Budgets and Managing Money


Budgets and Managing Money will teach students how to make informed and intelligent financial decisions. Rather than being omitted from the process, managers who don’t have a background in finance can fully participate in budgeting decisions and exercises once they have completed this training course.

This course includes lessons on basic financial terminology, budget preparation techniques, and tools such as ratio analysis, good budget decision-making skills, and more.

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Course outline

Session One: Course Overview

Session Two: Finance Jeopardy

Session Three: The Fundamentals of Finance

Session Five: Parts of a Budget

Session Six: The Budgeting Process

Step Four: Gathering Your Resources

Steps Five and Six: Planning and Doing

Session Seven: Budgeting Tips and Tricks

Session Eight: Monitoring and Managing Budgets

Session Nine: Crunching the Numbers

Session Ten: Getting Your Budget Approved

Session Eleven: Comparing Investment Opportunities

Session Twelve: ISO 9001:2008

Session Thirteen: Directing the Peerless Data Corporation

Recommended Reading List

Post-Course Assessment

Personal Action Plan