Compliance

Keep your organization compliant and your culture thriving. With courses covering anti-harassment, diversity, and workplace safety, you’ll reduce risks, stay on top of regulations, and build a respectful, inclusive workplace where everyone can succeed.

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Anti-Money Laundering for Businesses

Welcome to the “Anti-Money Laundering for Businesses” video course intended to teach employees working in non-financial organizations the basics of money laundering and what they need to do to comply with regulations. This course comprises two lessons that explain why anti-money laundering regulations matter and how you can prevent being involved in money laundering schemes. It covers the definition of money laundering, as well as its impact globally and on businesses. It also covers the red flags of money laundering schemes so employees can avoid unknowingly participating in illegal transactions. After completing the course, viewers should know how to recognize a money laundering scheme so they can do their part to comply with anti-money laundering regulations (AML).
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Bank Secrecy Act Basics

Welcome to the “Bank Secrecy Act Basics” course which gives employees of financial institutions a preliminary understanding of the Bank Secrecy Act and some of its requirements. This course, comprising of three lessons, discusses the enforcing bureaus of the BSA, as well as mandated forms like the Suspicious Activity Report, Currency Transaction Report, and Designation of Exempt Person. After viewing this course, financial institution employees will have a basic understanding of the BSA and how it impacts their work responsibilities.
On-Demand

Business Math Toolkit: The Metric System

Welcome to the “Business Math Toolkit: The Metric System” video lesson meant to help learners understand the measurement system used in medical, scientific, and technical fields—not to mention most countries outside the U.S.! This lesson is part of the “Business Math Toolkit,” which guides learners in basic math skills they may need to leverage for their job. Throughout this lesson, viewers will learn about basic units in the metric system and what the various prefixes indicate about a measurement. Learners will also become familiar with a couple of methods for converting from one unit of measurement to another in the metric system. Finally, viewers will learn the formulas for converting between degrees Celsius and degrees Fahrenheit.
On-Demand

Counterfeit Money

Welcome to the “Counterfeit Money” video course intended to help people who handle United States bills be able to recognize inauthentic currency and guide them through the best practices when they think they’ve detected a counterfeit note. This course comprises four lessons and covers everything from detailed features on each U.S. bill to guidance from the U.S. Department of Treasury on how to handle and report a suspected counterfeit note. After viewing, learners will have a solid understanding of what they need to memorize on each bill and how to quickly verify the authenticity of every dollar that comes their way.
On-Demand

Decision-Making Toolkit: Financial Decisions

Welcome to “Decision-Making Toolkit: Financial Decisions,” a video lesson devoted to helping you make smart choices that will positively impact your organization’s bottom line. This lesson is part of the Decision-Making Toolkit intended to help you make strong choices you can be confident in. Throughout this lesson, you’ll discover crucial steps for making a sound financial decision, from clarifying the goal to weighing the costs and benefits to doing a trial run. Plus, you’ll learn about five major types of risk and how you can mitigate them to give your ultimate decision the greatest chance of success.
On-Demand

Decision-Making: Financial

Welcome to the "Decision-Making: Financial" video course meant to teach learners how to make effective financial decisions from a business context. This course, which comprises nine video lessons, covers the basics of financial decisions and the key terms that learners must be familiar with to be successful in financial decision-making. Viewers will also learn about tangible and intangible amounts, the time value of money, and the importance of cash flow. Finally, learners will become familiar with the payback, net present value, and return on investment methods and will learn tips for advanced financial decision-making. To access your activity IDs, a "View CECertificate" button will display on the profile upon completion of the course. This program is valid for 1.5 PDC for Society for Human Resource Management (SHRM), 1 hour(s) of recertification credit through the HRCertification Institute (HRCI) and 1 PDU for the Project Management Institute(PMI).
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Developing Strong Business Acumen

Welcome to the "Developing Strong Business Acumen" lesson intended to teach learners what business acumen is and how to develop skills to strengthen it. This lesson covers key skills such as forethought, agility, creativity, financial literacy, market orientation, and strategic focus. Throughout this lesson, you’ll see how these skills truly impact one’s business acumen learn practical steps you can take to grow these skills. Ultimately, viewers will take away actionable advice on how to improve their overall business acumen for the benefit of themselves and their employer.
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Finance for Everyone Toolkit: Accounting Basics

