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Finance & Economics

Financing Strategies for Financial Executives (On-Demand - Executive Finance)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

One of the highest value contributions of any senior financial professional is to lead the development and execution of a viable financing strategy. The world of financing is dynamic, complex, and active. In course, you will learn to how to successfully navigate capital markets and identify the right financing instruments to meet your organizations needs.

 
Access expires 180 days from purchase date

Learning Objectives

Upon completion of this course, the learner will be able to:

  • Identify and match the appropriate sources of capital to meet the organizational need
  • Negotiate the terms in a letter of interest with debt and equity providers and advisors
  • Comply with the financial and reporting requirements of the credit facility and how to approach situations of non-compliance
  • Determine the amount of financing requirement using a dynamic financing model

Content

Once the appropriate sources of financing are identified, you will learn how to guide a financing process and negotiate terms from interested capital providers. The course also addresses best practices for managing covenant compliance and reporting and what to do when the terms of the agreement cannot be met. From strategic planning to execution, this course will guide the financial leader every step of the way.

Course Content Created: July 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by Executive Finance. Executive Finance is a hands-on, experiential-based thought leadership lab for financial professionals. Executive Finance curates the best ideas they can find, then tests these ideas with companies to develop tools, methodologies, and executive development courses. Their partners work in finance as executives, corporate directors, educators, speakers, and authors – many times simultaneously, which makes for rich content and stories. In general, Executive Finance’s online courses focus on developing financial professionals to become financial executives; they also offer courses for newer financial professionals in areas such as ethics, financial analysis, and corporate finance.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Course Details
Cost
$185
Members
$210
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
6
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Financing Strategies for Financial Executives (On-Demand - Executive Finance)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$185
Members
$210
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
6
Credits

Overview

One of the highest value contributions of any senior financial professional is to lead the development and execution of a viable financing strategy. The world of financing is dynamic, complex, and active. In course, you will learn to how to successfully navigate capital markets and identify the right financing instruments to meet your organizations needs.

 
Access expires 180 days from purchase date

Learning Objectives

Upon completion of this course, the learner will be able to:

  • Identify and match the appropriate sources of capital to meet the organizational need
  • Negotiate the terms in a letter of interest with debt and equity providers and advisors
  • Comply with the financial and reporting requirements of the credit facility and how to approach situations of non-compliance
  • Determine the amount of financing requirement using a dynamic financing model

Content

Once the appropriate sources of financing are identified, you will learn how to guide a financing process and negotiate terms from interested capital providers. The course also addresses best practices for managing covenant compliance and reporting and what to do when the terms of the agreement cannot be met. From strategic planning to execution, this course will guide the financial leader every step of the way.

Course Content Created: July 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by Executive Finance. Executive Finance is a hands-on, experiential-based thought leadership lab for financial professionals. Executive Finance curates the best ideas they can find, then tests these ideas with companies to develop tools, methodologies, and executive development courses. Their partners work in finance as executives, corporate directors, educators, speakers, and authors – many times simultaneously, which makes for rich content and stories. In general, Executive Finance’s online courses focus on developing financial professionals to become financial executives; they also offer courses for newer financial professionals in areas such as ethics, financial analysis, and corporate finance.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.