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Finance

Whether you are thinking of investing to meet your personal financial goals, needing to interpret financial statements to help your business thrive, or looking for a new career as a financial planner, we have a program that can help.

We offer a variety of classes ranging from personal budgeting to CFP Certification. Gain the knowledge and skills necessary to help make informed investment decisions, including how stocks, bonds, and other investments fit together as part of a diversified strategy. Learn financial analysis and distinguish strategic from tactical budgeting.  Build a comprehensive checklist of important financial documents and a list of follow-up action steps so that you’re better prepared for life’s challenges and obstacles.

Certificates

financial advisor

Certified Financial Planner

Emory University is widely recognized as an institution that produces accomplished graduates from its programs. Together with Dalton Education, our CFP® certification program consists of the highest-quality education and exam prep with the same level of excellence you can expect from our on-campus programs. Students who successfully complete our program go on to pass the CFP® exam at significantly higher pass rates than the national average.

CFP Details (Certified Financial Planner)

Courses

budget planning

Budgeting and Financial Analysis for Small Businesses

This course will introduce you to the budgeting process and financial analysis. Financial analysis allows you to understand your business's financial position better and can help you make better financial decisions.

Budgeting and Financial Analysis Course Details (Budgeting and Financial Analysis for Small Businesses)
Calculator and documents

Financial Planning and Control

This introductory-level course is meant to teach finance concepts to non-financial managers and considers tools for decision-making such as cost benefit analysis, break even analysis, and Balanced Scorecard. The course also teaches the basic finance concepts such as return on investment (ROI), fixed and variable costs, and payback period.

Financial Planning Course Details (Financial Planning and Control)
Financial Statement

How to Read a Financial Statement

This course covers financial reports and their meaning. You will learn the fundamentals and importance of the income statement, balance sheet, and statement of cash flows, and how they can be used to manage a business.

Financial Statement Course Details (How to Read a Financial Statement)
calculator and documents

Introduction To Finance

This introductory-level course starts at the beginning, discussing finance as an organizational setting and legal forms of business. The course continues on to cover the responsibilities of financial managers, roles of finance in a typical business organization, and relevant financial markets of interest to financial managers.

Introduction to Finance Course Details (Introduction To Finance)
Bar chart graphic

Personal Finance

This course will familiarize you with the basics of budgeting, including creating and managing a budget, as well as setting financial goals, understanding your credit, tips for saving money, and the basics of investing.

Personal Finance Course Details (Personal Finance)
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Starting an Online Store

This course will guide you through the process of generating product ideas, performing market and audience research, organizing a sourcing process, finding the best eCommerce platform, developing a shipping and fulfillment strategy, and marketing your online store to boost traffic and sales.

Online Store Course Details (Starting an Online Store)