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Course Info

CPD-0232 – Financial Planning for Business (CPD-0232_WTC2)

Financial Planning for Business

This course will help you understand how to build your own basic financial model at the entrepreneurial level to more effectively do what you created the business for in the first place, make money! Starting with funding, valuation, planning, and tracking, this course will guide you through using Excel, applying the three financial statements, accurately tracking your revenue, and more! Students will also have the opportunity to create a viable financial model for a business.

Learning Objectives
Upon completing this course students will be able to:
  • Manipulate cells and sheets to do basic arithmetic using cell references in Excel.
  • Explain their organization system and identify the accounting software and accountant that they use.
  • Explain the three financial statements and how they interact with each other.
  • Examine the difference between having a job and being an entrepreneur.
This course offers 12 CE hours

Four Sessions – Wednesdays
November 18, December 2, 9, 16
6:00 PM – 9:00 PM
Online via Zoom

Cost: $450
Discounts (use code when registering):
DU Affiliates (alumni, faculty, staff): 10% off - code: CPDDU10
Students: 15% off - code: CPDDU15

Certificate Information

Upon successful completion of this course, students will receive a certificate of completion. Students who complete all 4 courses in the program will receive a certificate in Business Development. Learn more here.

Instructor
Kurt Gerwitz
works in International Finance for Associated Foreign Exchange (AFEX). Before earning his MBA in Finance and International Business from Tulane’s A.B. Freeman School of Business, he worked in education, sales, and corporate training in negotiations. He has taught Finance and Investments at Tulane, has served on the board of several non-profits, and volunteers with the World Trade Center Denver’s Immigrant Program. He’s studying for his Chartered Financial Analyst (CFA).

About the World Trade Center Denver
The World Trade Center Denver helps companies and entrepreneurs collaborate locally, connect strategically, and thrive on the global stage. Our network of experts and comprehensive training provides companies the resources they need to succeed. Our trade experts are available to assist companies on a one-on-one basis and provide customized solutions.
Course Details
Location: University ParkMode of Study: OnlinePlaces Left: 25Waitlist Places Left: 15Fee: $450

Sessions

Days of the WeekStart DateEnd DateTimeVenueInstructor
Wednesday18th November 202018th November 202006:00PM - 09:00PMN/AN/A
Wednesday2nd December 202016th December 202006:00PM - 09:00PMN/AN/A