Financial Management Training Course

Coronavirus Update


April 2, 2020

The governor of Ohio announced yesterday his stay at home order will not be lifted April 4th but will remain in effect indefinitely.

All public classes will be held online in our virtual classroom to protect the health of our students, faculty, and staff until the stay at home order is lifted. We apologize for any inconvenience this may cause you. Students scheduled for a public class will receive login instructions from their instructor.

If you do not want to attend a virtual class, you can reschedule your class for a later date by contacting customer service by email at or by phone at 888-632-2093.

All of our classes will remain available online until the Coronavirus threat subsides. Through the virtual classroom, you can take any of our courses from the safety of your home, office, or anywhere you have internet access.

A virtual classroom is an online event, and through your computer, you can hear the presentation (like a conference call) and see what the instructor is showing the class. You will be able to see the instructor, ask questions, and join in on discussions just like you would if attending in person.

Mark Fleming        
Executive Director


    • in the Financial Management Training Course, you will learn the operational activity of a business that is responsible for obtaining and effectively utilizing the funds necessary for efficient operations through effective planning, directing, controlling, and administering of the monetary resources of an organization.
    • Four ways to learn: public class, webinarself-study, or on-site training.
    • Learn from a professional with 30+ years of business experience.
    • Public class and webinar limited to four students for maximum learning.
    • Certificate issued upon completion.
    • Cost: Two Day Class $1399.00Available Discounts.
    • Public Class and Webinar Schedule located in right column.

Financial Management Training Course Description

Financial statements, whether internal or external, summarize a company’s operating results and financial position at a point in time. Analyzing these statements provides insight into:
• How well the company has managed its liquidity position
• How effectively it used and financed its assets • Whether it had a proper balance between debt and equity financing compared to peers
• How well it controlled operating and financing costs
• Whether the profit it earned was satisfactory in relation to the levels of revenue it experienced and the investment in assets that support its operations

Financial statements are records of historical performance that provide insight into how markets form performance expectations and place a value on the company. In addition, many companies must file financial statements quarterly and annually with various regulatory agencies. For both reasons, it is important financial statements be prepared carefully and accurately.

External financial statements are the primary basis from which an organization’s external constituencies form opinions about its financial condition and management effectiveness. Lenders analyze statements to see if the company has been managed prudently so debts can be repaid. Equity investors examine statements for operating effectiveness and profit earned on their investments. Suppliers look to financial statements to see if the company has adequate liquidity and cash flow to pay for purchases. Internal financial statements are used by owners and staff to manage the day-to-day operation of an organization. 

They are used for analyzing the organization’s performance and position, in order to take appropriate measures to improve overall results. Vendors also use statement analysis to help determine a potential customer’s creditworthiness, to assess competitors’ operating and financing policies, to compare the company’s financial performance with the stock market’s assessment of its performance, and to identify and evaluate candidates for acquisition or merger. 

Overwhelmed and don’t know where to start?

If you are experiencing problems with any of the following, we can help:

  • unprecedented growth
  • supply chain issues
  • cash management issues
  • introduction of new technologies
  • development of a company mission statement or S&OP
  • poor customer service
  • poor internal training development
  • declining or stagnant sales
  • high employee turn-over
  • no accountability for managers

Our account managers can work with you to improve the performance of your workforce in two ways:

  1. Our account managers can help you put together a comprehensive employee training program proven to be one of the best returns on investment there is.
  2. A business consultant to provide expert advice in a particular area such as management and leadership, accountancy, human resources, customer service, finance, or supply chain management. 

Start to improve your bottom line today by contacting your account manager by email at or call us 24/7 888-632-2093.

Financial Management Training Course CPE Credits DIsclosure

Recommended CPE credit: 16
Recommended field of study: Accounting
Program level: Advanced.
Advance preparation: None
Additional disclosure information

Financial Management Training Course Outline

Module 1: Financial Accounting and Reporting

Accounting Concepts and Standards
Financial Reporting Statements
Accounting for Derivatives, Hedges, and Foreign Exchange(FX) Translation
Accounting for U.S. Governmental and Not-For-Profit (G/NFP) Organizations

Module 2:  Financial Planning and Analysis

Cost Behavior
Decision Evaluation
Developing Operating and
Financial Budgets
Financial Statement Analysis
Performance Measurement
Financial Analysis and Rating Agencies​

Module 3: Financial Decisions and Management

Capital Structure of a Company
Raising and Managing Long-Term Capital
Cost of Capital and Firm Value
Lease Financing and Management
Equity Financing and Management
Other Topics in Financial Decisions

Each Student Receives:

  • student manual or textbook for use during and after the class.
  • Instruction from an experienced business professional (minimum of 30 years) with at least five years in a corporate senior management position (CEO, President, COO, Vice President, CFO).
  • Real life exercises to support training materials.
  • Individual attention (classes are limited to four students).
  • Personalized Certificate of Completion

Financial Management Training Course Public Class and Webinar Schedule

Monday and Tuesday, March 9 – 10, 2020 Full
Monday and Tuesday, April 13 – 14, 2020
Monday and Tuesday, May 11 – 13, 2020 Full
Monday and Tuesday, June 8 – 9, 2020
Monday and Tuesday, July 13 – 14, 2020
Monday and Tuesday, August 10 – 11, 2020
Monday and Tuesday, September 21 – 22, 2020
Monday and Tuesday, October 12 – 13, 2020
Monday and Tuesday, November 9 – 10, 2020
Monday and Tuesday, December 7 – 8, 2020

Scheduled dates don’t work for you? Schedule your own start date (subject to availability).  Contact customer service to check date availability at


Registering another Person

If you want to register for another person, click on the registration link and enter your information in the Billing Information section, uncheck the Student Information same as Billing Information box at the bottom of the form, then enter your student information.  If you experience any difficulty with online checkout, please call customer service 24/7 at 888-632-2093.

Registering by Purchase Order

If you need to register using a purchase order, email a copy to (be sure to list class name, class date, student name, student address, student phone number, and student email address).

To Register by Phone

To pay by credit or debit card using customer service 24/7 call 888-632-2093 .