Basic Financial Management:

A Course for Small Business Owners & Managers

Basic Financial Management is a course developed for small business owners and managers and anyone else who needs to read, understand, and analyze financial statements to make better-informed business decisions.

Benefits of the Course

Better Financial Decision-Making

Understanding financial statements helps individuals and businesses make informed decisions about investments, expenses, and financial planning. It allows them to assess profitability, cash flow, and overall financial health.

Improved Business Performance

Business owners and managers can use financial statements to track performance, identify trends, and make strategic adjustments. This helps in budgeting, reducing costs, and maximizing revenue.

Enhanced Credibility and Compliance

Financial literacy ensures compliance with legal and regulatory requirements. It also improves transparency and credibility with investors, lenders, and stakeholders, making it easier to secure funding and build trust.

Details

  • 14 Video Lessons in 8 sections
  • Full text transcripts of every lesson
  • Short quizzes to test your knowledge
  • 3 optional plans to suit your needs: $90 for 3months; $249 per year; or $479 forever!
  • Payable online with credit card via Stripe
  • Except for the “Forever” plan, your subscription auto-renews until you cancel. (Cancel any time before your renewal date to avoid rebilling. You’ll still have full access to the course until the end of your billing term.)

Curriculum

  • Part 1: Introductory Lesson
  • Part 2: Financial Statement Terminology
  • Part 3: Financial Statement Principles
  • Part 4: Getting Started with the Financial Statements
  • Part 5: The Balance Sheet – Part I
  • Part 6: The Balance Sheet – Part II
  • Part 7: The Income Statement
  • Part 8: The Cash-Flow Statement
  • Part 9: Methods of Financial Statement Analysis
  • Part 10: Common Sizing Analysis
  • Part 11: Comparative Analysis
  • Part 12: Ratio Analysis – Part I
  • Part 13: Ratio Analysis – Part II
  • Part 14: Break-Even Analysis
  • Part 15: Limitation of Standard Financial Analysis

Frequently Asked Questions

How long should it take to complete the course? The course is 60 minutes long, broken up into 15 three to five-minute videos. These videos are grouped into eight sections. There is an eight to ten-question quiz after each section. Each quiz should take approximately 10 minutes to complete.
Can I retake the course as many times as I want? You have access to the course for the entire time you are subscribed.
Will the course be usable on a smartphone? The course is designed to be accessible on any mobile device.
Do you offer any certification for completion? There is no certification for completion. However, this is an excellent foundation for any other certificate-based program on financial statements and financial management.
How are you qualified to teach this course? I have been a CPA for over 40 years. I have a BS from the University of Southern California (USC) and an MBA from North Central Arizona University. I have taught financial management courses for various educational institutions during my entire career.
Do you recommend I rent the course for 3 months or purchase it? That depends on whether you want to access the course in the distant future to refresh your understanding of financial statement preparation and financial management.
Do you plan to offer more courses in the future? I have other financial management as well as tax planning for small businesses classes in the works. Stay tuned!
I have other questions… If you have other questions, please don’t hesitate to contact us.

Choose Your Plan

Basic Financial Management Training - Quarterly Plan
$90 / 3 Months
Auto-renews quarterly
Upgrade any time for pro-rated fee
Cancel any time
Sign Up
Basic Financial Management Training - Annual Plan
$249 / Year
Auto-renews annually
Upgrade any time for pro-rated fee
Cancel any time
Save over 30% versus Quarterly Plan
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Basic Financial Management Training - Lifetime Plan
$479 Forever
Pay Once
Use Forever!
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