The Finance Gem ๐Ÿ’Ž Week #60: Free Finance & Accounting Education You Can't Miss


weekly strategic finance gems to accelerate your career and grow your business


  • Last couple of weeks I asked our community: โ€œHow has remote work impacted their companyโ€™s operations?โ€. Hereโ€™s what your peers voted:

  • I also asked โ€œWhat skill do you think is most crucial for finance professionals to develop right now?โ€ and hereโ€™s what 900 of you voted:

  • Iโ€™d love to get your thoughts on this weekโ€™s polls. Scroll below to share what you think!



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  1. LinkedIn is Free Education

You can get access to some of the best finance and accounting courses.

Taught by experts in their fields, professors, CPAs, PMPs and MBAs.

For ๐—™๐—ฅ๐—˜๐—˜.

โžก๏ธ ๐—”๐—น๐—น ๐˜†๐—ผ๐˜‚ ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐—ถ๐˜€ ๐—ฎ ๐—Ÿ๐—ถ๐—ป๐—ธ๐—ฒ๐—ฑ๐—ถ๐—ป ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ถ๐˜‚๐—บ ๐˜๐—ฟ๐—ถ๐—ฎ๐—น. Cancel it after 30 days and you won't get charged.

You'll get 30 Days to explore and take all the courses you need to grow your skills and knowledge in finance and accounting.

โžก๏ธ ๐—Ÿ๐—ถ๐—ธ๐—ฒ, ๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ป๐˜, ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐˜€๐˜, ๐˜๐—ต๐—ฒ๐—ป ๐—ฑ๐—ผ๐˜„๐—ป๐—น๐—ผ๐—ฎ๐—ฑ ๐—ต๐—ฒ๐—ฟ๐—ฒ:

Accounting Foundations -

Financial Accounting Part 1 -

Financial Accounting Part 2 -

Finance Foundations: Income Taxes -

Accounting Foundations: Budgeting -

Driving Business Impact for Finance Professionals -

Corporate Finance: Environmental, Social, and Governance (ESG) -

Corporate Financial Statement Analysis -

Excel for Finance: Building a Three-Statement Operating Model -

Using ChatGPT and Generative AI in Finance -

Finance for Non-Financial Managers -

Finance Foundations: Business Valuation -

Download a free PDF copy copy here.

The Cash Flow Masterclass Lineup includes: The Cash Flow Masterclass, The Masterclass for Executive leaders and the Portuguese version.

  1. The Financial Analysis Checklist

In a world packed with Data, do you struggle to tell the Story?

With the help of this 15 point checklist, you can now stop struggling and start winning.

Here's what the Financial Analysis Checklist includes:

๐Ÿ‘‰ (this is an excerpt from my upcoming on-demand video course The Financial Analysis Masterclass - launching soon)

Use this Checklist to evaluate the financial health, performance, and viability of your business or project.

And spread the word to help others succeed as well.

Download a full resolution PDF for a limited time here. Afterwards you can purchase this and other checklists and cheat sheets on my website here.

  1. The CFO Checklist

Are you a CFO? Do you want to become one?

Then youโ€™ll need to master Financial Management.

Here is a strategic checklist across 15 key areas of the CFO role, to help you stay on track.

1. Budgeting and Forecasting

2. Cash Flow Management

3. Financial Analysis

4. Working Capital Management

5. Capital Structure

6. Risk Management

7. Tax Planning

8. Financial Reporting

9. Cost Accounting

10. Investment Evaluation

11. Financial Planning

12. Mergers and Acquisitions (M&A)

13. ESG-Driven Financial Management

14. People Management and Leadership

15. Technology and Digital Transformation

Download a free high resolution image here

If youโ€™re looking to buy the full resolution PDF you can find it in my store

The Cash Flow Masterclass gets 5* Reviews!

~ Executive and Portuguese Versions now Available ~


  1. IRR vs ROI

IRR and ROI are both financial metrics used to evaluate investment profitability and to compare the profitability of different investments.

๐ŸŽฏ What do they mean?

โšซ IRR (Internal Rate of Return): The discount rate making the net present value (NPV) of investment cash flows zero.

๐ŸŸข ROI (Return on Investment): A financial ratio measuring the profitability of an investment as a percentage of the initial investment.

๐ŸŽฏ How do you calculate them?

โšซ IRR: NPV = โˆ‘(Cash Flow_t / (1 + IRR)^t) = 0

๐ŸŸข ROI: (Investment cash flow - cost of investment) / cost of investment

๐ŸŽฏ What drives IRR & ROI?

โšซ IRR: Time value of money, cash flow timing, cash flow amounts, discount rate, project duration, risk.

๐ŸŸข ROI: Investment cash flow, cost of investment, project duration, risk.

๐ŸŽฏ How should you use them?

โšซ IRR: Evaluates investment profitability, compares different investments, determines break-even discount rate.

๐ŸŸข ROI: Measures investment efficiency, compares different investments, decides where to allocate funds.

๐ŸŽฏ How should you NOT use them?

โšซ IRR: Avoid when investment cash flows are expected to be both positive and negative during project

๐ŸŸข ROI: Avoid when time value of money, cash flow timing, and risk are crucial in investment decisions.

๐ŸŽฏ How are they different?

โšซ IRR is more complex, considering the time value of money.

โšซ IRR accounts for cash flow timing and amounts, providing a more accurate profitability picture

โšซ IRR may produce multiple solutions or none, making it difficult to interpret

โšซ IRR considers risk by accounting for the required discount rate to achieve a positive NPV

๐ŸŸข ROI is easier to calculate and understand

๐ŸŸข ROI ignores the time value of money

๐ŸŸข ROI doesn't consider risk

  1. Finance is not Accounting

๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐ข๐ง๐  VS. ๐…๐ข๐ง๐š๐ง๐œ๐ž

The Best 50 Linkedin Posts Curated for you.

Because Finance is NOT Accounting.

๐ŸŽฏ Here are the best 50 posts from myself and other top ranking Linkedin Finance and Accounting Content Creators curated for you.

๐ŸŽฏย Accounting:

1. The Best Intro to Accounting - Accounting Explained to Kids

2. The 4 Accounting fundamentals -

3. The Accounting KPIs

4. The Debits & Credits in Accounting -

5. The Accounting Equation

6. The Cash vs Accrual difference -

7. The 10 Accounting basics you need to know

8. The 10 Main Accounting Principles

9. The Accounting Checklist

10. The Accounting Cheat Sheet

11. How to Connect the Three Financial Statements -

12. The Chart of Accounts -

13. The 3 Financial Statements -

ย ๐ŸŽฏFinance

1. The Accounting vs. Finance Cheat Sheet -

2. The Financial Analysis Scorecard -

3. The 20 Most Confused Finance Topics -

4. The 4 Steps to Assess Business Financial Health -

5. The 25 Responsibilities of the CFO Office -

6. The Ten Drivers of shareholder value -

7. The 3 Main Cash Flow Drivers -

8. The Debt vs. Equity Spectrum -

9. The 20 Management Analysis Tools -

10. The 5 Financial Performance Metrics -

11. The Cash Inflows and Outflows -

12. The Cash Flow Statement: Direct or Indirect -

13. The CFO Office in the Organizational Chart -

A big thank you to Anders Liu-Lindberg, Nicolas Boucher, Josh Aharonoff, CPA, Chris Reilly for contributing to this great collection!

Visit my digital store to check out my viral cheat sheets and checklists


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Learn how to master cash flow, enhance your strategic decision-making, and compound your impact and influence in boardrooms and beyond.


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How can I help you?

  1. Upgrade your strategic finance skills with The Cash Flow Masterclass, my highly reviewed, on-demand video course. Portuguese and Executive versions now available, as well as discounts up to 50% based on your geographical location.

  2. Train your team or engage your events with strategic financeย workshops and presentations. Reach out here for training and here for speaking.

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