Financial Literacy 101


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Course details




1.5 hours

Delivery Method

Pre-recorded Zoom Webinar


$85 Member only
(price includes GST)

Course overview

The Financial Literacy 101 course provides a strong foundation in financial literacy.

This course outlines essential financial terminology and provides an overview of the structure of key financial reports.

Session Outline

Financial literacy 101 (1hr 30min)

Hung Tran & Kerri-Ann Smee – BDO

Hung and Kerry- Ann provide a clear outline of financial terminology that covers understanding cost of goods sold and how to read a balance sheet that will help you build a high level budget from the ground up.


Hung Tran Partner BDO
Kerri-Ann Smee Partner BDO

Learning outcomes

  • Determine your current level of financial literacy
  • Learn how to read a Profit and Loss (P&L) report
  • Understand the three layouts of a P&L needed to run a successful business
  • Understand Cost of Goods Sold (COGS) to ensure your pricing strategy is sound
  • Learn how to read a Balance Sheet
  • Build a high-level budget from the bottom up.

Who would benefit?

  • Assistant Development Managers
  • Development Managers
  • Key decision makers and advisors
  • Operational Management
  • Managers looking after budgets
  • Those looking to upskill or brush up on their financial literacy.