Essentials in Finance

Issued by Valamis

Earners have demonstrated the ability to manage priorities, set targets, and optimize performance while leading a small finance team. Core skills assessed included budgeting, foundational accounting, planning and team leadership.

Type Validation
Level Foundational
Time Days

Skills

Earning Criteria

Passed “Build and Communicate a Budget.” This assessment required the earner to develop a budget to meet the goals of a small business (Chapter). The learner also had to write a commentary to explain the budget, highlight potential threats, and offer contingency plans.
Finance Role Ready: Completed 38 learning assets. Core topics included: Cost Behavior; Cash Management; Budgeting; Analyzing Cost Benefits; Communicating the Financial Picture and Managing Financial Risk.
Leadership Ready: Completed 35 learning assets. Core elements included: Values and Behaviors; The Role of a Leader; Leading and Motivating Teams; Analyzing Capability and The Character of Leadership. Throughout the earner was required to engage in topic discussions and pass a series of formative assessments.
Passed Leadership Reflections. In this assessment, the earner had to submit a 1000 word paper critiquing their values, beliefs and development needs. The assessment was split into three sections: Your True North (an examination of values and beliefs), Your Development (a focus on personal and professional development needs), and Your Legacy (a critique of desired outcomes).