Financial Learning Pathway

The information and media below are for Financial Learning Pathway participants only. The content is available to everyone through our on-demand service; please do not share the link.

Welcome to the Financial Learning Pathway! Please watch this introduction video to learn more about the course format, content and expectations. In this video, you will also learn about the 1:1 advisement you are entitled to as part of your registration.

Session 1: Pre-Requisite for Working Group 1

Please watch Session 1 (all six modules): Annual Profit and Loss (P&L) Statement; Trailing Twelve Month (TTM) P&L, and complete the enclosed homework assignment. This will prepare you for the upcoming live, online working group happening May 2.

We all know that the Annual Profit and Loss (P&L) Statement is helpful in reporting taxable income for the government. But does it give us enough information to manage a business effectively?

Adjusting financial reporting processes can optimize a business. In this session, we explore:

- Adding detail to a profit and loss statement for better business management overall

- Increasing frequency of financial reporting for access to relevant, up-to-date information throughout the year

PowerPoint

Excel Spreadsheet

Session 1 Working Group Powerpoint

Financial Learning Pathway

Welcome to the Financial Learning Pathway! Please watch this introduction video to learn more about the course format, content and expectations. In this video, you will also learn about the 1:1 advisement you are entitled to as part of your registration.

Session 1: Pre-Requisite for Working Group 1

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