest rate volatility from derivative instruments. In particular, covers flat volatilities and base volatilities. Introduces volatility smiles and smirks, and their significance in the market.  
Estimating Volatility  Online course examining some of the better-known financial disasters involving derivatives. The relationship between volatility and option prices and the various methods used to estimate volatility are also explored. 

Economic & Technical Analysis Online Courses

Economic Indicators – Fundamentals Online course covering one of the main macroeconomic indicators, inflation, and its impact on the financial markets.  
Economic Indicators in G5 Economies  Online course introducing the various economic indicators used to evaluate the health of the economy in G5 countries. 
Technical Analysis - An Overview  Online course on Technical analysis, the study of historical market action with the objective of forecasting future price trends. The course defines technical analysis and analyses its advantages and disadvantages. It also examines the tenets of Dow Theory, which underpins technical analysis. 
Technical Analysis – Charting  Online course looking at the basics of chart construction and the chart patterns that analysts look for when predicting future price movements.
Technical Analysis - Tools & Techniques   Online course covering the analytical tools used by technical analysts to predict future price movements.

Risk Management Online Courses


Risk Management - An Overview  Online course providing an overview of risk management, the classification of the various risks encountered and the steps involved in building a risk management strategy. This tutorial explores how to identify risk, quantify it, and develop an appropriate strategy to manage it. 
Categories of Risk  Online course explaining how to define credit risk, liquidity risk, market risk and operational risk. Also covers the different categories of credit and market risk.
Anatomy of a Deal  Online course describing each of the many stages involved in a deal from inception to maturity, from the initial contact between the two parties to the checks made by the back office and book-keeping entries made by the accounting staff.
Positions and P/L Calculations  Online course that explains the different types of positions that a bank can have in the markets, and shows how each of them is calculated.
Limits  Online course on Limits, the restrictions imposed by banks on dealers in order to control exposure to different categories of risk. 
Liquidity Analysis and Control  This online course describing how banks identify and control liquidity risk, to satisfy the requirements of regulators and themselves.
Interest Rate Risk Analysis  Online course that describes how various derivative instruments are used to manage interest rate risk, a phenomenon that is integral to the nature of banking.
Int. Rate Risk Control (Case Studies)  Online course examining case studies to demonstrate how banks identify, measure and control interest rate risk.
Foreign Exchange Risk Analysis   Online course teaching how to identify the different types of Foreign Exchange exposures that arise and also how these exposures can be measured.
Foreign Exchange Risk Control  Online course examining some instruments/transactions that can be used to control the risk inherent in foreign exchange positions, such as spot hedges, deposits and loans, FX swaps and forward swaps.
Foreign Exchange Risk Revaluation  Online course covering how banks obtain a true and fair view of their performance by revaluing or marking to market their trading portfolio at current market rates. 
Operational Risk - An Introduction  Online course that introduces operational risk, overviews the risks, and looks at some of the techniques used to manage these.

Corporate Finance Online Courses

Corporate Finance - An Introduction  Online course introducing the subject of corporate finance to newcomers in the area, covering the basics of corporate finance; how companies raise finance and structure their liabilities.
Mergers and Acquisitions  Online course providing a broad overview of mergers and acquisitions, looking at what is involved in the merger, and examining the potential motives for engaging in a merger. 
Measuring Business Performance - Free Cash Flow   This online course provides a firm understanding of how to properly and effectively measure business performance using Free Cash Flow.
Measuring Business Performance - Economic Profit   Online course showing in detail how economic profit can be used to make value-creating business decisions, and why it is a superior metric to more traditional business performance measures. A comparison is also made between economic profit and free cash flow (FCF) to show the relevant differences between these two concepts.
Dividend Policy  Online course looking at the reasons why dividend policies differ radically between companies and whether dividend policy can affect the value of a firm. 
Evaluating Capital Investment Decisions  Online course focusing significantly on discounted cash flow analysis, such as NPV, but also examining alternative techniques such as the accounting rate of return and the payback discounted payback methodology. Although not as theoretically sound, these models nonetheless are still widely used today. 
Cost of Capital Online course to provide you with the tools necessary to determine debt and equity capital costs, so that a proper comparison can be made between a company’s cost of capital and the return actually being earned on that invested capital. 
Cash Management  Online course explaining the process of cash collection and disbursement and showing how a firm can determine the cash balance that will minimize opportunity costs and trading costs. The use of money market instruments in cash management is also explored.

