A practical Finance Fundamentals subject for non‑finance professionals working alongside finance teams. Five items covering core corporate finance, the income statement, balance sheet and cash flow, financial ratios, and a workplace project on a struggling renewable energy firm.
Finance is broad, and for a non‑finance professional it can be hard to know where to start. This subject takes a complete beginner from the principles of corporate finance through the income statement, balance sheet and cash flow, the five categories of financial ratios, and into a workplace project where the numbers actually matter.
See the learning outcomes →Pitched at consulting analysts, FP&A juniors and managers crossing into finance work, not CFOs. The vocabulary, the statements and the ratios, in plain language.
Income statement, balance sheet, cash flow and ratios in one short subject. Each component covered line by line, then connected back to the wider picture.
Apply ratio analysis to a real renewable energy firm in financial trouble, then make a board‑level recommendation grounded in the numbers. The skills used the same week they're learned.
Independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away able to read financial statements, run ratio analysis and defend a recommendation to the board.
Walk through the statement line by line. Revenue, cost of goods sold, operating expenses, interest, tax and the path to net income, with the why behind each line.
StatementsAssets, liabilities and equity on one side; operating, investing and financing cash on the other. The two statements that round out the foundation.
StatementsProfitability, liquidity, efficiency, solvency and market value. The ratios analysts actually pull onto a one‑pager when a decision is on the table.
RatiosTake a set of statements, run the right ratios, and read the story they tell. Spot pressure on margins, liquidity squeezes and over‑leverage before they become a crisis.
DiagnosisFrame the financial position, the ratios that drive it, and the actions that follow. A short, confident recommendation a board would actually use.
Workplace ProjectThe vocabulary, conventions and principles that guide accountants and finance teams. Ask sharper questions, read finance memos faster, and brief upwards with credibility.
FluencyFinance Fundamentals is a single track called Reading and Understanding Financial Statements. Five items, designed to be taken in order. Roughly seven hours end to end, with a workplace project at the close.
Finance is broad; for a non‑finance professional it can be hard to know where to start. Explore the core components of corporate finance, get familiar with financial statements, and understand the principles that guide accountants and finance professionals.
Financial statements are the bedrock of financial analysis. Take a deep dive into the income statement line by line, then try out the most useful financial ratios.
The cash flow statement and balance sheet round out the foundation. Explore each in detail and apply financial ratios for sharper insight.
Ratios drive informed business decisions. Explore the five key types of financial ratios and apply them to evaluate profitability, liquidity, efficiency, solvency and market value.
A workplace project. Read and interpret the financial statements of a struggling renewable energy firm. Use ratio analysis to assess financial health, then make recommendations to the board.
Finance Fundamentals sits inside Kubicle's wider library, alongside subjects on Excel, Power BI, Tableau, SQL, Alteryx, Python, AI and financial modelling.
Try for Free →Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Learners build a portfolio of project work, not a list of completion certificates. Skills practised on the kind of statements they'll see on a real engagement.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Every course slots into a wider learning path. Pair Finance Fundamentals with Financial Modelling, Excel or Data Literacy as the team's needs grow.
Engagement and skill‑gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
45% of Kubicle learners apply newly‑acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
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Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →Non‑finance professionals working alongside finance teams: consulting analysts, FP&A juniors and managers crossing into finance work. The five items are sequenced from a complete beginner through to a board‑level workplace recommendation, with no prior finance background required to start.
Roughly 7 hours of content across 5 courses and projects, worth 5.5 CPE/CPD credits. Most learners complete the full subject in two to three weeks of casual study.
No. Course 1 starts from first principles, including what corporate finance is, how the statements connect, and the conventions accountants and finance professionals work to. Designed for finance and consulting professionals, not qualified accountants.
Yes. Two dedicated courses cover the income statement, balance sheet and cash flow line by line, then a third covers the five categories of financial ratios that pull it all together.
A consulting‑style project on a struggling renewable energy firm. Learners read the financial statements, run ratio analysis to diagnose the issues, and present a recommendation to the board. Skills used the same week they're learned.
The natural next step is Financial Modelling, which builds on this subject to cover model design, three‑statement integration, valuation and scenario analysis. Both subjects sit inside Kubicle's wider finance and analytics library.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course and project awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Finance Fundamentals (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.
