This is an ed2go Self-Paced Distance Learning Course.
Self-paced Tutorials (SPT) are designed for learners who prefer flexibility and self-guidance. You gain access to all materials, quizzes, and exams immediately upon enrollment. Courses last for 3 months and may include peer-to-peer discussions.
Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.
In this comprehensive course, you will learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You will get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities.
Accounting Fundamentals covers all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.
Click Here For Additional Course Information
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
A calculator and a printer.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.
Account Classifications, Account Titles, T Accounts, and the Accounting Equation
Welcome to Accounting Fundamentals! In this first lesson, you will learn all about account classifications, debits, credits, and T accounts. You will learn the difference between a liability and an asset, and you will find out how to determine an owner's equity.
General Ledger Accounts and the Balance Sheet
Here's where you will begin your hands-on accounting practice: You will start by creating an imaginary company for which you will be the accountant. You will learn how to analyze your company's transactions to determine which amounts go into which accounts, then you will create your company's own General Ledger forms and post a few transactions into those accounts.
Journalizing Transactions and Posting to the General Ledger
Now that you understand the functions of the General Ledger, you're ready to move on to the next phase of recording transactions: the Journal. In this lesson, you will learn how to enter transactions into an 11-column journal and then post or transfer those amounts into appropriate General Ledger accounts.
Journalizing and Posting Cash and Charge Purchases and Payments on Account
In this lesson, you will learn all about Accounts Payable, which is money that you owe your vendors and suppliers. You will practice journalizing cash purchases and purchases on account, and you will get hands-on practice transferring those purchases to their corresponding Accounts Payable Ledger accounts.
Journalizing and Posting Cash and Charge Sales and Cash Received on Account
In this lesson, you will learn about Accounts Receivable, which is another name for money owed to your company by its customers. You will learn how to journalize and post those sales on account, how to enter charge sales into the journal, and how to transfer the information into an Accounts Receivable Ledger.
Payroll and Various Deductions
It's payday! This lesson will teach you how to determine gross pay, deductions, and net pay. You will learn how to prepare a payroll, write payroll checks, and how to prepare and maintain accurate payroll records.
Banking Services and Reports
In this lesson, you will learn all about banks and banking services: You will learn the proper way to write checks, make out deposit tickets, and reconcile your company's checking account with the bank statement. These are important skills you will find valuable in both your business and personal life!
Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable
This lesson will teach you how to prepare a Schedule of Accounts Payable and a Schedule of Accounts Receivable. These reports can be used to compare the amount of money your business owes its creditors with the amount of money your customers owe your business.
End-of-Year Worksheet
In this lesson, you will prepare a worksheet showing the net income or net loss for the fiscal period. The worksheet will show all income and expenses for the fiscal period as well as the assets, liabilities, and owner's equity account balances.
End-of-Year Financial Reports
In this lesson, you will learn how to prepare various reports that are vital to the well-being of your company. You will learn how these reports can be used to make sound financial decisions in the next fiscal period. You will discover how to put together an Owner's Equity Statement, an Income Statement, and a Distribution of Net Income.
Journalizing and Posting Adjusting Entries
In this lesson, you will prepare for the end of the fiscal period by adjusting your asset account balances to accurately reflect the assets remaining at the end of the year. You will also find out how to journalize and post adjusting and closing entries to bring your company's General Ledger up to date.
Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance
In the final lesson, you will prepare a Post Closing Trial Balance report to ensure that all of your debits and credits in the General Ledger balance out in preparation for the new fiscal period.
This is an ed2go Self-Paced Distance Learning Course.
Self-paced Tutorials (SPT) are designed for learners who prefer flexibility and self-guidance. You gain access to all materials, quizzes, and exams immediately upon enrollment. Courses last for 3 months and may include peer-to-peer discussions.
Give yourself skills that are in high demand by exploring corporate accounting.
While it is true that accounting professionals are scarce, those with corporate accounting experience are even scarcer. This course will provide you with a solid understanding of corporate accounting practices.
In Accounting Fundamentals II, you will explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.
If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
A calculator and a printer.
Give yourself skills that are in high demand by exploring corporate accounting.
Accounts Payable
In this lesson, you will learn all about accounts payable. You will be journalizing and posting your company's purchases and preparing a Schedule of Accounts Payable. This lesson will give you the tools you need to successfully track those accounts.
Accounts Receivable
In this lesson you will take a close look at accounts receivable. After completing this lesson, you will know how to enter charge sales into your Sales Journal and then post them to your General Ledger. You will have also learned how to journalize payments on account received from your charge customers.
Uncollectible Accounts Receivable
In this lesson you will learn about uncollectible accounts receivable. While many believe customers will always pay what they owe, that is not always the case. You will learn how to account for long overdue receivables that probably won't ever be paid.
Plant Assets and Depreciation
In this lesson, you will learn about plant assets and depreciation. Just like your car, business assets depreciate over time, so you will need to know how to account for that expense in your records. You will also need to record these assets and calculate their depreciation in a timely manner.
Notes Payable and Notes Receivable
This lesson is all about notes payable and notes receivable. You will learn all you need to know about accounting for these situations as you learn how to record the issuance and payment of these notes payables and notes receivables.
Accrued Income and Accrued Expenses
In this lesson, you will learn how to deal with accrued income and accrued expenses. Accrued income is money that the company earns in one fiscal period but doesn't receive until after another fiscal period begins.
Dividends and Starting the Year-End Worksheet
In this lesson, you will be dealing with dividends, which is money paid to the company's stockholders on their investment. You will learn how the business accounts for the dividends it pays to its stockholders. You will also look at retained earnings, or the amount of profit the corporation retains for future use.
Complete Year-End Worksheet with Adjustments
In this lesson you will determine if your business has a net income or a net loss by completing the worksheet started in the previous lesson. And because many General Ledger accounts change throughout the fiscal period—you will need to bring these accounts up to date.
End-of-Fiscal-Period Financial Reports
It's time to begin wrapping up your books for the end of the fiscal period. In this lesson, you will learn how to compile most of the various financial reports a corporation needs to complete at the end of the fiscal period.
Adjusting and Closing Entries and Post Closing Trial Balance
In this lesson, you will get the books all caught up and ready for the next fiscal period. You will go back and journalize those adjusting entries you entered into your worksheet, then you will enter closing entries into your journal.
Preparing a Payroll
This lesson covers every employee's favorite subject: Payroll. You will learn about various mandatory and voluntary deductions from employees' pay, as well as how to journalize and post an entire payroll. As an added bonus, after this lesson, you will be able to check the accuracy of your own paycheck.
Preparing Federal Tax Deposits and Year-End Tax Reports
The final lesson focuses on preparing a variety of end-of-year tax reports. Here's your chance to go step-by-step through a multitude of IRS forms with instructions that are much easier to understand. You will fill out the federal Form 941, then learn how to make federal income tax deposits.
This is an ed2go Self-Paced Distance Learning Course.
Self-paced Tutorials (SPT) are designed for learners who prefer flexibility and self-guidance. You gain access to all materials, quizzes, and exams immediately upon enrollment. Courses last for 3 months and may include peer-to-peer discussions.
This course will introduce different strategies employed during the budgeting process, the techniques and tools commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.
If the idea of creating a budget for your business, department, or project seems overwhelming, this course will alleviate all of those fears. Taught in an approachable and relatable format, this course walks you through the budgeting process so you can go from numbers averse to budgeting super-hero. The downloadable templates included in the course allow you to easily and quickly take what you learn and apply it to your job. The storytelling used throughout the course makes the topic more approachable and engaging so you can obtain the soft skills that will help you be successful implementing and tracking a budget in the real world. Finally, the course challenge is something that will pique your curiosity at the beginning of the course and provide motivation to complete the course and continue learning the material.
A company's budgeting process involves a lot more than just rows and columns of numbers on a spreadsheet. The reality is that budgeting is a sometimes organic and sometimes organized process. Most often, it's an equal mix of both in an attempt to add some level of certainty to an uncertain future. These processes are what we are going to explore in this course. You will be introduced to different strategies employed during the budgeting process, the techniques and tools that are commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.
Click Here For Additional Course Information
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 is preferred. Microsoft Edge and Safari are also compatible.
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.
In this comprehensive, beginner-friendly course, you will learn the elementary skills needed to be successful in the budgeting process and work gradually work your way up to creating a budget. You will also discover how to best evaluate the results of your budget and make decisions to help your business maximize its profits.
Predicting the Future
In this lesson, you'll explore how budgeting at its core is a process of looking forward. It's about making informed predictions about the future. Next, you'll see how a company's vision can lead to setting goals for the company. These visions are often aspirational and state the path for where the company plans to go in the future. Then, we'll also start the conversation about the human side of budgeting.
Budget Strategies
In this lesson, you'll begin to look at various budgeting strategies, including strategic, capital, and operations budgeting techniques. This lesson will include some real-life examples of planning activities, but to further bring these concepts to life, we'll also highlight a fictional company, Curly's Pool Service and Supplies. You'll finish the lesson by helping Curly formulate some plans and budgets!
It's All About Sales!
This lesson will focus all on sales, specifically the role that sales play in the budgeting process. We'll examine the best practices for compiling a sales forecast and how to increase the chances that the sales forecast will actually mimic real life. We'll also discover how to create an inventory needs budget to determine just how much inventory to purchase based on a sales forecast. Finally, we'll discuss how to formulate a labor requirements budget to accurately project just how much labor you may need to employ to meet the needs of the company, again based on the sales forecast.
Cost Behavior – Part 1
In this lesson, you are going to detour a bit from the actual preparation of a budget and dive into how certain types of costs behave. Understanding how costs increase or decrease relative to an activity is an essential part of learning how to accurately budget for costs in a business. So, in the upcoming chapters, you're going to discover how to distinguish between variable, fixed, and mixed costs. We will use these cost types to calculate the contribution margin for the business. Then, we will show you how to use contribution margin to make certain predictions and decisions in a business. Most notably, you'll see how to use contribution margin to calculate the all-important break-even point and margin of safety for a business.
Cost Behavior – Part 2
This lesson will be a continuation of our discussion about cost behavior. In this lesson, you're going to explore how to evaluate a company's sales mix and how to calculate operating leverage using tools given throughout the course. Operating leverage is just another key component of cost analysis that will allow you to, once again, easily make projections about the future. We'll end the lesson with a discussion about how companies set prices for the products and services they offer. You can probably guess that this process is a bit more involved than just selecting a price out of thin air. It's actually an essential part of a company's overall budgeting process and should not be taken lightly.
Expense and Manufacturing Production Budgets
In this lesson, we'll examine the steps needed to build both a direct materials budget and a direct labor budget. We'll also examine how a manufacturing company budgets for manufacturing overhead. All of these components are key to developing an overall production budget for a business that manufactures a product. Finally, we will end this lesson by describing the components of a production budget.
Cash Is King!
In this lesson, you'll learn how to prepare a complete cash budget for a business. You'll get the chance to take an even closer look at how a company might forecast cash collections from credit sales and cash payments on credit purchases for big-ticket items like inventory or other expensive capital projects. We'll even take a look at how some companies mitigate the risk of running out of cash by utilizing lines of credit and other sources of cash instead of just relying on cash generated from sales.
Capital Budgeting
In this lesson, you'll learn some of the basic methodologies that can be applied in many different capital budgeting scenarios. We'll begin with an explanation of a technique that does not include an evaluation of how time impacts the valuation of money. Then, you'll learn how the passage of time and its impact on the value of a dollar is incorporated into capital budgeting decisions. Since capital projects often span years, or even decades in some cases, the time value of money is key to improving accuracy in budgeting for capital projects. The lesson will finish up with a thorough review of, perhaps, the most common technique that is used in capital budgeting decisions: net present value.
Business Decision-Making – Part 1
In this lesson and the one that follows, we're going to explore how businesses use budgeted data in combination with a formalized decision-making process to improve their chances of making better decisions. For a business, a better decision is one that maximizes profit and aligns with the company's goals and values. We'll start with an examination of what types of budgeted information are relevant to making a decision and what types of information you can ignore. You'll see the differences between quantitative and qualitative information and how each can be used to improve decision-making. Then we'll finish up with an example including some specific steps you can use as a model for making better decisions.
Business Decision-Making – Part 2
In this lesson, you'll continue to practice with these same techniques by applying them to a few other common business decisions. You'll start by examining how a business uses budgeted information to make the choice to replace an existing asset with a new asset, such as replacing an old piece of manufacturing equipment with a brand-new one. Next, you'll explore how a business might use budgeted information when deciding whether to eliminate a product or service that it offers. We'll finish up the lesson by examining one of the most critical business decisions you'll ever need to make: how to allocate your most scarce resource to maximize profit in your business.
Bringing It All Together
In this lesson and the one that follows, we will focus on how best to evaluate the financial stability and performance of the business using budgeted information. We'll start by taking a close look at using the components of a company's operating budget to compile the pro forma balance sheet. Next, we'll examine the steps needed to prepare the pro forma income statement, again by using the information found in many of the other operating budget components. To finish up the lesson, we'll dive into some straightforward techniques that are useful to evaluate the balances found on the pro forma balance sheet and income statements.
Evaluation, Control, and Methods
In this lesson, you'll spend more time on the budget evaluation process by examining how companies use variance analysis to evaluate differences between actual results and the budget. To keep things manageable, we'll stick to the basics here so that you're equipped with some tools to take with you when applying these techniques in a real company. As part of this process, we'll take a look at how budget variances are defined and interpreted. Then, we'll discuss some techniques like flexible budgeting to evaluate and isolate certain budget fluctuations in a way that provides clarity to a business owner or manager. We'll finish up the lesson with a brief discussion of the budgetary control process and the soft skills needed for this process.
This is an ed2go Self-Paced Distance Learning Course.
Self-paced Tutorials (SPT) are designed for learners who prefer flexibility and self-guidance. You gain access to all materials, quizzes, and exams immediately upon enrollment. Courses last for 3 months and may include peer-to-peer discussions.
Certified financial planner shows you how most wealthy people build their fortunes.
If you're interested in discovering how most wealthy people amassed their fortunes, this is the course for you. All it takes is organization, discipline, and a firm knowledge of how to proceed. If you're serious about accumulating a sizable nest egg and living the life of your dreams, you will have to acquire the knowledge and skills necessary for success.
In this course, a certified financial planner will walk you through the steps you need to take in order to achieve true financial success. You'll become comfortable with the broad array of investment choices available to you right now, and you'll discover the best ways to acquire and accumulate both cash and real property. You'll also learn about the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
This is an ed2go Self-Paced Distance Learning Course.
Self-paced Tutorials (SPT) are designed for learners who prefer flexibility and self-guidance. You gain access to all materials, quizzes, and exams immediately upon enrollment. Courses last for 3 months and may include peer-to-peer discussions.
Learn how to make wise investment decisions so that you have enough money to live comfortably through your retirement.
Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? And do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here.
Stocks, Bonds, and Investing; Oh My! is an enjoyable class that walks you through the fundamentals of investing. The course will not only teach you about the stock markets, 401k plans, and retirement, but it will also address personal financial issues that are often ignored, but absolutely essential, to your success as an investor. Each lesson explains these concepts in detail, so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you will need to make your own investment decisions.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements:
PC: Windows 8 or later.
Mac: macOS 12 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
Overview of Class
This lesson introduces the course and helps you set up your investing game plan.
The Theory and Importance of Investing
You need to fully and fundamentally understand the theories, laws, and concepts that govern investing. This lesson explores what gives money its value, how to increase that value, and more. Then you will learn how this pertains to the three most important investments: retirement, education, and housing.
First Things First
Which investments should you make first? Would it be more beneficial to invest in an IRA or should you be thinking about college? Or might this perhaps be a good time for you to invest in rental property? This lesson explores all of the benefits and drawbacks of these options to help you decide.
Stocks, Bonds and Mutual Funds - Part I
Mutual funds, IRA accounts, 401k plans, and other investments are primarily composed of two simple building blocks: stocks and bonds. This lesson takes a closer look at them in intricate detail. You will learn all about stocks and bonds, what gives them value, how to look up their prices, and much more.
Stocks, Bonds and Mutual Funds - Part II
Understanding stocks and bonds brings an understanding of whole new set of securities and investments like mutual funds, options, ADRs, REITs, and much more. This lesson focuses on different investments, how they work, why you might want to invest, and the pros and cons to investing.
The Markets and Exchanges
But where do you purchase said stocks, bonds, mutual funds, and other investments? Never fear—there are many different exchanges throughout the world that are here to serve your trading needs. This lesson covers all the major global markets and exchanges.
Processes, Players and Operations
In this lesson, you will meet all the different people and institutions involved in trading and investing, such as brokers and traders and different types of brokerages from—traditional, discount, or online. Perhaps most important, you will learn what these people's real incentive is in trading for you.
Trades and the Trading Process
How are all these different stocks, bonds, and mutual funds traded? You will need an intricate understanding of the trading process, traders, brokers, and their incentives to know when you're getting a good deal. In this lesson, you will learn how to tell if you made a good trade or not.
Retirement Programs
While we briefly touched on retirement programs, the options are so varied, detailed, and important that they deserve a lesson all to themselves. This lesson takes a detailed look at the operations, contribution limits, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans.
Picking Stocks
While investing in your 401k may be good for your long-term investment plan, sometimes risk is a good thing. This lesson looks at stock valuation and analysis and reviews the basics of calculated investment risks.
Types and the Importance of Research
In this lesson, you will discover research techniques that you can use to analyze and pick stocks as well as valuation techniques used to price stocks. You will also learn how to read a company's annual report. This is required reading if you plan to make it big by investing in stocks!
Researching Resources
This lesson is all about researching resources, looking at a vast array of websites, publications and other sources of information that will help guide your future investments.
This is an ed2go Instructor-Led Distance Learning Course.
Instructor-led Courses (ILC) are for students who prefer a structured learning pace with instructor support. Lessons are released biweekly. These courses have fixed monthly start dates and may include peer-to-peer or instructor discussions.
Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.
In this comprehensive course, you will learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You will get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities.
Accounting Fundamentals covers all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
A calculator and a printer.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
If you want to increase your financial awareness and gain a marketable skill, this course is for you. You will learn the double-entry bookkeeping, financial transactions, financial reporting, and more.
Account Classifications, Account Titles, T Accounts, and the Accounting Equation
Welcome to Accounting Fundamentals! In this first lesson, you will learn all about account classifications, debits, credits, and T accounts. You will learn the difference between a liability and an asset and find out how to determine an owner's equity.
General Ledger Accounts and the Balance Sheet
Here's where you will begin your hands-on accounting practice: You will start by creating an imaginary company for which you will be the accountant. You will learn how to analyze your company's transactions to determine which amounts go into which accounts, then you will create your company's own General Ledger forms and post a few transactions into those accounts.
Journalizing Transactions and Posting to the General Ledger
Now that you understand the functions of the General Ledger, you're ready to move on to the next phase of recording transactions: the Journal. In this lesson, you will learn how to enter transactions into an 11-column journal and then post or transfer those amounts into appropriate General Ledger accounts.
Journalizing and Posting Cash and Charge Purchases and Payments on Account
In this lesson, you will learn all about Accounts Payable, which is money that you owe your vendors and suppliers. You will practice journalizing cash purchases and purchases on account, and you will get hands-on practice transferring those purchases to their corresponding Accounts Payable Ledger accounts.
Journalizing and Posting Cash and Charge Sales and Cash Received on Account
In this lesson, you will learn about Accounts Receivable, which is another name for money owed to your company by its customers. You will learn how to journalize and post those sales on account, how to enter charge sales into the journal, and how to transfer the information into an Accounts Receivable Ledger.
Payroll and Various Deductions
It's payday! This lesson will teach you how to determine gross pay, deductions, and net pay. You will learn how to prepare a payroll, write payroll checks, and how to prepare and maintain accurate payroll records.
Banking Services and Reports
In this lesson, you will learn all about banks and banking services: You will learn the proper way to write checks, make out deposit tickets, and reconcile your company's checking account with the bank statement. These are skills you will find valuable in both your business and personal life!
Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable
This lesson will teach you how to prepare a Schedule of Accounts Payable and a Schedule of Accounts Receivable. These reports can be used to compare the amount of money your business owes its creditors with the amount of money your customers owe your business.
End-Of-Year Worksheet
In this lesson, you will prepare a worksheet showing the net income or net loss for the fiscal period. The worksheet will show all income and expenses for the fiscal period as well as the assets, liabilities, and owner's equity account balances.
End-Of-Year Financial Reports
In this lesson, you will learn how to prepare various reports that are vital to the well-being of your company. You will learn how these reports can be used to make sound financial decisions in the next fiscal period. You will discover how to put together an Owner's Equity Statement, an Income Statement, and a Distribution of Net Income.
Journalizing and Posting Adjusting Entries
In this lesson, you will prepare for the end of the fiscal period by adjusting your asset account balances to accurately reflect the assets remaining at the end of the year. You will also find out how to journalize and post adjusting and closing entries to bring your company's General Ledger up to date.
Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance
In the final lesson, you will prepare a Post Closing Trial Balance report to ensure that all of your debits and credits in the General Ledger balance out in preparation for the new fiscal period.
What you will learn
Learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions
Get hands-on experience with handing accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities
Learn about writing checks, preparing an income statement, and closing out accounts at the end of a fiscal period
How you will benefit
Learn everything you need to know to better manage your finances
Gain a solid understanding of accounting basics to be able to manage business finances or advance your career
Open the door to more career opportunities in the in-demand field of accounting and finance
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.
This is an ed2go Instructor-Led Distance Learning Course.
Instructor-led Courses (ILC) are for students who prefer a structured learning pace with instructor support. Lessons are released biweekly. These courses have fixed monthly start dates and may include peer-to-peer or instructor discussions.
Give yourself skills that are in high demand by exploring corporate accounting.
While it is true that accounting professionals are scarce, those with corporate accounting experience are even scarcer. This course will provide you with a solid understanding of corporate accounting practices.
In Accounting Fundamentals II, you will explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.
If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
A calculator and a printer.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Explore the world of corporate accounting and increase your financial know-how while gaining in-demand skills. This course will provide you with a solid understanding of recording and analyzing plant assets, depreciation, interest, dividends, revenue and other important corporate money matters.
Accounts Payable
In this lesson, you will learn all about accounts payable. You will be journalizing and posting your company's purchases and preparing a Schedule of Accounts Payable. This lesson will give you the tools you need to successfully track those accounts.
Accounts Receivable
In this lesson you will take a close look at accounts receivable. After completing this lesson, you will know how to enter charge sales into your Sales Journal and then post them to your General Ledger. You will have also learned how to journalize payments on account received from your charge customers.
Uncollectible Accounts Receivable
In this lesson you will learn about uncollectible accounts receivable. While many believe customers will always pay what they owe, that is not always the case. You will learn how to account for long overdue receivables that probably won't ever be paid.
Plant Assets and Depreciation
In this lesson, you will learn about plant assets and depreciation. Just like your car, business assets depreciate over time, so you will need to know how to account for that expense in your records. You will also need to record these assets and calculate their depreciation in a timely manner.
Notes Payable and Notes Receivable
This lesson is all about notes payable and notes receivable. You will learn all you need to know about accounting for these situations as you learn how to record the issuance and payment of these notes payables and notes receivables.
Accrued Income and Accrued Expenses
In this lesson, you will learn how to deal with accrued income and accrued expenses. Accrued income is money that the company earns in one fiscal period but doesn't receive until after another fiscal period begins.
Dividends and Starting the Year-End Worksheet
In this lesson, you will be dealing with dividends, which is money paid to the company's stockholders on their investment. You will learn how the business accounts for the dividends it pays to its stockholders. You will also look at retained earnings, or the amount of profit the corporation retains for future use.
Complete Year-End Worksheet With Adjustments
In this lesson, you will determine whether your business has a net income or a net loss by completing the worksheet started in the previous lesson. Because many General Ledger accounts change throughout the fiscal period, you will also need to bring these accounts up to date.
End-Of-Fiscal-Period Financial Reports
It's time to begin wrapping up your books for the end of the fiscal period. In this lesson, you will learn how to compile most of the various financial reports a corporation needs to complete at the end of the fiscal period.
Adjusting and Closing Entries and Post Closing Trial Balance
In this lesson, you will get the books all caught up and ready for the next fiscal period. You will go back and journalize those adjusting entries you entered into your worksheet, then you will enter closing entries into your journal.
Preparing a Payroll
This lesson covers every employee's favorite subject: Payroll. You will learn about various mandatory and voluntary deductions from employees' pay, as well as how to journalize and post an entire payroll. As an added bonus, after this lesson, you will be able to check the accuracy of your own paycheck.
Preparing Federal Tax Deposits and Year-End Tax Reports
The final lesson focuses on preparing a variety of end-of-year tax reports. Here's your chance to go step-by-step through a multitude of IRS forms with instructions that are much easier to understand. You will fill out the federal Form 941, then learn how to make federal income tax deposits.
What you will learn
Learn about accounts payable and receivable
Understand how to represent uncollectible accounts in reports
Learn about plant assets and timely depreciation of these assets
Learn how to deal with accrued income and accrued expenses
Understand stock dividends and retained earnings
Learn how to prepare year-end financial documents including tax forms
How you will benefit
Become more indispensable to any organization as you develop higher level accounting skills
Learn everything you need to know to accurately keep the books for any type of business
Become more aware of the accuracy of your own personal pay stubs and tax documents
Open the door to more career opportunities in accounting
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.
This is an ed2go Instructor-Led Distance Learning Course.
Instructor-led Courses (ILC) are for students who prefer a structured learning pace with instructor support. Lessons are released biweekly. These courses have fixed monthly start dates and may include peer-to-peer or instructor discussions.
This course will introduce different strategies employed during the budgeting process, the techniques and tools commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.
If the idea of creating a budget for your business, department, or project seems overwhelming, this course will alleviate all of those fears. Taught in an approachable and relatable format, this course walks you through the budgeting process so you can go from numbers averse to budgeting super-hero. The downloadable templates included in the course allow you to easily and quickly take what you learn and apply it to your job. The storytelling used throughout the course makes the topic more approachable and engaging so you can obtain the soft skills that will help you be successful implementing and tracking a budget in the real world. Finally, the course challenge is something that will pique your curiosity at the beginning of the course and provide motivation to complete the course and continue learning the material.
A company's budgeting process involves a lot more than just rows and columns of numbers on a spreadsheet. The reality is that budgeting is a sometimes organic and sometimes organized process. Most often, it's an equal mix of both in an attempt to add some level of certainty to an uncertain future. These processes are what we are going to explore in this course. You will be introduced to different strategies employed during the budgeting process, the techniques and tools that are commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.
Click Here For Additional Course Information
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 is preferred. Microsoft Edge and Safari are also compatible.
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.
In this comprehensive, beginner-friendly course, you will learn the elementary skills needed to be successful in the budgeting process and work gradually work your way up to creating a budget. You will also discover how to best evaluate the results of your budget and make decisions to help your business maximize its profits.
Predicting the Future
In our first lesson, you'll explore how budgeting at its core is a process of looking forward. It's about making informed predictions about the future. Next, you'll see how a company's vision can lead to setting goals for the company. These visions are often aspirational and state the path for where the company plans to go in the future. Then, we'll also start the conversation about the human side of budgeting.
Budget Strategies
In this lesson, you'll begin to look at various budgeting strategies, including strategic, capital, and operations budgeting techniques. The lesson will include some real-life examples of planning activities, and to further bring these concepts to life, you'll work with a fictional company, Curly's Pool Service and Supplies, by helping Curly formulate some plans and budgets!
It's All About Sales!
This lesson will focus all on sales, specifically the role that sales play in the budgeting process. We'll examine the best practices for compiling a sales forecast and how to increase the chances that the sales forecast will actually mimic real life. We'll also discover how to create an inventory that needs a budget to determine just how much inventory to purchase based on a sales forecast. Finally, we'll discuss how to formulate a labor requirements budget to accurately project just how much labor you may need to employ to meet the needs of the company, again based on the sales forecast.
Cost Behavior – Part 1
In this lesson, we are going to detour a bit from the actual preparation of a budget and dive into how certain types of costs behave. Understanding how costs increase or decrease relative to an activity is an essential part of learning how to accurately budget for costs in a business. So, in the upcoming chapters, you're going to discover how to distinguish between variable, fixed, and mixed costs. We will use these cost types to calculate the contribution margin for the business. Then, we will show you how to use contribution margin to make certain predictions and decisions in a business. Most notably, you'll see how to use contribution margin to calculate the all-important break-even point and margin of safety for a business.
Cost Behavior – Part 2
This lesson will be a continuation of the discussion about cost behavior. In the lesson, you'll explore how to evaluate a company's sales mix and how to calculate operating leverage using tools given throughout the course. Operating leverage is just another key component of cost analysis that will allow you to, once again, easily make projections about the future. We'll end the lesson with a discussion about how companies set prices for the products and services they offer. You can probably guess that this process is a bit more involved than just selecting a price out of thin air. It's actually an essential part of a company's overall budgeting process and should not be taken lightly.
Expense and Manufacturing Production Budgets
In this lesson, we'll examine the steps needed to build both a direct materials budget and a direct labor budget. We'll also examine how a manufacturing company budgets for manufacturing overhead. All of these components are key to developing an overall production budget for a business that manufactures a product. Finally, we will end this lesson by describing the components of a production budget.
Cash Is King!
In this lesson, we'll discuss how to prepare a complete cash budget for a business. You'll get the chance to take an even closer look at how a company might forecast cash collections from credit sales and cash payments on credit purchases for big-ticket items like inventory or other expensive capital projects. We'll even take a look at how some companies mitigate the risk of running out of cash by utilizing lines of credit and other sources of cash instead of just relying on cash generated from sales.
Capital Budgeting
In this lesson, you'll learn some of the basic methodologies that can be applied in many different capital budgeting scenarios. The lesson will begin with an explanation of a technique that does not include an evaluation of how time impacts the valuation of money. Then, you'll learn how the passage of time and its impact on the value of a dollar is incorporated into capital budgeting decisions. Since capital projects often span years, or even decades in some cases, the time value of money is key to improving accuracy in budgeting for capital projects. The lesson will finish up with a thorough review of, perhaps, the most common technique that is used in capital budgeting decisions: net present value.
Business Decision-Making – Part 1
In this lesson and the one that follows, we're going to explore how businesses use budgeted data in combination with a formalized decision-making process to improve their chances of making better decisions. For a business, a better decision is one that maximizes profit and aligns with the company's goals and values. We'll start with an examination of what types of budgeted information are relevant to making a decision and what types of information you can ignore. You'll see the differences between quantitative and qualitative information and how each can be used to improve decision-making. Then we'll finish up with an example including some specific steps you can use as a model for making better decisions.
Business Decision-Making – Part 2
In this lesson, you'll continue to practice with these same techniques by applying them to a few other common business decisions. You'll start by examining how a business uses budgeted information to make the choice to replace an existing asset with a new asset, such as replacing an old piece of manufacturing equipment with a brand-new one. Next, you'll explore how a business might use budgeted information when deciding whether to eliminate a product or service that it offers. We'll finish up the lesson by examining one of the most critical business decisions you'll ever need to make: how to allocate your most scarce resource to maximize profit in your business.
Bringing It All Together
In this lesson and the one that follows, we will focus on how best to evaluate the financial stability and performance of the business using budgeted information. We'll start by taking a close look at using the components of a company's operating budget to compile the pro forma balance sheet. Next, we'll examine the steps needed to prepare the pro forma income statement, again by using the information found in many of the other operating budget components. To finish up the lesson, we'll dive into some straightforward techniques that are useful to evaluate the balances found on the pro forma balance sheet and income statements.
Evaluation, Control, and Methods
In our last lesson, we'll spend more time on the budget evaluation process by examining how companies use variance analysis to evaluate differences between actual results and the budget. To keep things manageable, we'll stick to the basics here so that you're equipped with some tools to take with you when applying these techniques in a real company. As part of this process, we'll take a look at how budget variances are defined and interpreted. Then, we'll discuss some techniques like flexible budgeting to evaluate and isolate certain budget fluctuations in a way that provides clarity to a business owner or manager. We'll finish up the lesson with a brief discussion of the budgetary control process and the soft skills needed for this process.
What you will learn
Learn about planning strategies and how they are used to keep a budget aligned with its vision
Obtain knowledge of cost behavior and how forecasts are used to ensure accuracy in future planning and budgeting
Develop various approaches to plan for general and administrative expenses
Gain tools and techniques used for a formal decision-making process
Master how best to evaluate the financial stability and performance of a business using budgeted information
How you will benefit
Learning how businesses think about budgeting will help you to make informed predictions about the future with strategic planning
Become more valuable to your employer or business by accurately budgeting costs
Make better business decisions with the knowledge about how businesses use budgeted data in combination with a formalized decision-making process
Increase success in your career with the skills, techniques, and tool kit provided by this course
Scott Paxton
Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully optimize their business operations, budgets and strategic plans.
This is an ed2go Instructor-Led Distance Learning Course.
Instructor-led Courses (ILC) are for students who prefer a structured learning pace with instructor support. Lessons are released biweekly. These courses have fixed monthly start dates and may include peer-to-peer or instructor discussions.
Build and protect your wealth by investing in real estate.Have you ever heard the old saying, "Buy low, sell high?" News stories about the softening real estate market might scare away some novice investors, but experienced investors recognize weak markets as opportunities to pick up bargains. In many areas, now is the time to buy before prices start climbing again. In this course, you will learn how to make money in any area, in good times and bad, even if you have little money to start with.
Real Estate Investing includes specially designed worksheets and hands-on activities to take the guesswork out of your investing efforts. Start developing a plan for your own investing efforts based on proven methods used every day by full-time, professional real estate investors. You will learn how to invest in foreclosures, manage a rehab project, and build your team of real estate professionals (title officers, lawyers, accountants, mortgage brokers, appraisers, and more). This course also explores the effects of higher interest rates and cover alternative strategies for a changing market. By the end of the course, you will be working toward your first (or next) deal.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
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.
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.
Why Invest in Real Estate?
Real estate investors build wealth by providing a tremendous service to their community. Your first lesson explores the advantages of real estate and discuss why it's such a powerful investment vehicle. You will evaluate your current financial position and define your investing purpose and goals. Then you will begin networking with other investors in your local area.
Market Analysis
Do you know what's happening in your local market? In this lesson, you will learn about the major shifts in the real estate industry since the end of the Great Recession and how to use them to your advantage. You will also learn how to find and analyze critical market data.
The Transaction Process
What steps do you need to take to find a profitable deal? This lesson focuses on building a professional network, finding deals, and navigating the transaction process from start to finish. By the end of this lesson, you will understand how to quickly determine the profitability in a deal.
Wholesaling
Has anyone ever told you "it takes money to make money?" Well, it's not always true. This lesson debunks the myth and explores how to profit from wholesaling. Often referred to as "bird dogging," finding a deal to sell to another investor is a great way to hone your skills and create working capital.
Rentals, Lease Options, and Owner Financing
Looking to maximize your monthly cash flow while minimizing the hassles of being a landlord? In this lesson, you will learn how to create passive income with rentals, lease options, and owner financing. You will discover how to use the rent-to-own concept and how to structure deals to minimize tenant hassles.
Foreclosures
This lesson delves into the foreclosure process, including its mechanics, consequences, and opportunities. You will see how hard the process can be for homeowners going through it and learn how you can help families avoid this black mark on their credit history by using your problem-solving skills.
Rehabs
This lesson will show you how to effectively manage your rehab projects to create maximum value and profit. You will learn the characteristics of the perfect house for rehabbing. You will become an expert at working with contractors, estimating repairs, and crafting a plan for your rehab projects.
Condos
Looking for a great starter investment, a potential money-maker in both rising and falling markets, and a perfect rehab project? Think condos! In this lesson, you will find out why condos are one of the easiest and most profitable investments you can make.
Negotiation
Negotiation is a game you can win if you know the rules and use the right strategies. This lesson explores the psychology of bartering, how to present yourself in a negotiation, and more. This lesson includes a fun, interactive assignment where you get to test your skills by negotiating with a live opponent!
Funding Your Transactions
In addition to finding a good deal, you'll also need to find the money to fund the deal. Not all real estate deals require large sums of money, but most people let lack of funds hold them back. In this lesson, you will discover that there's money available and waiting to be put into profitable deals.
Marketing Your Properties
This lesson explores how to quickly sell your properties for top dollar. You will learn the seven essential items that every effective classified ad must have, as well as how to present yourself and your property at an open house. You will see how to make your house stand out from all the others that are for sale.
Shifting Your New Business Into High Gear
In your last lesson, you will put all the pieces together. You will learn the importance of asset protection, building a dependable team of professional advisers, and how to increase your profit margins. You will also discover powerful tools as 1031 exchanges, corporations and LLCs, and Self-Directed Roth IRAs.
What you will learn
Develop a detailed plan for your investing efforts
Learn proven methods used by full-time, professional real estate investors
Explore the effects of higher interest rates and alternative strategies for changing markets
Learn how to invest in foreclosures, manage rehab projects, and build a team of real estate professionals to help you succeed
How you will benefit
Gain the skills you need to begin investing in real estate immediately
Develop a lucrative career path after learning from the mistakes of others to ensure your investing success
Learn the ins and outs of real estate investing and become a more confident buyer with a team of experts at your disposal
Develop a plan of action that will help you make money in any type of real estate market
Josh Fuhrer
Josh Fuhrer is a real estate investor and developer with over 15 years of experience in single-family homes, and multifamily and commercial properties. He runs his own real estate development company, focusing on development and asset management of nearly one million square feet of retail, office, and mixed-use projects. He holds a master's degree in Real Estate from Georgetown University, and a graduate certificate in real estate development from Portland State University.
This is an ed2go Instructor-Led Distance Learning Course.
Instructor-led Courses (ILC) are for students who prefer a structured learning pace with instructor support. Lessons are released biweekly. These courses have fixed monthly start dates and may include peer-to-peer or instructor discussions.
Learn how to make wise investment decisions so that you have enough money to live comfortably through your retirement.
Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? Do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here.
Stocks, Bonds, and Investing; Oh My! is an enjoyable class that walks you through the fundamentals of investing. The course will not only teach you about the stock markets, 401k plans, and retirement, but it will also address personal financial issues that are often ignored, but absolutely essential, to your success as an investor. Each lesson explains these concepts in detail, so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you will need to make your own investment decisions.
Click Here For Additional Course Information
Requirements:
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements:
PC: Windows 8 or later.
Mac: macOS 12 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
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.
Overview of Class
Welcome! This first lesson introduces the course and helps you set up your investing game plan.
The Theory and Importance of Investing
You need to fully and fundamentally understand the theories, laws, and concepts that govern investing. This lesson explores what gives money its value, how to increase that value, and more. Then you will learn how this pertains to the three most important investments: retirement, education, and housing.
First Things First
Which investments should you make first? Would it be more beneficial to invest in an IRA or should you be thinking about college? Or might this perhaps be a good time for you to invest in rental property? This lesson explores all of the benefits and drawbacks of these options to help you decide.
Stocks, Bonds and Mutual Funds - Part I
Mutual funds, IRA accounts, 401k plans, and other investments are primarily composed of two simple building blocks: stocks and bonds. This lesson takes a closer look at them in intricate detail. You will learn all about stocks and bonds, what gives them value, how to look up their prices, and much more.
Stocks, Bonds and Mutual Funds - Part II
Learning about stocks and bonds will bring you an understanding of a whole new set of securities and investments. Examples of these investments include mutual funds, options, ADRs, REITs, and much more. This lesson focuses on different investments, how they work, why you might want to invest, and the pros and cons to investing.
The Markets and Exchanges
Where do you purchase said stocks, bonds, mutual funds, and other investments? Never fear—there are many different exchanges throughout the world that are here to serve your trading needs. This lesson covers all the major global markets and exchanges.
Processes, Players and Operations
In this lesson, you will meet all the different people and institutions involved in trading and investing, such as brokers and traders and different types of brokerages from—traditional, discount, or online. Perhaps most important, you will learn what these people's real incentive is in trading for you.
Trades and the Trading Process
How are all these different stocks, bonds, and mutual funds traded? You will need an intricate understanding of the trading process, traders, brokers, and their incentives to know when you're getting a good deal. In this lesson, you will learn how to tell if you made a good trade or not.
Retirement Programs
Retirement programs were already briefly discussed, but the options are so varied, detailed, and important that they deserve a lesson all to themselves. This lesson takes a detailed look at the operations, contribution limits, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans.
Picking Stocks
While investing in your 401k may be good for your long-term investment plan, sometimes risk is a good thing. In this lesson, you'll look at stock valuation and analysis and review the basics of calculated investment risks.
Types and the Importance of Research
In this lesson, you will discover research techniques that you can use to analyze and pick stocks as well as valuation techniques used to price stocks. You will also learn how to read a company's annual report. This is required reading if you plan to make it big by investing in stocks!
Researching Resources
Your final lesson is all about researching resources. You'll look at a vast array of websites, publications, and other sources of information that will help guide your future investments.
What you will learn
Gain a comprehensive and thorough education in personal finance and investment
Learn the personal financial issues that you should address and consider
Learn the definitions, uses, and more of stocks and bonds
Understand how the securities exchanges and stock markets operate and work
Learn what drives the true value of a security (mainly stocks) and how to gauge whether markets are overvalued by using value ratios
Understand of the different techniques used to research and analyze stocks
How you will benefit
Become more confident in your ability to make money by investing wisely
Learn everything you need to know to make proper investments for your future
Become an educated consumer and protect themselves against some of the lesser practices of the financial services industry
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.
This is an ed2go Self-Paced Distance Learning Course.
Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.
This course will introduce different strategies employed during the budgeting process, the techniques and tools commonly used to make budgeting forecasts, the components of a basic operating budget, and how businesses make certain decisions that may impact their budgeted amounts.
Learn how to make wise investment decisions so that you have enough money to live comfortably through your retirement.
This is an ed2go Instructor-Led Distance Learning Course.
Build and protect your wealth by investing in real estate.Have you ever heard the old saying, "Buy low, sell high?" News stories about the softening real estate market might scare away some novice investors, but experienced investors recognize weak markets as opportunities to pick up bargains. In many areas, now is the time to buy before prices start climbing again. In this course, you will learn how to make money in any area, in good times and bad, even if you have little money to start with.
