M-206: Financial Management

Description

Learn how to best manage your association’s money.

This course gives you the tools to understand and apply the principles of financial management to your community association. You’ll learn the entire budget process, from identifying line items to reconciling accounts to gaining board approval. You’ll also learn how to analyze and report on association finances. Click here to register.

• Developing, managing and balancing budgets
• Financial planning processes
• Replacement reserves and basic investment principles
• Accrual and fund accounting
• Analyzing financial reports and records
• Using budgets and financial reports as management tools

Course Materials (Included with Registration)

In addition to a participant guide and a flash drive with bonus readings and materials, you will receive: CAI Guide for Association Practitioners: The Board Treasurer

Course Length

2 days | 8:30 a.m. – 5:00 p.m. both days
A multiple choice examination is given at the end of the class.
Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

Tuition

CAI member: $459 | Nonmember: $559

CAI Central Florida Course Reimbursement Policy
The Chapter policy is to reimburse for half the cost of the course. In order for the Chapter to reimburse individuals for course completion, the individual must request the reimbursement, provide proof of passing the course, and complete this form. Please attach correspondence from National CAI with proof of passing score. Contact the Executive Director at exdir@caicf.org for more information.

Download the Reimbursement Form

Form