The Complete Finance Manager Course from Udemy

Welcome to The Complete Finance Manager Course.

This is the only online course you'll need to acquire the financial management acumen to:

Start a career in finance
Get promoted and become a finance manager
Take your career to the next level
Apply managerial, financial, decision-making and negotiation skills in a real working environment
Understand why companies make money and how to improve their performance through financial analysis and management techniques

This is a financial management course combining 11 different courses.

Enterprise resource planning (ERP) systems
Accounting basics
Advanced accounting
Working capital optimization
Financial statement analysis
Capital budgeting
Creating Pivot table dashboards
Effective corporate PowerPoint presentation skills
Company valuation
Management and HR Management
Negotiation

Take the course, if you want to become a finance manager - one of the hottest professions in the corporate world.

Learn from proven professionals who have trained more thanThe instructors of the course have acquired their experience while working for companies like Pwc, Coca-Cola Enterprises, HSBC, and Morgan Stanley.

The Complete Finance Manager Course is precisely what you need. We cover a number of topics that will build-up your skills and provide you with the all-around preparation required to get the job and be a Rockstar Finance Manager from Day 1.This is a complete bundle that ensures you will have the right amount of training to perform successfully.

Here comes the fun part.

We have prepared 10 Course Challenges. After each major block of the course, we will ask you to complete a project that will help you reinforce the knowledge you have acquired.

We will challenge you to:

Point out potential problems of an ERP design and implementation scheme
Register a company’s accounting transactions for revenues, costs, trade receivables, inventory, fixed assets, and trade payables
Solve a cost flow method, revaluation, and leasing exercise
Suggest how to optimize a company’s working capital
Perform financial statement analysis for Tesla Inc.
Assess whether an electro power plant project is feasible from a financial perspective (capital budgeting)
Create a dynamic dashboard for Tesla's sales using pivot tables and slicers
Value Tesla Inc. using Discounted Cash Flow
Design a corporate presentation from scratch
Decide how to cope with different managerial situations

Not only will you learn how to do all of this; you will be able to perform these tasks like a true professional.

Once you have solved a Course Challenge, we expect you to share your working file with us and we'll be happy to provide personalized feedback. This will be an interactive student-teacher experience that will allow us to connect and work together throughout the course.

Why is this course different from the rest of the Finance courses out there?

High production quality – Every concept we teach is explained carefully and beautifully animated in Full HD
Knowledgeable instructors – Not one, not two, but three proven professionals will teach you in this course. We have made an effort to bring in experts who will teach you the real practical skills you'll need on the job
Complete – This is a comprehensive course providing a 360-overview of the skills needed to be a finance manager
Case Studies that will help you reinforce what you’ve learned
Course Challenge: Solve our Course Challenge and make this an interactive experience. We will provide feedback on your work and you'll be able to track the actual progress you have made throughout the course
We are here for you – we will respond to your questions in the Q&A board within 1 business day
Fast pace – our courses are very dynamic, and instructors do not waste any time delivering the material

Why should you consider a career as a finance manager?

Personal growth. This is a multifaceted job that requires you to learn plenty and grow as a professional
Salary. The average salary of finance manager in the US is $117,990 per year
Secure Future. In an age when many professions are in danger of automation, you can be certain this is a safe career choice as finance managers will be needed by companies to analyze all the financial data and optimize operations and sales channels
Promotions. Once you are able to become a finance manager, you will continue to grow professionally and will have a good chance of becoming a CFO

So, what are you waiting for?

Click the "Buy now" button, and let's begin this journey together.

What's inside

Learning objectives

Understand how companies measure financial performance
Determine why erp systems facilitate business process
Employ best practices when working on the implementation of an erp system
Learn basic accounting principles
Specialize in advanced accounting topics (revenue recognition, invoicing mechanics, cost flow methods, capitalized costs, fair value accounting, revaluation, etc.)
Secure financing and understand debt covenants
Perform leasing calculations
Perform pension liabilities calculations
Know how to optimize a company's working capital
Perform inventory, trade receivables, and trade payables management
Recognize when a company is inefficient in its working capital management
Understand the time value of money
Be able to calculate cost of debt, cost of equity, and wacc
Forecast future cash flows
Discount future cash flows to obtain their present value
Know how to raise equity
Understand the treatment of dividend payments, share repurchases, and stock splits
Perform financial statement analysis
Assess investment opportunities

