Certificate in Finance Essentials
A Certificate in Finance Essentials job is a great way to gain experience in the financial and accounting fields. The job typically involves providing financial advice and services to individuals and businesses. A Certificate in Finance Essentials job could include helping clients plan their budgets, developing financial plans, and providing financial advice to clients. This job also requires strong communication and analytical skills. A Certificate in Finance Essentials job may also involve working with financial products and services, such as investments and insurance. This job requires a good understanding of the financial markets and the ability to identify and assess risk.
Is This the Right Career for You?
The Certificate in Finance Essentials can be a great way to start a career in finance and gain the knowledge and skills needed to work in the industry. It can open doors to entry-level positions, such as accounting clerk, bank teller, loan processor, financial analyst, budget analyst, and more. It can also provide a solid foundation of knowledge that can be applied to more advanced finance positions, such as financial manager, investment advisor, and financial consultant. Additionally, the Certificate in Finance Essentials may be used to enhance your resume and add to your qualifications.
1. Start today
Begin your transformation and learning journey right away.
2. Learn your way
Achieve your training at your own pace, according to your own schedule.
3. Get hired today
Complete industry-recognized certification and develop your employment strategy to begin your dream job.
6 Reasons to Complete Your Certificate in Finance Essentials Training With Us
Flexibility
With our programs, you can learn and study at your own pace with access 24/7/365 for the duration of your program. This means you can learn on your own terms and work around your own schedule.
Support
Our online training comes with access to real, live support personnel that will help you through every step from our admissions adviser who will assist you with selecting the right training for you, to our student adviser who will be there with you during your entire training journey.
Relevancy
We have tailored our programs to provide comprehensive training in the technical and soft skills employers are looking for. With direct input and feedback from industry leaders and hiring managers, our program aligns with exactly what you need to successfully enter the workforce.
Certification
Our career training not only gives you the knowledge you need but preparation for the certification exams relevant to your desired career path. If you are pursuing an exciting new career in a field with a national certification, our program will both prepare you to sit for the exam but will often include a voucher for the exam cost.
Simulations and Case Studies
Our training programs have been developed with real learners and professionals in mind, so our programs incorporate real-world case studies and virtual simulations that will provide examples and interactions with real-life situations you may encounter during your career. These allow you to learn by experience with circumstances similar to what will be your daily responsibilities on the job.
Engaging and Interactive
Our training curriculum was developed with you in mind, looking at modern day learners and their needs. Our curriculum contains a mix of formats including reading, listening, watching, and interacting that will immerse you into a fun and engaging learning experience you will not only enjoy but not want to end.
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Program Description
This interactive certificate program is specifically designed for adults or non-financial managers who want to learn more about the essentials of corporate finance and make a career for themselves in the corporate sector.
This program includes a variety of interactive elements such as games, activities, flashcards and more to make your learning experience more engaging and interesting. Thus, this certificate program aims to educate you on critical financial terminology. It’ll also teach you how to calculate essential financial management indicators at the professional level.
After you receive a certificate in financial essentials, you will be able to:
• Assess the financial health of an organization by reviewing income statements,statements of cash flow, and balance sheets
• Use accounting and finance tools to make well-informed decisions within an organization
This certificate program is available on a user-friendly platform, which makesit accessible to more people, and it allows its users to use the resources at their disposal with ease.
This certificate program aims to help you significantly improve your career opportunities. It accomplishes that by teaching you the following:
• ROI and cost-benefit analysis
• Financial ratio analysis
• Financial statements
• Descriptive and inferential statistics
• Compound interest and annuities
• Probabilities and datasets
• Creating and managing budgets
So, after you have completed this course, you can use the knowledge and skills you learned to develop and make yourself a more valuable professional
This suite is designed for adult learners and/or non-financial managers.
• Cost-benefit analysis and ROI
• Financial statements
• Financial ratio analysis
• Descriptive and inferential statistics
• Probabilities and datasets
• Compound interest and annuities
• Creating and managing budgets
Certificate in Finance Essentials FAQs
To request more information, you can contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
Online courses are accessible 24/7/365 and self-paced, allowing you to progress at your own pace on your own schedule. They can be taken from anywhere in the world from the comfort of your own home. Classroom courses have a set schedule of the days and times the courses will be held, and you must attend during those specific times.