Corporate Valuation Online Courses

Corporate Valuation - An Overview Online course introducing the concept of corporate valuation and describing in detail the concepts of equity value and enterprise value, which are commonly used as measures of a company’s valuation.   
Public Comparables Analysis    Online course covering the mechanics of public comparables analysis. This includes determining the companies in a particular peer group, sourcing public information and calculating multiples.
Aquisition Comparables Analysis      Online course on how to perform the mechanics of acquisition comparables analysis. This includes determining the list of comparable precedent transactions, sourcing public information and calculating multiples and premiums.
Discounted Cash Flow (DCF) Analysis    Online course showing how to perform the mechanics of discounted cash flow analysis. This includes determining a discount rate, calculating projected cash flows, computing terminal value, and valuing a company.
Merger Consequences Analysis   Online course showing how to perform the mechanics of a merger consequences analysis. This includes determining the proposed transaction’s impact on EPS (accretion or dilution) and credit statistics.

Portfolio Theory Online Courses

Market Efficiency - The Concept  Online course explaining in detail the characteristics of an efficient market, describing the random walk theory and examining the different forms of the efficient market hypothesis and their various implications for analysts, management and investors.  
Market Efficiency - The Evidence   Online course that describes the main research findings that either support or contradict the weak form of the Efficient Market Hypothesis. It summarizes the main results of studies that test the semi-strong form of the efficient market hypothesis and explains and interprets the studies used to test its strong form. 
The Markowitz Model   Online course examining Harry Markowitz’s theory of portfolio selection, a theory based on the presumption that investor behavior is mainly characterized by risk aversion and expected utility maximization. Published in 1952, this theory still has a major impact on how investment is approached today. 
Single Index and Multi Index Models   Online course examining the single and multi index models in portfolio theory, developed as simpler alternatives to the Markowitz model. It looks at how these two models differ, and considers their all-round usefulness.
The Capital Asset Pricing Model (CAPM)   Online course that examines the assumptions of the capital asset pricing model and considers their implications. It also draws and describes the capital market line and explains how an understanding of this line can be applied to derive the security market line.
Arbitrage Pricing Theory (APT)   Online course examining in detail the arbitrage pricing theory (APT) model, introduced by Stephen Ross in 1976 as a different equilibrium model that relaxes many of the assumptions of CAPM.
Performance Measurement Models   Online course looking at a number of rules that are used to choose between risky investments and considering which of them operate most effectively in the field of investment.

Commodities Online Courses


Precious Metals   Online course that looks at the fundamentals of trading in the various precious metals markets: gold, silver, platinum, and palladium. 
Base Metals Online course covering the fundamentals of trading in the various base metals markets: copper, aluminium, zinc, nickel, lead, and tin. It also describes in detail how the London Metal Exchange (LME) facilitates trading for base metals on a worldwide basis.   
Oil   Online course outlining the main uses of crude oil and its derivative products, and describing how these are traded in the cash and derivatives markets.
Natural Gas   Online course that describes the fundamentals of the natural gas market, as well as the trading processes and players involved in the market. It also explains how natural gas price risk can be hedged using derivative instruments.
Electricity and Coal   Online course looking the electricity and coal markets. It looks at the factors affecting electricity prices and the types of risk in electricity trading. It provides an insight into the trading techniques used in the electricity market and the exchanges that offer electricity contracts. It also looks at the features of the coal market and covers trading in coal, international coal indexes, and information providers.
Emissions   Online course throwing light on the regulatory background for emissions trading, the reduction targets, and trading mechanisms specified under the Kyoto Protocol. It covers the EU Emissions Trading scheme and its trading practices in detail. It also focuses on the factors that determine the price of carbon, and looks at some of the emissions markets that have been set up across the globe.
Agricultural Commodities   Online course focusing mainly on those markets where at least one liquid and successful futures market exists, usually in the United States, which historically has dominated either the production or consumption (or both) of agricultural commodities.

