Financial Essentials (2 Day) Date:TBD
Category Business
Course Title Financial Essentials (2 Day) Date:TBD
Course Specifications
Course number UBS10011
Course length 2 Day
Course Description
Companies are composed of a number of job roles and varying degrees of responsibility. Some roles are so different that two people within the same company may never come in contact with each other over the entire length of their employment. All employees, though, are working towards the same goal—the financial success of the company. However, individuals cannot be expected to contribute to the financial success of the company unless they understand the principles upon which finance is based. In this course, you will explore the fundamentals of finance and discover how all areas of the company contribute to its financial well-being.
You will explore the fundamental concepts of finance.
Audience
This course is intended for business professionals who intend to pursue a career in finance or managers who are interested in understanding the fundamental principles of finance
Prerequisites
There are no prerequisite skills for this course.
Course Objectives
Upon successful completion of this course, students will be able to:
Course Outline
Lesson 1: Budgeting Fundamentals
Topic 1A: Budgeting Benefits
Topic 1B: Budgeting Methods
Lesson 2: Managing a Budget
Topic 2A: Prepare a Budget
Topic 2B: Control a Budget
Lesson 3: Exploring the Ground Rules of Finance
Topic 3A: Who Needs Finance?
Topic 3B: Track Revenue and Expenses
Lesson 4: Using Financial Statements
Topic 4A: The Income Statement
Topic 4B: The Balance Sheet
Topic 4C: The Cash Flow Statement
Lesson 5: Evaluating Performance
Topic 5A: Make Comparisons
Topic 5B: Determine Liquidity
Topic 5C: Determine Activity
Topic 5D: Determine Profitability
Topic 5E: Determine Solvency
Lesson 6: Making Investment Decisions
Topic 6A: The Investment Decision-Making Process
Topic 6B: Conduct a CVP Analysis
Topic 6C: Project Appraisal Techniques
Appendix A: Market Demand Calculation Details
Appendix B: Table of Discount Factors
Appendix C: Activity Worksheets
Course Title Financial Essentials (2 Day) Date:TBD
Course Specifications
Course number UBS10011
Course length 2 Day
Course Description
Companies are composed of a number of job roles and varying degrees of responsibility. Some roles are so different that two people within the same company may never come in contact with each other over the entire length of their employment. All employees, though, are working towards the same goal—the financial success of the company. However, individuals cannot be expected to contribute to the financial success of the company unless they understand the principles upon which finance is based. In this course, you will explore the fundamentals of finance and discover how all areas of the company contribute to its financial well-being.
You will explore the fundamental concepts of finance.
Audience
This course is intended for business professionals who intend to pursue a career in finance or managers who are interested in understanding the fundamental principles of finance
Prerequisites
There are no prerequisite skills for this course.
Course Objectives
Upon successful completion of this course, students will be able to:
- describe critical aspects of the budgeting process, including budgeting matters and methods of budgeting.
- investigate the three major components of a budget. You will also examine the process of managing a budget.
- determine the internal and external parties affected by a company's operations. You will also examine the cash-based and accrual-based methods of accounting.
- thoroughly examine the makeup of an income statement, a balance sheet, and a cash flow statement.
- use common-size financial statements to conduct both a trend evaluation and a competitive evaluation. You will also look at the many financial ratios that offer valuable information about a company's ability to generate revenue, meet financial obligations, and manage debt.
- examine the decision-making process when considering potential investments. You will also explore a number of financial formulas that will help you assess the value of such investments.
Course Outline
Lesson 1: Budgeting Fundamentals
Topic 1A: Budgeting Benefits
Topic 1B: Budgeting Methods
Lesson 2: Managing a Budget
Topic 2A: Prepare a Budget
Topic 2B: Control a Budget
Lesson 3: Exploring the Ground Rules of Finance
Topic 3A: Who Needs Finance?
Topic 3B: Track Revenue and Expenses
Lesson 4: Using Financial Statements
Topic 4A: The Income Statement
Topic 4B: The Balance Sheet
Topic 4C: The Cash Flow Statement
Lesson 5: Evaluating Performance
Topic 5A: Make Comparisons
Topic 5B: Determine Liquidity
Topic 5C: Determine Activity
Topic 5D: Determine Profitability
Topic 5E: Determine Solvency
Lesson 6: Making Investment Decisions
Topic 6A: The Investment Decision-Making Process
Topic 6B: Conduct a CVP Analysis
Topic 6C: Project Appraisal Techniques
Appendix A: Market Demand Calculation Details
Appendix B: Table of Discount Factors
Appendix C: Activity Worksheets
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