Financial Intelligence

Intermediate

Skill Level

None

PreRequisite

60 Minutes

Time Commitment per week

5

Number of Weeks

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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

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.

Content Questions?

Call or text with any content related questions.

(888) 421-0521

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)

Upcoming Courses

Dates and times listed below are for the 1st session of any course. For dates and times for other sessions, log into learn.leadershipedge.live.

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