Essentials of Finance & Accounting

Cox School of Business

How long?

  • 9 weeks
  • online

What are the topics?

Cox School of Business


Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

Finance is an integral and most important component of any business, so everyone needs to improve their competence in this area. Finance courses will ...

Read more about Operations

Operations management has recently become a crucial part of any company's framework. This complex process focuses on reducing organizational expenses ...

Read more about Strategy

In order to keep the company that you are managing or your own business competitive, you need to have a clear plan of action, in other words, you must...


Comprehensive course analysis

Unbiased reviews from past participants
Global companies alumni of this course worked for
Positions of participants who took this course
Countries where most past participants are from
Individual needs analysis

Who should attend

  • Anyone seeking a better understanding of basic finance and accounting
  • Managers at all levels who work in non-financial area
  • Leaders in line for positions with more financial responsibility
  • Technical managers with profit/loss or budget responsibility

About the course

Develop an understanding of finance and accounting with our three day Essentials program. This three-day program will arm you with a basic understanding of the accounting and finance concepts you need to assess your performance—and the performance of your competitors.

You’ll learn how to read, interpret and analyze financial statements. You’ll also learn forecasting and financial-planning approaches to help you with the budgeting process. You’ll get the basics of net present value (NPV) and capital budgeting techniques to apply when evaluating projects. You’ll gain an understanding of the role of costs in corporate decision making, including cost-volume-profit relationships, the role of costs relevant for different decision scenarios, and the incentive effects of cost allocations and their interplay. You’ll also review performance evaluation techniques and their relationship to incentives. Ultimately, you’ll learn to use financial information to make better strategic business and investment decisions.


The topics presented during the course will help you understand the fundamentals of finance and accounting, read and interpret balance sheets, income statements and cash flow statements, use accounting and financial information to evaluate the performance of your company and your competitors, make better business decisions, assess and select projects and investments using basic principles of finance, understand fixed costs, variable costs, break-even analysis and contribution margin, make a valuable contribution to your company’s financial decisions and much more.

Program topics include:

  • Fundamental accounting and finance concepts
  • An introduction to financial statements
  • Using accounting and financial data to evaluate performance. The methods those outside your company measure the health and performance of your company. The use of benchmark industry and company information to compare performance of your company with the performance of competitors.
  • Using accounting and financial data to plan for the future. The use of forecasting techniques to develop “pro forma” financial statements. Methods to predict cash and resource needs and to address critical planning issues.
  • Using financial analysis to select projects and investments. Commonly used investment analysis techniques. Capital budgeting as a project evaluation tool.
  • Accounting data used for managerial decision making. Cost/volume/profit relationships. Fixed and variable costs and break-even levels.
  • The use of relevant cost analysis to improve decision making
  • Management control systems. Performance metrics and how they offer a measurement based approach to strategy implementation and performance evaluation.


Gauri Bhat

Bio Gauri Bhat is an assistant professor of accounting.  Her research has been published in accounting journals and focuses on financial reporting by financial institutions, risk management disclosures, and the role of accounting in credit default swap markets.  She has taught financial statement...

Hemang Desai

Bio Hemang Desai’s research is interdisciplinary and is broadly focused in the area of capital markets based research in accounting and finance.  His research has addressed a wide range of topics such as analyzing the role of short sellers in capital markets, reputational consequences to managers...

James Linck

Bio Dr. James S. Linck (Jim) is the finance department chair, and also holds the distinguished chair in finance at the Southern Methodist University (SMU) Cox School of Business.  Prior to joining the Cox faculty, he was the BB&T scholar in the finance department at the University of Georgia'...

Videos and materials

Essentials of Finance & Accounting at Cox School of Business

From  $2,795
Add coaching to your course booking

Coaching can personalize and deepen learning for you and your organization.

Something went wrong. We're trying to fix this error.

Thank you for your application

We will contact the provider to ensure that seats are available and, if there is an admissions process, that you satisfy any requirements or prerequisites.

We may ask you for additional information.

To finalize your enrollment we will be in touch shortly.


Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

Read more about Operations

When it comes to operations control, whether you’re trying to optimize workflow or marketing and sales operations, you need to impact as many variables at once as possible in order to have a greater effect. However, it's not always that easy. How sho...

Read more about Strategy

Strategy courses contain a large amount of practice. You will be able to analyze the company's performance and make a strategic development plan. All practices are based on real cases that each of you may encounter. The courses will also introduce yo...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.