MAJOR ROLES AND FUNCTIONS
OF A FINANCE OFFICER
is responsible for the
financial health of an
organization.
BASIC FUNCTION:
Planning
FINANCIAL INSTITUTIONS


UNIVERSAL BANKS
COMMERCIAL BANKS



THRIFT BANKS
INVESTMENT BANKS
RURAL BANKS AND
COOPERATIVE BANKS



ISLAMIC BANKS
TRUST COMPANIES
CREDIT UNION
Operations
FUNCTIONS OF
Financial information
Risk management
DEBT
Debt
VS.
EQUITY
pay
the
investor interest,
plus repay the
amount borrowed.
Equity
pay
the
FINANCIAL
Funding
MANAGER
Third parties
based on earnings,
*operating decisions
if any, after the
*investment decision
obligations
*financial decisions
the
-Define objectives.
-Identify possible
courses of action.
-Assemble data
relevant to the
decision.
-Assess the data
and reach a
decision
-Implement the
decision
-Monitor the
effects of
decisions
ROLE OF FINANCIAL
INTERMEDIARIES
is
required to make
to the company’s
creditors are paid.
to facilitate the
FINANCE is the study of
how individuals, institutions,
from the investor to
the business, or the
lender to the
governments, and businesses
acquire,
borrower.
spend, and
manage money and
AREAS

CAPITAL
MARKETS AND
IMPORTANCE OF
THEORY

Long term goals
Short term goals
issuer
that
movement of funds
FINANCIAL
MANAGEMENT

INVSESTMENT
MANAGEMENT
FINANCIAL ASSETS
An asset is any
other financial assets.
BUSINESS FINANCE
investor an amount
resource that we
ELEMENTS OF FINANCIAL
SYSTEM
FINANCIAL
INSTITUTIONS
FINANCIAL
MARKETS
FINANCIAL
INSTRUMENTS
COMPONENTS:
financial markets
financial
intermediaries
financial activities
expect to provide
future
benefits
and,
has
economic value
TWO TYPES:
Tangible
intangible