Foundation of Finance

This Client Operations certification is awarded to individuals who passed the exam for foundational financial concepts and important topics including Understanding Financial Statements, Risk and Return, Securities Markets, and Financial Institutions. Those awarded this badge can perform the following tasks: • Identify the three financial statements, their uses, and common ratios • Understand the relationship between risk and return • Know what an Operating Cycle is and the importance of short-term financial management • Understand long-term debt financing for companies • Know the purpose of security markets for bonds and stocks • Identify the different financial institutions in the financial markets • Discover the concept of the Time Value of Money • Discuss the basic elements of personal financial planning