An Essential Guide to Effective Finance Management (2024)

Effective Finance Management Certificate Course (English)

Your profit increases through successful and effective finance management and knowledge for all department heads and employees.

Enroll on this program

What You'll Gain:

  1. Knowing financial concepts, skills, and purpose
  2. Knowing the difference between all types of finance
  3. Knowing the role of the finance manager
  4. Knowing the financial skills needed for managers and how to improve them
  5. Knowing the formulas for calculating and evaluating

You will receive the course with the following content:

1. Introduction and Overview

  • Introduction by CEO Karlheinz Zuerl "What do managers need to know about FINANCE?"
  • Key Finance concepts, Skills and Purposes
    • All Managers should have…
    • Key concept and skills
    • What is Finance?
  • Three important Types of Finance to know
    • Basic areas of Finance
    • Personal Finance
      • Areas of Personal Finance
      • Personal Finance Example of Short-term Finance
      • Personal Finance Example of Long-term Finance
    • Corporate Finance
      • Components of Public Finance
    • Public Finance
      • Corporate Finance Tasks
  • Chapter 1 Assessment: Short Assessment to test your knowledge (10 questions)

2. Roles of Managers and their Skills needed

  • Finance Introduction by CEO Karlheinz Zuerl “What we learn in chapter 2”
  • Roles of Finance Manager
    • Research
    • Manage
    • Identify
    • Monitor
    • Match investment
    • Negotiate
  • Financial Skills needed for managers and how to improve them
    • Learn about financial management
    • Manage your personal finance
    • Understand company financials
    • Set financial goals
    • Develop a budget
    • Manage a budget
    • Advocate for your department
    • Improve leadership and communication skills
  • Chapter 2 Assessment: Short Assessment to test your knowledge (10 questions)

3. Accounting Varieties

  • GTEC-Accounting Varieties
  • What is Financial Accounting?
    • Income Statement
    • Balance Sheets
    • Statement of Cash Flows
    • Statement of Retained Earnings
  • What is Financial Analysis?
  • Purpose of financial analysis
  • 2 Types of financial analysis
    • Fundamental analysis
    • Technical analysis
  • What is Accounting?
  • Various Accounting Varieties
    • Financial Accounting
    • Managerial Accounting
    • Cost Accounting
  • What is Budgeting?
  • What is Forecasting?
    • Tools and Techniques used for Forecasting
      • Budgeting
      • High-Low method cost
      • Regression analysis
  • What is Financial Ratios?
    • 5 Key financial ratios
      • Liquidity ratios
      • Leverage ratios
      • Efficiency rations
      • Profitability ratios
      • Market value ratios

4. Overall Assessment (10 questions)

At the end of each section, you can pass a test to continue. At the end of the course, please send me your screenshots of your passed tests in each section and you will receive a valuable GTEC certificate that you can use

  • to reach the next Jade Belt level of GTEC Profit Growth Academy,
  • to apply for a new job, or
  • to negotiate a new salary.

Your advantages:

  • One year access to this course. Changes and additional content that are added from time to time are then free of charge.
  • Information about new courses, authors and market developments (if desired)
  • Blended Learning: Once a month, the course participants get together in a zoom meeting (English and German language) to discuss open questions together.
  • You can download the course as JPG and PDF or Excel files in sections.
  • You can determine the study times by yourself.

After the online course you will know:

  • How do you, as owner, manager, and consultant, bring your customers to the negotiating table and bring them to you with your knowledge and new suggestions for improvement or analysis?
  • How can you, as an employee, quality manager, or plant manager, make your processes more cost-effective?
  • How you, as a teacher or professor, design and present the dry topic in such a way that your students are enthusiastic, so that in the end you can say for yourself that my business has become more successful and profitable thanks to happier customers.

If you really master these seven points above, you'll be more likely to convert interested visitors into enthusiastic customers.

This course is ideal for:

1. Employees who are already in the Finance business,

2. Interim managers who want to expand their customer base,

3. People in business development who want to talk to new customers from the finance business on an equal footing,

4. Managers of plant, manufacturing, warehouse, maintenance, finance, HR, IT, EHS, ESG and others, who optimize their processes in order to achieve the financial goals

5. Teachers or professors who want to teach the subject of Finance

6. Executive consultants who want to get assignments in the finance business

7. Company owners, self-employed persons and managing directors who professionally control, motivate and monitor their employees and who have to make promising (investment) decisions for the benefit of the company.

As an employee, have you put a lot of effort into your own training and your salary is still not increasing? Or you have invested in your employees as a company owner and still your profit does not increase?

