finance and accounting

finance and accounting

CERTIFIED SECURITIES SPECIALIST COURSE

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2022 Run:  June 4, 11, 18, 25, July 2, 16, 23, 30, Aug. 6, 13, 20, 27, Sept. 3, 10, 17, 24, Oct. 1, 8, 15, 22, 29, Nov. 5, 12, 19, 26 & Dec. 3, 10, 2022

Time: 0900-1600H (124 hours)

Module Fee: P57,895

The CSSC is a 124-hour program that puts emphasis on capital markets, fundamental analysis, technical analysis, valuation techniques, portfolio management, business ethics, securities regulations, market dynamics, and real world applications of finance principles.

The Certified Securities Specialist Course is a key investor education initiative of The Philippine Stock Exchange, Inc. in partnership with reputable educational institutions in the Philippines. Since its inception in 2007, the program has produced over 700 graduates of which a good number pursued a career in the Philippine securities market.

Target Audience

This course is intended for:

  • Individuals who already have the basic understanding of stock investing and would like to manage his or her own portfolio.
  • Aspiring stock brokers and capital markets professionals who want to enhance their investment, trading, and analytical skills.
  • Individuals interested in learning about the capital markets, particularly, the equities market or those who are considering a career in finance or the capital markets industry.

Module Outline

Session 1: 

  • Organization of Financial and Equities Markets

Session 2:

  • Analysis and Use of Financial Statements I

Session 3:

  • Analysis and Use of Financial Statements II

Session 4:

  • Quantitative Methods of Finance I

Session 5:

  • Quantitative Methods of Finance II
  • Macroeconomics I

Session 6:

  • Macroeconomics II

Session 7:

  • Valuation I

Session 8:

  • Valuation II

Session 9:

  • Fundamental and Technical Analysis I

Session 10:

  • Fundamental and Technical Analysis II 

Session 11:

  • Fundamental and Technical Analysis III

Session 12:

  • Risk Management I

Session 13:

  • Risk Management II
  • Raising Capital in the Capital Markets I

Session 14:

  • Raising Capital in the Capital Markets II

Session 15:

  • Introduction to Derivatives

Session 16:

  • Fixed Income and the Bond Market I

Session 17:

  • Fixed Income and the Bond Market II
  • Portfolio Management I

Session 18:

  • Portfolio Management II

Session 19:

  • Securities Regulation

Session 20:

  • Ethics in the Professional Asset Management Industry

Session 21:

  • Recent Developments in Capital Market
  • Webinars / Industry Update and Briefing Lecture

Session 22:

  • Mock Exam and Review Session

Session 23:

  • Final Comprehensive Exam

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2022 1st Run: Jan. 22, 29
& Feb. 5, 12, 19

2022 2nd Run: Jul. 2, 9, 16, 23, 30

Time: 0900-1800H (4 synchronous, 4 asynchronous)

Module Fee: P16,895

The program aims to make the participants understand and appreciate the language of business which is accounting. The course will introduce participants to various concepts and principles that define acceptable accounting practice.

The articulation of various processes in the accounting cycle for both service and merchandising businesses will be undertaken and competencies especially in the use of account titles, the recording of various business transactions and the preparation of the financial statements will be learned. This course is being offered so that the various users particularly owners, creditors and managers will analyze and evaluate how transactions affect the financial position, operating results and cash flow of the firm, and how these transactions are eventually represented in the financial statements.

Through this certificate course, the users will be able to use accounting information in their decision-making processes.

Module Objectives

At the end of module, the participant will be able to:

  • Explain the role accounting plays in the functioning of profit and not-for-profit entities, and the economy as a whole;
  • Identify the basic functions of business and how these functions are reflected in the financial statements;
  • Define generally accepted accounting principles including the concepts and principles used in accounting practice;
  • Analyze key processes in the accounting cycle for both service and merchandising firms;
  • Solve and prepare the financial statements;
  • Synthesize how key accounts are recognized, measured and are represented in the basic financial statements.

Module Outline

Session 1:

  • Conceptual Framework & Financial Reporting
  • Accounting concepts, principles and standards (PAS/IAS, PFRS/IFRS)
  • Assumptions, Principles and Constraints
  • Investing activities and assets
  • Financing activities and equities
  • Operating activities and the revenue and expense accounts

Session 2:

  • Accounts for Service and Merchandising firms
  • Rules of Debit and Credit
  • Recording and posting of business transactions
  • Use of Special Journals

Session 3:

  • Preparation of the Trial Balance
  • Recording and posting of adjusting entries
  • Preparation of the Statement of Financial Position and the Income Statement
  • Recording and posting of closing entries
  • Preparation of the Post-closing Trial Balance

Session 4:

  • Importance of a cash flow statement
  • The structure and sections in the cash flow statement
  • Construction of a cash flow statement

Session 5:

  • Recognition, measurement and disclosure of Asset Accounts
  • Recognition, measurement and disclosure of Equity Accounts
  • Recognition, measurement and disclosure of Revenue and Expense Accounts

 

Lecturer: Marilou San Agustin-Quibuyen, CPA, MBA

Marilou Quibuyen is a CPA with an MBA from De La Salle University.

