Through this course, you will examine financial statements—including the balance sheet, income statement, cash flow statement, and statement of stockholders’ equity—as guides to fiscal health. You will also identify what you want to gain from a budget and describe the steps of budgeting to meet these goals. Finance and Budgeting Essentials for Business Professionals grounds you in the functions and tools of finance.

Duration                            Learning Credits

1 day-8 hours of                 8 PDU’s

Session   


Public Classroom Pricing:    

Early Bird Price: CAD 649.00

Regular Price: CAD 799.00


Instructor-Led Virtual Live Pricing:

Early Bird Price: CAD 549.00

Regular Price: CAD 699.00


Private Group / In-House Learning:

Have a group of 5 or more people? 

Register yourself with a special pricing and

request the training exclusively

Course Outline

Lesson 1: Reviewing Financial Basics

● Topic A: Identify the Benefits of Finance

● Topic B: Describe Financial Statements

Lesson 2: Interpreting Balance Sheets

● Topic A: Identify Elements of Balance Sheets

● Topic B: Analyze a Balance Sheet

Lesson 3: Interpreting Income Statements

● Topic A: Identify Elements of Income Statements

● Topic B: Analyze an Income Statement

Lesson 4: Interpreting Other Financial Statements

● Topic A: Read Cash Flow Statements

● Topic B: Read Statements of Stockholders’ Equity

● Topic C: Read Notes to Financial Statements

● Topic D: Identify Elements of Financial Statements for Non-Profits

Lesson 5: Planning a Budgeting Approach

● Topic A: Describe Budgeting Principles

● Topic B: Choose What and How to Budget

Lesson 6: Utilizing Budgets

● Topic A: Prepare an Operating Budget

● Topic B: Prepare an Activity-Based Budget

● Topic C: Monitor a Budget

Who can attend?

All business professionals who want to learn more about business finance.

Learning Goals

You Will Learn To:

● Describe the importance and major elements of financial statements.

● Use balance sheets to determine the assets a company has at its disposal.

● Interpret income statements to identify corporate earnings, expenses, and profitability.

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