Finance for Marketers - Knowledge to Advance in your Career

A Guide to Finance for Marketers
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Instructed by Paula Guilfoyle Marketing / Other
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  • Lectures 31
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2016 English

Course Description

Finance for Marketers - Knowledge to Advance your career - a NEED TO KNOW course for Marketers.

Understanding Finance and Accounting will equip Marketers with the financial knowledge necessary to communicate more effectively with financial managers, analyze financial statements & interpret a company's profitability, solvency and liquidity

Do you wish to advance in your Marketing Career? If the answer to this question is yes, then you need an understanding of Finance and Accounting SO REGISTER NOW!

Course Overview

Section 1 of this course is an introduction section. After the course introduction we will begin this course by introducing the roles of an accountant versus a finance person and we will look at the marketing financial analysis cycle

In section 2 you will be introduced to the primary financial statement, The Income Statement, The Statement of Financial Position, and the Statement of Cash Flows. 

Section 3 of this course is about Decisions and costs. You will be introduced to opportunity costs and relevant costs, and you will be introduced to costing methods such as process costing and standard costing

A large part of finance is understanding ratios and in Section 4 you will be introduced to Profit, Liquidity, Leverage and Activity ratios. Then we will have a look at budgets

This course contains:

Notes to download

Activities to complete


Certificate of Completion


REGISTER NOW and get started with Finance for Marketers - Knowledge to Advance your career!


By the end of this course, you'll have developed knowledge to facilitate the dialogue with finance and accounting professionals, which you can use to advance in your marketing career.


Your purchase is 100% RISK FREE with a 30 day money-back guarantee. If you don't learn anything new from this course, simply request a refund within your 30 day period for your money back, no questions asked.

What are the requirements?

  • You should already be familiar with marketing and have a hunger to advance your carear

What am I going to get from this course?

  • Describe the role of an Accountant
  • Identify Components of the Primary Financial Statements
  • Explain terms used in the Financial Statements
  • Identify the need for a decision
  • Identify costs relevant for a decision
  • Describe costing methods
  • Calculate break even
  • Identify the components of a budget
  • Explain the need and use of Ratios
  • Calculate profitability, activity liquidity and leverage ratios
  • Identify sources of finance available

Who is the target audience?

  • This course is aimed at those that wish to increase their financial knowledge to gain competitive advantage in their carear
  • Marketers who want to develop a more effective dialogue with the finance and accounting functions
  • Marketers who want a introduction course in key financial concepts and analyses
  • Marketers who want to refresh their knowledge of financial ratios
  • Marketers who want to improve their marketing decision-making
  • This course is NOT aimed at teaching you how to use finance in marketing, but to equip you with knowledge that could otherwise hold you back as you advance through your carear

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

A quick overview of what to expect in this course


Accounting and Finance are two different things.  In this lesson we will explain the difference between accounting and accountants and Finance


The marketing financial analysis cycle lesson will give you an overview of the types of analysis and reports that you can use as a marketer

Section 2: Accounting and Reporting

A quick overview of this section on Accounting and reporting


Accountants have a number of principles that they work from and in this lesson we will introduce some of those principles to you


The income statement, aka Profit and Loss is one of the prime financial statements that an accountant will produce.  In this lesson you will get an overview of the income statement, what you will find in it and ideas on how it can be used as a management tools.


Use this activity to prepare a simple Income statement


The Statement of Financial Position, aka Balance sheet is one of the prime financial statements that an accountant will produce.  In this lesson you will get an overview of the balance sheet, what you will find in it and ideas on how it can be used as a management tools.


The Statement of Cash Flows, is one of the prime financial statements that an accountant will produce.  In this lesson you will get an overview of the statement of cash flows, what you will find in it and ideas on how it can be used as a management tools.

8 questions

A quick quiz on Accounting and Reporting

Section 3: Information for Decision Making

A quick introduction to this section on Information for Decision Making


All decisions have elements and it this lesson you will be introduced to the element of a decision

Opportunity Costs

A big part of finance is understanding costing and costing methods.  In this lesson we will look at both costing, as you as a marketer will need to know and you will also be introduced to Breakeven and how to calculate breakeven


Download the notes for this section

4 questions

A quick quiz on Information for decision making

Section 4: Ratio's and budgets

Ratio Analysis is one of the key ways finance people will analyse report produced by accountants.  As a marketer you also need to have an understanding of ratios.  This is an introduction to this section


Profit ratios such as Gross Profit and Net profit are as you know part of the financial equation, and in this lesson we will quickly look at profit ratios


Liquidity is the ability to pay current liabilities. In this lesson you will be introduced to liquidity ratios such as the current and the quick ratios


In this lesson you will be introduced to leverage ratios such as the Debt ratio and the debt to equity ratio


Activity ratios are a good indicator of management performance.  In this lesson you will be introduced to a number of activity ratios and the types of questions to ask when looking at activity ratios.  

Download ratio cheat sheet

Return on investment is an important ratio and it can be used for calculating costs to be allocated on a marketing budget

Activity - Calculate ratios
Activity - solutions ratios

As a marketer you need to understand what a budget is.  You also need to know what costs to consider in a marketing budget

Section 5: Financing

a quick introduction to this section


Financing by time is one way to categories borrowings 


Financing by Ownership relates to equity borrowings


Financing by source can be internal or external

Section 6: Wrap Up

A final wrap up on this course


Just for my Learners....thanks for being my Student


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Instructor Biography

Paula Guilfoyle, CPA Accountant, Online Educator & Life Long Learner

Paula is a Qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management,Process improvement, Internal Audit, Group accountant, Operations management and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has Udemy courses for those wishing to up skill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

Now an E-learning Educator 5+ years, Paula also has a focus on E-learning and online teaching. Drawn from her online teaching experience,Paula has a number of courses available to online teachers to help bridge the skills gap for those that teach or wish to teach online.

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