CFO Course: Manage Company Finances & CFA Fundamentals [EN]

Name: CFO Course: Manage Company Finances & CFA Fundamentals [EN]
Rating: 4.1 (24 reviews)

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Last updated 7/2026

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What you'll learn

Understand the full scope of the CFO’s role in a modern company, including strategic influence and operational responsibilities
Design and implement strategic financial planning, budgeting systems, and forecasting methods
Manage various types of financial and operational risks, including currency and interest rate risks
Establish internal control systems and compliance frameworks to safeguard company assets and ensure transparency
Lead mergers and acquisitions, from due diligence to post-integration management
Apply various pricing models, from psychological to value-based pricing, and understand market elasticity
Optimize working capital and cash flow through advanced treasury and investment techniques
Access multiple financing instruments, including loans, bonds, equity, and alternative sources
Navigate investor relations, public company requirements, and financial reporting standards
Use ERP and financial automation tools aligned with business strategy to boost operational efficiency
Enhance leadership capabilities for managing finance teams and influencing executive stakeholders
Apply real-world financial tools and case-based learning to drive immediate impact in your organization
Prepare for executive-level roles by mastering skills highly demanded in CFO career paths across industries

Course content

7 sections • 70 lectures • 43h 17m total length

Role of the CFO: Finance Leadership and Company Strategy1:05:53

– CFO responsibilities
– Finance department structure
– Interaction with CEO, board, auditors
Quiz: CFO Judgment, Financial Leadership and Risk Decisions
Strategic Planning for CFOs and Financial Leaders55:46
Explore strategic types, risk analysis, forecasting, and M&A strategy alignment.
Corporate Risk Management: Currency, Interest and Business Risk43:53
Learn how CFOs manage currency, interest rate, and operational risks.
Advising the CEO on Currency and Interest Rate Risks for Global Expansion

Internal Controls and Risk Principles for CFOs44:50
Grasp preventive and detective controls and core accounting control systems.
Financial Performance Management: KPIs, Efficiency and Results44:46
Key metrics: cash conversion cycles, breakeven, reinvestment metrics, and capital ROI.
M&A Fundamentals: Finance Strategy for Mergers and Acquisitions53:28

– M&A strategy, due diligence, integration
Budgeting and Rolling Forecasts for CFO Decision-Making54:13
Analyze budgeting methods, rolling forecasts, goal setting, and reporting systems.

Strategic Pricing Models and Methods for Financial Leaders51:07
Master value-based, premium, psychological, dynamic, and elasticity-based pricing.
Capital Budgeting and Investment Appraisal for CFOs43:46

Explore responsibility of CFOs, bottleneck analysis, NPV, and payback methods.
Cash Flow Forecasting, Treasury and Working Capital Management56:52
Explore liquidity management, centralization, and conditional consolidation.

Investment Portfolios and Debt Instruments for Corporate Finance57:18
Deep dive into bonds, T-bills, deposits, repo agreements, and effective interest rates.
Credit-Based Fundraising: Loans, Debt and CFO Negotiation44:57
Compare invoice discounting, factoring, leasing, long-term loans, and alternatives.
Equity-Based Fundraising: Investors, Valuation and Dilution44:30
Learn about restricted/unrestricted shares, angels, VCs, guarantees, and crowdfunding.

Corporate Credit Ratings: What CFOs Need to Manage48:35
Understand credit scoring, rating agency processes, and business implications.
IPO Readiness: Public vs Private Company Finance Management51:56
Evaluate pros/cons of public listing and IPO process.
Stock Exchanges Overview for CFOs and Capital Markets51:35
NYSE, NASDAQ, Toronto exchange, and delisting dynamics.
Investor Relations Strategy: Shareholders, Reporting and Trust50:18
Conduct earnings calls, roadshows, and comply with investor regulations.
Financial Reporting for Public Companies and Market Compliance52:39
Work with earnings per share, interim reports, and major forms of disclosure.