Find out if online learning is right for you by contacting our team of registration advisers. Our team is available to answer any of your questions about taking an online course before you commit to enrolling. We will walk you through what to expect to ensure you are making the right decision. You can contact a registration adviser today via online chat, our website contact form, or toll free at 1-855-201-6910.
No, you are not required to have a diploma or higher education degree to enroll in an online course. However, some occupations may require minimum educational thresholds for employment or certification. For more information on your desired career requirements, please contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
To take an online course, you will need to have access to an internet connection and an internet ready device such as a laptop, PC, or tablet. For course specific requirements, please visit the course page or contact a registration adviser today.
Our courses are developed with multiple formats including text, audio, video, and interactivity. Our courses also include multiple resources and tools which can include flashcards, games, activities, and more.
No, you can take the online courses from anywhere in the world.
We participate in several financial assistance options including third party funding, both military and non-military. To request more information on the financial assistance options available and check your eligibility, contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
Duration is the amount of time you will receive access to your course. Durations vary by course and range between 1 month and 12 months. If you complete your course before your duration ends you will continue to have access to your course until the duration period ends.
Many of our career training programs include certification vouchers. This means that at the successful completion of your course, at no additional charge, you will receive an exam voucher for the corresponding industry certification. This voucher will allow you to register and sit for the appropriate certification exam to obtain your industry credential.
Our online courses are open enrollment, so you can start immediately. If you are using any third-party funding to cover your course tuition, your start date may be a future date determined by your funding program.
Once enrolled, you will be assigned a client adviser who will provide you with customer and technical support. Your client adviser will supply you with your course access information, any needed materials, and be available to answer any questions you have during your training experience. They will regularly check-in with you to monitor your progress and assist you with staying on track. You will also be assigned to a course mentor who will provide curriculum support throughout your training. Your mentor is available to answer any questions you have on your course curriculum, will monitor your progress and understanding of the curriculum, and may give assignments or quizzes.
If you experience any trouble accessing your course including technical issues or lost login credentials, please contact your client adviser at helpdesk@worldeducation.net.
Our goal for students is to successfully complete their training course and achieve their career goals. We understand that extenuating circumstances can interfere with your ability to complete your course in the duration given. Because of this we have free or low-cost extensions available for our courses upon request. To discuss or request an extension please contact your client adviser at helpdesk@worldeducation.net.
Upon successful completion of your course and fulfillment of any outstanding financial obligations, you will receive your certificate of completion. Certificates are provided to you within 30 days of completion. Your certificate will validate the training course you completed with a stamp of completion.
Students that successfully complete our career training programs are assigned a career development adviser who will coordinate placement at a local externship or hands on opportunity. These opportunities are optional and may vary based on availability and occupation. Your career development adviser will also provide job search services such as: resume building, mock interviews, job opportunity resources, and more. Our professional enrichment courses do not come with a career adviser or career services.
