This course is for leaders, managers and business owners who want to learn the practical skill of financial analysis using various financial instruments.
This course strengthens your skills in the following leader behaviors:
In today’s corporate world, a basic working knowledge of financial statements and calculations is necessary to make sound decisions about all aspects of a business. In this course, you learn to quantify your department’s contribution to the organization—and your own. We will not only explore the different statements and terms needed to understand the financial health of your organization, but we will also run simulations that will help you to put these learned skills into practice.
As leaders, it is important to understand the basic concepts of financial intelligence. We will explore the use of an income statement, a balance sheet, and a cash flow statement for non-financial leaders.
Virtual Session (30 minutes)Â + Online Journal (15 minutes) + Activity (15 minutes)
In this session, we will establish a basic balance sheet as well as identify several key terms that are essential for financial intelligence.
Virtual Session (30 minutes)Â + Online Journal (15 minutes) + Activity (15 minutes)
During this session, we will track the organization’s sales and complete an income statement. We will also establish working definitions for retained earnings, accounts payable, accounts receivable, and labor expenses.
Virtual Session (30 minutes)Â + Online Journal (15 minutes) + Activity (15 minutes)
In this session, we will identify the purpose and uses of a cash flow statement.
Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)
This session is designed to bring everything we have learned so far in this course together. We will explore how to read an organization’s 10-K (quarterly statements) and why tracking ROI (return on investment) and ROA (return on assets) is important.
Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)
This course strengthens your skills in the following leader behaviors:
You will gain a deeper understanding of financial statements and metrics, enabling you to make smarter, data-driven business decisions.
Yes, it is designed for leaders with limited financial background who need to interpret and use financial data confidently.
Yes, upon completion you will receive a certificate of completion to validate your training in financial intelligence.
Absolutely. The course is fully online and accessible anytime, allowing you to learn at your own pace.
