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 



Public Classroom Pricing:     

Early Bird Price: USD 595.00

Regular Price: USD 795.00

Instructor-Led Virtual Live Pricing:

Early Bird Price: USD 495.00

Regular Price: USD 695.00

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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