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Personal Productivity

Budgets and Managing Money (PP02EO)

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Instructor

Savvy

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Course Overview

What Will Students Learn?

  1. Define basic financial terminology
  2. Prepare a budget of any type or size
  3. Get your budget approved
  4. Perform basic ratio analysis
  5. Make better financial decisions

What Topics are Covered?

  1. The fundamentals of finance
  2. The basics of budgeting and parts of a budget
  3. The budgeting process
  4. Budgeting tips and tricks
  5. Monitoring and managing budgets
  6. Crunching the numbers
  7. Getting your budget approved
  8. Comparing investment opportunities
  9. ISO 9001:2008
  10. In-depth case studies and analysis opportunities

Course Content

  • Academy Topics

    • Course Overview

    • Pre-Course Assesment

    • Finanace Jeopardy

    • The Fundamentals of Finance

    • Basic Concepts

    • Generally Accepted Accounting Principles

    • Your Role in Company Finances

    • Identifying the Key Players in Your Organization

    • The Basics of Budgeting

    • Defining a Budget

    • Types of Budgets

    • Understanding Where Your Budgeting Fits In

    • Parts of a Budget

    • The Budgeting Process

    • Step One: Gather the Budget Package

    • Steps Two: Lay the Groundwork

    • Case Study (Part One)

    • Step Three: Identify Your Goals

    • Case Study (Part Two)

    • Steps Four: Gathering Your Resources

    • Steps Five and SixL Planning an Doing

    • Case Study (Part Three)

    • Budgeting Tips and Tricks

    • Monitoring and Managing Budgets

    • Crunching the Numbers

    • The Basics of Budgeting

    • Getting Your Budget Approved

    • Comparing Investment Oppurtunities

    • Recommended Reading List

    • Personal Action Plan

    • Post-Course Assessment

Rp750
  • Lessons 29
  • Skill Beginner
  • Last Update 07/03/2025