Financial training that is

Simple
Practical
Relevant
Accessible

and designed for Canadian businesses.

Program Overview

Understanding your finances is a critical skill when managing your business. 29% of Canadian business failures are due to a cash shortfall, 17% are due to a lack of a viable business model, and 18% are due to pricing and cost issues

This certificate program provides a broad look at managing your business financials starting with basic bookkeeping, managing cashflow, & understanding their financial statements, progressing to budgeting, forecasting cash flows, tax implications of business structures, business valuations, and evaluating & securing various forms of funding.

Throughout this program, participants will gradually build a strong financial plan for their own business through regular individual activities.

FORMAT

Online

DURATION

6 Weeks

TIME

24 Class Hours

SCHEDULE

Weekly

We guarantee that you will see a marketing ROI increase within 1 year or we will provide you with free one-on-one coaching to ensure you do!

*Participants must have completed the program & activities and implemented any action items that were produced as a result.

Program Modules & Outcomes

Financial Management I

  • 1

    PROGRAM INTRODUCTION & INTRODUCTION TO BASIC BOOKKEEPING

    Understand the bookkeeping cycle & the importance of good bookkeeping practices

  • 2

    ADVANCE BOOKKEEPING

    Learn how to implement bookkeeping software and customize a chart of accounts in your business.

  • 3

    PAYROLL AND FINANCIAL REPORTING

    Learn best practices in details, tracking inventory and familiarize yourself with software and best practices for payroll.

  • 4

    FINANCIAL STATEMENTS

    Learn what goes into the numbers, operational ratios, and COGS relating to your income statement. Evaluate how to manage your cash flow, AP, & AR effectively by understanding your cash flow statement

  • 5

    PROFIT STRUCTURING & BUDGETING

    Dive into profit structuring, including pricing, breakeven models and key performance indicators

  • 6

    TAX IMPLICATIONS ON BUSINESS ENTITIES

    Learn about GST, PST, Income Tax, Payroll Remittances, Deductable expenses & the accounting cycle.

Looking for something more advanced?

You're building on a solid foundation.

Funding Opportunities are Available!

Did you know that there are a variety of government grants & funds available to help eligible employers with financial support to train employees? 
Our goal is to help businesses and non-profit organizations find funding to support training new or existing employees to fill gaps in your business. You can visit our Funding and Grants page to see more and we have Customer Experience Specialists available to help you through the application process.

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Talk to one of our Business Advisors

You probably have a lot of questions right now, and that's normal! There is a lot to consider. Our business advisors are trained to help you find the right learning program, grant, & financing options for your business. Book a free 15 minute discovery call using the link below to find out if one of our programs is the right fit for you!