Great entrepreneurs, executives, and directors know when they are talking dollars, they are making sense. When they look at a set of financial statements, they can immediately evaluate performance, identify issues, and probe for insight. Whether they are in the boardroom, a conference, or a meeting for dinner, they are comfortable talking about the numbers to raise money, negotiate deals, or make investment decisions. Financial intelligence gives these senior people their swagger.

This course is uniquely designed to show you how seasoned executives act and sound like financial experts without dwelling on the details of how one prepares financial reports and analysis. The emphasis of this course is on the users of financial information and serving their needs to make better decisions. In this course, you will learn to look at financial statements through the eyes of a seasoned executive. You will learn how to probe into issues of performance and identify the root cause. You will learn basic finance principles that will help you negotiate your next financing or make your next investment decision. Regardless of whether you have a financial background or not, you will benefit from taking this course to hone your financial intelligence.

Course Modules:

  • Part I: The Origins of Financial Systems and Why You Care
  • Part II: Read the Income Statement to Evaluate Performance
  • Part III: Assess the Balance Sheet to Facilitate Financing Strategy
  • Part IV: Evaluate Cash Flow, Notes to the Financial Statements, and the Finance Function
  • Part V: Drill Deeper in Management Accounting and Finance

 

Learning Objectives
  • Identify the users and their needs.
  • Recognize the importance of accounting processes, systems, and internal controls.
  • Explore and analyze financial statements to evaluate performance, financial strength, and cash flow generation.
  • Discover and evaluate variances and root cause of performance.
  • Recognize and assess costing analysis and decisions of operating leverage.
  • Explore and make investment decisions and critically analyze forecasts.
Last updated/reviewed: March 21, 2024
5 Reviews (28 ratings)

Reviews

4
Anonymous Author
Pretty straightforward review course. Easy to follow along with helpful comments from the instructors.

5
Anonymous Author
Excellent course and materials. Highly recommend to all non-financial business professionals

5
Anonymous Author
Another great class to attend, I think completing all the series is really beneficial.

5
Anonymous Author
Great course with an overall perspective of Balance Sheet for management.

5
Anonymous Author
question is really key issue itself. I agree quetion no. 5 especially.

Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course. However it is recommended to take other Financial Intelligence for Entrepreneurs, Executives and Directors course series by Blair Cook and Jennifer Nicholson.
Financial Intelligence for Entrepreneurs, Executives and Directors - Part 1
Financial Intelligence for Entrepreneurs, Executives and Directors - Part 2
Financial Intelligence for Entrepreneurs, Executives and Directors - Part 4
Financial Intelligence for Entrepreneurs, Executives and Directors - Part 5

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Financial Intelligence for Entrepreneurs, Executives and Directors - Part 32:50
  Balance Sheet-Assets12:09
  Balance Sheet-Liability11:26
  Balance Sheet-Equity8:38
  Financing Strategies8:59
  Balance Sheet-Self Test7:16
CONTINUOUS PLAY
  Financial Intelligence for Entrepreneurs, Executives and Directors - Part 351:17
SUPPORTING MATERIAL
  Slides: Financial Intelligence for Entrepreneurs, Executives and Directors - Part 3PDF
  Financial Intelligence for Entrepreneurs, Executives, and Directors Glossary/ IndexPDF
  Ratio Analysis GuidePDF
  Maturity model Self Assessment ToolXLSX
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam