Financial Planning and Control
Online: This introductory-level course is meant to teach finance concepts to non-financial managers, and considers tools for decision-making such as cost benefit analysis, break even analysis, and balanced scorecard. The course also teaches basic finance concepts such as return on investment (ROI), fixed and variable costs and payback period. Self-paced (three months access) through MindEdge.
How to Read a Financial Statement
Online: This course covers financial reports and their meaning. You’ll learn the fundamentals and importance of the income statement, balance sheet, and statement of cash flows, and how they can be used to manage a business. Course also addresses financial (ratio) analysis. Self-paced (three months access) through MindEdge.
Investing Ideas
Online: In partnership with Capstone Financial Partners, we’re offering short courses that provide investment and saving ideas for a variety of circumstances, including retirement investments, pandemic investing and financial independence. Instructor led (start dates vary) through SPCS.
Personal Finance
Online: Perhaps you have been in charge of your finances since you started working an after school job in high school, or maybe you are suddenly feeling overwhelmed with allocating the salary from your first job out of college. No matter what your financial situation is, it’s important to understand how to handle your money. This course will familiarize you with the basics of budgeting, credit, saving and investing. Self-paced (three months access) through MindEdge.
Retirement Planning
Online: Many of the retirement strategies utilized by your parents have grown outdated and may no longer be applicable to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st Century. This class is relevant if you are developing a retirement plan, nearing retirement, or recently retired. Instructor led (start dates vary) through Capstone Finanial Partners.
Understanding and Managing Budgets
Online: This introductory-level course covers budgets and how they’re used in organizational settings including the uses and functions of master budgets, operating budgets, sales, production and cost of goods sold budgets, and cash budgets. You’ll also learn about the budgeting process, and how organizations are using different budgeting techniques to overcome operating challenges. Self-paced (three months access) through MindEdge.