Welcome to the “Finance for Everyone Toolkit: Accounting Basics” video lesson intended to provide learners with a high-level overview of the accounting field. In this lesson, viewers will learn what accounting entails and what accountants do for the organization. In addition, learners will become familiar with the two main types of accounting: financial and managerial. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
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Finance for Everyone Toolkit: Borrowing

Welcome to the “Finance for Everyone Toolkit: Borrowing” video lesson intended to acquaint learners with the concept of borrowing. During this lesson, viewers will go through a seven-step process for taking out a loan. In addition, learners will come to understand the repercussions of failing to pay back a loan as agreed. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
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Finance for Everyone Toolkit: Budgeting

Welcome to the “Finance for Everyone Toolkit: Budgeting” video lesson meant to guide learners in creating a strong and effective budget that allows them to spend their money on the things that matter most to them. In this lesson, viewers will learn what a budget is and why it’s useful. Plus, learners will explore the key steps for creating a meaningful budget. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
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Finance for Everyone Toolkit: Core Concepts

Welcome to the “Finance for Everyone Toolkit: Core Concepts” video lesson intended to introduce learners to the most basic elements of finance. During this lesson, viewers will learn what finance is, explore the primary categories of finance, and consider the role of finance in business. In addition, learners will become familiar with some core concepts in finance: budgeting, borrowing, lending, saving, and investing. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Costs and Expenses

Welcome to the “Finance for Everyone Toolkit: Costs and Expenses” video lesson intended to help learners effectively manage their various costs and expenses. During this lesson, viewers will learn the difference between expenses and costs and become familiar with common costs and expenses they will encounter as part of business. Finally, viewers will examine two major types of expense classification that organizations typically use. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Discounts as a Finance Strategy

Welcome to the “Finance for Everyone Toolkit: Discounts as a Finance Strategy” video lesson meant to help learners understand how to effectively implement a discount program at their organization. In this lesson, viewers will learn what discounts are and consider the pros and cons of applying them to their products and services. Learners will also examine key tips for ensuring their discounts are applied in a way that maximizes their sales without hurting their profits. Ultimately, viewers should be familiar with various discount strategies and feel confident in their ability to implement them successfully at their company. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Fighting Fraud

Welcome to the “Finance for Everyone Toolkit: Fighting Fraud” video lesson meant to help learners understand and deal with fraud. Throughout this lesson, viewers will learn what fraud is and become familiar with the three basic types of fraud: misappropriation of assets, bribery and corruption, and financial statement fraud. Learners will also analyze the fraud triangle to better understand why someone would choose to commit fraud. Finally, viewers will consider key tips for detecting and preventing fraud in their organization. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Finance Ratios

Welcome to the “Finance for Everyone Toolkit: Finance Ratios” video lesson meant to guide learners in conducting ratio analysis to understand their business and industry. Throughout this lesson, viewers will become familiar with liquidity ratios, solvency ratios, profitability ratios, efficiency ratios, coverage ratios, and market profit ratios. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Financial Goal Setting

Welcome to the “Finance for Everyone Toolkit: Financial Goal Setting” video lesson meant to guide learners in creating meaningful financial goals. During this lesson, learners will go through the nine steps of financial goal setting, from finding motivation to applying SMART criteria to rewarding success. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Financial Statements

Welcome to the “Finance for Everyone Toolkit: Financial Statements” video lesson intended to shed light on the documents that lay out an organization’s financial information. During this lesson, learners will become familiar with balance sheets, income statements, and cash flow statements—the three primary financial statements. Plus, viewers will learn about financial statement analysis and the three main methods: horizontal analysis, vertical analysis, and ratio analysis. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Generally Accepted Accounting Principles

Welcome to the “Finance for Everyone Toolkit: Generally Accepted Accounting Principles” video lesson intended to highlight the basic principles and assumptions that are required in accounting. Throughout this lesson, viewers will become familiar with GAAP’s key principles, as well as the three qualities that each organization’s financial information must embody. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Investing

