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Mastering Budgeting and Financial Reports

4.5 rating
4.5 (6)
Total Registration Fee:


30-Day Money-Back Guarantee

Learning Method


Course Length

1.5 hours

Number of Modules






Certificate Awarded


Course introduction:

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give you a basic understanding of budgets and financial reports so you can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. In this course, you are going to achieve the following learning objectives:

• Identify financial terminology
• Understand financial statements
• Identify how to analyze financial statements
• Understand budgets
• How to make budgeting easy
• Understand advanced forecasting techniques
• Understand how to manage the budget
• Identify How to make smart purchasing decisions
• Identify the legal aspects of finances

30-Day Money-Back Guarantee

Course content:

  • What is Finance?
  • Commonly Used Terms
  • Key Players
  • Important Financial Organizations
  • Understanding GAAP
  • Case Study
  • Assessment
  • Balance Sheets
  • Income Statements (AKA Profit & Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flows
  • Annual Reports
  • Case Study
  • Assessment
  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios
  • Case Study
  • Assessment
  • Long-Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)
  • Case Study
  • Assessment
  • Common Types of Budgets
  • What Information do I Need?
  • Who Should Be Involved?
  • What Should a Budget Look Like?
  • Case Study
  • Assessment
  • Factoring in Historical Data
  • Gathering Related Information
  • Adjusting for Special Circumstances
  • Putting It All Together
  • Computer Based Methods
  • Case Study
  • Assessment
  • Using the Average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models
  • Case Study
  • Assessment
  • How to Tell If You’re on Track
  • Should Your Budget be Updated
  • Keeping a Diary of Lessons Learned
  • When to Panic
  • Case Study
  • Assessment
  • 10 Questions You Must Ask
  • Determining the Payback Period
  • Deciding Whether to Lease or Buy
  • Thinking Outside the Box
  • Case Study
  • Assessment
  • A Brief History
  • The Sarbanes-Oxley Act
  • CEO/CFO Certification
  • 8th Company Law Directive
  • Case Study
  • Assessment

The 30-Day Money-Back Guarantee is our way of ensuring your complete satisfaction with our courses. If you are not satisfied with our courses, let us know within 30 calendar days of purchase, and we will give you a full refund. No questions asked!

Course Rating

4.5 rating
4.5 (6)
Very good50%

Student Feedback

No Title

5.0 rating
4 months ago

Great course. The case scenarios are helpful and the questions are OK. Recommended for professionals and leaders wanting to advance their career.


No Title

5.0 rating
4 months ago

It’s a good course. I’m not a financial or business professional, and I found the process and the techniques explained are easy to grasp and apply.


No Title

4.0 rating
4 months ago

Thanks. Good experience. Learned a lot and benefited greatly from the case scenarios. Please keep publishing more courses on Finance.


No Title

4.0 rating
6 months ago

I benefited from this course a lot. The modules are helpful in explaining various topics. The case scenarios are good and entertaining. Two thumbs up!


No Title

5.0 rating
7 months ago

Very informative and well-presented course. Many great examples and the questions and re-enforcing of the knowledge shared.


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