Financial Analyst Suite

This series will increase your financial awareness and accountability while helping your build marketable skills. Learn the fundamentals of accounting and business with practical analytical skills that will serve you in your personal and professional life and powerful quantitative methods that will have you making better, more informed, and more effective decisions.

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96 Course Hrs
Starting  May 14, 2025
Offered in partnership with your preferred school

University of Central Florida

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Financial Analyst Suite

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Course code: B9096

Accounting Fundamentals

Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this course is for you. You'll learn the basics of double-entry bookkeeping, while also learning how to analyze and record financial transactions, as well as prepare various financial reports at the end of the fiscal period. Accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities will be discussed. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period.

Accounting Fundamentals II

While it is true that accounting professionals are scarce, those with corporate accounting experience are even more rare. This course will build on the knowledge you gained in our Accounting Fundamentals course to provide you with a solid understanding of corporate accounting practices. You'll be able to analyze transactions and prepare various corporate financial reports. You'll also gain practical experience working with dividends, plant assets, depreciation, accrued revenue and expenses, retained earnings, stockholders' equity, and more.

Mastery of Business Fundamentals

Are you interested in acquiring practical business experience in strategic planning, management, and finance without enrolling in an MBA program? This course is for you! You'll understand the significance of strategic planning and discover how external and internal environmental factors affect an organization. You'll learn about various organizational structures and determine how to use leadership, motivation, and control for maximum impact. You'll master the fundamentals of accounting and increase your knowledge about key financial terms, cash flow management, financial statements, and cost control. You'll also discover various financial investment models and learn the basics of financial planning and budgeting methods. You'll even understand the basic principles of business law, contracts, and the principal-agency relationship.

Introduction to Business Analysis

Give yourself an employment advantage by developing analytical skills that are consistently in high demand. This course will teach you powerful quantitative methods that will have you making better, more informed, and more effective business decisions. The days of making critical business decisions by instinct or coin toss are long gone. If you are planning a career in business, you cannot afford to miss this course!

Please complete the courses in the bundle two months apart to avoid overlapping. Suite bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Suite bundles.

How the course is taught

  • Instructor-Moderated online course
  • 96 course hours
  1. Accounting Fundamentals
    1. Account Classifications, Account Titles, T Accounts, and the Accounting Equation
    2. General Ledger Accounts and the Balance Sheet
    3. Journalizing Transactions and Posting to the General Ledger
    4. Journalizing and Posting Cash and Charge Purchases and Payments on Account
    5. Journalizing and Posting Cash and Charge Sales and Cash Received on Account
    6. Payroll and Various Deductions
    7. Banking Services and Reports
    8. Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable
    9. End-Of-Year Worksheet
    10. End-Of-Year Financial Reports
    11. Journalizing and Posting Adjusting Entries
    12. Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance
  2. Accounting Fundamentals II
    1. Accounts Payable
    2. Accounts Receivable
    3. Uncollectible Accounts Receivable
    4. Plant Assets and Depreciation
    5. Notes Payable and Notes Receivable
    6. Accrued Income and Accrued Expenses
    7. Dividends and Starting the Year-End Worksheet
    8. Complete Year-End Worksheet With Adjustments
    9. End-Of-Fiscal-Period Financial Reports
    10. Adjusting and Closing Entries and Post Closing Trial Balance
    11. Preparing a Payroll
    12. Preparing Federal Tax Deposits and Year-End Tax Reports
  3. Mastery of Business Fundamentals
    1. The Basics of Strategic Planning
    2. Strategic Plan Implementation
    3. Organizational Concepts
    4. Motivation, Leadership, and Control
    5. Overview of Accounting
    6. Statements and Cash Flow
    7. Cost Concepts
    8. Financial Planning and Investing
    9. Budgeting
    10. Performance Measurements
    11. Business Law and Contracts
    12. Forms of Organization, Politics, and Ethics
  4. Introduction to Business Analysis
    1. Problem Solving and Decision-Making
    2. Introduction to Probability
    3. Introduction to Sampling and Surveys
    4. Decision Analysis
    5. Utility and Decision-Making
    6. Forecasting
    7. The Modeling Process
    8. Modeling in a Corporate Environment
    9. Financial Analysis
    10. Project Management PERT/CPM
    11. Computer Simulation and Risk Analysis
    12. Computer-Based Information Systems

Nancy Koenig

Nancy Koenig is an experienced industry professional with over 40 years in the workforce, including decades in finance. Nancy has worked in various finance roles in banking, insurance, and a hospital billing office. For the last 27 years of her career, she was an administrative assistant at a technical school, which involved running and overseeing the entire budget, amongst other duties. Nancy has also held part-time jobs as a bookkeeper for an auto parts store and a cable company, where she used QuickBooks computerized software. Over the past several years, she has also co-taught the Accounting Fundamentals and Accounting Fundamentals II courses with Charlene Messier.

Matt Crabtree

Matt Crabtree, CFP ®, earned his Bachelor of Science in Business, Information Systems Management, in 1999, a mini MBA certificate from The School of Management at Yale University in 2004, a certificate in Financial Planning from Pepperdine University's Graziadio School of Business in 2012 and has received the financial industry's most rigorous and prestigious professional designation of Certified Financial Planner ™. After many years in project management, office management, and business sales, Matt began training individuals and organizations in areas of business finance, leadership development, successful negotiations, sales management, and customer service excellence. Matt has trained individuals and various units within the U.S. Department of Defense, as well as corporate organizations including IBM (technology), Accuray (healthcare-technology), and Gen-Probe (molecular diagnostics). Matt's natural aptitude for explaining his material in an easy-to-understand and enjoyable manner allows each student to gain insights into areas that are often considered challenging.

Tony Swaim

Tony Swaim has helped many clients, colleagues, and students reach their professional and personal goals. He has been an online instructor since 1998 and has taught at colleges and universities across the United States since 1981. His focus areas are project management, Six Sigma, and supply chain management. Tony manages a successful consulting firm, and his industry experience includes 20 years of supply chain management. He earned a Doctorate in Business Administration from Kennesaw State University and holds professional certifications in six disciplines, including the Project Management Professional (PMP)® certification from the Project Management Institute (PMI)® and Certified Six Sigma Black Belt (CSSBB)® from the American Society for Quality (ASQ)®.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Accounting FundamentalsFundamentalsAccounting Fundamentals IIFundamentalsMastery of Business FundamentalsFundamentalsIntroduction to Business AnalysisFundamentals
Fundamentals
Accounting Fundamentals
Fundamentals
Accounting Fundamentals II
Fundamentals
Mastery of Business Fundamentals
Fundamentals
Introduction to Business Analysis