Capstone

Financial Analysis, Planning and Control COURSE GOALS AND OBJECTIVES

  1. Appraise an organization’s financial health by evaluating data derived from management and managerial accounting practices and functions.

  2. Compare the similarities and differences between the financial objectives of private, public, and non-profit organizations.

  3. Assess, interpret, and understand financial statements and information to determine an organization’s financial position and health.

  4. Apply and evaluate analytical models used to evaluate financial performance.

  5. Investigate the roles that budgeting play in financial decision-making for long-term and short-term financial planning.

  6. Examine various sources of capital and how funds are raised by organizations.

  7. Recommend and apply strategies and principles of financial management to the allocation of funds to secure the long-term profitability and/or goal attainment of organizations.

  8. Incorporate the use of finance and accounting tools and principles into organizational analysis.