Financial numbers tell stories. We use these stories to facilitate discussion, unearth insight, and support decision making. This course teaches the financial professional to move beyond the accounting. This is a course in financial analysis. This is a course where the financial professional takes a step back from the numbers and evaluates what the numbers mean.
In this course, you will learn techniques to characterize performance using a variety of financial and non-financial metrics. You will learn to tailor your analysis to meet the needs of executives, boards, lenders, and investors. Financial intelligence is a competency that professionals we deepen throughout their career. The goal is to elevate the financial professional contribution in any organization and to bring a strong financial discipline to any tactical or strategic conversation.
Advanced Financial Intelligence for the Financial Professional (New for 2026)

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one-time purchase