Customer and Portfolio Analysis | 1000002245

CalCPA will be closed Dec. 23-25 for the holidays. Please email support@calcpa.org if you need assistance and we'll respond by 12/26.

CalCPA will be closed Dec. 23-25 for the holidays. Please email support@calcpa.org if you need assistance and we'll respond by 12/26.

On-Demand

Customer and Portfolio Analysis

CPE: 1

Overview

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

Product Code
1000002245
Credit Type
CPE: 1
CPE-Technical: 1
Format
Online Self-Study
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Intermediate
Prerequisites
None.
Advance Preparation
None.

Learning Objectives

Analyse customer value and profitability.

Analyse product portfolios using the BCG matrix.

Major Subjects

Customer value analysis
Portfolio analysis using BCG matrix