• What will I learn in this course?

You will learn key finance skills including financial analysis, budgeting, risk management, and investment strategies, with a focus on Charlotte’s financial ecosystem.

• Who is this course designed for?

Finance professionals, corporate executives, investment analysts, entrepreneurs, and anyone interested in deepening their understanding of finance.

• Do I need prior finance experience?

No, this course is suitable for both beginners and those with basic knowledge of finance looking to sharpen their skills.

• Will I receive a certificate?

Yes, you will receive a Course Completion Certificate upon finishing the training.

• Can this course be delivered in-house for my team?

Yes, we offer customized in-house sessions tailored to your organization’s specific needs.

• What’s included in the course fee?

The fee includes all course materials, lunch, snacks, beverages, and the Course Completion Certificate.

• What tools will I learn to use?

Learn essential financial tools such as Excel for financial modeling, forecasting, and analysis, along with the key principles of investment and risk management.

• Is this course suitable for small businesses?

Absolutely! This course is perfect for small business owners looking to enhance their financial management and decision-making skills.

• How long is the course?

The course is one full day, packed with interactive learning and practical activities.

• Can I apply what I learn immediately?

Yes, you will be able to implement your new skills directly in your work environment to enhance financial planning and decision-making.

• Are the instructor’s expenses included in the fee for in-house training?

Yes, the instructor’s expenses—such as travel, accommodation, and related costs—are typically included in the overall in-house training fee.

Multiple dates

Financial Skills for Corporate Success – 1 Day Workshop in Charlotte, NC

By Mangates_inc

Supercharge your finance skills! Join a hands-on 1-day training in Charlotte, NC, built for professionals striving for financial excellence.

Location

Regus - Charlotte,NC

Regus Office Space Ph No +1 469 666 9332 Charlotte, NC 28202

Agenda

Welcome & Introduction

• Course overview, objectives, and expectations. • Icebreaker: Brief introduction of participants and their experience in finance.

Module 1: Fundamentals of Finance

• Introduction to key financial concepts: Time value of money, risk, and return. • Financial markets and instruments overview. • Activity

Module 2: Financial Analysis & Planning

• Techniques in financial statement analysis. • Budgeting and forecasting for financial planning. • Case Study

Module 3: Corporate Finance & Risk Management

• Capital budgeting: NPV, IRR, and cost of capital. • Risk management strategies in finance. • Role play

Module 4: Investment Strategies

• Introduction to equity, debt, and alternative investments. • Investment strategies and portfolio diversification. • Activity

Module 5: Financial Reporting & Compliance

• Key reporting standards (GAAP vs. IFRS). • Legal and regulatory compliance in finance. • Case Study

Module 6: Strategic Financial Decision Making

• Making strategic decisions based on financial data. • Long-term planning for business growth and sustainability. • Role Play

Good to know

Highlights

Ages 18+
In person
Paid venue parking

Refund Policy

Refunds up to 7 days before event

About this event

Science & Tech • High Tech

Duration: 1 Full Day (8 Hours)

Delivery Mode: Classroom (In-Person / face to face)

Language: English

Credits: 8 PDUs / Training Hours

Certification: Course Completion Certificate

Stay refreshed with lunch, snacks, and beverages served to keep you focused during the session.

Course Overview:

Charlotte is the second-largest banking hub in the U.S., home to major financial institutions like Bank of America and Wells Fargo. As one of the top cities for finance professionals, Charlotte offers immense career opportunities in banking, investment, and corporate finance. This comprehensive 1-day workshop will provide participants with a deep understanding of finance fundamentals, financial analysis, budgeting, and risk management. Whether you're in banking, corporate finance, or investment, this course equips you with the skills to thrive in Charlotte’s fast-paced financial landscape.

You will learn the latest tools and strategies used by top financial professionals to optimize financial performance and make data-driven decisions. Stay ahead in a city where the financial sector is continuously evolving, and elevate your career with in-depth knowledge of financial principles.

Learning Objectives:

By the end of this course, you will be able to:

Understand the core principles of finance and financial markets.
Analyze and interpret financial statements and reports.
Develop effective financial strategies and risk management plans.
Apply investment strategies and portfolio management techniques.
Make informed, data-driven financial decisions in a corporate setting.
Navigate financial compliance and reporting requirements.
Utilize financial data for strategic planning and long-term business success.

Target Audience:

This course is designed for:

Finance professionals and analysts.
Corporate finance managers and executives.
Investment bankers and portfolio managers.
Business owners looking to improve financial management.
Entrepreneurs in the Charlotte financial ecosystem.

Why Choose This Course?

Charlotte is home to major banking and financial institutions, making finance professionals highly sought after in the city. This course provides in-depth knowledge of the financial tools and strategies that drive the city’s economy. By completing this workshop, you will acquire the skills needed to enhance your financial acumen, contribute to the success of your organization, and accelerate your career in the competitive finance sector.

Enjoy 10% off when 3 or more register together, and 15% off for groups of 10 or more.

Want this training tailored to your company?

Our in-house option brings Finance training directly to your team in Charlotte, making it highly relevant to your organization’s needs. Delivered on-site, this 1-day workshop equips your staff with practical tools, real-world case studies, and strategies they can apply immediately. It’s a convenient and cost-effective way to strengthen financial decision-making, improve budgeting and forecasting, and drive your business success—without travel or downtime.

📧 Contact us today to schedule a customized in-house session: corporate@mangates.com

Frequently asked questions

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