Excellence in Financial Management Program

Advanced Training in Finance for Anyone Anytime

www.exinfm.com/elearning

Excellence in Financial Management Program

Introduction
The Excellence in Financial Management Program is an online modular program designed to provide advanced training in finance. The Program was developed based on feedback from free training courses offered at www.exinfm.com/training. These courses are posted for free without any formal program or certification behind what is taught. In an effort to better meet the needs of people who want a more formal program (similar to a college education), a new training program will get launched on January 23, 2012. The Programs Mission is to Provide a collegiate level education in finance online that meets the full educational needs of the participant. In order to accomplish this mission, the Program is administered through a formal Learning Management System which includes: Interactive courses with audio / video, topic boxes and chapter review questions; Completion Certificates, Transcript Records, Course Forums and Master Level Exams. A one-day live workshop is also taught in support of Module 1 in Washington D.C. Participants in the Program have their own personal learning environment which includes: My Courses (Courses you have selected to take), My Transcript (Permanent record of what you have taken and what you have passed), and My Profile (Set your own personal preferences). The following slides describe the structure and layout of the Program as well as a description of the courses that comprise Module 1 Business Finance (launch on March 12, 2012) and Module 2 Business Analytics (starts to get rolled out in May 2012). The final slide attempts to answer some of your questions.

www.exinfm.com/elearning

Excellence in Financial Management Program

Overall Structure
The program is structured to be progressive within each module, consisting of five courses per module, and to be progressive overall consisting of four modules. All of the pieces fit together as follows: Module 4

Business Management

Course 1

Course 2

Course 3

Course 4

Course 5

Advanced Finance

Course 1

Course 2

Course 3

Course 4

Course 5

Business Analytics

Course 1

Course 2

Course 3

Course 4

Course 5

Business Finance

Module 1

Course 1

Course 2

Course 3

Course 4

Course 5

Progressive Course 1 to Course 5

www.exinfm.com/elearning

Progressive Module 1 to Module 4

Module 2

Module 3

Excellence in Financial Management Program

Quick Overview of Module 1 Courses
Module 1 is an introductory level related to Business Finance. The objective of this module is to give the participant a solid understanding of business finance. Module 1 consists of five courses:

The Basics of Accounting (M1C1)

Learn how the accounting process works and how transactions get posted and connect to the financial statements Course consists of 6 Chapters: Concepts | Transactions | Financial Statements | Application of Principles | Accounting for Assets | Additional Topics Course includes Study Workbook consisting of 10 tabs: Chart of Accounts | Transactions | Ledger Accounts | Trial Balance | Financial Statements | Reconciling Cash | Inventory Control | Depreciation | Cost Accounting | Account Classifications

Introduction to Financial Analysis (M1C2)

Learn how to analyze financial statements and apply key performance indicators Course consists of 8 Chapters: Accounting Recap | Horizontal & Vertical Analysis | Ratio Analysis | Key Financial Indicators | Economic Analysis | Forecasting | Advanced Concepts Course includes Study Workbook consisting of 8 tabs: Financial Statements | Common Sized Financials | Ratio Analysis | Industry Analysis | ROI Model | Cost of Capital | Economic Analysis | Sales Forecasting

Fundamentals of Corporate Finance Part 1 (M1C3)

Learn how to develop financial plans and forecasts including sources of financing

Fundamentals of Corporate Finance Part 2 (M1C4)

Learn the key concepts of business finance such as discounting, rates of return, leverage and private capital Course consists of 7 Chapters: Time Value of Money | Risk Returns | Derivatives | Capital Investments | Capital Structure | Optimal Capital | Private Capital Course includes Study Workbook consisting of 6 tabs: Time Value of Money | Risk Return | Option Pricing | Cost Benefit Analysis | Use of Leverage | Optimal Capital

Risk Management (M1C5)

