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Financial Intelligence

Financial Intelligence for Entrepreneurs, Executives, and Directors.

Created byBlair Cook Jennifer Nicholson
BeginnerUpdated Mar 11, 2022

What You'll Learn

  • check_circleIdentify the users and their needs
  • check_circleRecognize the importance of accounting processes, systems, and internal controls
  • check_circleAnalyze financial statements to evaluate performance, financial strength, and cash flow generation

About This Course

Great entrepreneurs, executives and directors know when they are talking dollars, they are making sense. When they look at a set of financial statement, they can immediately evaluate performance, identify issues, and probe for insight. Whether they are in the boardroom, a conference, or a meeting for dinner, they are comfortable talking about the numbers to raise money, negotiate deals, or make investment decisions. Financial intelligence gives these senior people their swagger.

This course is uniquely designed to show you how seasoned executives act and sound like financial experts without dwelling on the details of how one prepares financial reports and analysis. The emphasis of this course is on the users of financial information and serving their needs to make better decisions. In this course, you will learn to look at financial statements through the eyes of a seasoned executive. You will learn how to probe into issues of performance and identify root cause. You will learn basic finance principles that will help you negotiate your next financing or make your next investment decision. Regardless of whether you have a financial background or not, you will benefit from taking this course to hone your financial intelligence.

Course Content

2 activities • 20 videos • duration: 3h 16m

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Section 120 videos • 3.3 hours
  • videocamUsers & Needs
    Duration 7:46
  • videocamAccounting Systems & Processes
    Duration 10:39
  • videocamInternal Controls & Operational Integrity
    Duration 9:05
  • videocamTransaction processing, recording, and reporting
    Duration 7:38
  • videocamThe Top Line
    Duration 10:32
  • videocamAnalyzing Income
    Duration 15:10
  • videocamSelf-Test
    Duration 7:33
  • videocamBalance Sheet - Asset
    Duration 12:09
  • videocamBalance Sheet - Liability
    Duration 11:27
  • videocamBalance Sheet - Equity
    Duration 8:38
  • videocamFinancing Strategy
    Duration 8:59
  • videocamBalance Sheet - Self-Test
    Duration 7:17
  • videocamCash Flow Statement
    Duration 9:57
  • videocamCash Flow Statement Self-Test
    Duration 6:52
  • videocamNotes to the Financial Statement
    Duration 3:28
  • videocamVariance Analysis
    Duration 13:27
  • videocamCosting Analysis
    Duration 11:27
  • videocamBudgeting
    Duration 7:48
  • videocamFinance
    Duration 13:06
  • videocamRole of Finance
    Duration 13:06
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Final Exam-Part11 quiz

Your Instructor

Blair Cook Jennifer Nicholson

CPA, CA Leadership

menu_book55 courses
star5,697 reviews

Blair is a seven-time CFO, a director, and an educator at Executive Finance Partners - a professional development and executive coaching firm for financial professionals and executives. He also serves as a corporate director and audit committee chair of publicly listed companies: Terravest Industries and Clarke Inc. He is also the Board Treasurer of the Devour Food & Film Festival and serves on various committees of CPA Nova Scotia. Blair is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6 out of 5
Student's Choice
38 reviews
  • BS
    Brian S.
    starstarstarstarstar

    Very good course and instructors.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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