Foundations of Finance, Marketing, and Management

This unit integrates core finance, marketing, management, and risk concepts that entrepreneurs and managers need to operate and grow a business. Students will apply financial analysis, design promotional strategies, manage and motivate teams, and evaluate legal, purchasing, and international considerations to prepare for advanced strategy and implementation units.

Learning Objectives

• Analyze and interpret financial documents including budgets, balance sheets, and income statements to assess organizational health and funding needs and to recommend appropriate first- and second-stage financing options.
• Apply marketing principles and tools to develop a basic marketing plan that uses current trends, publicity, promotions, events, telemarketing, and web strategies to attract and retain customers.
• Demonstrate effective management practices by creating plans for empowering and motivating employees, delegating tasks, setting measurable goals, and embedding social responsibility into workplace decisions.
• Evaluate business risks, legal constraints, purchasing decisions, and international agent roles to propose risk-mitigation strategies, ensure compliance, and identify growth opportunities.