Welcome to the “Finance for Everyone Toolkit: Investing” video lesson meant to provide an overview of investing. During this lesson, learners will come to realize the benefits of investing. Plus, viewers will learn some common types of investments and consider some helpful investing hints. This video lesson is part of the “Finance Crash Course,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Key Terms

Welcome to the “Finance for Everyone Toolkit: Key Terms” video lesson meant to help learners become familiar with common finance terminology. In this lesson, viewers will consider countless finance key terms, from assets and capital to revenue and depreciation. Learners will also become acquainted with a couple of investment terms—stock and bond. After viewing this lesson, learners should feel properly equipped with the background knowledge they need to understand finance basics. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Lending and Loans

Welcome to the “Finance for Everyone Toolkit: Lending and Loans” video lesson meant to highlight the role of lenders and lending in the finance world. Throughout this lesson, learners will become familiar with the concept of lending and with the entities that act as lenders. In addition, viewers will learn about the various types of loans that are available. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Let's Talk Taxes

Welcome to the “Finance for Everyone Toolkit: Let’s Talk Taxes” video lesson intended to shed light on the basics of taxation. In this lesson, viewers will learn what taxes are, why they’re imposed, and the consequences of failing to pay them. In addition, this lesson addresses various types of taxes and explains the three primary tax systems in use today. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Managing Cash Flow

Welcome to the “Finance for Everyone Toolkit: Managing Cash Flow” video lesson meant to instruct learners on how to properly manage accounts payable and accounts receivable. During this lesson, viewers will learn what accounts payable and accounts receivable are and recognize why it’s important to manage them appropriately. Then, learners will become familiar with key tips for doing just that. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Finance for Everyone Toolkit: Managing Inventory

Welcome to the “Finance for Everyone Toolkit: Managing Inventory” video lesson meant to help learners better manage their inventory. In this lesson, viewers will learn what inventory encompasses, as well as how to calculate their inventory turnover. In addition, learners will become familiar with helpful hints for practicing effective inventory management.
On-Demand

Finance for Everyone Toolkit: Saving

Welcome to the “Finance for Everyone Toolkit: Saving” video lesson intended to teach viewers how to save their money so they can have peace of mind regarding their finances. In this lesson, learners will come to realize why it’s important to save up their money and learn some helpful tips for getting started. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
On-Demand

Financial Planning and Investing: Budgeting, Saving, and Debt

Welcome to the “Financial Planning and Investing: Budgeting, Saving, and Debt” lesson that explains how to properly budget while keeping savings goals and debt accumulation in mind. This lesson is the second of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In this experience, learners will be taught useful budgeting tools and techniques, the importance of having savings, and how to handle debt with your money goals in mind.
On-Demand

Financial Planning and Investing: Defining Stocks, Bonds, Mutual Funds and ETFs

Welcome to the “Financial Planning and Investing: Defining Stocks, Bonds, Mutual Funds, and ETFs” lesson that helps to define stocks, bonds, mutual funds, and exchange-traded funds. This lesson is the ninth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In the end, learners will know more about these security types to help with building their investment mix.
On-Demand

Financial Planning and Investing: Different Account Types

Welcome to the “Financial Planning and Investing: Different Account Types” lesson that explains some of the different types of accounts for investing. This lesson is the eighth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. During this lesson, Debra will briefly explain each investment account type and a few details to keep in mind.
On-Demand

Financial Planning and Investing: How To Navigate the Financial Advice Industry

Welcome to the “Financial Planning and Investing: Different Account Types” lesson that explains some of the different types of accounts for investing. This lesson is the eighth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. During this lesson, Debra will briefly explain each investment account type and a few details to keep in mind.
On-Demand

Financial Planning and Investing: Investing for Your Goals

Welcome to the “Financial Planning and Investing: Investing for Your Goals” lesson that goes over three different examples of investment combinations at three different risk levels, so that viewers can get a sense of what a conservative, moderate, and aggressive investment mix might look like. This lesson is the final of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In the end, learners can use this advice to understand where they fit on the risk scale to create a portfolio that aligns with their money goals.
On-Demand

