Debt and Cash Flow Management

Overview

This course is ideal for professionals in the tax, bookkeeping and financial services looking for more confident skills to proactively help clients plan for and manage their financial health, especially in a post-pandemic world. The focus is first on understanding the real cost of debt, both personally and in business, and how to use it in a healthy manner to meet financial goals, while minimizing expensive, or worse, catastrophic outcomes.

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Student Experience

As a professional bookkeeper for small businesses, I took this course because I wanted to include debt management in my business service portfolio. A lot of small businesses are really just self-employed individuals with their business start-up funds coming from personal loans and credit. The course provided a lot of knowledge on various types of personal debt, how to categorize and group monthly expenses and payments, and the various products available for dealing with debt unification. In addition, the course provides access to tools for calculating repayment schedules and interest. A good course for anyone dealing with personal finances.

—Melissa L., BC

Marking Guide

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.