Students will learn to understand the mechanics of the organization – reading and interpreting financials, making sound business decisions, and setting a course – while also developing the skills to guide and direct your workforce. This course may earn a Credly Badge.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

After completing this course, students will know how to:

- Recognize the importance of the big picture in business planning
- Leverage financial information to make sound business decisions
- Identify the importance of other financial levers to your business
- Understand the importance of ethics on long-term business success
- Appreciate how business etiquette affects your organizational success

  • Gaining a Wider Perspective

  • Understanding Business Acumen
    Improving Long and Short Term Interactions
    Finding and Recognizing Growth Opportunities
    Making Mindful Decisions
    How to Relate to Others

  • Understanding the Numbers

  • Developing, Defining, and Reporting Key Performance Indicators (KPIs)
    Keeping Up with the Business
    Understanding Sales, Costs, and Profit Margin
    Monitoring Assets, Liabilities, Equity, and Financial Ratios
    Reviewing Income Statements, Balance Sheets, and Cash Flow Statements

  • Management Considerations

  • Recognizing Talent and Organizational Management
    Thinking Critically - Asking the Right Questions, Evaluating the Situation, and Making the Decision
    Leveraging the Organization - Investing in Employees and Customers, Process Improvement, and Goal Alignment

  • Business Ethics

  • Ensuring Ethical Obligations are Met
    Understanding Roles and Responsibilities
    Balancing Personal and Organizational Ethics
    Managing Ethically - Maintaining the 4 P's

  • Business Etiquette

  • Maintaining Etiquette across Communication Platforms - Email, IMs, and Telephone
    Following Etiquette in Meetings
    Delivering Etiquette in Customer Interactions


Professionals desiring to improve their business planning, financial management, and decision-making skills and practice them in an ethical and professional manner will benefit from this course.




There are no rerequisites for this course.

Course Info

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Cost: $ 1,500

Length: 2.0 days (16 hours)


Next Available Classes:

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9:00 AM ET -
5:00 PM ET