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Certified Financial Management for Project Managers 101

Name: Certified Financial Management for Project Managers 101
Rating: 4.8 (6 reviews)

Transform Your Project Management Skills with Certified Financial Management,From Novice to Expert: FPMP Fundamentals

Created bySkill.Voyage.Academy academy, Edvia Academy

Last updated 3/2026

English

English [Auto],

What you'll learn

Module 1: Master Bookkeeping with AI Books: Essential Tips
FreshBooks: The Ultimate Solution for Small Business Finances
10 Tips for Maximizing FreshBooks Accounting Software
Simplify Your Finances with Wave Accounting Software
How Wave Accounting Software Can Help You Stay on Top of Your Business Finances?
Streamline your Accounting and Payment Processing with ZipBooks
Bookkeeping with Zoho Books Software
Module 2 :Revolutionize Your Inventory Process Using AI Tools
How to Optimize Inventory with Airtable
Master Inventory Control with monday : A How-To
Transform Your Inventory Process with Square Tools
5 Essential Tips for Managing Inventory with Square
8 Common Mistakes in Square Inventory Management
Module 3 :Track Team Workflows & Project Management Effectively with AI
How to Track Team Workflows Using Asana
How to Use ClickUp for Project Management
Master Jira Projects: Key Elements and Essentials
Use Jira Work Management for project management
How to Use Miro for Project Management
Miro Task management tool for teams and yourself
Module 4: 8 Strategies to Enhance Team Management with AI
How to Use Monday for Project Management
10 Ways to Enhance Projects Using monday
NTask Manager: All-in-one collaborative platform for small Business
Using Todoist for Project&Team Management
Toggl Online Project Management & Time Tracking Software
Trello for Project Management: A Complete 2025 Guide
How to Use Trello for Project Management(10 ways)
How to Effectively Use Wrike for Project Management Success

Course content

4 sections • 27 lectures • 8h 15m total length

Introduction5:46
Earn a certified path in financial management for project managers by learning budgeting, forecasting, financial analysis, risk management, and performance evaluation to align multiple projects with strategic goals.
FreshBooks: The Ultimate Solution for Small Business Finances13:39
Track projects, expenses, and invoices with FreshBooks, an all-in-one accounting platform featuring dashboards, time tracking, and client management for streamlined billing and reports.
Verified skills, accredited recognition for your growth2:32
10 Tips for Maximizing FreshBooks Accounting Software13:31
Learn how to set up FreshBooks, manage invoices, expenses, time tracking, and reports, and connect payments to streamline client billing and project accounting.
Simplify Your Finances with Wave Accounting Software25:48
Wave accounting helps you simplify finances by managing invoices, estimates, purchases, and payroll in one platform. Create customers, items, and recurring invoices, connect online payments, generate reports, and explore pricing.
How Wave Accounting Software Can Help You Stay on Top of Your Business Finances?22:47
Learn to use wave accounting for beginners to manage invoices, customers, and payments, and explore recurring invoices, billing, and basic accounting features.
Streamline your Accounting and Payment Processing with ZipBooks16:26
Streamline accounting and payment processing with ZipBooks to manage invoices, transactions, payroll, and reports from a centralized dashboard, with bank connections and multiple payment methods.
Bookkeeping with Zoho Books Software28:06
Learn how to use Zoho Books to manage bookkeeping for beginners, including invoicing, expenses, time tracking, items, customers, vendors, bills, vendor credits, and recurring invoices.

How to Optimize Inventory with Airtable12:51
Learn to set up inventory tracking in Airtable using ready-made templates, customize product tables, and link received and sold records to compute totals and profits.
Master Inventory Control with monday.com: A How-To9:42
Learn how to start inventory management on monday.com using templates, customize item groups and columns, and set up automation in the workflow center to manage delivery dates and reorders.
Transform Your Inventory Process with Square Tools12:02
Transform your inventory process with Square tools by signing up and setting up a dashboard. Manage customers, create items and categories, track stock, and configure taxes, discounts, and orders.
5 Essential Tips for Managing Inventory with Square11:38
Learn to manage inventory with Square by setting up your account, creating categories and items, and tracking stock. Capture customers, process payments, and review reports to optimize inventory and sales.
8 Common Mistakes in Square Inventory Management10:42
Learn how to set up square for small business, create a bakery category, add items like black forest cake, manage stock and customers, and enable payments from the dashboard.

How to Track Team Workflows Using Asana30:06
Learn to manage projects in Asana using board, timeline, calendar, and list views; create tasks, assign teammates, track due dates, and leverage templates, automation, and integrations for efficient workflows.
How to Use ClickUp for Project Management12:09
Learn to manage projects with ClickUp using the free plan, create workspaces and spaces, customize statuses, and organize tasks with list, board, timeline, calendar views, and time tracking.
Master Jira Projects: Key Elements and Essentials27:57
Master Jira projects by using agile boards, scrum and Kanban templates, and backlog and sprint management to plan, track, and deliver software work. Explore key integrations.
Use Jira Work Management for project management29:02
Explore how Jira work management automates tasks, integrates with tools, and organizes work with boards, templates, roadmaps, sprints, and time tracking to streamline project management.
How to Use Miro for Project Management25:39
Discover how to use Miro as a team visual platform to connect, collaborate, and co-create with mind maps, flow charts, kanban, templates, and integrations.
Miro Task management tool for teams and yourself27:42
Learn how Miro supports real-time collaboration, templates, and integrations for project managers to streamline agile workflows and remote team planning.

