Customer and Portfolio Analysis
Available Anytime
Location:
Online
1Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$65.00 Regular Price
Product Code: AI23-FLP21_SMA4
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Business Management & Organization
Overview:
Retain your customers
Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business.
Develop your skills
- Customer value management cycle
- Customer segmentation
- Customer lifetime value
- Customer profitability analysis
- Customer portfolios
- BCG Matrix
Gain experience with detailed exercises.
The practical hands-on exercises use real-world examples and are designed to give you knowledge on how to retain customers and improve relationships.
This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.
Objectives:
Learning Outcomes
- Analyse customer value and profitability.
- Analyse product portfolios using the BCG matrix.
Major Topics:
Key Topics
- Customer value analysis
- Portfolio analysis using BCG matrix
Designed For:
Who Will Benefit
- Global accounting and finance professionals
- Management accounting professionals
- CPAs in public practice with manufacturing clients
- Supply chain professionals