Finance Fundamentals

Source: https://shortcourses.auckland.ac.nz/courses/finance-fundamentals-online-2025 Parent: https://shortcourses.auckland.ac.nz/

Description

Please select the Bulk Purchase icon (next to the Enrolment button) to purchase seats on behalf of someone else or multiple enrolments.

Modality: Online – Self paced

Duration:This course will require approximately 2 hours of your time and you have six weeks to complete it.

Price: $50.00 incl. GST

This course is designed to make finance more accessible, helping you feel confident when interpreting reports, discussing financial information, and applying key insights in your role.

Ideal for operations managers, project leads, HR professionals, small business owners, or anyone looking to boost their financial confidence, it focuses on practical knowledge you can use immediately to support better decision-making and more effective communication.

You’ll gain a solid understanding of essential financial terms and concepts. It also serves as a useful foundation for the in-person Finance for Non-Financial Managers workshop, ensuring you arrive prepared and ready to engage.

Short course structure and topics covered: 

Part 1– Financial Position

• Overview of financial position
• Equity = assets – liabilities
• Capital
• Balance sheet
• Financial ratios

Part 2 – Financial Performance

• Overview of financial performance
• Profit = revenue – expenses
• Types of expenses
• Income statement
• Profit margins
• Financial Performance Scenario

Part 3 – Financial Planning

• Overview of financial planning
• What is financial planning?
• Cost behaviour
• Contribution margin
• Break-even analysis
• Relevance of contribution margins and the break-even point
• Financial Planning Scenario

Part 4 – Summary

Learning outcomes:

Participants will learn to:

• Communicate using financial terminology with greater confidence.
• Analyse basic financial statements and ratios.
• Make informed decisions using financial information.

Who should attend? / any entry requirements?

Working professionals who are looking for an introductory course to finance in business. This course can be taken in preparation before attending the Finance for Non-financial Managers short course.

This course is one of many offerings from Executive and Professional Development (EPD) at the University of Auckland Business School. Discover how EPD can support you or your organisation — learn more here.**

Payment for short courses is normally by credit card. If you need to pay by invoice or require assistance, please email*shortcourses@auckland.ac.nz. Please note that the University does not issue individual invoices for amounts less than $500 New Zealand dollars.***

By enrolling in a Short Course at the University of Auckland you agree to the Short Course Terms and Conditions