Financial Analysis & Planning for Non-Finance Professionals
What you'll learn
- Understand the concept and purpose of financial intelligence, financial planning & financial analysis in business.
- Understand financial terms and their applications
- Identify and understand basic accounting principles and conventions
- Learn how to analyze revenue, expenses, and profits in an income statement.
- Understand the Balance Sheet and analyze its content (assets, liabilities, and equity) properly
- Understand how statements connect together as a viable tool for analyzing the financial position of the business
- Understand and properly analyze a cash flow statement
- Identify and apply different types of budgets and forecasting methods.
- Understand Basic Cost Analysis
- Understand how to use financial tools to make data-informed business decisions.
Requirements
- No prior knowledge of finance and accounting is needed
Description
Financial Analysis and Planning for Non Finance Professionals is a course designed for business owners, executives, managers, investors and professionals who do not have a finance background but need to understand and use financial data to make informed decisions.
By the end of this course, students should be able to confidently understand basic accounting concepts, read and analyze financial statements, manage cash flow, understand budgeting and forecasting methods, cost analysis to make effective business decisions.
Over the course of the next 6 videos, you will learn how to:
Identify financial literacy and how it impacts decision making in business
Understand the concept and purpose of financial intelligence, financial planning & financial analysis in business.
Understand financial terms and their applications
Identify and understand basic accounting principles and conventions
Learn how to analyze revenue, expenses, profits, assets, liabilities, equity and more in financial statements.
Understand how statements connect together as a viable tool for analyzing the financial position of the business
Understand and properly analyze a cash flow statement.
Understand the purpose and importance of budgeting and forecasting.
Identify and apply different types of budgets and forecasting methods.
Create a simple budget and forecast for your business or project.
Get a good understanding of basic costing, Break-even Analysis and how it impacts decision making.
Who this course is for:
- This course is designed for business owners, executives, managers, investors and professionals who do not have a finance background but need to understand and use financial data to make informed decisions.
Instructor
- 4.9 Instructor Rating
- 16 Reviews
- 1,906 Students
- 3 Courses
Valentine is a Business Systems Coach, Strategic Virtual Assistant, Business Analyst, Author, Corporate Trainer, and Accountant with a strong foundation in business operations and logistics. With years of hands-on experience in streamlining workflows, optimizing team structures, and implementing systems, he helps entrepreneurs and professionals build efficient, scalable, and sustainable businesses.
Valentine specializes in designing operational frameworks that eliminate inefficiencies, improve productivity, and drive growth. From creating online business courses to providing backend support and virtual assistance, Valentine ensures that systems align with business goals that support long-term success.
As a Corporate Trainer and Author, Valentine also creates tools and content that empowers others to adopt best practices in operations, team management, and systems thinking. Whether you’re an individual founder or a growing team, he brings clarity, structure, and strategy to your operations.
With a strong background in data information management, policy formulation, research, and statistics, Valentine leverages data-driven insights to inform strategic decisions and optimize operational efficiency. In addition, my expertise in Logistics, Transport Regulations, and customer-focused business strategies has consistently delivered impactful results for organizations.
As the author of several insightful books, including Winning Crazy Customers and Proven Strategies for Overcoming Competition in Business, Valentine shares invaluable knowledge with businesses seeking to thrive in competitive markets.
In addition to being an experienced business leader, Valentine has led workshops, seminars, and training sessions aimed at improving engagement and fostering growth within organizations. Having served as Chairman of a 200-member cooperative and managed two successful retail businesses, Valentine’s track record includes offering expert advisory and consulting services to businesses in need of strategic turnaround and operational enhancement.
With a passion for driving sustainable success and optimizing business processes, Valentine is committed to empowering organizations to navigate challenges, maximize opportunities, and achieve lasting growth.