The Financial Management Certificate includes 6 dynamic and engaging courses that will help any working professional broaden their understanding of financial principles and their ability to make well informed decisions in a business environment.
Courses will provide students with greater understanding about the fundamental principles of finance in business environments, crucial business accounting processes, and financial statement analysis. The certificate places an important emphasis on financial modelling and developing skills to present complex and detailed information in a manner that will assist in solving business dilemmas, and building persuasive presentations.
|Class Title||Next Start Date|
|Accounting and Budgeting Fundamentals||Notify me!|
|Finance Fundamentals||Notify me!|
|Financial Modeling for Managers||Notify me!|
|Communication Tactics for Financial Situations||Notify me!|
|Financial Statements for Managers||Notify me!|
|Financial Management Capstone||Notify me!|
Students will be given insight into applying these principles of finance while working in teams where they may encounter real world challenges such as competing interests and objectives. The certificate includes a capstone course that will tie each of the individual courses together and give students an opportunity to apply the skills learned to a fun and challenging project.
This certificate is designed for a variety of individuals:
Required courses: 6
Total hours of instruction: 58
Format: Classes are held in an in-person format with experienced instructors from local organizations. Classes can be taken as part of the certificate or individually.
Frequency of classes: All classes in this certificate are held in the fall and spring.
|Required courses||Held in:||Fall||Spring||Summer|
|Finance Fundamentals PROED 114|
|Accounting and Budgeting Fundamentals PROED 113|
|Financial Statements for Managers PROED 119|
|Financial Modeling for Managers PROED 116|
|Communication Tactics for Financial Situations PROED 117|
|Financial Management Capstone PROED 118|
All certificate students will receive a satisfactory or unsatisfactory grade at the conclusion of each class and the certificate program. Requirements to achieve a satisfactory grade will be detailed in the class syllabus.
Students are expected to be engaged for the full length of each class.
More information including drop policy here.
Finance Fundamentals – PROED 114
This course will provide a solid overview of financial topics, financial terminology and concepts that are needed to understand financial principles. This course will provide both a broad overview of subjects while utilizing real-world examples and guest speakers to bring concepts to life. Topics covered include lease vs buy, simple and compound interest, time value of money, discounting and net present value, internal rate of return, debt and equity, investment analysis, behavioral finance and decision making, financial planning and spreadsheet applications. Application of these concepts to everyday workplace situations will be included throughout the class.
Accounting and Budgeting Fundamentals PROED 113
This course is an introduction to managerial and financial accounting including debits and credits, accounting terms, definitions, financial ratios, operating and capital budgets, SEC, regulatory and industry reporting, and financial plans and budgets. The class will also discuss examples of financial systems and accounting irregularities, internal controls, internal and external audits and fraud and embezzlement.
Financial Statements for Managers PROED 119
This course takes the foundations gained in PROED 113, Accounting and Budgeting Fundamentals and adds a focus on using financial statements to help make decisions. Students will gain experience in basic financial analysis that can be used to understand the business behind the numbers. Topics include financial ratios, cross-sectional analysis (balance sheet), time series analysis (P&L trends), as well as using financial statements to identify common accounting shenanigans used to hide potential issues.
Financial Modeling for Managers PROED 116
In this course, you’ll learn how to use models created in Excel to evaluate and forecast performance of a project, department, or entire business. Financial models are used for many different reasons including business valuation and strategic planning. Financial models are also used to forecast trends and create projections, industry comparisons, ratio analysis and common size financial statements.
By the end of this course, students will recognize the multiple uses for financial modeling, understand the building blocks needed to create an effective model and have the ability to create their own financial models.
Communication Tactics for Financial Situations PROED 117
Professionals today are in need of soft skills in addition to technical skills. In this class you’ll develop and refine your ability to persuade, negotiate and communicate to confidently navigate your way through a variety of workplace situations. You’ll enhance your ability to resolve conflicts and manage differences of opinion as well as learn tactics to effectively communicate financial and non-financial information. Subjects will be explored through interactive activities and real-world case studies.
