Financial Management Training

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This Basic Financial Management training course introduces students to the fundamentals of financial management. Students will become familiar with basic accounting concepts and terms, track business transactions, use universal accounting tools such as the general journal, general ledger, and trial balance. Course activities also cover the purpose of and how to use the four financial statements-the income statement, the balance sheet, the cash flow statement, and the statement of stockholders' equity. Finally, students learn how to create and enforce a budget by analyzing financial statements, setting objectives, and monitoring performance.

This Financial Management training class continues by teaching how to reconcile a bank statement, choose a reconciliation reviewer, control an organization's cash, and prepare a Cash Flow Statement. Course activities also cover the various tools available for analyzing financial statements. Students will also learn how to calculate inventory value and depreciation, and why organizations use accounting methods when reporting financial information on financial statements.


Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Course Topics
  1. Learn the fundamentals of financial management.
  2. Learn basic accounting concepts and terms.
  3. Learn to use the general ledger and trial balance.
  4. Learn to prepare and interpret an Income Statement.
  5. Learn to prepare and interpret a Balance Sheet.
  6. Learn to interpret a Cash Flow Statement.
  7. Learn the fundamentals of budgeting.
  8. Learn to analyze financial statements.
  9. Learn how to reconcile a bank statement.
  10. Learn to manage an organization's cash.
  11. Learn to prepare a Cash Flow Statement.
  12. Learn how to calculate inventory value.
  13. Learn how to calculate depreciation.
  14. Learn inventory costing methods.
  15. Learn depreciation methods.
  1. Basics of accounting
    1. Accounting
    2. Key accounting terms
  2. Accounting cycle
    1. Basics of the accounting cycle
    2. Analyze, record, and post transactions
    3. Trial Balance
  3. Income Statement
    1. Income Statement basics
    2. Prepare and interpret an Income Statement
  4. Balance Sheet
    1. Balance Sheet basics
    2. Prepare Balance Sheets
    3. Interpret Balance Sheets
  5. Other financial statements
    1. Cash Flow Statement
    2. Statemof Stockholders' Equity
  6. Budgeting
    1. Fundamentals of budgeting
    2. Analyze financial statements
    3. Set objectives
    4. Monitor performance
  7. Cash management
    1. Fundamentals of cash
    2. Bank reconciliation
    3. Maintaining control of cash
  8. Analysis of financial statements
    1. Importance of analyzing statements
    2. Ratio analysis of a Balance Sheet
  9. Analysis of Income Statements
    1. Profitability from Income Statements
    2. Comparative and percentage analyses
  10. Inventory and depreciation
    1. Basics of inventory and depreciation
    2. Inventory costing methods
    3. Depreciation methods
  11. Application of accounting methods
    1. Calculate inventory
    2. Calculate depreciation
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Training for your Team

Length: 2 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

What people say about our training

The instructor was very helpful and she explained everything. I look forward to the other trainings. I can now apply what has been learned to my job.
Andrea Shuster
University of Pennsylvania School of Medicine
If you are apprehensive about online training, Webucator will eliminate those concerns.
West Vaughan
Oxford Instruments
Trainer was remarkable. Her techniques were top notch. By the end of the training I fully understood what Financial Management was all about.
Janet Kimson
The course was very helpful. The technology was simple enough to use, yet amazing and user friendly. The instructor was really good and very kind and friendly. I am considering other Webucator courses and would recommend Webucator to anyone.
Raymond Johnson

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Students rated our Financial Management Training trainers 9.72 out of 10 based on 12 reviews

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