Description
Education and Training Area: 345 - Management and Administration
Duration
180 hours
Schedule
After-work
Investment
€820 full course fee + €160 registration fee.
* Consult installment conditions by contacting our team, click here!
Course Presentation
The Sales and Financial Management professional training course is designed to provide participants with a solid understanding of the financial management principles and sales strategies essential for business success. With a practical and accessible approach, the course enables graduates to make informed financial decisions, develop effective business skills and apply this knowledge in everyday life, both in the professional and personal environment.
General Objectives
The course's general objective is to develop skills in sales and financial management, developing practical and strategic abilities to plan, execute and evaluate sales processes, revenue and expense management, financial planning, results analysis and customer loyalty, promoting informed decision-making and organizational and personal success.
Specific Objectives
- Understand the basic concepts of financial literacy, including budgeting, saving, investing, and credit.
- Develop skills for personal financial management, including financial planning and expense control.
- Learn basic accounting concepts such as accounting principles, balance sheet, income statement and cash flow.
- Interpret and analyze financial statements to assess the financial health of a business.
- Identify the main fiscal and tax obligations that affect individuals and companies, and understand the principles of tax planning.
- Develop a financial plan that integrates the management of income, expenses, investments and planning for the future.
- Present the basic concepts and importance of sales in the organizational context, addressing the role of the salesperson and ethics in sales;
- Understand consumer behavior and use persuasion techniques to identify and meet customer needs and desires;
- Develop practical skills in sales, negotiation and closing techniques, applying strategies for different types of clients;
- Enable students to manage customer relationships, using tools such as CRM and loyalty strategies;
- Explore the main sales support tools, including digital marketing and technologies that enhance the sales process;
- Understand performance indicators and financial metrics, and the use of tools to analyze results;
- Prepare a report with analysis in a case study that documents the process of a Sales and Financial Management course.
Programmatic Structure
Module 1: Fundamentals of Financial Literacy
Module 2: Financial Planning and Management People
Module 3: Accounting Basics
Module 4: Balance Sheet and Income Statement
Module 5: Tax Obligations and Tax Planning
Module 6: Cash Flow and Liquidity Management
Module 7: Sales Fundamentals
Module 8: Consumer Psychology and Buying Behavior
Module 9: Advanced Sales Techniques
Module 10: Customer Relationship Management
Module 11: Marketing and Sales Support Tools
Module 12: Performance Assessment and Results Management
Module 13: Practical application through report development
Target audience
This course is designed for sales professionals, entrepreneurs, managers, and students who want to improve their sales and financial management skills. It also serves consultants and freelancers who are looking for strategies to organize and expand their businesses, offering practical and applicable knowledge for different levels of experience.
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