Financial Management Capstone PROED 118
Incorporate the skills and tactics developed throughout this certificate series by completing a capstone project. You’ll identify a dilemma and design spreadsheets and models to analyze the problem. You’ll use your new tools to evaluate how various assumptions may impact the outcome of a study and ultimately affect the final decision. Finally, you’ll have the opportunity to create and present your findings and recommendations. Students will walk away with a project that can be referenced and utilized in future professional situations.
Director of Financial Planning and Analysis
Certificate directors play a big part in creating a high-value educational opportunity for our students. They shape curriculum, provide individualized assistance to students and has oversight of the certificate quality and capstone assignments. The also ensure that curriculum is aligned with work force expectations.
Your certificate director, Brian Hyde, has achieved professional success and is passionate about teaching and helping our students prepare for their next professional step.
Brian is also the FP&A (Financial Planning and Analysis) Director for Maverik Inc, the Utah based convenience store operator with more than 300 locations in 11 western states. His responsibilities are very diverse in these positions. He generates many reports, works closely with the Real Estate and Construction teams to build financial models, is responsible for the yearly budget plans, and works on a broad range of projects to forecast future performance, and assess historical data, trends and events to evaluate how they will impact the business. He works closely with the C-Suite executives and the directors of each department of the company to make sure that their financial needs are met.
Finance is Brian’s primary professional passion in all its many forms from managing complex investment portfolios to building financial models and reports to forecasting future performance and analyzing historical data.
Brian has worked as a Portfolio Manager since 2008 managing a complex investment portfolio and creating a centralized portfolio management system. He has experience with investing long term and trading short term stock positions, executing traditional and complex options strategies, and trading in the futures markets. Besides trading, much time is spent investigating other business investment opportunities, and interacting with legal counsel, business advisers, and accounting professionals to maintain compliance and good business practices.
He also, of course, believes strongly in both his own and others education. He finds satisfaction in teaching and seeing others achieve their own success and continually studies academic papers, economic research, and financial literature to keep up with an ever changing finance and investment environment. He holds a Master of Science in Finance degree from the University of Utah David Eccles School of Business and Bachelor Degree in Business Administration - Finance from Weber State University.
Instructors for this certificate have been selected based on their professional experience, education, and ability to teach in a dynamic and engaging manner. Each of the instructors brings unique experience from banking, healthcare, technology, finance, and accounting organizations. These instructors are all engaged in their fields and will bring a wealth of knowledge and experience to this program.
Senior Financial Analyst
Jaxon Ames graduated from Brigham Young University with a bachelor’s degree in Finance. He currently works on the Financial Planning and Analysis Team for Maverik and supports the Transportation Department in matters of financial analysis/business intelligence. Prior to graduation and Maverik, Jaxon served as “Lead Fellow” in the Utah Governor’s Office of Economic Development. He has also supported several other businesses and equity research groups as an analyst.
Senior Manager of Operations and Analytics
Cafe Rio Mexican Grill
Jonathan Allen has over 6 years of experience in Corporate Accounting and Finance. Jon currently works at Cafe Rio where he oversees Treasury, Operations Analytics, and other strategic projects. Jon played a key role in Cafe Rio’s recent transaction. Prior to Cafe Rio Jon worked closely with the founding team at Collective Medical Technologies to setup their original accounting, CRM, & payroll systems.
Jon earned an undergraduate degree in Accounting from the University of Utah and a master’s degree in Finance from the University of Utah. Jon is a licensed CPA in the State of Utah. During his time as a student Jon was the Co-Chair of the Utah Entrepreneur Series. Post-graduation Jon worked as a teaching assistant and lecturer in the David Eccles School of Business.
Jon enjoys following the restaurant industry, small businesses, and startups.
Chief Financial Officer
MWI Digital Marketing
Jeff Ehlers has an MBA, MAcc, and Bachelors of Accounting as well his CPA license. He’s founded 3 companies and sold 2 of them. He served as CFO & COO for another startup and interned for one in Silicon Valley. He currently is CFO for an international digital marketing agency.
