Financial Leadership 101


Understanding operations strategy is the key to unlocking career success for leaders. Whether you’re aiming to optimize current business processes or craft a new strategic direction, this course provides the tools, insights, and expertise to make informed decisions and drive your organization forward. In this course, we’ll cover:

  • Strategic Alignment: Understand how to align individual objectives with overarching company goals for maximum synergy.
  • Feedback Loops: Implement continuous feedback mechanisms to ensure strategies remain effective and adaptive to changing environments.
  • Performance Metrics: Dive into tools like Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) to gauge, manage, and improve performance.
  • Balanced Scorecard: Grasp the multifaceted approach of the balanced scorecard to monitor various business functions and achieve holistic growth.
  • SWOT Analysis: Master the art of identifying strengths, weaknesses, opportunities, and threats to steer your team and organization towards success.

Equip yourself with the knowledge to lead with confidence, adaptability, and foresight in operations and business strategy. Register now and embark on a transformative learning journey.



In today’s fast-paced business landscape, financial literacy is not just an asset, it’s a necessity. For the visionary leader, understanding the numbers is synonymous with speaking the language of business. Whether you’re steering a team, a project, or an entire department, your financial decisions are the undercurrents that propel organizational success.

This course is not just about learning to interpret numbers, it’s about gaining a competitive edge. We demystify financial concepts, translate complex jargon, and delve into the strategies that make business leaders successful. We empower you to:

  • Decipher the story behind the figures
  • Connect financial data with strategic decisions
  • Cultivate a financially aware mindset across your teams

The course is designed with your growth in mind. Dive into a curriculum that’s as engaging as it is informative. Walk away with not just a certificate, but with confidence that echoes in boardrooms and resonates in balance sheets.

With this course, financial leadership isn’t just an aspect of your role—it becomes the cornerstone of your career advancement.

Join us, and let’s transform your potential into financial leadership excellence—where numbers tell stories, strategies shape futures, and leaders like you redefine what it means to be at the top. Register now and embark on a transformative learning journey.

Additional “Financial Leadership 101″ course information and promotional materials

BONUS: Includes a 3-month membership to our Mentorship Community

Learning Objectives:  

Upon successful completion of this course, you will be able to:

  • Identify the key elements and structures of primary financial statements such as the income statement, balance sheet, and cash flow statement.
  • Explain the key pillars that define effective financial leadership – strategic planning, operational insight, risk management and investment and growth.
  • Recall the purposes of Key Performance Indicators (KPIs) and describe their significance in measuring business success.
  • Demonstrate the ability to apply an understanding of financial concepts to make informed financial decisions by identifying cost-saving measures, devising strategies to enhance revenue, and effectively aligning with the organization’s financial goals.

 Delivery Method: QAS Self Study 

Recommended CPE Credit: 1.5 credits 

Field of Study: Personal Development 

Prerequisites: None 

Program Level: Basic 

Advanced Preparation: No advanced preparation is needed 

Course Registration:  

Students must register via Bosstrack website for access to the course. A certificate of completion will be awarded after successful completion of the course. 

Expiration Date 

Students will have one-year access from the date of purchase to complete their training and assessment.” 

Grading Policy:  

To earn successful completion of this course, students must pass the final assessment with a minimum 70% passing score. The assessment results will be displayed after the last assessment question is answered and the assessment is submitted. Based on the results, the student will have the option to retake the assessment if the passing score is not achieved. The student will have a total of three (3) attempts to complete the assessment. If the student does not receive a minimum 70% after three attempts, the student will need to retake the course from the beginning.  

Refund / Cancellation Policy: 

We want You to be satisfied with your purchase, but we also want You to give your best effort to apply all of the strategies in the Course.  

The Company provides a 14-day money-back guarantee (“refund period”), for the Course. That money-back guarantee is governed by the following terms. 

In the event that You decide your purchase was not the right decision, within the refund period and a completion certificate has not been issued, contact our support team at and let us know you’d like a refund by the end of the refund period at 11:59 EST.  


Complaint Resolution Policy:  

“For more information regarding refund, concerns and program cancellation policies, please refer to our Terms & Conditions & Refund Policy or contact us at” 


Official NASBA Sponsorship Statement: 

  Bosstrack is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Most Recent Revision Date: 10/29/2023

Additional information

CPE Credits