Effective Financial Management

PASS /MERIT/DISTINCTION/ NYA

of stakeholders.

1.1 Explain the concept and objectives of financial management.

1.2 Discuss the function of financial management with Case Study.

1.3 Develop financial management strategy for an organisation.

Stakeholders:-

1.4 Explain the concept and function of stakeholders in an organisation.

1.5Discuss the role of stakeholders in organisation and financial management strategy.

Include business scenario.

Ethical Issues:-

1.6 Explain the concept of ethical issues.

1.7 Discuss the financial practices in business.

1.8 Discuss the ethical issues in financial practices.

1.9Recommend solutions with examples.

The Learner has explained very briefly. Needs to elaborate.

The Learner needs to discuss the following points:

·         Estimation of capital requirements:

·         Determination of capital composition:

·         Choice of sources of funds:.

·         Investment of funds:

·         Disposal of surplus:

·         Management of cash: Financial controls:

This involves employing several strategic financial theories designed to operate in a company’s best financial interests.

·         Accounting:

·         Budgeting:

·         Charging:.

·         Forecasting: etc.

Needs to include all the Stake holders, Internal/External

Has not Discussd the role of  all the stakeholders

a)    Needs to include the following: Lack of integrity.

b)    Falsification of information.

c)     Breach of confidentiality.

d)    Misappropriation of assets for purposes other than company interests.

e)     Focus on short term gains/results.

f)       Overlooking small unethical issues which, leads to greater undesired results/outcomes.

Ignorance or negligence to generally accepted or global standards

Understanding financial statements and business performance.

2.1 Explain the concept and methods to calculate business performance.

Include Case study of an organization.

Financial Statements:-

2.2Discuss the concept and types of financial statements.

2.3Explain methods to calculate financial statements of an organization .

2.4Include tables and solved numerical data.

Financial Ratios:-

2.5 Discuss the concept and types of financial ratios.

2.6 Explain its use with solved numerical examples and formulas.

Sources of Finance:-

2.7 Discuss the concept and types of sources of finance.

2.8 Explain its use with solved numerical examples and formulas.

Investment appraisal techniques:-

2.9 Discuss the concept and types of investment appraisal techniques.

2.10 Use numeral calculations to show its use.

2.11 Discuss benefits and limitations of investment appraisal techniques.

Include business scenarios.

Non-financial factors:-

2.12 Explain the concept and types of non-financial factors.

2.13 Explain its use with business scenarios.

2.14 Discuss its benefits and limitations

Need to explain the following: Has Discussed methods, such as Return on equity(ROE), (2) Internal rate of return(IRR), (3) Cash Flows return on investment(CFROI), and (4) Return on assets(ROA).  to calculate business performance and financial statements.

Must include

·  Competition: Peer performance, Industry Bench-mark,.

·  Goals and Planning

quality, flexibility, resource utilization, and innovation).

Sales, Customers, CG, CSR, Operational, Marketing KPIs.

Needs to include Cash Flow and Funds Flow Statements

Not discussed all the important source of Finance

Must discuss WACC, Cost of Debt, Equity etc.

Needs to include: Payback Period, Accounting Rate of Return, Net Present Value, Internal Rate of Return, Profitability Index, Discounted Payback Period, and, Terminal Value.

Must include: Environmental constraints, Government regulations, Staff motivation, Customer satisfaction, Trends (present and future), Risk, Availability of key resources, Availability of suitable site location, Corporate culture, Brand image, Market share, Corporate Social Responsibility, etc.

NYA

NYA

NYA

3.1 Explain the concept and importance of financial risk.

3.2 Explain the types of financial risks along with Case study of an organization.

3.3 Discuss techniques of financial risk analysis and the process involved in it.

3.4 Discuss benefits and limitations of financial risk analysis with Case study.

Must discuss: Sensitivity Analysis

Scenario Analysis

Regression Analysis

Value at Risk and how to 1) Identify, (2) Analyse, (3) Manage (Plan response, implement them and monitor + review).

NYA

I confirm that the work submitted for this assignment was checked against valid Turnitinplagiarism software, and the receipt for this check is attached.

.

Please sign the authenticity statement below to confirm the work as your own. In so doing, you are confirming that there has been no cheating or copying in producing the work and that any sources of information used in your work have been properly referenced.

Before submitting your assignment for marking and scrutiny, please read Statement A and Statement B (below). Tick the box alongside the statement which most applies before signing and dating this form.

I hereby give my permission for my work to be used by the centre for future training and/or exemplar purposes. ☐