Learn the risk management process including specific techniques and frameworks for managing risks Course consists of 5 Chapters: Overall Process | Risk Identification | Risk Analysis | Risk Response & Control | Risk Frameworks Course includes several supplemental files: Risk Management Workbook | Risk Policy | Risk Management Plan | Risk Identification Questions

Course consists of 5 Chapters: Finance Principles | Financial Plans | Working Capital | Short Term Financing | Long Term Financing
Course includes Study Workbook consisting of 5 tabs: Forecasted Financials | Operating Budgets | Working Capital | Short Term Financing | Long Term Financing

Module 1 gets released on March 12, 2012

www.exinfm.com/elearning

Excellence in Financial Management Program

Quick Overview of Module 2 Courses
Module 2 is a highly analytical track that develops the analytical skills of business professionals. Module 2 consists of five courses that span a wide range of analytical situations (non-financial):

Problem Solving (M2C1)

Problem Solving Process and Pit Falls Decision and Evaluation Analysis Creative and Analytical Thinking by phases (Whole Brain) Outcome Analysis Mind Mapping

Tools and Techniques (M2C2)

Strategic Tools (STEEP, Five Forces, SWOT, BCG Matrix, GE Screen Matrix, Ansoff, SPACE, QSPM) Customer Tools (Kano, Segmentation, Value Analysis, Rankings, Utility Maps, Surveys) Data Analysis

Developing Requirements (M2C3)

Overall Process and Life Cycle How to Write Good Requirements Elicitation Techniques Process Mapping and Gap Analysis Deliverables such as System Requirements Specification

Process Modeling (M2C4)

Use of Case Tools Defining Business Rules Business Process Modeling Notation Process Modeling Techniques such as Workflows, Events, and Activities Overview of Business Analysis Body of Knowledge (BABOK)

Business Intelligence (M2C5)

Overall Process, Plan and Alignment to Organization Data Extraction and Collection Specifications Slicing the Data (Cubes) Knowledge Management Assets Communities of Excellence

To be released May 2012

To be released September 2012

To be released February 2013

To be released late 2013

www.exinfm.com/elearning

Excellence in Financial Management Program

Detail Course Information The Basics of Accounting (M1C1)
Purpose Content
Provide a good overall understanding of accounting. This includes how to post transactions to general ledger accounts and apply various principles of accounting to economic transactions. The course also describes the process of creating a set of financial statements. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 50 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Introductory / Basic level no prior knowledge of accounting is required. No advanced pre-requisites are required prior to taking this course. 2.5 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record.

Delivery Level Pre-requisites Course Credit Final Exam Certificate of Completion

Duration
Course Cost Purchase

You have one full year to complete the course from the date of purchase.
$ 35.00 payable online using a credit card Go to http://elearning.exinfm.com to click on the Course Catalog to purchase this course

www.exinfm.com/elearning

Excellence in Financial Management Program

Detail Course Information Introduction to Financial Analysis (M1C2)
Purpose Content
Explain the specific techniques that can be used to evaluate the financial performance of a company. This would include the use of ratios, trend analysis and measuring operating cash flows. The course also illustrates how to calculate the cost of capital. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 50 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Introductory / Basic level no prior knowledge is required. Some familiarity with financial statements is helpful. Participants should complete Course 1 The Basics of Accounting if they lack an accounting related background. 3 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card Go to http://elearning.exinfm.com and click on the Course Catalog to purchase this course
www.exinfm.com/elearning

Delivery Level Pre-requisites Course Credit Final Exam Certificate of Completion Duration Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Fundamentals of Corporate Finance Part 1 (M1C3)
Purpose Content Delivery Level Pre-requisites Course Credit Final Exam
Provide an introduction to principles of business finance such as how to finance a business, how to forecast future financial results, and how to manage the working capital of a business. This is part 1 of a two part course that covers corporate financial management. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Introductory / Basic level no prior knowledge of finance is required. A business related background is helpful. For participants lacking a financial background, you are encouraged to complete the first two courses within the module: Course 1 The Basics of Accounting and Course 2 Introduction to Financial Analysis prior to taking this course. 4.5 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card Go to http://elearning.exinfm.com and click on the Course Catalog to purchase this course
www.exinfm.com/elearning

