Financial Wizardry Learning Path

Three courses to bring you the foundational finance wisdom you need to turn your revenue into profit and your profit into wealth.

The revenue to profit to wealth pipeline sounds like it should be simple, but most successful firm owners find that the money that comes into the business goes out just as quickly, and the answers and questions seem to grow more complicated the more successful you are.

This set of introductory finance courses will equip you with the foundational knowledge you need to begin making more confident financial decisions in your firm—from pricing to employee pay—and then make that incoming money work for your firm, your people, and your life.

You’ll learn how to improve the financial performance of your firm, how to navigate the financial questions of employee compensation, and then how to turn the money generated by your business into meaningful wealth that builds lifestyle, retirement ease, and legacy.

The course structure is as follows:

  1. Business Finance Wizardry: Understand your financial statements and use them to make strong, data-powered business decisions to strengthen and build on your existing success.
  2. Employee Finance Wizardry: Learn the math and constructs that underpin strong employee finance decisions from hiring to pay to competing in the labour market
  3. Corporate Finance Wizardry: How to make your firm pay off as meaningful wealth in your personal life; go beyond generating an income to using tax-wise strategies for building wealth into your future for lifestyle, legacy, and retirement.

This Learning Path is intended as a sort of Firm Finance 101; further courses in the NorthPoint catalogue build greater depth and detail into these topics. You don’t need to be an accountant or a “numbers person” to succeed at understanding the concepts discussed in these courses, nor to implement them. They are each beginner-friendly investigations of core ideas, concepts, and formulas for understanding and improving financial decision-making in your firm.

Course Content

Course 1: Business Finance Wizardry
10 Topics
1 Quiz
BFW Introduction
BFW Key Terms and Benchmarking
BFW Lesson 1: The Language of Business
BFW Lesson 2: Financial Statements
BFW Lesson 3: Key Performance Indicators
BFW Lesson 4: Financial KPIs
BFW Bonus Lesson: EBITDA
BFW Exit Runway
Business Finance Wizardry Exit Quiz
BFW Course Resources
BFW IPS Application
Course 2: Employee Finance Wizardry
9 Topics
1 Quiz
EFW Introduction
EFW Lesson 1: Total Compensation
EFW Lesson 3: Loaded Cost of Labour
EFW Lesson 4: Multipliers and Gross Margin
EFW Lesson 5: The Hiring Marketplace and Competing for Employees
EFW Lesson 6: Putting it all Together
EFW Exit Runway
Employee Finance Wizardry Exit Quiz
EFW IPS Application
Course 3: Corporate Wealth Wizardry
10 Topics
1 Quiz
CWW Introduction
CWW Key Terms and Benchmarking
CWW Lesson 1: The Wealth Engine
CWW Lesson 2: Taxation
CWW Lesson 3: Using the Wealth Streams
CWW Lesson 4: Corporate Structure
CWW Lesson 5: Intro to Valuation
CWW Exit Runway
Corporate Wealth Wizardry Exit Quiz
CWW Course Resources
CWW IPS Application