Financial Intelligence

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.

Skill Level

Intermediate

Time Committment

Weekly Time Committment

60 Minutes/Week

Duration

No. of Weeks

5

Leader Behaviors

This course strengthens your skills in the following leader behaviors:

Course Overview

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.

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.

Learning Path

Session 1 - 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.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Session 2 - 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.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Session 3 - 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.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Session 4 - The Cash Flow Statement

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)

Session 5 - 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.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Register your team for this course for free!

Leader Behaviors

This course strengthens your skills in the following leader behaviors:

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Frequently asked questions

What will I learn in this financial intelligence course?

You will gain a deeper understanding of financial statements and metrics, enabling you to make smarter, data-driven business decisions.

Is this financial statements course suitable for non-finance professionals?

Yes, it is designed for leaders with limited financial background who need to interpret and use financial data confidently.

Does the financial statements course include certification?

Yes, upon completion you will receive a certificate of completion to validate your training in financial intelligence.

Is this financial intelligence training available online?

Absolutely. The course is fully online and accessible anytime, allowing you to learn at your own pace.

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