Certificate of Completion
Duration Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Fundamentals of Corporate Finance Part 2 (M1C4)
Purpose
This is a continuation of Course 3 Fundamentals of Corporate Finance Part 1. The purpose behind these two courses is to give the participant an overall understanding of business finance. This course teaches present value concepts, explains how investments are analyzed, illustrates how companies form their capital structures and introduces the concepts of private capital. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Introductory / Basic level no prior knowledge of finance is required. A business related background is helpful. Participants should complete Course 3 Fundamentals of Corporate Finance Part 1 prior to taking this course. 4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card Go to http://elearning.exinfm.com and click on the Course Catalog to purchase this course
www.exinfm.com/elearning

Content Delivery

Level
Pre-requisites Course Credit Final Exam Certificate of Completion Duration Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Risk Management (M1C5)
Purpose Content
Introduce participants to the risk management process including how to identify risk, how to categorize risk and how to respond to risk. The course also describes various frameworks for managing risk such as Enterprise Risk Management, Basel II and COBIT. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Introductory / Basic level no prior knowledge of risk management is required. A business related background is helpful. No advanced pre-requisites are required prior to taking this course. 4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card Go to http://elearning.exinfm.com and click on the Course Catalog to purchase this course
www.exinfm.com/elearning

Delivery Level Pre-requisites Course Credit Final Exam Certificate of Completion Duration Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Problem Solving (M2C1)
Purpose Content
Describe a structured process for solving problems including specific steps and techniques that can be applied. Provide a concise understanding behind critical thinking and creative thinking. Include examples of how these concepts are applied to problem solving. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Intermediate level no prior knowledge of problem solving is required. Some experience dealing with problems is helpful. No advanced pre-requisites are required prior to taking this course. 4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card THIS COURSE WILL BE AVAILABLE MAY 2012
www.exinfm.com/elearning

Delivery Level Pre-requisites Course Credit Final Exam Certificate of Completion Duration Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Tools and Techniques (M2C2)
Purpose Content
Provide a wide range of specific tools and techniques that professionals can apply to solving strategic problems and customer problems. Obtain a basic understanding of how to apply statistical concepts to large volumes of data. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Intermediate level no prior knowledge is required. Some experience with solving strategic issues and customer related issues is helpful. In order to get the most out of this course, participants should take Course 1 Problem Solving prior to taking this course. This will provide a good foundation that leads into this course.

Delivery Level Pre-requisites

Course Credit
Final Exam Certificate of Completion Duration Course Cost Purchase

4 hours of Continuing Professional Education credit

This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card THIS COURSE WILL BE AVAILABLE SEPTEMBER 2012
www.exinfm.com/elearning

Excellence in Financial Management Program

Detail Course Information Developing Requirements (M2C3)
Purpose
To gain an understanding of how to properly manage the requirements phase of a project including documenting and managing changes to requirements. Know how to apply basic methods within the requirements phase such as interviewing, the use of check lists, gap analysis, and control through a traceability matrix. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files.

Content

Delivery
Level Pre-requisites Course Credit Final Exam Certificate of Completion Duration Course Cost Purchase

All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools.
Intermediate level no prior knowledge is required. Some experience on projects is helpful. No advanced pre-requisites are required prior to taking this course. 4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card THIS COURSE WILL BE AVAILABLE FEBRUARY 2013
www.exinfm.com/elearning

Excellence in Financial Management Program

Detail Course Information Process Modeling (M2C4)
Purpose
Establish a working knowledge behind how to model a business process or structure. Understand how to apply the Unified Modeling Language (UML) to describe a process. Introduce techniques that are prescribed within the Business Analysis Body of Knowledge or BABOK. Know how to align a process or structure to the enterprise architecture. Articulate interactions between actors and systems, distinguish business rules, and plan the modeling development process. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Intermediate level no prior knowledge is required. Some experience on projects is helpful. Participants should complete Course 3 within this module on Requirements Analysis prior to taking this course. 4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card THIS COURSE IS EXPECTED TO BE AVAILABLE SOMETIME IN LATE 2013
www.exinfm.com/elearning

