Course Synopsis

Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to your career. When terms like ROI, EBIT, GAAP, and extrapolation join the conversation, you'll want to know what people are talking about, and you'll want to be able to participate in the discussion. This workshop will give you a solid foundation in finance. We'll cover topics like commonly used terms, financial statements, budgets, forecasting, purchasing decisions, and financial legislation.


Course Objectives 

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify How to make smart purchasing decisions
  • Identify the legal aspects of finances

 

Course curriculum

  • 1

    Getting Started

    • Module 1 - Introduction

    • Module 1 - Getting Started

    • Module 1 - Workshop Objectives

  • 2

    Glossary

    • Module 2 - Glossary

    • Module 2 - What is Finance?

    • Module 2 - Commonly Used Terms

    • Module 2 - Key Players

    • Module 2 - Important Financial Organizations

    • Module 2 - Understanding GAAP

    • Module 2 - Video

    • Module 2 - Quiz

  • 3

    Understanding Financial Statements

    • Module 3 - Understanding Financial Statements

    • Module 3 - Balance Sheets

    • Module 3 - Income Statements (AKA Profit & Loss Statements)

    • Module 3 - Statement of Retained Earnings

    • Module 3 - Statement of Cash Flows

    • Module 3 - Annual Reports

    • Module 3 - Video

    • Module 3 - Quiz

  • 4

    Analyzing Financial Statements (I)

    • Module 4 - Analyzing Financial Statements (I)

    • Module 4 - Income Ratios

    • Mdoule 4 - Profitablitiy Ratio

    • Module 4 - Liquidity Ratio

    • Module 4 - Working Capital Ratio

    • Module 4 - Bankruptcy Ratios

    • Module 4 - Video

    • Module 4 - Quiz

  • 5

    Analyzing Financial Statements (II)

    • Module 5 - Analyzing Financial Statements (II)

    • Module 5 - Long-Term Analysis Ratios

    • Module 5 - Coverage Ratios

    • Module 5 - Leverage Ratio

    • Module 5 - Calculating Return on Investment (ROI)

    • Module 5 - Video

    • Module 5 - Quiz

  • 6

    Understanding Budgets

    • Module 6 - Understanding Budgets

    • Module 6 - Common Types of Budgets

    • Module 6 - What Information Do I Need?

    • Module 6 - Who Should be Involved?

    • Module 6 - What Should a Budget Look Like?

    • Module 6 - Video

    • Module 6 - Quiz

  • 7

    Budgeting Made Easy

    • Module 7 - Budgeting Made Easy

    • Module 7 - Factoring in Historical Data

    • Module 7 - Gathering Related Information

    • Module 7 - Adjusting for Special Circumstances

    • Module 7 - Putting it All Together

    • Module 7 - Computer Based Methods

    • Module 7 - Video

    • Module 7 - Quiz

  • 8

    Advanced Forecasting Techniques

    • Module 8 - Advanced Forecasting Techniques

    • Module 8 - Using the Average

    • Moduel 8 - Regression Analysis

    • Module 8 - Extrapolation

    • Module 8 - Formal Financial Models

    • Module 8 - Video

    • Module 8 - Quiz

  • 9

    Managing the Budget

    • Module 9 - Managing the Budget

    • Module 9 - How to Tell if You're On Track

    • Module 9 - Should Your Budget be Updated

    • Module 9 - Keeping a Diary of Lessons Learned

    • Module 9 - When to Panic

    • Module 9 - Video

    • Module 9 - Video

  • 10

    Making Smart Purchasing Decisions

    • Module 10 - Making Smart Purchasing Decisions

    • Module 10 - 10 Questions You Must Ask

    • Module 10 - Determining the Pay Back Period

    • Module 10 - Deciding Whether To Lease Or to Buy

    • Module 10 - Thinking Outside The Box

    • Module 10 - Video

    • Module 10 - Quiz

  • 11

    A Glimpse into the Legal World

    • Module 11 - A Glimpse into The Legal World

    • Module 11 - A Brief History

    • Module 11 - The Sarbanes-Oxley Act

    • Module 11 - CEO/CFO Certification

    • Module 11 - 8th Company Law Directive

    • Module 11 - Video

    • Module 11 - Quiz

  • 12

    Wrapping Up

    • Module 12 - Wrapping Up

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