1. Hiring A-Players for finance teams41:49
2. Multichannel Candidate Sourcing for finance teams34:04
Learn multichannel candidate sourcing for finance teams, including internal and external searches, compelling job descriptions, diverse sourcing channels, and building an external talent pool of A-players.
3. Candidate Assessment and Selling the Job Opportunity29:24
Master competency-based interviewing, use GMA tests and work sample tasks, and score candidates with scorecards while selling vacancies throughout prescreening and HR interviews.
4. Employee Onboarding for finance teams30:28
5. Forming to Performing: Team Development Stages30:36
6. Building One Unified and High-Performing Team30:19
7. Managing Employee Personality Types in finance teams27:29
8. Employee Termination: Who, When and How for CFO39:12
Learn how to assess employees using five performance categories (a, b, c, d, e), decide when to dismiss, and conduct ethical terminations with preparation, exit management, and team communication.
9. Leadership Styles for CFO33:14
Explore how to apply situational leadership in CFO teams by matching leadership styles to employee development levels (D1–D4), using directives, democratic approaches, and the partnership mindset.
10. Choosing the Right Leadership Style for Maximum Team Performance28:09
11. Effective Leadership: Gallup Research Insights for CFO25:18
12. Managing Team Culture for financial performance25:50
13. Salary Management for finance teams44:32
14. Bonus and Incentive Programs for finance teams34:32
15. Sales Team Compensation: Salary, Commission and Incentives42:56
16. Benefits Beyond Salary for finance teams44:06
17. Motivation 3.0 and Total Motivation: What Drives Employees41:48
Explore motivation theory from 1.0 to 3.0 and total motivation, revealing why money alone fails to sustain performance and how autonomy, mastery, and meaning drive creativity, engagement, and lasting results.
18. Retention and Burnout Prevention for finance teams36:31
19. Employee Engagement for Maximum Team Performance35:01
20. Continuous Feedback to Sustain Motivation and Performance34:38
21. Talent Management and the 9-Box Grid for CFO29:33
22. Identifying and Leveraging Employee Talent24:40
23. Learning and Development for finance teams42:28
24. Succession Planning: Preparing the Next CFO33:46
25. Team Strategy: Aligning People, Priorities and Business Goals44:42
26. Goal Setting: MBO, KPI, OKR, WIG and V2MOM for CFO39:52
Explore the OKR framework, objectives and key results, and how it compares to MBO, KPI, and WIG, with quarterly cycles, leading indicators, dashboards, and transparent goal setting to drive strategy-to-execution.
27. Performance Metrics, Dashboards and Results Evaluation36:37
Learn to build effective control and reporting using dashboards and the concept of objectives and key results, balance delegation to avoid micromanagement, and evaluate results for ongoing improvement.
28. Managing Employee Accountability and Ownership24:07
29. One-on-One Meetings for CFO and Employees30:02
30. Employee Coaching for Growth and Performance30:00
Explore employee coaching as an accelerator in one-to-one meetings, using questions and the grow model to unlock potential, assess readiness, apply the balance wheel, and focus development.
31. Effective Team Meetings: Strategy Sessions to Daily Stand-Ups25:29
Learn how to design and run effective team meetings by choosing the right meeting types, crafting clear agendas, and assigning roles, with time and cost management, recording, and inclusive participation.
32. Collaborative Problem Solving for finance teams26:38
33. Agile and Project Management Fundamentals for CFO29:23
34. Kanban Boards and Trello for finance teams29:40
35. Managing Change Within finance teams27:24
36. Task Execution and Delivery for High-Performing Teams27:18
Master task execution through sprint planning, daily scrum, backlog management, and obstacle resolution to deliver incremental product outcomes and agile team efficiency.
37. The CFO's Role in Business Growth and Results33:01
Explore how the CFO's role combines functional and people management to drive growth, informed by Google's leadership study and practical models like the 6B framework for team development.
38. Organizational Business Models for CFO28:15
39. Business Understanding and Responsibility Allocation for CFO28:28
40. SWOT and PESTEL Analysis for finance strategy25:46
41. Effective Communication for CFO and Teams24:04
42. Radical Candor for CFO29:14
43. Managing Conflict Within and Between Teams29:16
44. Business Negotiation Skills for CFO29:16
45. Adapting Management Tools for Remote finance teams30:38
46. Creating Rules, Policies and Checklists for finance teams38:24
47. Team Operating Principles for financial performance18:38
48. Essential Tools for Remote and Distributed finance teams26:10

