Finance Essentials

LENGTH: 2 Days

PURPOSE: Understand the principles upon which finance is based, and you can increase your contribution to the financial success of any company. Over two days you’ll learn how to keep track of revenue and expenses, how to evaluate financial statements, and how to make investment decisions.

COURSE CONTENT:

Lesson 1: Budgeting Fundamentals

  • Budgeting Benefits
  • Budgeting Methods

Lesson 2: Managing a Budget

  • Prepare a Budget
  • Control a Budget

Lesson 3: Exploring the Ground Rules of Finance

  • Who Needs Finance?
  • Track Revenue and Expenses

Lesson 4: Using Financial Statements

  • The Income Statement
  • The Balance Sheet
  • The Cash Flow Statement

Lesson 5: Evaluating Performance

  • Make Comparisons
  • Determine Liquidity
  • Determine Activity
  • Determine Profitability
  • Determine Solvency

Lesson 6: Making Investment Decisions

  • The Investment Decision-Making Process
  • Conduct a CVP Analysis
  • Project Appraisal Techniques