Apply capital budgeting techniques such as: npv, irr, and roi
Build capital budgeting financial models from scratch
Perform sensitivity analysis
Create interactive excel dashboards
Use excel slicers for financial reporting
Create professional and attractive corporate presentations - in line with ones prepared by top tier investment banks
Study the ten key principles of presentation creation
Learn how to create company profile, key financials, share price, group structure, waterfall, geographical presence, and other types of slides used in finance
Calculate a company's net cash flow
Be able to create a company valuation model from scratch
Calculate a firm's enterprise and equity value using dcf
Learn how to become an effective and respected manager
Be able to recruit, select, onboard, train, develop, and retain talented employees
Provide employee feedback
Organize performance review meetings
Negotiate effectively
Apply negotiation tactics that will ensure your success in the long run
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Understand how companies measure financial performance
Determine why erp systems facilitate business process
Employ best practices when working on the implementation of an erp system
Learn basic accounting principles
Specialize in advanced accounting topics (revenue recognition, invoicing mechanics, cost flow methods, capitalized costs, fair value accounting, revaluation, etc.)
Secure financing and understand debt covenants
Perform leasing calculations
Perform pension liabilities calculations
Know how to optimize a company's working capital
Perform inventory, trade receivables, and trade payables management
Recognize when a company is inefficient in its working capital management
Understand the time value of money
Be able to calculate cost of debt, cost of equity, and wacc
Forecast future cash flows
Discount future cash flows to obtain their present value
Know how to raise equity
Understand the treatment of dividend payments, share repurchases, and stock splits
Perform financial statement analysis
Assess investment opportunities
Apply capital budgeting techniques such as: npv, irr, and roi
Build capital budgeting financial models from scratch
Perform sensitivity analysis
Create interactive excel dashboards
Use excel slicers for financial reporting
Create professional and attractive corporate presentations - in line with ones prepared by top tier investment banks
Study the ten key principles of presentation creation
Learn how to create company profile, key financials, share price, group structure, waterfall, geographical presence, and other types of slides used in finance
Calculate a company's net cash flow
Be able to create a company valuation model from scratch
Calculate a firm's enterprise and equity value using dcf
Learn how to become an effective and respected manager
Be able to recruit, select, onboard, train, develop, and retain talented employees
Provide employee feedback
Organize performance review meetings
Negotiate effectively
Apply negotiation tactics that will ensure your success in the long run
Show more
Show less

Syllabus

Welcome! Course introduction

What does the course cover?

What does it mean to be a finance manager?

How we measure financial performance

Improving performance measurement and collecting data

The importance of Enterprise Resource Planning (ERP) systems

What is an ERP system?

Strongest advantages of ERP systems

Quiz ERP systems (1/2)

Difficulties when implementing an ERP system

Best practices when implementing a new ERP system

A finance manager's leadership is crucial when implementing a new system

Case study: Hershey's

Quiz ERP systems (2/2)

ERP Systems - Course Challenge #1

Accounting Basics - Types of revenues, costs, assets, and liabilities

Introduction to the section

The different types of accounting standards

The three financial statements

Types of revenues

Types of revenues - exercise

Types of expenses

Income taxes

Depreciation & Amortization

Types of assets

Asset categories - practical example

Types of liabilities

Liability categories - practical example

Equity

Accrual accounting

Accounting Basics - Revenue recognition

The importance of timing when recognizing revenues

Revenue recognition criteria - technical

Potential conflicts of interest when recognizing revenue

A practical example

Accounting Basics - Cost recognition

Cost recognition principles

Technical aspects of cost recognition

The two types of Income Statement formats

Basic Accounting - Course Challenge #2

Advanced Accounting - Trade receivables

The importance of Trade receivables

What happens when clients do not pay on time?

Case study - dealing with non-paying customers

A technique to improve receivables collection

Advanced Accounting - Inventory

Types of Inventory

The relationship between Cogs and Inventory

The different cost flow methods

Cost flow methods - a practical exercise

Advanced Accounting - Fixed assets

The types of fixed assets

Capitalizing interest expenses

Fair value accounting

Intangible assets with finite life vs. Intangible assets with infinite life

The revaluation model

The revaluation model - practical exercise

Intangible assets created internally

Advanced Accounting - Trade payables

Accounting for trade payables

Accounts payable vs notes payable

The advantages of e-invoicing

Advanced Accounting - Financial liabilities

Distinguishing between debt and equity

Loan amortization

Debt covenants

Debt covenants - Case study

Advanced Accounting - Leasing liabilities

Why companies lease assets?

Leasing exercise

Cost flow methods, Leasing, Revaluation - Course Challenge #3

Sources of financing - Debt financing

Why use leverage?

The relationship between leverage and cost of debt

Sources of financing - Equity financing

Types of equity

Raising equity in different stages of a company's lifecycle

What type of dividends are distributed to shareholders?

