Critical financial skills for managers.

Financial Management Certificate

Want more information about Financial Management Certificate? Leave your email address and we'll get in touch!
First Name:
Last Name:
E-mail Address:
(902) 620-5216

Financial management skills are critical for any manager, but the role can often be challenging for those with no previous training. The Financial Management Certificate is designed to provide participants with greater confidence in understanding their business/organization’s financial picture and using that information to make sound decisions. The workshops will be delivered by instructors working in the financial industry who have experience in both private and public sector finance.

The following workshops will be delivered:

  • Introduction to Financial Management
  • Cost and Managerial Accounting and Budgeting
  • Financial Projections and Financial Modeling Techniques
  • Financing and Raising Capital
  • Fiscal Controls and Fraud Prevention
  • Financial Decision Making

Participants completing all six days of training, will receive a certificate of completion from UPEI.

Grant Funding Available

Students can apply for a grant funding for this program. For more information please contact Jennifer Hogan at (902) 620-5216.

Want more information about Financial Management Certificate? Leave your email address and we'll get in touch!
First Name:
Last Name:
E-mail Address:
(902) 620-5216

View upcoming courses, listed by certificate

Introduction to Financial Management (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Financial accounting and general accounting theory and concepts
  • The different types of accountant reports: internal and externally prepared (Compilation, Review Engagement, or Audit)
  • Various Financial Reporting Standards or Frameworks
  • Analysis of financial statements for evaluating business performance
  • Financial performance ratios: such as asset-based, liquidity and profitability ratios
  • Historical performance measures and trends to better position the business in the future
  • The needs of the business and identifying signs of financial problems

Full course description

Cost and Managerial Accounting and Budgeting (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Cost and managerial accounting theory and concepts
  • The role of internal reporting and reporting methods/process
  • Fixed, variable and mixed costing
  • Inventory costing methods and accounting process
  • What is a budget and how is it different from a forecast or projection
  • Capital versus operations budgeting
  • Pricing and cost change impacts on financial results and profitability

Full course description

Financial Projections and Financial Modeling Techniques (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • The purpose of projections and role they play in business
  • How projected financial statements are prepared
  • Financial modeling – basic Excel review (projections, cash flow, project-based, present value etc.)
  • Evaluation of a new project or expansion to determine viability or cash-flow needs
  • Techniques for managing cash flow:
    • rolling cash flow spreadsheets (month over month actual vs. budget targets)
    • tracking capital and other projects to budget

Full course description

Financing and Raising Capital (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Asset management and credit
  • Financial options, e.g. debt financing vs. equity financing
  • Raising Capital – Angel investors, venture capital
  • Working capital and its uses
  • Dealing with Lenders – how to prepare
  • Guarantees and security
  • Cash flow – debt covenants and margining
  • Basic principles of business valuation and its role in buying or selling a business

Full course description

Fiscal Controls and Fraud Prevention (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Measures to detect and protect against financial fraud in the business:
    • fiscal controls, policies and corporate culture
    • best practices
  • How fraud occurs
  • Corporate risk tolerance assessment
  • Corporate fraud mitigation plans and communication policies
  • Internal audit processes or functions
  • Warning signs and what to do when fraud occurs

Full course description

Financial Decision Making (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Project analysis:
    • Calculate return on investment, present value, payback, breakeven point analyses
    • Evaluate financing options for capital projects
    • When is it better to lease vs. buy
  • The impact of external factors on your financial picture:
    • Interest rate and market fluctuations
    • Currency fluctuations
    • Trade agreements
  • Taxation Overview:
    • Corporate Income Taxes
    • Payroll Taxes
    • Commodity taxes (HST)
  • Financial decision making tips and techniques

Full course description

 

Want more information about Financial Management Certificate? Leave your email address and we'll get in touch!
First Name:
Last Name:
E-mail Address:
(902) 620-5216

Registration fee:

$1,495 for the full program (payable in instalments) 

Special reduced rate for employees of non-profit organizations - $1,299

Students can register for individual courses for $339 per course.

Overview

Financial management skills are critical for any manager, but the role can often be challenging for those with no previous training. The Financial Management Certificate is designed to provide participants with greater confidence in understanding their business/organization’s financial picture and using that information to make sound decisions. The workshops will be delivered by instructors working in the financial industry who have experience in both private and public sector finance.

The following workshops will be delivered:

  • Introduction to Financial Management
  • Cost and Managerial Accounting and Budgeting
  • Financial Projections and Financial Modeling Techniques
  • Financing and Raising Capital
  • Fiscal Controls and Fraud Prevention
  • Financial Decision Making

Participants completing all six days of training, will receive a certificate of completion from UPEI.

Grant Funding Available

Students can apply for a grant funding for this program. For more information please contact Jennifer Hogan at (902) 620-5216.

Course Descriptions

View upcoming courses, listed by certificate

Introduction to Financial Management (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Financial accounting and general accounting theory and concepts
  • The different types of accountant reports: internal and externally prepared (Compilation, Review Engagement, or Audit)
  • Various Financial Reporting Standards or Frameworks
  • Analysis of financial statements for evaluating business performance
  • Financial performance ratios: such as asset-based, liquidity and profitability ratios
  • Historical performance measures and trends to better position the business in the future
  • The needs of the business and identifying signs of financial problems

Full course description

Cost and Managerial Accounting and Budgeting (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Cost and managerial accounting theory and concepts
  • The role of internal reporting and reporting methods/process
  • Fixed, variable and mixed costing
  • Inventory costing methods and accounting process
  • What is a budget and how is it different from a forecast or projection
  • Capital versus operations budgeting
  • Pricing and cost change impacts on financial results and profitability

