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Through practical activities and lesson reviews, learners strengthen their ability to connect day-to-day work with business goals, communicate with stakeholders, evaluate strategy, and interpret key financial information.
- Explain business acumen and connect individual contributions to organizational impact.
- Describe common business goals related to survival, sales, profitability, growth, efficiency, and productivity.
- Calculate and evaluate return on investment, cash flow, liquidity, and solvency.
- Identify major stakeholders and balance stakeholder needs using structured business frameworks.
- Explain why business strategy matters and apply strategic thinking questions.
- Use gap analysis, PESTEL, SWOT, mission and vision statements, and SMART goals in strategic planning.
- Recognize core financial terms, reports, statements, ratios, and performance drivers.
- Interpret income statements, balance sheets, and cash flow statements.
- Use financial analysis and metrics to develop insights and support informed business decisions.
Virtual Instructor-Led Training
1 days / 8 hours
Who should attend CompTIA Business Essentials Course
- Early-career professionals seeking stronger business acumen
- Technical professionals who need to understand business strategy and finance
- Team leads, supervisors, and emerging managers
- Professionals who collaborate with business, finance, sales, operations, or executive stakeholders
- Anyone seeking a practical foundation in business fundamentals, strategy, and finance
Prerequisites for CompTIA Business Essentials Course
CompTIA Business Essentials Course Outline
- Business Acumen
- Introduction to Business Acumen
- The Business Acumen Hierarchy
- Elevating Your Business Impact
- Lesson Review
- Goals of a Business
- Goals at Different Organizational Levels
- The Product Lifecycle and Goal Setting
- Business Goal Categories
- Survival Goals
- Sales Goals
- Profitability Goals
- Growth Goals
- Efficiency and Productivity Goals
- Activity: Write Business Goals
- Lesson Review
- ROI: Return on Investment
- Return on Investment
- Forms of ROI
- The Balanced Scorecard and ROI
- Calculating ROI
- Types of Cash Flow
- Liquidity and Solvency
- Lesson Review
- Major Stakeholders and Value Creation
- Stakeholders in Business
- Types of Stakeholders
- Working with Stakeholders
- Balancing Stakeholders Needs
- Structured Stakeholder Management
- Balancing the Three Voices
- Activity: Stakeholder Communication
- Value Creation in Business
- Aligning Stakeholder Needs with the Balanced Scorecard
- Balancing Goals with the Balanced Scorecard
- Activity: Balanced Scorecard
- Lesson Review
- Business Strategy
- What is Business Strategy?
- Why Business Strategy Matters
- Defining Business Strategy
- Analytics in Business Strategy
- Integrating Analytics into Business Strategy
- Building a Winning Strategy
- Multilevel Strategy
- Lesson Review
- Strategic Thinking Questions
- Four Strategic Questions
- What is Gap Analysis?
- Understanding the Current State
- Defining the Desired Future State
- Competitive Strategies
- Lesson Review
- Strategic Planning, Analysis, and Implementation
- Strategic Planning
- Types of Analysis in Strategic Planning
- Analyzing Business Strategies
- Crafting Mission and Vision Statements
- PESTEL Analysis
- Integrating PESTEL into Strategic Planning
- Activity: Pestel Analysis
- SWOT Analysis
- Activity: SWOT Analysis
- Writing SMART Goals
- Activity: SMART Goals
- Identifying the Target Market
- Customer Needs and Feedback
- Strategy Alignment and Implementation
- Using the Four Questions Example
- Lesson Review
- Business Finance
- Business Finance Fundamentals
- Financial Literacy
- Introduction to Finance
- Finance Drives Good Decisions
- Financial Impact
- Fundamental Financial Terms
- Business Report Basics
- Applying Financial Literacy Skills
- Lesson Review
- Common Financial Statements and Reports
- Net Income and Cash Flow
- Income Statements
- Balance Sheets
- Cash Flow Statements
- Activity: Introduction to Financial Statements
- Drivers of Financial Performance
- How Financial Statements Work Together
- Linking the Three Financial Statements
- Activity: Financial Statements
- Lesson Review
- Using Income Statements
- Key Uses of an Income Statement
- The Income Statement
- Components of an Income Statement
- Measuring Financial Performance
- Assessing Profitability
- Key Financial Ratios and Metrics
- Informed Decision Making
- Activity: Income Statements
- Lesson Review
- Using Balance Sheets
- Understanding the Balance Sheet
- The Balance Sheet
- Assets
- Liabilities
- Equity
- Analyzing the Balance Sheet
- Activity: Balance Sheets
- Key Performance Indicators
- Cash Conversion Cycle
- Return on Investment (ROI)
- Maximizing ROI
- Lesson Review
- Using Cash Flow Statements
- Introduction to the Cash Flow Statement
- The Cash Flow Statement
- A Guide to Cash Flow Management
- Mastering Liquidity and Solvency
- Cash Flow Statement Breakdown by Activities
- Activity: Cash Flow Statement
- Ending Cash Balance
- Key Drivers of Cash Flow
- Cash Flow Management
- Lesson Review
- Financial Statement Analysis and Metrics
- Benchmarking Financial Performance
- Financial Statement Analysis
- Techniques for Analyzing Financial Statements
- Actual vs. Plan or Budget Analysis
- Actual vs. Forecast Analysis
- Actual vs. Prior Period Analysis
- Actual vs. Competitor Analysis
- Financial Ratios Analysis
- Developing Insights from Financial Analysis
- The Profitability Chain
- Critical Thinking and Judgment in Financial Analysis
- Activity: Financial Metrics
- Lesson Review