Timing mechanics of dividend payments

Share repurchases

Stock splits

Financial statement analysis

Introduction to financial statement analysis

Performing financial statement analysis

Ratio analysis

Practical example: Analyzing P&G's financial report (1/2)

Practical example: Analyzing P&G's financial report (2/2)

Financial statement analysis of Tesla Inc. - Course Challenge #5

Working capital management

Introduction

The importance of working capital optimization: case study

Overtrading vs. excessive investment

Trade receivables management

Re-order level

Economic order quantity (EOQ)

Inventory optimization techniques

Trade payables management

Working capital optimization - a roadmap

Symptoms of inefficient working capital - Trade payables

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides a clear introduction to financial management

Teaches a wide range of financial management topics from accounting basics to negotiation skills, providing a comprehensive learning experience

Features hands-on case studies and challenges to reinforce learning

Instructors have experience working for reputable companies like Pwc and Coca-Cola Enterprises, adding credibility to the course

Reviews summary

Thoroughly engaging finance manager course

Learners say this thoroughly engaging course is excellent for those aspiring to be Finance Managers. Students raved about the ten challenges interspersed throughout the materials which allow them to build their strengths and improve in areas of weakness. Overall, students report that instruction is top-notch and leaves a positive impression.

A top-notch learning experience.

"Instruction style too is excellent and very engaging."

Students were challenged throughout.

"The 10 course challenges help identify one's strengths & weaknesses."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Complete Finance Manager Course with these activities:

Review corporate finance textbooks

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Reviewing this textbook will allow you to recall key concepts and theories of corporate finance before starting the course.

View Corporate Finance, 4e on Amazon

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Read Chapters 1-3 of the textbook.
Take notes on the key concepts discussed in each chapter.
Review your notes regularly to reinforce your understanding.

Watch videos on financial management topics

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Watching videos on financial management topics will provide you with additional insights and perspectives on key concepts covered in the course.

Browse courses on Financial Management

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Search for videos on YouTube or other video platforms.
Choose videos that cover topics relevant to the course material.
Take notes or summarize the key points of the videos.

Solve financial modeling exercises

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Practicing financial modeling exercises will enhance your skills in building and analyzing financial models, which is essential for finance managers.

Browse courses on Financial Modeling

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Find practice exercises online or in textbooks.
Use Excel or other financial modeling software to solve the exercises.
Check your answers against the provided solutions.

Three other activities

Expand to see all activities and additional details

Show all six activities

Join a study group or online forum for finance managers

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Engaging with other finance managers will allow you to exchange knowledge, ask questions, and gain different perspectives on financial management practices.

Browse courses on Peer Support

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Search for study groups or online forums related to finance management.
Join a group or forum that aligns with your interests and learning goals.
Participate in discussions, ask questions, and share your insights.

Develop a financial plan for a startup company

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Creating a financial plan for a startup company will provide you with hands-on experience in applying financial management principles to a real-world scenario.

Browse courses on Financial Planning

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Research the industry and market for the startup.
Develop financial projections for the startup.
Identify potential sources of funding for the startup.
Write a comprehensive financial plan for the startup.

Manage a financial portfolio for a simulated investment company

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Managing a financial portfolio for a simulated investment company will allow you to apply your knowledge of financial analysis and investment strategies to a practical scenario.

Browse courses on Portfolio Management

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Research different investment strategies and asset classes.
Develop an investment portfolio based on your research.
Monitor the performance of your portfolio over time.
Make adjustments to your portfolio as needed.
Evaluate the overall performance of your portfolio.

Career center

Learners who complete The Complete Finance Manager Course will develop knowledge and skills that may be useful to these careers:

Financial Manager

Financial managers are responsible for overseeing the financial operations of a company. This course will give you the skills you need to succeed in this role, including how to prepare budgets, manage cash flow, and make investment decisions. You'll also learn about the different types of financial instruments, such as stocks, bonds, and derivatives. With this course, you'll be well-prepared to enter the financial management field or advance your career to the next level.

See salaries and explore the career path for Financial Manager

Financial Analyst

Financial analysts play a vital role in helping companies make informed financial decisions. This course will give you the skills you need to succeed in this role, including how to perform financial statement analysis, build financial models, and evaluate investment opportunities. You'll also learn about the different types of financial instruments, such as stocks, bonds, and derivatives. With this course, you'll be well-prepared to enter the financial analysis field or advance your career to the next level.

See salaries and explore the career path for Financial Analyst

Investment Banker

Investment bankers help companies raise capital and advise them on mergers and acquisitions. This course will give you the skills you need to succeed in this role, including how to perform financial analysis, build financial models, and value companies. You'll also learn about the different types of financial instruments, such as stocks, bonds, and derivatives. With this course, you'll be well-prepared to enter the investment banking field or advance your career to the next level.