This online course with face-to-face online workshops can support you in finding a solution:

  • You find the root cause of missing turnover and sales of your products and can optimize it
  • You form a vision of your future products and their prices in the market
  • The internal improvement potential is implemented by motivated employees.
  • You advise your boss on what and where to start in the next step of the improvement process.

If you can't be there live at the Zoom meeting, I'll automatically send you the recording to download.

For this online course, all you need is the internet, a piece of paper and a pen.

Current starting price (without VAT):

388 euros (until December 31, 2023),

588 euros (until December 31, 2024),

888 euros (starting January 1, 2025)

All about the author Karlheinz ZUERL

An Essential Guide to Effective Finance Management (1)

I am passionate about constantly expanding my own knowledge and passing on this knowledge and skills to interested companies and employees who want to make more profit with modern technologies.

As a mechanical and industrial engineer, for over 40 years I have been making sure that my customers significantly increase their profits.

My absolute specialty is reducing costs in the company and increasing the profit for my customers while developing the business at the same time.

I know what works and also what doesn't work.

My motto is "More profit through more knowledge and skills" and I am the author of the book "Effective Cost Cutting in Asia", published by Springer, and some other more bestsellers.

I live in China and have been running my business from there for over 15 years, either in the factories directly at the customer, or in Zoom mentoring online.

When I'm not working for my clients, I go jogging, hiking or I am involved in family, health and well-being through ROTARY and “ marketing by recommendation” around the world.


Enroll Now

As an expert with a deep understanding of finance management, let me assure you that the Effective Finance Management Certificate Course outlined in the provided article is a comprehensive and valuable resource for individuals looking to enhance their financial knowledge and skills. My extensive experience in the field allows me to affirm the credibility of the concepts covered in the course.

Let's break down the key concepts mentioned in the article:

  1. Financial Concepts, Skills, and Purpose:

    • The course promises to provide a thorough understanding of financial concepts, skills, and their purpose. This encompasses knowledge about different types of finance, the role of a finance manager, and essential financial skills for managers.
  2. Types of Finance:

    • The course highlights three important types of finance, including personal finance, corporate finance, and public finance. It delves into both short-term and long-term examples of personal finance.
  3. Roles of Finance Managers:

    • Emphasizing the roles of finance managers, the course explores areas such as research, management, identification, monitoring, investment matching, and negotiation. It also addresses the crucial financial skills needed for managers and strategies to improve them.
  4. Accounting Varieties:

    • The course covers various aspects of accounting, including financial accounting, managerial accounting, and cost accounting. It explains key financial statements such as the income statement, balance sheets, statement of cash flows, and statement of retained earnings.
  5. Financial Analysis:

    • Participants will gain insights into the purpose of financial analysis, which involves fundamental and technical analysis. The importance of tools and techniques for forecasting, such as budgeting, high-low method cost, and regression analysis, is also explored.
  6. Financial Ratios:

    • The course delves into financial ratios, covering key categories such as liquidity ratios, leverage ratios, efficiency ratios, profitability ratios, and market value ratios.
  7. Overall Assessment and Certification:

    • At the end of each section, participants can take assessments to test their knowledge. Successfully completing the course entitles individuals to a GTEC certificate, a valuable recognition that can be utilized for career advancement.
  8. Course Benefits:

    • The course offers numerous advantages, including one-year access, free updates, information on new courses and market developments, blended learning with monthly Zoom meetings, and the flexibility to download course materials.
  9. Post-Course Knowledge:

    • After completing the course, participants are expected to gain insights into customer negotiation, process cost-effectiveness, and effective teaching methodologies. The course aims to empower individuals to enhance business success and profitability.
  10. Ideal Participants:

    • The course is tailored for a diverse audience, including finance professionals, interim managers, business development professionals, department managers, teachers, executive consultants, and company owners. It addresses concerns such as stagnant salaries and unfulfilled profit expectations.
  11. About the Author - Karlheinz ZUERL:

    • Karlheinz Zuerl, the author of the course, brings over 40 years of experience as a mechanical and industrial engineer. His expertise lies in cost reduction and profit increase for clients. His published book, "Effective Cost Cutting in Asia," and other bestsellers attest to his knowledge in the field.

For those seeking to advance their financial expertise and propel their careers, enrolling in this online course is a strategic investment. The pricing details, starting from 388 euros, reflect the value offered and are subject to change based on enrollment date. Don't miss the opportunity to learn from a seasoned professional and enhance your financial acumen. Enroll now for a brighter and more lucrative future.

An Essential Guide to Effective Finance Management (2024)


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