Financial Planning and Investing: Investing for the Long Term

Welcome to the “Financial Planning and Investing: Investing for the Long Term” lesson on investing for the long term to grow wealth and build financial security. This lesson is the fifth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. By the end, viewers will understand the importance of investing over time to build a financially sound future.
On-Demand

Financial Planning and Investing: Investing is Like Building Your Sports Team

Welcome to the “Financial Planning and Investing: Investing Is Like Building Your Sports Team” lesson that explains how to build a successful investment mix. This lesson is the sixth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In this experience, Debra will speak about offensive, defensive, and special team investments that will be helpful in building a strong investment portfolio.
On-Demand

Financial Planning and Investing: Investments Groups are Indexes

Welcome to the “Financial Planning and Investing: Investment Groups are Indexes” lesson designed to explain indexes and how they can be combined in a way to fit a person’s money goals. This lesson is the 11th of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. With the information from this lesson, viewers will be able to use the investment categories to stay invested for the long term and grow their money.
On-Demand

Financial Planning and Investing: Matching Risk to Your Goals

Welcome to the “Financial Planning and Investing: Matching Risk to Your Goals” lesson that covers risk, return, and risk appetite. This lesson is the 12th of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. This experience breaks down a conservative, moderate, and aggressive investor. Also, learners are given a formula to use as a guideline when determining how they should invest. In the end, Debra will walk viewers through understanding how risk and return coincide to create an appropriate risk appetite based on their age and retirement objectives.
On-Demand

Financial Planning and Investing: Putting Investments Into Groups

Welcome to the “Financial Planning and Investing: Putting Investments into Groups” lesson, which is all about breaking stocks and bonds into different groups based on certain criteria. This lesson is the 10th of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. Learning the investment groups in this lesson will make investing easier as these groups then tend to have their own unique return and risk profile. Once viewers learn about the few groups, then the goal is to combine them in a way that is right for their money goals.
On-Demand

Financial Planning and Investing: Tips on Credit Scores

Welcome to the “Financial Planning and Investing: Tips on Credit Scores” lesson that teaches viewers how to better manage their credit scores. This lesson is the third of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. By the end of this experience, viewers will know a few key factors that impact your score and how to approach credit card debt strategically.
On-Demand

Financial Planning and Investing: Understanding Key Insurance Products

Welcome to the “Financial Planning and Investing: Understanding Key Insurance Products” lesson that provides a brief overview of insurance. This lesson is the fourth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In the end, learners will walk away with knowledge of a few common insurance types and how to determine whether they’re a good fit for their financial plan.
On-Demand

Financial Planning and Investing: What They Are and How They Fit Together

Welcome to the “Financial Planning and Investing: What They Are and How They Fit Together” lesson that serves as an introduction to the course. This lesson is the first of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In this introductory lesson, Debra will begin outlining the five steps in building a financial plan.
On-Demand

Financial Statements

Welcome to the “Financial Statements” video course created to help you analyze financial statements and develop an executive mindset about your organization’s finances. This course, which comprises four video lessons, describes what financial statements entail, who views them, and what role these documents play in measuring a company’s financial performance. By viewing this course, you’ll also gain a high-level understanding of the three main financial statements: the income statement, the balance sheet, and the cash flow statement. (Keyword: generally accepted accounting principles, GAAP, profit and loss statement, statement of cash flow, net worth, revenue, expenses, shareholders’ equity, assets, liabilities, financial acumen) To access your activity IDs, a "View CECertificate" button will display on the profile upon completion of thecourse. This program is valid for 0.75 hour(s) of recertification creditthrough the HR Certification Institute (HRCI) and 0.5 PDU for the ProjectManagement Institute (PMI).
On-Demand

Personal Financial Health: Budgeting Tips

Welcome to “Personal Financial Health: Budgeting Tips,” a video lesson devoted to helping learners optimize their budget so they truly stick to it! This video lesson is the fourth of nine in the Personal Financial Health course, which is designed to help learners improve their financial well-being and gain control over their finances. In this lesson, viewers will learn helpful budgeting tips, such as saving for the unexpected, holding themselves accountable, and keeping a positive attitude. In the end, learners should feel a lot more confident in their ability to make their budget work for them!
On-Demand