Content
Delivery Level

Pre-requisites
Course Credit Final Exam Certificate of Completion

Duration
Course Cost Purchase

Excellence in Financial Management Program

Detail Course Information Business Intelligence (M2C5)
Purpose
Provide an understanding behind the issues and components associated with Business Intelligence including how to properly mange knowledge. This would include knowing how to leverage transactional data, knowing how to build a BI matrix, and knowing how to identify navigation and extraction issues with large volumes of data. This course will also touch on critical success factors with a knowledge management program such as cultural issues. Course content is organized into chapters similar to a textbook with review questions at the end of each chapter. The course is approximately 45 pages in length and includes inter-active features such as audio / video files and hyperlinks to examples and files. All course content is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of content, exams, and evaluations. The LMS also provides supporting functions such as transcripts, reports and soft learning tools. Intermediate level some experience and knowledge of technology projects is helpful.

Content Delivery Level

Pre-requisites
Course Credit Final Exam Certificate of Completion Duration Course Cost

No advanced pre-requisites are required prior to taking this course

4 hours of Continuing Professional Education credit This course includes a final exam consisting of multiple choice questions. In order to pass the exam you will need to pass with a score of 70% A Certificate of Completion is awarded after you successfully pass the Final Exam. A copy of your Certificate of Completion along with the completion date is posted as part of your transcript record. You have one full year to complete the course from the date of purchase. $ 35.00 payable online using a credit card THIS COURSE IS EXPECTED TO BE AVAILABLE SOMETIME IN LATE 2013
www.exinfm.com/elearning

Purchase

Excellence in Financial Management Program

Comprehensive Exams Intermediate Level
Purpose Content
Provide the participant with an opportunity to demonstrate a mastery of the module by passing a comprehensive exam. Consists of 100 multiple choice questions, 20 questions randomly selected from five databases that covers all five courses within the module. The questions are similar to the questions that are used throughout all courses. Two practice exams are included, consisting of 25 questions each. The exam is delivered online using a formal Learning Management System or LMS. The LMS administers the registration process, delivery of each question, grades the exam and awards a Master Certificate. Intermediate level a solid understanding of the module is demonstrated by successfully passing the comprehensive exam. Participants should complete all five courses that comprise the module. Participants should also complete two practice exams which are included as part of the comprehensive exam. 8 hours of Continuing Professional Education credit A Master Certificate is awarded after you successfully pass the Comprehensive Exam. A copy of your Master Certificate is posted as part of your transcript record. You have one full year to complete the comprehensive exam from the date of purchase. You are limited to 4 attempts during a full year. $ 10.00 payable online using a credit card Go to http://elearning.exinfm.com and click on the Course Catalog to purchase
www.exinfm.com/elearning

Delivery
Level Pre-requisites Exam Credit Master Certificate Duration

Constraints
Exam Cost Purchase

Excellence in Financial Management Program

Additional Information
Refunds
If you are not 100% satisfied with a course, you may request a full refund within five days of the purchase date of the course. Refund request should include name of participant, course title and reason why a refund has been requested. Refund request can be submitted to matt@exinfm.com or call toll free at 1877-807-8756.

Accreditation
The Excellence in Financial Management Program is currently going through an accreditation process with the National Association of State Boards of Accountancy (NASBA). If the accreditation process is successful, then all courses will be available for continuing professional education credits. This process is expected to be completed in March 2012.

Contact Information
If you have complaints, suggestions, questions or comments about this Program, please feel free to contact me: Matt H. Evans Email: matt@exinfm.com Phone: 1-877-807-8756
www.exinfm.com/elearning