Certificate in Finance Essentials

This online certificate program introduces non-financial managers to the essentials of finance. The course will help you become conversant in critical financial terminology, and you'll learn how to calculate key financial management indicators.

You will learn how to assess your organization's financial health by reviewing balance sheets, income statements, and statements of cash flow, and you will discover how finance and accounting tools can be used to support informed decision making within organizations.

Each 3 to 5 hour, self-paced course offers an assortment of interactive exercises, videos, selected readings, case studies, and self-assessments that engage you and structure your learning about organizational finance.

Upon successful completion of all courses in this certificate program, you can download and print a Certificate of Completion.

Courses included in this certificate program are listed at the bottom of this page.

Key Features
  • Expert-supported
  • Mobile-friendly
  • Accessible
  • Badge and credit-awarding
  • Games & Flashcards
  • Video content
  • Real-world case studies
  • Audio-enabled in app

Refund Policy
You may request a refund up to 5 days from the purchase date. The registration fee will only be refunded if less than 10% of each course in the certificate has been completed. Completion percentage can be viewed on the Course Progress page from within the course.

Notes
All courses in this certificate have an "Ask the Expert" feature, which submits your questions directly to an expert in the field you are studying. Questions are answered as quickly as possible and usually within 24 hours.

This course does not require any additional purchases of supplementary materials.

Learners must achieve an average test score of at least 70% to meet the minimum successful completion requirement and qualify to receive IACET CEU credit. Learners will have three attempts at all graded assessments.

Courses included in this suite:
Financial Planning and Control
How to Read a Financial Statement
Introduction to Business Statistics
Introduction to Finance
Time Value of Money and Risk
Understanding and Managing Budgets

Certificate Details

Courses may be taken separately, or as a certificate.

  • Dates: Open enrollment
  • Duration: 365 days
  • Time: 19 hours
  • Location: Online
  • Certificate Fee: $399.00 USD
  • CEUs: 1.9 CEUs | 19 PDUs Total PMI PDUs/Contact Hours: 19 Leadership: 0.25 Strategic & Business Management: 13 Technical: 5.75 IACET CEUs: 1.9
  • Code: 01-PRO-BUS-ON

Financial Planning and Control

Decision-making within an organization often hinges on the numbers. So what financial tools do managers need to be familiar with to make sound, defensible decisions? 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 the basic finance concepts such as return on investment (ROI), fixed and variable costs, and payback period.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 3 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: .3 CEUs | 3 PDUs Total PMI PDUs/Contact Hours: 3 Strategic & Business Management: 1.5 Technical: 1.5 IACET CEUs: .3
  • Code: 01-PRO-BUS-ON

Course Registration

How to Read a Financial Statement

Financial statements can look intimidating and, as a non-financial manager, you may feel like ascertaining the right conclusion from a financial statement is like finding a needle in a haystack. This course covers financial reports and their meaning. You will 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. You will also be exposed to financial (ratio) analysis.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 3 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: 3 CEUs | 3 PDUs
    Total PMI PDUs/Contact Hours: 3
    Strategic & Business Management: 2
    Technical: 1
    IACET CEUs: .3
  • Code: 01-PRO-BUS-ON

Course Registration

Introduction to Business Statistics

Statistics is the science of collecting, organizing, and analyzing data in order to make more effective decisions. As such, statistics is critical to a successful business. This introductory-level course is meant for non-financial managers. Understanding statistical techniques can help any manager responsible for marketing, management, accounting, sales, or other business functions. This course will also cover graphical representations of data that your stakeholders may expect when reviewing the results of any statistical analysis.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 4 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: 4 CEUs | 4 PDUs
    Total PMI PDUs/Contact Hours: 4
    Strategic & Business Management: 2.5
    Technical: 1.5
    IACET CEUs: .4
  • Code: 01-PRO-BUS-ON

Course Registration

Introduction to Finance

Understanding basic finance is important for any managerial position, even non-financial managers. This introductory-level course starts at the beginning, discussing finance as an organizational setting and legal forms of business. The course continues on to cover the responsibilities of financial managers, roles of finance in a typical business organization, and relevant financial markets of interest to financial managers. Further, the course will discuss corporate financing and the role the stock market plays in the business world.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 3 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: .3 CEUs | 3 PDUs Total PMI PDUs/Contact Hours: 3 Leadership: 0.25 Strategic & Business Management: 2.75 IACET CEUs: .3
  • Code: 01-PRO-BUS-ON

Course Registration

Time Value of Money and Risk

Is a dollar more valuable today or tomorrow? What about a year from now? This introductory-level course covers time value of money (TVM) principles and risk and return. You will review the basic TVM techniques used in evaluating all financial decisions and their cash flow implications. For Risk and Return, you will learn how risk influences investment decisions, and how to calculate risk and rates of return. Further, you will explore the benefits of diversification and the use of the portfolio concept in investing.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 3 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: 3 CEUs | 3 PDUs Total PMI PDUs/Contact Hours: 3 Strategic & Business Management: 2 Technical: 1 IACET CEUs: .3
  • Code: 01-PRO-BUS-ON

Course Registration

Understanding and Managing Budgets

A budget is a detail of expenses and incomes for a set period of time. This introductory-level course covers budgets and how they are 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 will also learn about the budgeting process, and how organizations are using different budgeting techniques to overcome operating challenges.
  • Dates: Open enrollment
  • Duration: 90 days
  • Time: 3 hours
  • Location: Online
  • Course Fee: $79.00 USD
  • CEUs: .3 CEUs | 3 PDUs Total PMI PDUs/Contact Hours: 3 Strategic & Business Management: 2.25 Technical: 0.75 IACET CEUs: .3
  • Code: 01-PRO-BUS-ON

Course Registration