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[03] Wealth & Finance Advisory

Practical finance fluency for non-finance leaders — budgeting, forecasting, and investment thinking that sticks after the course ends.

What this program covers

Wealth & Finance Advisory turns managers into confident financial decision-makers. No jargon marathons: you work your own P&L, build forecasts you can defend, and learn the investment logic behind pricing, hiring, and expansion calls.

Finance teams are welcome too — the program sharpens business partnering skills so finance becomes the department everyone wants in the room.

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What's included

Budgeting & Forecasting Labs

Hands-on labs where you build, stress-test, and present a forecast for your own unit.

Investment Fundamentals

ROI, payback, and portfolio thinking — evaluate every initiative like an owner.

Risk & Resilience Planning

Identify cash, customer, and compliance risks early, and design proportionate buffers.

Finance Storytelling

Present numbers so non-finance colleagues act on them — one-page narratives that land.

How the program runs

Discover & Diagnose

A finance health-check benchmarks your team's literacy and picks the statements you'll master.

Strategize & Plan

Six weekly sessions pair short lessons with live work on your budgets and forecasts.

Execute & Optimize

A final investment-committee simulation cements the learning, with coaching on every pitch.

Performance charts reviewed in a finance lab

Live financial dashboard during advisory session

“From the first meeting, they were invested in our success — and refocused our entire operation on what truly matters.” — Arlene Mccoy, Department Head