Personal Financial Health: Establishing Goals You Can Keep

Welcome to “Personal Financial Health: Establishing Goals You Can Keep,” a video lesson devoted to helping learners set short-term and long-term financial goals that resonate with them. This video lesson is the second of nine in the Personal Financial Health course, which is designed to help learners improve their financial well-being and gain control over their finances. During this lesson, viewers will learn how to create financial goals that they’re motivated to achieve and that meet SMART criteria: specific, measurable, attainable, relevant, and time-bounded. Learners will also consider the value of breaking down their goals into smaller, more manageable steps and checking back in periodically to adjust their goals as needed.
On-Demand

Personal Financial Health: Making a Debt Payment Plan

Welcome to “Personal Financial Health: Making a Debt Payment Plan,” a video lesson dedicated to helping learners understand debt and create a plan for reducing the amount they owe. This video lesson is the fifth of nine in the Personal Financial Health course, which is designed to help learners improve their financial well-being and gain control over their finances. During this lesson, viewers will learn what debt is and how it affects their finances, as well as the difference between good debt and bad debt. In addition, learners will become familiar with the steps for creating a strong debt payment plan.
On-Demand

Personal Financial Health: Setting Your Budget

Welcome to “Personal Financial Health: Setting Your Budget,” a video lesson that provides guidelines for establishing a personalized budget that works for your household. This video lesson is the third of nine in the Personal Financial Health course, which is designed to help learners improve their financial well-being and gain control over their finances. Throughout this lesson, learners will go over the key steps for creating a budget, from examining current spending habits to categorizing expenses by needs versus wants or fixed versus variable. Viewers will also learn how to adjust their budget to ensure expenses don’t exceed income and every single dollar is tracked.
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Personal Financial Health: Taking Care of Your Finances

Welcome to “Personal Financial Health: Taking Care of Your Finances,” a video lesson meant to introduce learners to the importance of prioritizing their financial wellness. This video lesson is the first of nine in the Personal Financial Health course, which is designed to help learners improve their financial well-being and gain control over their finances. In this lesson, learners will consider compelling statistics that highlight the fact that financial health is just as crucial as physical and mental health. Viewers will also learn the four key components of creating a specific, long-term financial plan: establish goals, create a budget, minimize debts, and save for the future.
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Propelling Performance With Open-Book Management

Welcome to the "Propelling Performance with Open-Book Management" video course intended to teach you how to optimize your continuous improvement efforts with open-book management. This course, which comprises four video lessons, defines open-book management and explains why it is crucial for becoming a high-performing organization. It also acknowledges and refutes the concerns people typically have about open-book management and describes the four elements necessary for an open-book management initiative to be successful. Finally, this course offers critical tips for implementing open-book management in your organization. After viewing this video course, you should be able to see how open-book management can transform the performance of your organization in the best way possible.
On-Demand

Understanding Money Laundering (Part 1 of 4): What is Money Laundering?

This is the introductory vide in this series on anti-money laundering basics for international employees. What is Money Laundering? Who is involved? Why is it done?
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Understanding Money Laundering (Part 2 of 4): Three Stages of Money Laundering

The video will help learners know the three stages of the money laundering process, understand the forms of money laundering, how to identify the common money laundering schemes, and how look for warning signs and signals in each stage of the money laundering process.
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Understanding Money Laundering (Part 4 of 4): What You Can Do About Money Laundering

This video gives practical “how-to” tips to deal with money laundering, how to do due diligence, and reporting.
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What is the Equal Credit Opportunity Act (ECOA)?

Welcome to the “What is the Equal Credit Opportunity Act (ECOA)?” lesson where we talk about the rights of credit applicants and restrictions on creditors. This lesson also covers the governing bodies of the ECOA and the requirements of creditors to ensure equality among credit applicants. Ultimately, after watching this lesson, learners will have a solid understanding of their rights under the ECOA.
On-Demand