Data Protection Online Courses


UK Data Protection   Online course outlining the main provisions of the Data Protection Act, including the rights of individuals to control the way their personal information is processed and the principles that must be observed by those who handle this information.


Ireland Anti-Money Laundering  Online course that surveys the money laundering situation in Ireland and explains the stages and ways in which money is laundered. It describes the best practices and legislation that financial institutions and other designated bodies need to follow to counter money laundering. Also looks at the growing problem of terrorist financing. 
UK Anti-Money Laundering   Online course surveying the money laundering situation in the UK and explaining the stages and ways in which money is laundered. It describes the best practices and legislation that financial institutions and other designated bodies need to follow to counter money laundering. Also looks at the growing problem of terrorist financing.
US Anti-Money Laundering  Online course that focuses on how money laundering affects financial institutions in the US. It covers US legislation and the regulations with which financial institutions must comply. 

Workplace Awareness Online Courses

Diversity  Online course examining what diversity is, and why it is becoming more and more important in the workplace. Also looks at some of ways you can help to break down barriers to diversity at work. 
Equality   Online course examining different types of discrimination that can happen at work. Looks at some of the ways in which you can avoid discriminating against others, and a strategy you can use if you have experienced discrimination; it also looks at some of the characteristics of an equal opportunities workplace.
Workplace Bullying   Online course showing how to recognize workplace bullying, understand why bullies opt for certain targets, implement guidelines for overcoming workplace bullying, and promote a bully free working environment.
   Online course that enables you to recognize sexual harassment in the workplace, list the effects of sexual harassment, know how to deal with sexual harassment in the workplace, and  identify guidelines for preventing sexual harassment
Health and Safety   Online course enabling you to identify the elements of a safe working environment, recognize safety hazards and risks, handle lifting tasks safely, understand fire safety fundamentals, define ergonomics and its application in a work environment


Effective Manager Online Courses

Effective Delegation Online course identifying the four benefits of delegation, describing the six steps in the delegation process, and helping you to recognize and overcome the barriers to delegation.  
Effective Decision Making   Online course covering how to work better with different decision-making styles, sort and evaluate alternatives before making a decision, and make decisions based on a step-by-step process
Effective Objective Setting   Online course describing how to set effective objectives for yourself, other individuals, your team, or a whole organization
Effective Motivation   Online course outlining some theories of motivation; what you need to do as a good motivator and ways in which to make the job more motivational.
Effective Coaching   Online course outlining the benefits of coaching and what is actually involved in coaching employees. It goes through the coaching process and shows how to overcome difficulties when introducing coaching into your organization.
  Online course enabling you to assess some of the types and causes of change, list the steps involved in the change management process, and overcome employee resistance to change. 
Effective Team Building   Online course examining what a team is and why teams have become so popular in recent years, as well as describing in detail the four stages involved in building an effective team for today's working environment.
Effective Team Leadership   Online course looking at the role that team leaders play in the modern workplace and examining in detail the key characteristics that are required to become an effective team leader.
 Online course designed to help you recognize some common causes of problem performance. Understanding how a progressive disciplinary process works will help you to deal with employee problems when they arise, and to draw up a performance improvement plan for the benefit of the organization and the employee concerned. 
Effective Time Management   Online course enabling you to explain why time management is an essential skill, and assess, coordinate, and prioritise the demands on your time.
Effective Communication   Online course that explains the ways that we communicate; shows how to recognize the obstacles that interfere with the exchange of information, and helps you to communicate with clarity and precision. 
Effective Meetings   Online course that identifies methods of planning, preparing, and implementing meetings that will contribute to the success of your team and your organization.

