Business Finance Basics Training

Course Description

Discover how this one day dynamic instructor-led Business Finance Basics Training course will help you gain an understanding of financial statements and budgets necessary to make sound decisions about all aspects of a business. By learning how to read and interpret a few basic financial instruments, you can recognize opportunities to increase revenue and shave expenses, thus increasing your value to the organization.

By improving your financial know-how, you’ll empower yourself in many ways. In the Business Finance Basics Training Course, you’ll learn how to justify requests and translate performance into financial terms. You’ll be able to quantify your department’s contribution to the organization—and your own. You will communicate more effectively with your boss, upper management, shareholders, and other stakeholders about the financial results you have achieved and those you plan to deliver.

Course Objectives

Upon successful completion of the Business Finance Basics Training course, you will be able to:

• Identify the advantages of analyzing financial information.

• Understand the purpose and benefits of budgets.

• Differentiate among various financial instruments.

• Conduct horizontal and vertical analyses using your organization's financial information.

• Recognize which ratios are most important to your organization

What you will learn

Part 1: Reviewing the Basics

• A Quick Refresher

• The Balance Sheet Equation

• Glossary of Balance Sheet Terms

• The Income Statement

• Glossary of Income Statement Terms

• Ratios and Percentages

• Review

Part 2: Corporate Financial Statements

• The Consolidated Statement

• Your Company's Consolidated Statement

• Analysis

• Glossary of Additional Terms

• The Income Statement

• Your Company's Income Statement

• Changes in Financial Position

• Your Company's Changes in Balance Sheet Accounts

• Analysis

• The Cash Flow Statement

• Your Company's Cash Flow Statement

• The Statement of Retained Earnings

• Checklist

Part 3: Asset Management

• Management of Current Assets

• Managing Receivables Policy

• JOG Corporation Notes

• Projected Analysis for Your Company

• Calculations

• Inventory Valuation Methods

• Valuing Your Company's Inventory

• Depreciation

• Review

Part 4: Ratios

• Ratios Help Make Decisions

• Capital Stock/Market Ratios

• Limitations of Ratio Use

• How Ratios Affect Each Other

• The Makeup of Ratios

• Checklist

Part 5: Financial Planning

• Financial Planning

• Break-Even Analysis

• Margin of Safety

• Leverage

• Financial Leverage

• Drawbacks to Using Break-Even Analysis

• Decision-Tree Analysis

• Example of Decision-Tree Analysis

• Cost-Benefit Analysis

• Review

Part 6: Annual Reports

• How to Read an Annual Report

• Checklist

Course: Business Finance Basics Training

$1,390.00

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Upcoming Dates

Location: , Virtual Live
Date & Time: Jun 22, 2026 10:00 AM

$1,390.00

Location: , Virtual Live
Date & Time: Aug 12, 2026 10:00 AM

$1,390.00

Location: , Virtual Live
Date & Time: Oct 13, 2026 10:00 AM

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Location	Date & Time	Duration	Course Type CL Classroom Live - Traditional live classroom with in-person instructor. CV Classroom Virtual - Attend this live instructor-led event remotely from the indicated tech facility. VL Virtual Live - Attend this live instructor-led event remotely from anywhere.	Price

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Cancelation Policy

If you cannot attend an event, you may send someone else in your place. If that isn’t an option for you, cancellations received up to five working days before the event are refundable, minus a registration service charge ($10 for one-day events; $25 for multiple-day events). After that, cancellations are subject to the entire seminar fee, which you may apply toward a future seminar. Please note that if you don’t cancel and don’t attend, you are still responsible for payment.