Senior Vice President of Consumer Deposits
Dustin Allen is the Senior Vice President of Consumer Deposits for Zions Bancorporation, a $65 Billion regional bank based in Salt Lake City, UT. Dustin is the senior leader in charge of product development, research, and execution for a portfolio of consumer checking, savings, certificate, IRA and money market products. Altogether, Dustin oversees accounts totaling over $21 Billion in deposits that span 6 different bank brands across the western United States.
Dustin received a Bachelor’s degree in Marketing from the University of Utah and a Master’s of Business Administration from UCLA. He has spent his entire career in banking, working in product development, marketing and public relations at banks and credit unions in Utah and California.
Dustin is a member of the Board of Trustees for The Road Home, a nonprofit dedicated to providing shelter, housing, and support services for the homeless in Utah. He is also Zions Bancorporation’s representative on the Consumer Banking Association’s Deposits Council.
Luke Kooyman graduated from the University of Utah with a bachelor’s degree in Chemical Engineering. After working as an energy engineer for Rio Tinto Kennecott, he joined the financial team as a Senior Financial Analyst. As a senior analyst, Luke leads cost savings initiatives, provides five year financial plans for 3 operating plants, and supports senior leadership in the analysis of the monthly, quarterly and annual financial results that will serve for external and management reporting.
Program Cost - Tuition for the full certificate program is $1,925 +$25 administrative cost.
Tuition for individual classes is as follows:
PROED 113: Accounting and Budgeting Fundamentals $279
PROED114: Finance Fundamentals $ 279
PROED 116: Financial Modeling for Managers $530
PROED 117: Communication Tactics for Financial Situations $279
PROED 118: Financial Statements for Managers $279
PROED 119: Financial Management Capstone $279
Why choose the University of Utah?
We understand that you have a choice when it comes to taking professional development courses and we work hard to earn your trust with each and every class!
By selecting the University of Utah, you’ll enjoy the following benefits whether you’re coming to us as someone new to the job market, a career changer, a seasoned professional or a lifelong learner.
Resume Power - Benefit from the University of Utah reputation for credibility and quality. Choosing the University of Utah for your certificate program makes a clear statement about your commitment to excellence.
Instructor Excellence - Learn from instructors with real world experience and professional credentials.
The Power of the U Network – Students have access to a valuable University of Utah peer and faculty network.
Networking – Meet and network with other students pursuing or working in the industry.
Student Support – Count on the ongoing support of a dedicated student services staff that will assist you every step of the way.
#1 - Register for the Certificate
Registration for this certificate, and payment of the $25 nonrefundable fee, signifies the intent to complete all courses associated with this certificate program. Fees cover additional student services provided for our certificate students.
#2 - Register for your Certificate Classes
Once you’ve registered for the certificate and received a confirmation from our team, you may begin to register for individual certificate classes.
Certificate Completion Requirements
How is my accomplishment recognized?
Digital Credentials / Badges
University of Utah digital credentials (badges) can be shared on social media sites and used with other professional resources. Digital badges are embedded with metadata that validate the skills demonstrated and other requirements for earning the badge. Find out more about Digital Badges at the University of Utah »
Are there exams? Am I graded?
There are no exams. Certificate classes are graded with a "satisfactory" or "unsatisfactory" option. For successful certificate completion, students must achieve a "satisfactory" grade in all classes.
Can I apply these classes to a degree at the University of Utah?
This certificate is noncredit and cannot be applied to any for-credit degree.
Is there a minimum or maximum number of classes a student may take in a semester?
There are no minimums or maximum number of class restrictions for students. The certificate must be completed within two years.
Will I have flexibility in what classes I take and when?
Once admitted, students are responsible for enrolling in individual classes on their own through the Professional Education website. Students may consult with the certificate program manager if they have questions about specific courses. (See contact us section)
Are these classes eligible for federal financial aid?
Students pursuing a certificate are considered "non-degree seeking," a status that is not eligible for federal student aid loan programs.
Does it matter which course I take first or in what order I take the classes?
The certificate works best as a cohort experience and typically classes will be best when taken in order. The capstone class must be taken last. Please contact the program manager with questions.