This course provides more detail about the type of financial policies that are needed by an organization to safeguard assets and stay out of trouble. 

Learning Objectives
  • Explore financial statements.
  • Discover bank controls.
  • Explore asset management.
  • Recognize different types of internal controls.
Last updated/reviewed: August 12, 2023
6 Reviews (20 ratings)

Reviews

5
Member's Profile
This is a simple and informative course for anyone currently sitting as a board director or someone considering to be one. This course does a good job teaching the standard duties and responsibilities of a board director.
5
Member's Profile
Good course. Well organized. The one thing I did not like was that I had to individually do each lesson instead of playing the entire course like others I have taken.
5
Anonymous Author
Excellent course. Very well developed, prepared and presented with practical examples and insights.
4
Anonymous Author
very useful information for a high level introduction, could provide a good summary to the leaners
5
Member's Profile
I loved the straight forward explanation of each concept. It was very easy to understand.
3
Anonymous Author
Course had good information to know and pass on to my teammates.
Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Financial Policies Directors Should Know About1:59
  Governance Objectives4:16
  Internal Control 5:25
  Bank Account Policies 7:44
  Capital Expenditures 6:03
  Reliable Financial Policies April Part 1 4:41
  Reliable Financial Policies April Part 24:45
  Working Capital Policies 5:21
  Safeguarding Assets PART 1 6:14
  Safeguarding Assets PART 2 5:03
  Conclusion1:21
SUPPORTING MATERIALS
  Slides: Financial Policies Directors Should Know AboutPDF
  Financial Policies Directors Should Know About Glossary/IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam