Building Financial Acumen
Module Description
Understanding the most important financial information and how to use it
at the customer is the essence of this program. The top 10 things sales
personnel should know about their customer's financial statements provide
the core to financial savvy in the sales arena. This course will enable
participants by discussing the correct target audience (CEO, CFO, Financial
Analyst), why and how to use the most important elements to influence top
management's strategic direction.
Prerequisite
Content
- Top 10 elements of a customer's financial statements
- Characteristics of each element
- Formulas behind most important elements
- Strategies to use financial information when talking
with senior leaders
Objectives
Knowledge assessment
- Outline top ten elements of financial statements
- Identify the characteristics of selected elements
- Describe what formulas support important elements
- List strategies for using financial information
Evaluation
Learning Resources
- Text excerpts
- On-line articles
- Audio information
- Video clips
- Exercise sheets
- On-line and print visuals
Instructional Modalities
- Presentation and discussion
- Instructor and peer networking
- Guided learning
- Independent learning
- Presentations
- Skill demonstrations
- Large group discussion
- Small group discussion
- Instructor- learner interaction
- Reflective exercises
- Role plays
- Case studies
- Workshops
- Online material presentation
- Online discussion
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