Buying for a Team? Gift This Course
Wishlisted Wishlist

Please confirm that you want to add Finance for Marketers - Knowledge to Advance in your Career to your Wishlist.

Add to Wishlist

Finance for Marketers - Knowledge to Advance in your Career

A Guide to Finance for Marketers
3.8 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
689 students enrolled
Last updated 8/2016
$10 $95 89% off
3 days left at this price!
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • 6 Articles
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Have a coupon?
What Will I Learn?
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
View Curriculum
  • You should already be familiar with marketing and have a hunger to advance your carear

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.

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
Students Who Viewed This Course Also Viewed
Curriculum For This Course
Expand All 31 Lectures Collapse All 31 Lectures 01:12:59
3 Lectures 10:00

A quick overview of what to expect in this course

Preview 01:13

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

Preview 04:46

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

Preview 04:01
Accounting and Reporting
6 Lectures 15:39

A quick overview of this section on Accounting and reporting

Accounting and Reporting - An introduction

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

The Basic Accounting Principles

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.

Income Statement

Use this activity to prepare a simple Income statement

Activity - Prepare an 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.

Statement of Financial Position (Balance Sheet)

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.

Statement of Cash Flows

A quick quiz on Accounting and Reporting

Accounting and Reporting Quiz
8 questions
Information for Decision Making
5 Lectures 12:58

A quick introduction to this section on Information for Decision Making

Decision Making - An Introduction

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

Elements 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

Costing and Breakeven

Download the notes for this section

Section notes

A quick quiz on Information for decision making

Information for Decision Making - Quiz
4 questions
Ratio's and budgets
10 Lectures 20:52

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

Ratios - An Introduction

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

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

Liquidity Ratios

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

Leverage Ratios

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.  

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

4 Lectures 11:22

a quick introduction to this section

Financing an Introduction

Financing by time is one way to categories borrowings 

Financing by Time

Financing by Ownership relates to equity borrowings

Financing by Ownership

Financing by source can be internal or external

Financing by Source
Wrap Up
3 Lectures 02:29

A final wrap up on this course


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


Want a little extra exposure on your LinkedIn profile, then add this course to your profile

How to add this course to your Linkedin Profile
About the Instructor
4.4 Average rating
787 Reviews
15,591 Students
18 Courses
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.

Report Abuse