Financial Intelligence
- Duration
- 5 Weeks
- Sessions
- 5
- Time per week
- 30 Minutes/Week
Who is the course for?
This course is for leaders, managers and business owners who want to learn the practical skill of financial analysis using various financial instruments.
Course description
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 put these learned skills into practice.
Completing this course will help you
Identify the purpose and benefits of budgeting, planning, and income statements.
Apply financial intelligence concepts about income statements, balance sheets, and cash flow statements.
Recognize the purpose and benefits of balance sheet and cash flow statements.
Interpret an organization’s 10-K, ROI and ROA.
5 Modules
- 01
Financial Intelligence Foundations
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.
- 02
The Balance Sheet
In this session, we will establish a basic balance sheet as well as identify several key terms that are essential for financial intelligence.
- 03
The Income Statement
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.
- 04
The Cash Flow Statement
In this session, we will identify the purpose and uses of a cash flow statement.
- 05
10-K, ROI, and ROA
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.
Leader Behaviors
Upcoming Schedule
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Starting Wed, Nov 11, 2026, 5 weeks in a row
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