Understanding a Company’s Profit Story Class

CLASS 3 OVERVIEW

Profit can be a confusing subject so we’re busting the myths and making profit make sense so you can focus on your client’s end goal: a healthy bottom line.

In this class, we look at what makes up a healthy, viable and profitable business.

You’ll learn:

• What profit is, and isn’t
• The role of revenues and expenses
• How to assess at a company’s financial performance
• How profit differs from profitability
• How to calculate different types of profit
• How to calculate and use various profit margins
• How to assess and increase profitability
• How to put profit to work

What level of skill do I need?

The program is suited to new and seasoned advisors. The program is designed to help you understand the concepts and how to apply them to your advising services. The goal isn’t to turn you into a banker or an accountant and you do not need a background in accounting, finance, or be strong in math to succeed. You’ll see why once we get going!