On Demand

Investments and Financing


Analyzing investments and determining how to finance investments is often an integral part of a CPA’s role. This course will help you learn to assess appropriate sources of investment information and evaluate the optimal mix of securities in a portfolio. You will also learn how to compare the various short-term, intermediate-term, and long-term financing sources as well as how to calculate the various costs of capital.




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SKU: MA003 Category: Tag:


All accounting professionals should possess a working knowledge of the two basic financial functions of an organization – investing and financing. This course looks at fundamental investment considerations such as the trade-off between risk and return and explores a wide range of information sources that should be considered prior to making any investment decisions for your organization.

By the end of this course, you will be able to:

  • Recognize basic considerations for an investment portfolio
  • Analyze risk versus return
  • Discuss the various types of financial assets
  • Recognize the benefits of portfolio theory with regard to investment decisions
  • Explain short-term, intermediate-term, and long-term financing sources
  • Compute the individual costs of capital, as well as the weighted average cost of capital