Budgets and Managing Money Course
Budgets and Managing Money will teach participants 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 two-day course includes lessons on basic financial terminology, budget preparation techniques, and tools such as ratio analysis, good budget decision making skills, and more.
Our customizable training materials for budgeting and managing money are designed to teach learners/employees how to become comfortable using a budget in a business.This one-time course purchase will fit perfectly into your budget, too! Once you’ve purchased the course, you can learn/train as much as you like.
All our training material packages come complete with anlearner/instructor guide, student manual, PowerPoint slides, quick reference guide, and much more.
How to Use This Guide
Session One: Course Overview
Session Two: Finance Jeopardy
Session Three: The Fundamentals of Finance
Generally Accepted Accounting Principles
Your Role in Company Finances
Identifying the Key Players in Your Organization
Session Four: The Basics of Budgeting
Defining a Budget
Types of Budgets
Understanding Where Your Budget Fits In
Session Five: Parts of a Budget
Session Six: The Budgeting Process
Step One: Gather the Budget Package
Step Two: Lay the Groundwork
Case Study (Part One)
Step Three: Identify Your Goals
Case Study (Part Two)
Step Four: Gathering Your Resources
Steps Five and Six: Planning and Doing
Case Study (Part Three)
Session Seven: Budgeting Tips and Tricks
Session Eight: Monitoring and Managing Budgets
Session Nine: Crunching the Numbers
Understanding Ratio Analysis
Session Ten: Getting Your Budget Approved
Session Eleven: Comparing Investment Opportunities
Session Twelve: ISO 9001:2008
What is ISO 9001:2008?
Session Thirteen: Directing the Peerless Data Corporation
Decision One: Office Relocation
Decision Two: Reproduction Backlog
Decision Three: Improving Supervision
Decision Four: Job Enrichment
Decision Five: Staff Expansion
Recommended Reading List
Pre- and Post-Assessment Answer Keys
Personal Action Plan
Our Learner/Instructor Guides are the core of each training course. They lay out the training in simple, easy-to-follow instructions. You can also customize the Learner/Instructor Guides in order to personalize your training.
Each Instructor Guide – for each course – is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be learning/teaching.
Whether or not you choose to introduce exercises into your learning/training is up to you as the learner/facilitator. In case you want to do this we offer you an Exercise Workbook (also customizable) that is specific to the course you are offering.
Each course title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners’ understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the learner/trainer, do not have to prepare activity working files.
The course is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.
Quick Reference Guides are a favourite tool for learners/trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each course title down to two pages.