Course Title

Financial Management & Investment Planning

Course Description

This course builds on the Business and Personal Finance course. It will provide students with the ability to recognize functions, concepts of sources, and uses of funds needed in financial administration of corporate financial management. The structure and operation of securities markets, portfolio management and capital market theory will be identified and applied to diagnose and solve financial and operational problems. Students will interpret financial data to develop short-term and long-term budgetary plans. Students will engage in solving real business problems with the importance of technology and globalization in the modern practice of finance.

Contact

Judy Kirtley
Program Specialist
Business, Marketing and Information Technology Education
Oklahoma Department of Career and Technology Education
(405)743-5419
jkirt@okcareertech.org

Knowledge and Skills

• Capital Structure
• Future Trends
• Financial Statement Analysis
• Future Developments in Organization and Administration
• Capital Budgeting
• Organizing Guides for Decision Making
• Current Asset Management
• Creating Charts, Tables and Graphs for Explaining Variances Between Budget and Results
• Financial Plans and Models
• Identifying Critical Data
• Financial Strategies
• Preparing a Planning Budget Presentation
• Diagnosing Financial and Operational Problems
• Assessing Potential Impacts
• Identifying Causes
• Evaluating New Business Propositions
• Forecasting Future Trends
• Financial Markets and Securities
• Projecting Future Costs
• Trading Structure
• Establishing Relative Timelines
• Present Value Calculations
• Risk and Return
• Equities, Bonds, Futures and Options

Accountability Measures, Assessments, or Evaluation Procedures

Required Brainbench Certifications (or equivalent industry certifications)

• Financial Auditing
• Financial Accounting
• Financial Analysis

 Recommended Additional Certifications:

• Taxation
• Real Estate Finance

Industry Alignments

Brainbench or (CFP) Certified Financial Planner Certification or (CFA) Chartered Financial Analyst Certification

CFP  candidates must complete qualifying work experience.
CFA Candidates must complete three exams and gain at least three years of qualifying work experience.

http://www.brainbench.com/

http://www.cfp.net/

https://www.cfainstitute.org/index.html

Curriculum Resources

American Management Association.  The Essentials of Finance and Accounting for Nonfinancial Managers. ISBN-0-8144-7122-6, 2002.

American Management Association.  The Cost Management Toolbox.  ISBN-8144-7448-9, 1999.

American Management Association.  Smart Financial Management.  ISBN-0-8144-0789-7, 2004.

Available:  http://www.amanet.org/

Block, Stanley and Hirt, Geoffrey.  Foundations of Financial Management, Twelfth Edition.  McGraw-Hill/Irwin.  ISBN-978-0-07-325743-3; MHID:  0-07-329352-3,  2008.

Bodie, ZVI; Kane, Alex; and Marcus, Alan.  Essentials of Investments, Sixth Edition.  McGraw-Hill Irwin.  ISBN-13:978-07-304153-7; ISBN-10:  0-07-304153-X,  2007.

Ross, Stephen; Westerfield, Randolph, and Jordan, Bradford.  Essentials of Corporate Finance, Fifth Edition.  McGraw-Hill/Irwin.  ISBN-13:978-0-07-321455-9; ISBN-10:  0-07-321455-8, 2007.

Crabb, Peter.  Finance & Investments using The Wall Street Journal.  McGraw-Hill/Irwin.  ISBN-0-07-282936-2, 2003.

DeMello, Jim.  Cases in Finance, Second Edition.  McGraw-Hill/Irwin.  ISBN-0-07-298322-1, 2006.

Higgins, Robert.  Analysis for Financial Management, Eighth Edition.  McGraw-Hill/Irwin.  ISBN-13:  978-0-07-304180-3; ISBN-10:  0-07-325858-X, 2007.

Adair, Troy Jr.  Excel Applications for Investments.  McGraw-Hill/Irwin.  ISBN:  0-07-353057-3, 2006.

MBA Survival Kit.  Essentials of Finance with an Accounting Review.  McGraw-Hill/Irwin.  ISBN:  0-07-256472-5, 2001.

Available:  www.mhhe.com

Available:  http://www.cengage.com

Available:  http://www.investopedia.com/

This Course Found In These Career Majors