See salaries and explore the career path for Investment Banker

Venture Capitalist

Venture capitalists invest in early-stage companies with high growth potential. This course will give you the skills you need to succeed in this role, including how to perform due diligence, make investment decisions, and manage portfolio companies. You'll also learn about the different types of venture capital firms, such as early-stage, growth-stage, and late-stage firms. With this course, you'll be well-prepared to enter the venture capital field or advance your career to the next level.

See salaries and explore the career path for Venture Capitalist

Private Equity Investor

Private equity investors invest in companies and help them grow. This course will give you the skills you need to succeed in this role, including how to perform financial analysis, build financial models, and value companies. You'll also learn about the different types of private equity firms, such as venture capital, growth equity, and buyout funds. With this course, you'll be well-prepared to enter the private equity field or advance your career to the next level.

See salaries and explore the career path for Private Equity Investor

Accountant

Accountants are the backbone of any financial team, and this course will give you the skills you need to succeed in this role. You'll learn the basics of accounting, including how to prepare financial statements, manage accounts receivable and payable, and perform financial analysis. You'll also gain experience with ERP systems, which are essential for automating and streamlining accounting processes. With this course, you'll be well-prepared to enter the accounting field or advance your career to the next level.

See salaries and explore the career path for Accountant

Strategy Consultant

Strategy consultants help companies develop and implement their strategies. This course will give you the skills you need to succeed in this role, including how to perform industry analysis, develop competitive strategies, and implement change management programs. You'll also learn about the different types of strategy consulting firms, such as large, boutique, and specialized firms. With this course, you'll be well-prepared to enter the strategy consulting field or advance your career to the next level.

See salaries and explore the career path for Strategy Consultant

Management Consultant

Management consultants help companies improve their performance. This course will give you the skills you need to succeed in this role, including how to perform financial analysis, build financial models, and develop and implement business strategies. You'll also learn about the different types of management consulting firms, such as large, boutique, and specialized firms. With this course, you'll be well-prepared to enter the management consulting field or advance your career to the next level.

See salaries and explore the career path for Management Consultant

Risk Manager

Risk managers are responsible for identifying and managing risks. This course will give you the skills you need to succeed in this role, including how to perform risk assessments, develop risk management plans, and implement risk mitigation strategies. You'll also learn about the different types of risks, such as financial risks, operational risks, and strategic risks. With this course, you'll be well-prepared to enter the risk management field or advance your career to the next level.

See salaries and explore the career path for Risk Manager

Supply Chain Manager

Supply chain managers are responsible for managing the flow of goods and services from suppliers to customers. This course will give you the skills you need to succeed in this role, including how to develop supply chain strategies, manage inventory, and optimize logistics. You'll also learn about the different types of supply chain management systems, such as ERP systems, CRM systems, and SCM systems. With this course, you'll be well-prepared to enter the supply chain management field or advance your career to the next level.

See salaries and explore the career path for Supply Chain Manager

Product Manager

Product managers are responsible for the development and marketing of new products. This course will give you the skills you need to succeed in this role, including how to perform market research, develop product specifications, and launch new products. You'll also learn about the different stages of the product life cycle, such as development, launch, growth, and decline. With this course, you'll be well-prepared to enter the product management field or advance your career to the next level.

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Technology Consultant

Technology consultants help companies implement and manage technology solutions. This course will give you the skills you need to succeed in this role, including how to perform needs assessments, develop technology roadmaps, and implement technology solutions. You'll also learn about the different types of technology consulting firms, such as large, boutique, and specialized firms. With this course, you'll be well-prepared to enter the technology consulting field or advance your career to the next level.

See salaries and explore the career path for Technology Consultant

Project Manager

Project managers are responsible for planning and executing projects. This course will give you the skills you need to succeed in this role, including how to develop project plans, manage project budgets, and track project progress. You'll also learn about the different types of project management methodologies, such as waterfall, agile, and scrum. With this course, you'll be well-prepared to enter the project management field or advance your career to the next level.

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Sales Manager

Sales managers are responsible for leading and motivating sales teams. This course will give you the skills you need to succeed in this role, including how to develop sales strategies, manage sales pipelines, and close deals. You'll also learn about the different types of sales techniques, such as consultative selling, relationship selling, and transactional selling. With this course, you'll be well-prepared to enter the sales management field or advance your career to the next level.

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Business Owner

Business owners are responsible for starting and managing their own businesses. This course may be useful to you if you are interested in starting your own business. You'll learn about the different types of businesses, how to develop a business plan, and how to manage your finances. You'll also learn about the different challenges and rewards of being a business owner.

See salaries and explore the career path for Business Owner