Full course description

Financial Projections and Financial Modeling Techniques (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • The purpose of projections and role they play in business
  • How projected financial statements are prepared
  • Financial modeling – basic Excel review (projections, cash flow, project-based, present value etc.)
  • Evaluation of a new project or expansion to determine viability or cash-flow needs
  • Techniques for managing cash flow:
    • rolling cash flow spreadsheets (month over month actual vs. budget targets)
    • tracking capital and other projects to budget

Full course description

Financing and Raising Capital (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Asset management and credit
  • Financial options, e.g. debt financing vs. equity financing
  • Raising Capital – Angel investors, venture capital
  • Working capital and its uses
  • Dealing with Lenders – how to prepare
  • Guarantees and security
  • Cash flow – debt covenants and margining
  • Basic principles of business valuation and its role in buying or selling a business

Full course description

Fiscal Controls and Fraud Prevention (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Measures to detect and protect against financial fraud in the business:
    • fiscal controls, policies and corporate culture
    • best practices
  • How fraud occurs
  • Corporate risk tolerance assessment
  • Corporate fraud mitigation plans and communication policies
  • Internal audit processes or functions
  • Warning signs and what to do when fraud occurs

Full course description

Financial Decision Making (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Project analysis:
    • Calculate return on investment, present value, payback, breakeven point analyses
    • Evaluate financing options for capital projects
    • When is it better to lease vs. buy
  • The impact of external factors on your financial picture:
    • Interest rate and market fluctuations
    • Currency fluctuations
    • Trade agreements
  • Taxation Overview:
    • Corporate Income Taxes
    • Payroll Taxes
    • Commodity taxes (HST)
  • Financial decision making tips and techniques

Full course description

 

Admissions

Registration fee:

$1,495 for the full program (payable in instalments) 

Special reduced rate for employees of non-profit organizations - $1,299

Students can register for individual courses for $339 per course.

Overview

Financial management skills are critical for any manager, but the role can often be challenging for those with no previous training. The Financial Management Certificate is designed to provide participants with greater confidence in understanding their business/organization’s financial picture and using that information to make sound decisions. The workshops will be delivered by instructors working in the financial industry who have experience in both private and public sector finance.

The following workshops will be delivered:

  • Introduction to Financial Management
  • Cost and Managerial Accounting and Budgeting
  • Financial Projections and Financial Modeling Techniques
  • Financing and Raising Capital
  • Fiscal Controls and Fraud Prevention
  • Financial Decision Making

Participants completing all six days of training, will receive a certificate of completion from UPEI.

Grant Funding Available

Students can apply for a grant funding for this program. For more information please contact Jennifer Hogan at (902) 620-5216.

Course Descriptions

View upcoming courses, listed by certificate

Introduction to Financial Management (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Financial accounting and general accounting theory and concepts
  • The different types of accountant reports: internal and externally prepared (Compilation, Review Engagement, or Audit)
  • Various Financial Reporting Standards or Frameworks
  • Analysis of financial statements for evaluating business performance
  • Financial performance ratios: such as asset-based, liquidity and profitability ratios
  • Historical performance measures and trends to better position the business in the future
  • The needs of the business and identifying signs of financial problems

Full course description

Cost and Managerial Accounting and Budgeting (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Cost and managerial accounting theory and concepts
  • The role of internal reporting and reporting methods/process
  • Fixed, variable and mixed costing
  • Inventory costing methods and accounting process
  • What is a budget and how is it different from a forecast or projection
  • Capital versus operations budgeting
  • Pricing and cost change impacts on financial results and profitability

Full course description

Financial Projections and Financial Modeling Techniques (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • The purpose of projections and role they play in business
  • How projected financial statements are prepared
  • Financial modeling – basic Excel review (projections, cash flow, project-based, present value etc.)
  • Evaluation of a new project or expansion to determine viability or cash-flow needs
  • Techniques for managing cash flow:
    • rolling cash flow spreadsheets (month over month actual vs. budget targets)
    • tracking capital and other projects to budget

Full course description

Financing and Raising Capital (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Asset management and credit
  • Financial options, e.g. debt financing vs. equity financing
  • Raising Capital – Angel investors, venture capital
  • Working capital and its uses
  • Dealing with Lenders – how to prepare
  • Guarantees and security
  • Cash flow – debt covenants and margining
  • Basic principles of business valuation and its role in buying or selling a business

Full course description

Fiscal Controls and Fraud Prevention (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Measures to detect and protect against financial fraud in the business:
    • fiscal controls, policies and corporate culture
    • best practices
  • How fraud occurs
  • Corporate risk tolerance assessment
  • Corporate fraud mitigation plans and communication policies
  • Internal audit processes or functions
  • Warning signs and what to do when fraud occurs

Full course description

Financial Decision Making (1-day workshop)

Upon completion of this workshop, participants will understand and be exposed to:

  • Project analysis:
    • Calculate return on investment, present value, payback, breakeven point analyses
    • Evaluate financing options for capital projects
    • When is it better to lease vs. buy
  • The impact of external factors on your financial picture:
    • Interest rate and market fluctuations
    • Currency fluctuations
    • Trade agreements
  • Taxation Overview:
    • Corporate Income Taxes
    • Payroll Taxes
    • Commodity taxes (HST)
  • Financial decision making tips and techniques

Full course description

 

Admissions

Registration fee:

$1,495 for the full program (payable in instalments) 

Special reduced rate for employees of non-profit organizations - $1,299

Students can register for individual courses for $339 per course.

Want more information about Financial Management Certificate? Leave your email address and we'll get in touch!
First Name:
Last Name:
E-mail Address:

Calendar Courses

Calendar Courses

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