How to Use Monday.com for Project Management19:33
Learn to use Monday.com for project management, from signing up and setting up your account to creating boards, assigning tasks, and using views like table, kanban, and calendar.
10 Ways to Enhance Projects Using monday.com30:04
Master monday.com's kanban board and other views to manage tasks, assign responsibilities, and drag-and-drop progress, while leveraging templates, dashboards, integrations, and automations for project efficiency.
NTask Manager: All-in-one collaborative platform for small Business12:17
Discover how NTask Manager delivers an all-in-one collaboration platform for small business, with free plans, affordable pricing, and features like tasks, meetings, timesheets, boards, and calendar.
Using Todoist for Project/Team Management12:43
Learn to boost productivity with Todoist for project management by creating tasks, schedules, boards, subtasks, and reminders, exploring templates and pricing options.
Toggl Online Project Management & Time Tracking Software25:43
Toggle Track's all-in-one time tracking and productivity platform helps you manage projects, invite teammates, build tasks, track hours, generate invoices, and integrate with apps.
Trello for Project Management: A Complete 2025 Guide19:53
Discover Trello's pricing plans from free to enterprise, and learn to set up workspaces, boards, and lists with cards, labels, checklists, and due dates for effective project management.
How to Use Trello for Project Management(10 ways)22:55
Master Trello for project management by learning cards, lists, power ups, automations, and views like calendar, timeline, and map to streamline workflows and collaboration.
How to Effectively Use Wrike for Project Management Success14:30
Learn to manage projects with Wrike by creating spaces and templates, building boards, assigning tasks with due dates and approvals, and mapping workflows and dependencies across calendars, dashboards, and plans.

Requirements

No prior experience is required. We start with the basics. This course is designed for beginners who have little to no experience in project management
Having a project in mind would be helpful

Description

AI-Powered Business Management: From Bookkeeping to Team Efficiency

Streamline Finances • Optimize Inventory • Boost Team Productivity

Transform the Way You Work
This comprehensive course is designed to equip business owners, managers, and professionals with the skills to leverage AI-driven tools for smarter business operations. You’ll learn how to simplify bookkeeping, optimize inventory, and enhance team management while gaining hands-on knowledge of top AI software solutions.

Whether you’re a small business owner aiming to reduce manual work, a finance professional seeking efficiency, or a project manager looking to boost team productivity, this course provides practical strategies and actionable insights to transform your workflow and decision-making processes.

Who This Course Is For:

Small business owners and entrepreneurs
Finance and accounting professionals
Project managers and team leads
Anyone interested in leveraging AI for operational efficiency

Why You Should Join:

Learn to automate bookkeeping and simplify financial management
Optimize inventory processes with AI tools for better control and efficiency
Improve team collaboration and project tracking using leading AI project management tools
Gain actionable tips and strategies applicable immediately in your business

Course Modules and Contents:

Module 1: Master Bookkeeping with AI

Books: Essential Tips
FreshBooks: The Ultimate Solution for Small Business Finances
10 Tips for Maximizing FreshBooks Accounting Software
Simplify Your Finances with Wave Accounting Software
How Wave Accounting Software Can Help You Stay on Top of Your Business Finances
Streamline your Accounting and Payment Processing with ZipBooks
Bookkeeping with Zoho Books Software

Module 2: Revolutionize Your Inventory Process Using AI Tools

How to Optimize Inventory with Airtable
Master Inventory Control with monday: A How-To
Transform Your Inventory Process with Square Tools
5 Essential Tips for Managing Inventory with Square
8 Common Mistakes in Square Inventory Management

Module 3: Track Team Workflows & Project Management Effectively with AI

How to Track Team Workflows Using Asana
How to Use ClickUp for Project Management
Master Jira Projects: Key Elements and Essentials
Use Jira Work Management for Project Management
How to Use Miro for Project Management
Miro Task Management Tool for Teams and Yourself

Module 4: 8 Strategies to Enhance Team Management with AI

How to Use Monday for Project Management
10 Ways to Enhance Projects Using monday
NTask Manager: All-in-One Collaborative Platform for Small Business
Using Todoist for Project-Team Management
Toggl Online Project Management & Time Tracking Software
Trello for Project Management: A Complete 2025 Guide
How to Use Trello for Project Management (10 Ways)
How to Effectively Use Wrike for Project Management Success

Imagine running your business with less stress, fewer mistakes, and more time to focus on growth. This course empowers you to harness the power of AI tools to take control of your finances, inventory, and team projects like never before.

Whether you’re a small business owner, a finance professional, or a team leader, you’ll discover practical, step-by-step strategies to:

Simplify bookkeeping and automate tedious tasks
Optimize inventory and prevent costly errors
Track projects, manage workflows, and boost team productivity

Join this course and transform the way you work. Gain confidence in making data-driven decisions, streamline operations, and watch your business run smoother every day.

Your smarter, more efficient business starts here. Take the first step today.

Take Control of Your Business Today

Who this course is for:

Project Managers,Executive Managers,Managing Directors Operations Managers, Team Leaders,Supervisors,General Managers
Assistant Project Manager,Project Administrator
Project Analyst, Project Coordinator, Project Manager,PMI Technical Project Manager
This course is designed for non-financial managers of all functional areas of an organization

Certified Financial Management for Project Managers 101

What you'll learn

Explore related topics

Course content

Module 1: Master Bookkeeping with AI Books: Essential Tips8 lectures • 2hr 9min

Module 2 :Revolutionize Your Inventory Process Using AI Tools5 lectures • 57min

Module 3 :Track Team Workflows & Project Management Effectively with AI6 lectures • 2hr 33min

Module 4 :8 Strategies to Enhance Team Management with AI8 lectures • 2hr 38min

Requirements

Description

Who this course is for: