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Wed, Feb 16


Online Event

ONLINE LEARNING: Financial Management Level 2

This course is for anyone who completed the Financial Management Level 1 program. This fully funded 40 hour program will be offered ONLINE and will begin on February 16th from 1-5pm.

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ONLINE LEARNING: Financial Management Level 2
ONLINE LEARNING: Financial Management Level 2

Time & Location

Feb 16, 2022, 1:00 p.m. – Apr 20, 2022, 5:00 p.m.

Online Event


About the event

Program Name

Financial Fundamentals

Level II (two)

Prerequisite(s) Financial Fundamentals Level I

Total Hours 40

Learning Outcomes:

• Knowing the forms of business – process, pros, cons, risks, and costs of sole proprietorship, partnership, and incorporation

• Creating and analyzing the balance sheet – in-­depth examination, components, breakdown of assets, liabilities, shareholders’ equity, and owner’s equity

• Completing accounting for assets – lease, buy, account for, dispose, and depreciate

• Conducting financial planning – planning and budgets

• Creating cash flow projections and making related decisions – projected and making decisions based on cash flow outcomes

• Setting up and managing cash flow processes

• Preparing for lenders when applying for financing

• Setting up inventory – what it is, methods of recording, control, waste, obsolete, and short

• Planning for succession – why you want a plan, when you start, and what it consists of

• Completing a case study – pulling together concepts from the previous nine weeks

Standard Topics: (all of this content must be delivered as a part of this program)

• Business structures

• Balance sheet – recognition of the components

• Assets – accounting for assets

• Capital purchases and disposals – when, how, and why

• Budgets as a planning tool

• Cash flow as a planning tool

• Petty cash

• Preparing for lenders

• Inventory – accounting and management

• Succession planning

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