Moss & Morning
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Budgets and Managing Money

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  • My experience with this course has been amazing, I plan to go forward in my career and personal life with this newfound knowledge. I must say this course helped me retain knowledge in a very informative but easily understandable way, I loved it! Sabrina N. U.
  • This program was very informative. Tina T.
  • I have finished this course in just under three weeks and I have learned so much more than I had ever imagined going in. I have a notebook full of notes that I can’t wait to share with my family and friends. Ashley G.

Course Overview

This course will help you prepare budgets and make financial decisions with confidence.

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14 Modules

104 Lessons

Knowledge Checks

Digital Workbook

Certificate

Tutor Support

Course Value $300

Course Description

For managers in today’s business world, it’s essential to have a working knowledge of finance. We all play a role in our organization’s financial health, whether we realize it or not. If you don’t have training or a background in finance, you may be at a disadvantage as you sit around the management table.

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  • MODULE 1 • 3 LESSONS

    COURSE OVERVIEW


    • Learning Objectives
    • Pre-Assignment
    • Pre-Course Assessment

  • MODULE 2 • 1 LESSONS

    FINANCE JEOPARDY


    • Questions and Answers

  • MODULE 3 • 9 LESSONS

    THE FUNDAMENTALS OF FINANCE


    • Recording Financial Transactions
    • Financial Statements vs. Financial Reports
    • Types of Costs
    • Generally Accepted Accounting Principles
    • Budgeting Terms
    • Your Role in Company Finances
    • Your Role in Company Finances II
    • The Key Players
    • Identifying the Key Players in Your Organization>

  • MODULE 4 • 12 LESSONS

    THE BASICS OF BUDGETING


    • Defining a Budget
    • Budget Responsibilities
    • Key Budgeting Points
    • Types of Budgets
    • Sales Budget
    • Expense Budget
    • Production Budget
    • Manufacturing Budget
    • Labor Budget
    • Capital Budget
    • Cash Budget
    • Understanding Where Your Budget Fits In

  • MODULE 5 • 1 LESSONS

    PARTS OF A BUDGET


    • The Planning Parts

  • MODULE 6 • 17 LESSONS

    THE BUDGETING PROCESS


    • Overview
    • Step One: Gather the Budget Package
    • Step Two: Lay the Groundwork
    • Case Study, Part One
    • Budget Template
    • Step Three: Identify Your Goals
    • Case Study, Part Two
    • Step Four: Gathering Your Resources
    • Accounting Checklist
    • Marketing and Sales Checklist
    • Budget Management Team Checklist
    • Checklist for Your Supervisor Checklist
    • Checklist for Your Team
    • Steps Five and Six: Planning and Doing
    • Step Six: Do It!
    • Case Study, Part Three
    • Budget Template

  • MODULE 7 • 3 LESSONS

    BUDGETING TRICKS AND TIPS


    • Top Ten Excuses for Being Over Budget
    • Up-Front Budget Maneuvers
    • Not-So-Nice Budget Maneuvers

  • MODULE 8 • 2 LESSONS

    MONITORING AND MANAGING BUDGETS


    • Making Connections
    • Making Connections Answer

  • MODULE 9 • 13 LESSONS

    CRUNCHING THE NUMBERS


    • Understanding Ratio Analysis
    • Sample Balance Sheet
    • Current Ratio
    • Quick Ratio
    • Debt Ratio
    • Net and Gross Profit Margin
    • Return on Sales Ratio
    • Debt to Net Worth Ratio
    • Cash Turnover Ratio
    • Collection Ratio
    • Investment Turnover
    • Return on Investment
    • Making Connections

  • MODULE 10 • 2 LESSONS

    GETTING YOUR BUDGET APPROVED


    • Introduction
    • Tips to Get Your Budget Approved

  • MODULE 11 • 5 LESSONS

    COMPARING INVESTMENT OPPORTUNITIES


    • The Importance of Analysis
    • Payback Period
    • Break-Even Point
    • Cost-Benefit Analysis
    • Return on Investment

  • MODULE 12 • 4 LESSONS

    ISO 9001:2008


    • What is ISO 9001:2008?
    • Making Connections
    • Company Two
    • Company Three

  • MODULE 13 • 25 LESSONS

    DIRECTING THE PEERLESS DATA CORPORATION


    • Task Explanation
    • The Decision-Making Process
    • Background
    • Company Information
    • Salary Information, Part One
    • Salary Information, Part Two
    • Decision One: Office Relocation
    • Decision 1 – Analysise
    • Decision 1 – Analysise II
    • Decision
    • Decision Two: Reproduction Backlog
    • Decision Two: Analysis
    • Hire Reproduction Aid
    • Purchasing New Copying Equipment
    • Decision
    • Decision Three: Improving Supervision
    • Decision
    • Decision Four: Job Enrichment
    • Decision Four: Analysis
    • Decision
    • Decision Five: Staff Expansion
    • Decision Five: Analysis
    • Decision Five: Analysis II
    • Decision

  • MODULE 14 • 7 LESSONS

    A PERSONAL ACTION PLAN


    • Starting Point
    • Where I Want to Go
    • How I Will Get There
    • Summary
    • Recommended Reading List
    • Post-Course Assessment
    • Course Completion