Corporate Stock Management: Equity, Shares and Cap Tables35:32
Build employee share plans, reinvestment plans, options, and direct stock purchase schemes.
Financial Technology for CFOs: FinTech Tools and Automation53:09
Data-Driven Business: Finance Analytics and Better Decisions59:29
CFO Course: Manage Company Finances & CFA Fundamentals: Practice Test
BONUS: CFO Tools, CFA Fundamentals and Finance Resources0:40

Requirements

Basic understanding of financial terminology and principles (e.g., budgeting, profit & loss, cash flow)
Prior experience in finance, accounting, or business operations is recommended
Ideal for current finance professionals, financial managers, controllers, or aspiring CFOs
No formal certification required, but a business or economics background will enhance learning
Willingness to complete homework assignments and apply the tools in real business scenarios
Comfort working with Excel or other spreadsheet software is helpful but not mandatory

Description

Running a company without a strategic CFO is like flying blind in a storm. As your business grows, financial complexity multiplies—and the cost of mistakes rises. Whether you’re a finance manager preparing for the next level or a CEO looking to professionalize your finance department, this course is your comprehensive path to mastering the CFO role.

You’ll go beyond theory into implementation, using real tools and frameworks to drive financial success across your business.

What makes this course unique?

Unlike general finance courses, this is a complete CFO toolkit. From high-level strategy to hands-on execution, you’ll learn how to:

Develop financial strategy aligned with business goals
Manage FX and interest rate risks like a pro
Design budgeting, pricing, and forecasting systems
Master M&A strategy and due diligence
Understand IPOs, credit ratings, and investor relations
Use IT and ERP systems to automate finance processes
Communicate with boards, auditors, and investors

Inside the course:

20 recorded video classes
Homework for your own practice
Real-world cases and templates you can immediately apply
A diploma from an accredited international platform - Udemy
Access to a private Q&A group with peers and expert support

Only a few finance professionals ever get to the top. Will you be one of them?

Join now and future-proof your career with CFO-level knowledge that drives business impact.

This course contains the use of artificial intelligence. It ensures cutting-edge insights and the latest practices.

This course contains a promotion.

Who this course is for:

Aspiring CFOs preparing for executive-level finance leadership
Current Financial Managers or Controllers who want to upgrade to a strategic CFO role
CEOs and Founders seeking to better understand financial management at scale
Finance Business Partners and Analysts aiming to expand their strategic impact
Entrepreneurs and Startup Leaders needing to strengthen financial decision-making
Experienced Accountants transitioning into broader financial leadership roles
Board Members and Investors who want deeper insight into CFO responsibilities and tools

CFO Course: Manage Company Finances & CFA Fundamentals [EN]

What you'll learn

Explore related topics

Course content

CFO Fundamentals: Financial Leadership, Strategy and Risk Management4 lectures • 2hr 46min

Internal Controls, Financial Performance and Rolling Forecasts4 lectures • 3hr 17min

Pricing, Capital Budgeting and Cash Flow Strategy for CFOs3 lectures • 2hr 32min

Investment Portfolios, Debt Financing and Equity Fundraising3 lectures • 2hr 27min

IPO Readiness, Credit Ratings, Markets and Investor Relations5 lectures • 4hr 15min

Extra: People Management Skills for CFOs and Finance Leaders48 lectures • 25hr 33min

Equity Management, FinTech and Data-Driven Finance4 lectures • 2hr 29min

Requirements

Description

Who this course is for: