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Advanced Financial Intelligence for the Financial Professional *New for 2026*

Overview:

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 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.

Learning Objectives:

Upon completing this course, you should be able to:

  • Anticipate the needs of users to tailor your analysis to meet those expectations
  • Build and deepen your financial credibility 
  • Analyze financial statements to evaluate performance, financial strength, and cash flow generation
  • Evaluate the financing strategy of an organization
  • Make investment decisions and critically analyze forecasts

Articulate an investment thesis to advocate for investment

Who Will Benefit: 

CPAs, Accountants and finance professionals looking to elevate the financial professional contribution in any organization and to bring a strong financial discipline to any tactical or strategic conversation.

Watch Promo Video

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Executive Finance is hands-on, experiential-based thought leadership lab for financial professionals. Executive Finance curates the best ideas they can find, then tests these ideas with companies to develop tools, methodologies, and executive development courses. Their partners work in finance as executives, corporate directors, educators, speakers, and authors – many times simultaneously, which makes for rich content and stories. In general, Executive Finance’s on-demand courses focus on developing financial professionals to become financial executives; they also offer courses for newer financial professionals in areas such as ethics, financial analysis, and corporate finance.

When
1/1/2026 8:30 AM - 8/30/2026 11:59 PM
Atlantic Standard Time
Where
PE CANADA
Registration
Sign in or create an account to register
Last day to register is 8/15/2026
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