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Financial Literacy Courses

Financial literacy is essential in both business and life, as it empowers us to make informed decisions about our finances, ultimately leading to greater stability and growth.

Working with Financial Documents

To register or for more information, please email 

baruch.kibel@steelwarehouse.net

LinkedIn Learning, Financial Accounting Fundamentals

This concise yet comprehensive course provides a solid foundation in the basics of financial accounting, making it ideal for beginners and professionals seeking a quick yet thorough understanding of key concepts. Taught by expert finance professors, the course offers practical insights into the mechanics of accounting and the interpretation of financial statements.

Key Learning Outcomes:

  • Gain an overview of the key financial statements, including:

    • Balance Sheet: Understand a company’s financial position through its assets, liabilities, and equity.

    • Income Statement: Analyze revenues, expenses, and profitability.

  • Learn how to calculate a company’s market capitalization and identify significant expenses for retail companies.

  • Understand and apply common size financial statements for insightful comparative analysis across companies or industries.

  • Dive into the mechanics of accounting to better grasp how financial data is recorded and reported.

This course goes beyond just understanding the numbers—it's designed to help you make informed and strategic decisions based on financial data.

By the end of the course, you will be able to:

  • Describe the line items on financial statements in detail.

  • Differentiate between the various types of financial statements and their purposes.

  • Interpret current accounting trends and issues.

  • Read and analyze financial statements from publicly traded companies to assess their performance, value, and overall financial health.

Course Length - 2 Hours

University of Pennsylvania, Introduction to Financial Accounting

This comprehensive course is designed to equip learners with the foundational technical skills required to analyze and interpret financial statements effectively, making it an invaluable resource for anyone pursuing a career in finance, accounting, or business management.

Throughout the course, you will gain a deep understanding of how financial accounting principles and standards shape the financial reporting process. By examining real-world scenarios, you will explore how businesses compile and present financial information, and how this information is used for decision-making and analysis.

Key Learning Outcomes:

  • Develop the ability to read, understand, and interpret the three primary financial statements:

  • Income Statement: Analyze a company's revenues, expenses, and profitability.

  • Balance Sheet: Understand a company’s financial position, including its assets, liabilities, and equity.

  • Statement of Cash Flows: Evaluate how a business generates and uses cash across operating, investing, and financing activities.

By the end of this 10-hour course, you will have the confidence and skills to perform basic financial analysis, assess a company’s performance, and better understand the impact of accounting standards on financial reporting. Whether you're a business professional, student, or entrepreneur, this course will provide you with practical knowledge that is directly applicable in the real world.

Course Length - 10 Hours

For family shareholders, a solid understanding of financial principles is crucial for effectively managing investments, planning for future needs, and ensuring the sustainability of our family business across generations. By cultivating financial knowledge, we can engage in meaningful discussions about our financial goals, navigate challenges collaboratively, and make informed strategic decisions for ourselves and our family business.

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