• Explain cost benefit analysis
• Calculate return on investment and the payback period
• Explain fixed and variable costs
• Calculate break even and understand CVP (cost-volume-profit) analysis
• Explain tracking and performance measures
• Explain and calculate Balanced Scorecard measures
Certificate in Finance Essentials Module 2 - How to Read a Financial Statement
• Identify and describe the documents and financial statements included in an organization's financial report
• Itemize and interpret the information in the income statement, balance sheet, statement of changes in shareholders' equity, and statement of cash flows
• Correctly state the impact of specific business activities on cash flow
• Define financial (ratio) analysis and explain its objectives and limitations
• Identify the various types and categories of financial ratios
• Perform calculations using financial ratios
Certificate in Finance Essentials Module 3 - Introduction to Business Statistics
• Differentiate between descriptive and inferential statistics
• Distinguish between the four different scales of measurement: nominal, ordinal, interval, and ratio
• Identify the appropriate graphical or tabular method for presenting your data
• Create frequency distributions
• Create meaningful presentations and graphs including:
• frequency polygons
• bar graphs
• pie charts
• line graphs
• histograms
• Calculate probability and explain its practical application
• Compute the mode, median, and mean of a dataset
• Calculate the variance and standard deviation of a dataset
• Interpret sampling with and without replacement
• Explain the significance of the area under a curve
Certificate in Finance Essentials Module 4 - Introduction to Finance
• Identify and differentiate the three most common types of business organizations and the structure of each
• State the fundamental objectives of a corporation and the differences between wealth and profit maximization
• Recognize the impact of social and ethical responsibility on business
• Identify and describe the structure and functions of the finance department within an organization
• Define the principal-agent relationship and strategies for overcoming conflicts of interest and motivating managers
• List and define the five key principles that form the foundation of financial management
• Recognize and define the five key financial markets
• Identify the sources, rules, and life-cycle stages of corporate financing
• Describe the function of the stock market and the three trading venues it utilizes
• Recognize the factors related to interest rate determination and the impact of interest on an organization
Certificate in Finance Essentials Module 5 - Time Value of Money and Risk
• Distinguish between points in time and periods of time as shown by a time line
• Define compounding and discounting
• Compute future value or present value for single payment amounts
• Distinguish between single payments and streams of payments and between uneven streams and annuities
• Solve for the interest rate or time period for simple present value and future value problems
• Define risk
• Describe how risk influences investment decisions
• Calculate risk and rates of return
• Describe how diversification can limit risk
• Explain how diversifiable risk can be lowered using a portfolio approach
Certificate in Finance Essentials Module 6 - Understanding and Managing Budgets
• Recognize the uses and functions of budgeting
• Recognize the key activities, considerations, and benefits of strategic organizational planning
• Recognize the purpose and make-up of a master budget
• Identify the components and calculations used to create a master budget and recognize uses for this information
• Identify the components and purpose of an operating budget
• Recognize how sales, production, and cost of goods sold budgets are created and perform related calculations
• Recognize the purpose of cash budgets and how they are prepared
• Identify ways the budget process can be managed for optimal results and recognize the benefits and limitations of the management-by-objective system
Internet Connection
• Broadband or High-Speed (DSL, Cable, Wireless)
Hardware Requirements
• Processor - 2GHz Processor or Higher
• Memory - 1 GB RAM Minimum Recommended
Software Requirements
• Operating Systems - Windows 7, 8 or 10; Mac OS x 10 or higher
• Microsoft Office 2007, 2010 or 2013 or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
• Internet Browsers - Google Chrome is highly recommended
• Cookies MUST be enabled
• Pop-ups MUST be allowed (Pop-up Blocker disabled)
• Adobe PDF Reader
Certification
American Institute of Certified Public Accountants
Status
Prepares for Exam
Description
Certification
Exam
NFP
Benefits
• Understand financial concepts: The Certificate in Finance Essentials provides a comprehensive overview of key financial concepts, such as accounting, financial analysis, budgeting, and financial planning. This allows professionals to have a better understanding of the financial topics they need to know to make informed decisions.
• Enhance financial management skills: The Certificate in Finance Essentials provides a better understanding of the financial aspects of the business, allowing professionals to make better decisions about managing their finances. This helps them to better anticipate and manage risk, as well as prepare for unexpected financial situations.
• Increase confidence in financial decisions: With a better understanding of financial concepts, professionals can become more confident making financial decisions. The Certificate in Finance Essentials helps them to better understand the financial implications of their decisions and the impact their choices can have on the company’s bottom line.
• Expand job opportunities: The Certificate in Finance Essentials can open up new job opportunities for those looking for a career in the finance industry. By demonstrating a greater understanding of financial topics, professionals can be seen as more attractive candidates.
Features
• Open Enrollment
• Admissions and Student Support
• Multimedia Rich and Interactive Content
• Industry Certification Exam, when applicable
• Hands-on Opportunity Upon Completion
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