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Development of Financial Strategy

Registration is Open
VSCPA Members
$49.00 Regular Registration
$59.00 Regular Registration
Designed For:

CPA's and accounting professionals



This CPE course identifies the three key decisions in financial strategy and looks at the links between them. These key decisions are: 

  • Investment - what projects should be undertaken by the organization?
  • Financing - how should the necessary funds be raised?
  • Dividends - how much cash should be allocated each year to be paid as a return to shareholders, and how much should be retained to meet the cash needs of the business?

These areas are closely interrelated. Investment decisions cannot be taken without consideration of where and how the funds are to be raised to finance them. Dividends represent the payment of returns on the investment back to the shareholders, the level and risk of which will depend upon the project itself, and how it was financed. This course explores such areas as the influence of external economic forces on financial strategy, the impact of taxation, and credit worthiness. It finally examines the repercussions involved when an entity changes its financing, investing, and dividend policy.

Course provided by AICPA

Delivery Method: Self Study
CPE Credit: Finance
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.