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A close-up of a person in business attire typing on a calculator.

Finance for Non-Financial Managers short course

Gain financial analysis skills and learn methods to improve bottom line decision-making in this short course in finance.

Interested in this course?

This course is currently not being offered through open enrollment. We invite you to explore the finance courses we are currently offering.

If your organization would benefit from this topic, please reach out to kelleypd@iu.edu to schedule a call. Our team offers custom-designed courses, based on your organization’s needs, that can be delivered on-site at your location, online, or on campus.

 

Explore other finance courses

 

Want to learn more?

Fill out the form below to request more information.

Short course overview: Finance for Non-Financial Managers

Do you request capital, equipment, or additional people to grow your unit? If so, you need to understand how to demonstrate the financial value of your proposal. Finance is about leveraging access to capital to improve your company, unit, and your personal career/life. We begin by focusing on your own investment and retirement plans and leverage this knowledge to understand how companies make financial decisions.

You will explore best practices in finance used by leading companies to make value-enhancing investment decisions, learn the language and methods used in finance to measure and drive firm performance, and identify key value drivers by using real-world examples from major corporations. 

Who is this course for?

Managers, directors, and executives who want to learn how to access capital to build their unit and advance their careers. Small business owners and entrepreneurs who seek to to grow their companies by making sound financial decisions will also benefit from the course.

The bottom line for you and your organization

  • Gain an understanding of the language and analytical thought process of finance
  • Read and deconstruct financial statements to assess firm performance and identify risks
  • Use financial models to make better decisions and maximize shareholder value

Showcase your new skills

In addition to earning a certificate of completion after finishing this finance for non-financial professionals program, you will also earn a digital badge to showcase your skills on platforms like LinkedIn. These credentials show your network the concrete and in-demand skills you earned from taking this Kelley program.

The IU Kelley finance for non-financial professionals digital badge

Sample course outline

  • Use time value of money (TVM) to evaluate your own retirement plans 
  • Estimate the cost of capital by understanding shareholder/bondholder return expectations
  • Understand the impact of inflation, risk, and return expectations on retirement
  • Apply concepts to your own retirement by creating an Excel template to help plan

  • Understand how the balance and income statements interact
  • See how pro-forma (future-looking) statements are used
  • Assess performance using financial statements
  • Evaluate financial statements to enhance future performance of the company/unit

  • Estimate economic profits
  • Net Present Value (NPV)
  • Internal Rates of Return (IRR)
  • Why capital is the key to company, unit, and personal career enhancement 
  • Payback, NPV, and IRR examples
  • Understand cost of capital example

  • Evaluate the capital investments
  • Exercise: Evaluating capital investments in practice

Sample course details

Format: Live-virtual, online classes and additional recorded material.

Schedule: One 75-minute session per week for four weeks plus 90 minutes of asynchronous material each week.

Discounts: Available for IU alumni, staff, and groups of three or more participants. 

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Access a customizable supervisor request letter to support your case for attending a Kelley professional development course.

Questions? Contact us.

To learn more about the short course, contact us at kelleypd@iu.edu.

Explore our Leading with AI executive education series

Strengthen your ability to spot where AI creates true business value through Kelley’s function-focused short courses in our Leading with AI executive education series. Build essential leadership skills in decision-making, communication, and accountability, and put them into action immediately through an Action Learning Project designed to deliver measurable impact for your organization.

Earn a digital badge for each Action Learning Project and course completion, take four courses and earn an AI certificate, or maximize your advantage by completing the full series. Upcoming courses are enrolling now, so reserve your spot today.

Leading with AI series

Discover custom training solutions for your organization

Partner with the Kelley School to design training programs tailored to your organization’s goals. We work with organizations of all sizes to develop custom programming for your team. Our professional development offerings can be customized to meet your unique needs, using our academic curriculum as a foundation.

To explore customized solutions, contact Kelley Executive Education Programs at kelleypd@iu.edu.

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