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Course

Financial Statement Fundamentals & Industry Patterns

Whether you work in sales, operations, administration, or production, this course will help you see how your company measures success by showing you how money moves through a business — how revenue becomes profit, and how financial reports reveal company health. You will learn how a company’s income statement, balance sheet, and cash flow statements each provide a different perspective on the health of the company. You will learn how healthy characteristics vary from industry to industry, for example, how a financially healthy software company differs from a financially healthy restaurant.

Download a SCORM file, ready to upload to your LMS, or the editable Articulate Storyline file, allowing you to modify the course.

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Key Takeaways

The better you understand these metrics, the better you will understand the company, including your employer.

✓   Read and interpret the three key financial reports and understand what they reveal about company performance.

✓   Understand how the three financial statements connect to show different views of the same business.

✓   See how these financial patterns differ across six common business types — from manufacturing and retail to construction, restaurants, distribution, and software services.

✓   Evaluate whether metrics are healthy for a specific industry.

Key Chapters

  • Three Key financial reports
  • How one transaction flows through all three reports
  • The income statement
  • The balance sheet
  • The cash flow statement
  • What financial report metrics mean for you
  • Financial statements across business types
  • Case study

Who Should Take This Course?

Operations, sales, marketing, customer service, and project management staff. You don’t need an accounting background to take this course, just a willingness to learn.

Duration

50 minutes

Style

Self-paced e-Learning

Category

Business & Finance

Accessibility Standard

Section 508

Skills

Financial Literacy

 

Course Screenshots

Course Pricing

Get instant access to your files.

Courses are free for existing Knowledge Anywhere customers-contact us.*

$175

SCORM

Download a SCORM file, ready for upload to your LMS.

$400

Articulate Storyline

Download an editable Articulate Storyline file, allowing you to modify the course.

*Restriction may apply.

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