She is currently a part-time professor at De La Salle College of St. Benilde SMIT-EMP and a contractual lecturer at the School of Professional and Continuing Education (SPaCE).

She previously worked as a part-time faculty at UPHSD, SPU-M, DLSU, SSC, UST, Asia Pacific College, Southville International School & Colleges, and Manila Business College. She also served as a full-time faculty member at the University of Makati for a year and has been in the academic field for 18 years.

She is also a freelance accounting and finance trainer / facilitator and provides consultancy services on tax and financial reporting to SMEs on a periodic basis. 

She worked in the corporate world for 6 years prior to entering the academic profession. She was employed as a Senior Tax and Management Accountant at Schlumberger Philippines, a Finance Auditor at F. Jacinto Group, Inc. and an Internal Auditor at Toyota Alabang, Inc, respectively.

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2022 1st Run: May 7, 14, 21, 28

2022 2nd Run: Aug. 13, 20, 27 & Sep. 3

Time: 32 hours

Module Fee: P16,895

The program is designed for the participants to synthesize how accounting assists in management in its decision-making functions. Its focus is more on planning, control, and decision-making activities of an enterprise.  This is applicable for all organizations: profit-oriented, manufacturing, merchandising, financial, and service businesses, and government and other non-profit organizations.

Through this certificate course, the users will be able to use accounting information in their decision-making processes. 

Module Objectives

At the end of module, the participant will be able to:

  • Identify the nature and purpose of management accounting as it relates to various management functions.
  • Discuss relevant cost concepts, system design, profit planning techniques, performance measures and tools for decision-making purposes.
  • Utilize various tools and techniques available to management for decision-making.
  • Prepare specialized accounting reports required by management.
  • Prepare budgets, cost and financial statement analysis for controlling operations.

Module Outline

Session 1: 

  • Review of Financial Statements Preparation
  • Financial Statement Analysis

Session 2: 

  • Cost Terms & Cost Behavior
  • Cost Volume Profit Analysis
  • Session 3: 
  • Profit-Planning
  • Cost in Decision Making
  • Pricing 

Session 4: 

  • Capital Investment Decision Analysis/Capital Budgeting Tools and Techniques

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2021 1st Run: Apr. 23, 30 & May 7, 14

2022 - 2nd Run: Sep. 17, 24 & Oct. 1, 8

Time: TBA

Module Fee: TBA

This module provides a conceptual framework for which key financial decisions to ensure continuing viability of a firm including periods of uncertainty, and risks-related transactions in business are analyzed.

It will cover extensive financial analysis, planning and preparation of pro-forma statements. It intends to focus on understanding of long-term financing, capital budgeting, risk management, valuation of financial instruments, working capital, credit policy and dividend decision.

It will also evaluate the main types of derivative contracts such as: forward contract, futures, swaps and options, and how these instruments are used in managing and modifying financial risks. Having a good grasp of these functions allow executives / management to be prudent to make correct decisions in the area of finance. Finally, this course provides the synthesis of financial policy by integrating organizational purpose to its financial managements and controls.

Module Objectives

At the end of module, the participant will be able to:

  • Identify, define, and analyze various types of risks the finance manager, executives and decision-maker faces in solving short-term decision making problems in the routine course of a business organization.
  • Apply basic and advanced techniques in analyzing financial statements.
  • Manage a firm’s working capital efficiently by utilizing basic financial planning and forecasting tools for business decisions.
  • Learn the concepts, related calculations and practical applications of the mathematics of finance and investments
  • Explain the concepts of shareholder wealth maximization, long-term financing, risk management, capital acquisition analysis, valuation of financial instruments, and the dividend decision.
  • Discuss the sources of short-term and long-term funds and differentiate the costs and benefits of the use of leverage.
  • Demonstrate critical thinking, communication skills, and use of computer technology in the learning process.

Module Outline

Session 1:

  • The Finance Function: Overview and Introduction
  • Financial Analysis and Planning

Session 2:

  • Basic Financial Planning: Short Term and Long Term,
  • Forecasting and Breakeven Analysis

Session 3:

  • Working Capital Management
  • Risk and Returns

Session 4:

  • Capital Budgeting Decisions
  • Derivatives and Risk Management

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2022 - 1st Run: May 28 & Jun. 4, 11, 18

2022 - 2nd Run: Oct. 22, 29 & Nov. 5, 12

Time: TBA

Module Fee: TBA

This is a 3-day module intends to provide practitioners tools to help develop, write and maintain financial model using Excel spreadsheet. It seeks to show the benefits of best practices and provide tips with examples of various techniques and selections of mode templates.

short courses

for inquiries

Look for: Kaypee Dalope

4/F School of Design and Arts (SDA) Campus
950 Pablo Ocampo Street, Malate, Manila, Philippines
✆  (+63) 8230-5100 local 3802, 
(+63) 8400-5425, (+63) 8400-7405
✉  space@benilde.edu.ph

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