Financial Concepts Guide

Author(s): Jennifer Perrier

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The first step in improving financial literacy is grasping basic financial terminology. This guide explores a range of foundational finance concepts, including:

  • General concepts like accounting standards, the general ledger, and the difference between accounting and finance.
  • Building blocks such as assets, cash, income, expenses, liabilities, and depreciation.
  • Profitability and the different ways it's calculated.
  • Financial statements such as the balance sheet, income statement, and cash flow statement.
  • Calculating value using formulas like ROI, NPV, IRR, and TCO.

The guide is complemented throughout with tips on how these concepts apply to an IT context.

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