Business Financial Insights
Here’s a practical course designed for CFOs, business owners, entrepreneurs, and managers. The focus is not just on understanding financial numbers, but on using them to make better business decisions.
By the end of the course, learners should be able to look at their business numbers and confidently answer: “How is my business performing, why is it performing that way, and what should I do next?”
10 modules82 lessonsFree
Course curriculum
Module 1
Introduction to Business Financials
5 lessons
Quiz
Why Financial Information Matters in BusinessLocked
Revenue, Expenses, Profit and CashLocked
Accounting Numbers vs. Business MetricsLocked
Financial Metrics vs. Operational MetricsLocked
How Financial Data Supports Better DecisionsLocked
Module QuizLocked
Module 2
Understanding Your Financial Statements
6 lessons
Quiz
Introduction to Financial StatementsLocked
Understanding the Income StatementLocked
Understanding the Balance SheetLocked
Understanding the Cash Flow StatementLocked
How the Three Financial Statements ConnectLocked
Using Financial Statements to Understand Business HealthLocked
Module QuizLocked
Module 3
Understanding Revenue Metrics
8 lessons
Quiz
Understanding RevenueLocked
Revenue Growth RateLocked
Monthly Recurring Revenue (MRR)Locked
Annual Recurring Revenue (ARR)Locked
Average Revenue Per CustomerLocked
Revenue by Product, Customer, or LocationLocked
Understanding Revenue DriversLocked
Using Revenue Metrics to Make Business DecisionsLocked
Module QuizLocked
Module 4
Understanding Profitability Metrics
8 lessons
Quiz
Understanding ProfitabilityLocked
Gross Profit and Gross Profit MarginLocked
Operating Profit and Operating MarginLocked
Net Profit and Net Profit MarginLocked
Contribution MarginLocked
Understanding the Relationship Between Revenue, Costs and ProfitLocked
Comparing Profitability Across Products and ServicesLocked
Using Profitability Metrics to Make Business DecisionsLocked
Module QuizLocked
Module 5
Understanding Cash Flow & Liquidity
9 lessons
Quiz
Understanding Cash FlowLocked
Profit vs. Cash FlowLocked
Understanding the Cash Flow StatementLocked
Understanding LiquidityLocked
Working CapitalLocked
Accounts Receivable and Accounts PayableLocked
Cash Conversion CycleLocked
Cash RunwayLocked
Using Cash Flow Metrics to Make Business DecisionsLocked
Module QuizLocked
Module 6
Understanding Cost & Expense Metrics
9 lessons
Quiz
Understanding Business Costs and ExpensesLocked
Fixed Costs vs. Variable CostsLocked
Direct Costs vs. Indirect CostsLocked
Operating ExpensesLocked
Cost Per CustomerLocked
Expense RatiosLocked
Identifying Unnecessary and Inefficient ExpensesLocked
Cost of Doing BusinessLocked
Using Cost Metrics to Make Business DecisionsLocked
Module QuizLocked
Module 7
Understanding Customer & Unit Economics
9 lessons
Quiz
Introduction to Unit EconomicsLocked
Average Revenue Per CustomerLocked
Customer Acquisition Cost (CAC)Locked
Customer Lifetime Value (LTV)Locked
LTV vs. CACLocked
Customer Retention and ChurnLocked
Customer Payback PeriodLocked
Understanding Customer ProfitabilityLocked
Using Unit Economics to Make Business DecisionsLocked
Module QuizLocked
Module 8
Understanding Business Performance & KPIs
9 lessons
Quiz
Understanding KPIsLocked
Leading vs. Lagging IndicatorsLocked
Choosing the Right KPIsLocked
Setting KPI TargetsLocked
Actual vs. Target PerformanceLocked
KPI DashboardsLocked
Understanding Trends and Performance Over TimeLocked
KPI Reviews and AccountabilityLocked
Using KPIs to Make Better DecisionsLocked
Module QuizLocked
Module 9
Financial Forecasting & Planning
9 lessons
Quiz
Introduction to Financial ForecastingLocked
Revenue ForecastingLocked
Expense ForecastingLocked
BudgetingLocked
Budget vs. Actual AnalysisLocked
Scenario PlanningLocked
Cash Flow ForecastingLocked
Forecasting for Business GrowthLocked
Using Forecasts to Make Business DecisionsLocked
Module QuizLocked
Module 10
Putting It All Together: The Business Decision Framework
10 lessons
Quiz
From Financial Data to Business DecisionsLocked
The Business Decision FrameworkLocked
Asking the Right Financial QuestionsLocked
Evaluating the Financial Impact of a DecisionLocked
Considering Risk and UncertaintyLocked
Comparing AlternativesLocked
Making Decisions Under UncertaintyLocked
Turning Analysis Into ActionLocked
The Complete Business Decision FrameworkLocked
Building a Financially Informed Business CultureLocked
Module QuizLocked
Final Exam
Unlocks after you enroll and complete all lessons and quizzes
Free
Enroll and start learning today
10 modules
82 lessons
Final exam included
Certificate upon completion