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FINANCIAL MANAGEMENT ADVANCED STUDY COURSE

Financial Management is a key part of not only your asset management program but affects departments across your corporate enterprise. Financial IT Asset Management is the backbone to savings within your IT Asset Management program from budgeting to invoice reconciliation. Financial IT Asset Management includes many operationally recurring functions: budgeting, fixed asset reconciliation, chargeback, invoice reconciliation, forecasting, financial audit preparation, and billing. In addition to these, the Financial IT Asset Management discipline must support a strategic view of IT spending.

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Product Description:
The Peloton Certificate of Advanced Study (CAS) is earned by studying two areas of information technology asset management (ITAM). Peloton advanced courses are built around the world class curriculum developed by the International Association of Information Technology Asset Managers.

The certificate can be earned by completing two courses of advanced study through the online platform. Courses contain a series of video lectures, access to full time instructors as needed, review of ITAM concepts, and complete with a self-evaluation exercise that both brings the materials together, and provides immediate business value for you and your organization. Learn more at Peloton Institute

Instructor led in classroom courses also available, click here for the full schedule of IAITAM events.

For instructor led in classroom pricing or quantity pricing, please download the IAITAM Registration Form.

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The Financial Management Advanced Course of Study is based on the information and practices contained in the IAITAM Best Practice Library (IBPL) Financial Management volume 7 which shows that Financial Management practices encompass not only the Asset Management program, it also affects an entire organizational enterprise.
Financial IT Asset Management is the backbone to savings within an IT Asset Management program. From budgeting to invoice reconciliation, savings opportunities are abundant and waiting to be found in places that include operationally recurring functions such as: Billing, Chargeback, Forecasting, Financial Audit Preparation, Budgeting, Fixed Asset and Invoice Reconciliation.

In this Advanced Course you will learn that the Financial IT Asset Management discipline must support a strategic view of IT spending, which in turn must support the overall growth of the enterprise. Effective financial Management will also produce baseline information on spending which will enable you to quantify savings as found during the processes of IT Financial Management practices.

Agenda:

  • Review of ITAM Program Concepts
  • Introduction to the ITAM Professional Code of Ethics
  • Overview of Scope, Roles, and Definitions for this Key Process Area (KPA)
  • Review of KPA Workflow
  • Access to Best Practice Templates & Worksheets
  • Development of Projects to Establish/Improve KPA
  • Review of Available Technology to Support KPA
  • Business Area Assessment Specific to Students Business
  • Development of Buy-in Pitch based upon the Business Assessment

Discussion and sample projects including: Financial Projects, Reconciliation Process, Budget Standards, Chargeback, Service Costing, Contract Review, Technology Tools, Marketing and Selling. Technology that will enhance the Financial Management Process Area, and Executive Buy-in.

This Advanced Study course consists of the following:

  • IAITAM Best Practice Library Volume 7, Financial Management
  • CD containing Financial Management Templates, Workflows, Diagrams and Whitepapers
  • Series of video lectures
  • Access to full time instructors as needed
  • Review of ITAM concepts
  • Self-evaluation exercise that incorporates best practices to uncover immediate business value for you and your organization.

Course Calendar:
Visit Pelotoni.com for Current Calendar
Courses extend learning opportunities through peer-to-peer interaction. Peer-to-peer learning is what happens in an learning environment where learners (most of them working professionals) interact regularly with one another to share insights and experiences. Each course has an online discussion component guided by course instructors where learners share insights and opinions relative to the course material. Learners have the opportunity to gain significantly from the vast experiences of the instructors and other professionals. Some form lasting friendships that benefit both parties professionally.

Peloton programs are offered online and offer learners:

  • The convenience of a flexible schedule
  • 24-hour, 7-day-a-week access to courses
  • Attendance from the privacy of your home, office, or anywhere with an internet connection

Learners work with books from the IAITAM Best Practice Library and online study guides to perform coursework that is submitted to instructors for evaluation and feedback via Peloton Institute’s proprietary online platform.

Once registered, an instructor will contact you to schedule your start date.

*Dates and specific content are subject to change, reflecting the dynamic evolution of industry activities. IAITAM is not responsible for costs associated with cancellations. All IAITAM courses and content are proprietary and confidential.

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