Project Management Fundamentals Online Courses

 This online course examines the two characteristics that all projects have in common: every project is unique and every project creates a tangible and observable outcome. Also looks at the five main processes involved in managing a project: Initiating, Planning, Executing, Controlling, and Closing 
Initiating a Project  Online course showing how to identify the five steps involved in initiating a project, define the stakeholders in a project, and identify the six components of a project charter. 
Planning Project Scope   Online course showing how project scope is defined and how a work breakdown structure is made
Planning Project Activities
Online course in which you will learn how to convert the work breakdown structure (WBS) into a project activity list, work out the logical relationships between activities by developing a project network diagram, and show your project schedule in the clear visual format of a Gantt chart.  
Planning Project Costs  Online course enabling you to sequence the steps involved in creating a personnel resources matrix, identify three strategies for estimating project costs, and list the steps in creating a budget. 
Executing a Project   Online course enabling you to identify the four goals of a project start-up meeting, identify the five guidelines of effective team leadership, and provide balanced project communications.
Controlling a Project   Online course enabling you to list the six steps involved in variance analysis and identify four responses to change.
Closing a Project   Online course allowing you to identify the steps involved in both administrative and contract closure.

Project Management Professional Online Courses

Integration Management   Online course allowing you to identify strategies for aligning project plans with other activities in the organization; define the five key general management skills essential to project management; and identify the steps in implementing a change control system.
Scope Management   Online course explaining in detail the principal sources of scope creep, how to control it, and verify what precisely the scope of an individual project is. 
Time Management I   Online course introducing some tools and techniques that are used to focus on the critical path of a project, helping you to identify the activities that must be finished on time and those that will have a certain amount of leeway.
Time Management II Online course showing how best to throw resources at the project to speed it up; how certain activities can be done in parallel to fast track the process and how resources can be maintained so that everyone is kept busy.  
Cost Management   Online course looking at managing the cost of a project on an ongoing basis, with a focus on the final cost.
Quality Management   Online course covering the general principles of quality management and locating the source of a problem and identifying its resolution.
Online course looking at the impact of organizational structure, the likely barriers to collaboration in project work and examining how you can take the necessary steps to avoid them. Also, how you should go about selecting personnel for your team in the most efficient and effective way.
Communications Management Online course teaching how to create an effective communications system that gets the correct information to the correct people at the correct time.  
Risk Management   Online course that teaches you how to manage and respond to risks and how to make important decisions.
Procurement Management   Online course showing you how to get products and services from outside organizations at a price and time that suits you.

Sales Skills Online Courses


Prospecting Online course introducing tried and trusted techniques for sourcing and approaching potential customers.  
Selling Value   Online course that shows you how to avoid your prospects feeling that they are 'being sold' by adopting a client perspective and identifying and emphasizing customer value at all stages of the sales cycle.
Building Rapport and Call Introduction   Online course covering the tips for success and the pitfalls you may encounter at that critical first meeting where the relationship for the entire sales cycle is determined. 
Developing a Sales Solution Online course outlining how to escalate a prospects active needs into a conceived solution that is biased toward your product or service.  
Selling the Benefits   Online course helping you to structure and deliver your presentation to the maximum effect, and follow up with a proposal that brings a deal closer to completion.
Closing and Negotiating   Online course that provides you with practical guidelines on dealing with objections, closing the sale, and negotiating a deal.
After the Sale   Online course showing you how to build upon the initial sale using effective after sales tactics.
Client Needs and The Sales Cycle   Online course explaining how to adopt a sales cycle that will help your prospect to conceive a mental picture of the likely solution in her mind, and to ensure that this conceived solution is biased towards your service.


Accountancy Links

ACCA - Association of Chartered Certified Accountants
AICPA - American Institute of Certified Public Accountants
CIMA - Chartered Institute of Management Accountants
ICAEW - Institute of Chartered Accountants of England and Wales
SII - Securities & Investment Institute
ICAI - Institute of Chartered Accountants of Ireland
ICAS - Institute Chartered Accountants of Scotland
CPA Ireland - Certified Public Accountants Ireland
IFAC - International Federation of Accountants

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