MELLYSA AJESTA

WHAT IS FINANCE?
 ACCORDING TO KALYAN CITY LIFE:

The word finance was originally a French word. In the 18th

century, it was adapted by English speaking communities
to mean “the management of money.”
 ACCORDING TO CFI.COM

Finance is defined as the management of

money and includes activities like investing,
borrowing, lending, budgeting, saving, and
forecasting.
 ACCORDING TO INVESTOPEDIA:

Finance is a broad term that describes two related

activities: the study of how money is managed and the
actual process of acquiring needed funds.
 ACCORDING TO MERRIAM WEBSTER
DICTIONARY

It is the science or study of the management

of funds
HERSHEY GALVEZ
IMPORTANCE OF FINANCE
 4 TYPES OF FINANCE:

1. 1.Public Finance
- Public Expenditure
-Public Revenue
-Public Debt
2. Private Finance
3.Corporate Finance
4. Personal finance
JELLENE MACARAEG &
JASON ANTONIO
 FINANCIAL INSTITUTION
A financial institution (FI) is a company engaged in the business of dealing
with financial and monetary transactions, such as deposits, loans,
investments and currency exchange. Financial institutions encompass a
broad range of business operations within the financial services sector,
including the major categories of financial institutions include central
banks, retail and commercial banks, internet banks, credit unions,
savings and loans associations, investment banks, investment
companies, brokerage firms, insurance companies and mortgage
companies.
The primary role of financial institutions is to provide liquidity to the
economy and permit a higher level of economic activity than would
otherwise be possible.
 FINANCIAL INSTRUMENT
Financial instruments are assets that can be traded. They can also
be seen as packages of capital that may be traded. Most types of
financial instruments provide an efficient flow and transfer of
capital all throughout the world's investors. These assets can be
cash, a contractual right to deliver or receive cash or another type
of financial instrument, or evidence of one's ownership of an
entity.
 FINANCIAL MARKET

The financial market is a broad term describing any

marketplace where trading of securities including equities,
bonds, currencies and derivatives occur. Some
financial markets are small with little activity, while some
financial markets like the New York Stock
Exchange (NYSE) trade trillions of dollars of securities
daily.
JOEMARIE ARIZALA
WHAT IS A FINANCIAL MANAGER?
DESCRIBE THE PRIMARY OBJECTIVES OF FINANCIAL
MANAGER

Financial managers are responsible for the financial health of an

organization. They produce financial reports, direct investment activities,
and develop strategies and plans for the long-term financial goals of their
organization. Financial managers work in many places, including banks and
insurance companies.
Financial managers increasingly assist executives in making decisions that
affect the organization, a task for which they need analytical ability and
excellent communication skills.
 FINANCIAL MANAGERS TYPICALLY DO THE FOLLOWING:

• Prepare financial statements, business activity reports, and forecasts

• Monitor financial details to ensure that legal requirements are met
• Supervise employees who do financial reporting and budgeting
• Review company financial reports and seek ways to reduce costs
• Analyze market trends to find opportunities for expansion or for acquiring other companies
• Help management make financial decisions

Financial managers also do tasks that are specific to their organization or industry. For example,
government financial managers must be experts on government appropriations and budgeting processes, and
healthcare financial managers must know about issues in healthcare finance. Moreover, financial managers
must be aware of special tax laws and regulations that affect their industry.
MENCHIE APOYA
HOW FINANCIAL MANAGER HELPS IN
ACHIEVING THE GOAL OF THE
ORGANIZATION
T H E FOL L OW I NG AR E E XAMP L ES OF T Y P E S OF FI NANCI AL MANAG E R S:

Controllers

Treasurers and finance officers

Credit managers

Cash managers

Risk managers

Insurance managers
 WHAT IS THE WORKPLACE OF A FINANCIAL MANAGER LIKE?

Financial managers work closely with top executives and with

departments that develop the data that financial managers need.
They can be employed in many different environments including
both public and private sectors, such as multinational
corporations, retailers, financial institutions, NHS trusts, charities,
manufacturing companies, universities, and general businesses.
KIMLEE ANORICO
OPERATING ACTIVITIES
INVESTING ACTIVITIES
FINANCING ACTIVITIES
ROLE OF A FINANCIAL
MANAGER
 FOL L OWI NG AR E T H E MAI N FUNCT I ONS OF A FI NANCI AL MANAG E R :

1. Raising of Funds

2. Allocation of Funds

3. Allocation of Funds

4. Understanding Capital Markets