Course Overview

Welcome to EarthTab Business School. My name is Claire Girad and I will be your course preceptor for the course,Financial Goal Setting for Business Owners. In today’s fast-paced and highly competitive business environment, financial goal setting is not a luxury, it is a necessity for business survival and growth. Business owners who lack clearly defined financial goals often face ambiguity, disorganization, misallocation of resources, and underperformance. This advanced course provides business owners with a robust and practical framework to define, implement, and monitor financial goals that align with their vision, strategic objectives, and market realities.

The course is designed to go beyond basic budgeting or setting revenue targets. It explores the psychology of goal setting, data-driven decision-making, financial forecasting, resource allocation, and strategic measurement. Business owners will learn how to align financial goals with broader business objectives such as scalability, market penetration, capital expansion, operational efficiency, and profitability enhancement.

This course adopts a holistic approach, integrating behavioral finance, quantitative analysis, and performance monitoring techniques to help entrepreneurs, SMEs, and corporate founders create and manage financial goals with clarity, agility, and long-term perspective.

Course Objectives

By the end of this course, you will be able to:

• Understand the principles and science of goal setting in a business context.
  
  

• Identify and distinguish between short-term, medium-term, and long-term financial goals.
  
  

• Analyze business financial health to inform goal development.
  
  

• Develop SMARTER financial goals (Specific, Measurable, Achievable, Relevant, Time-bound, Evaluated, Reviewed).
  
  

• Apply forecasting, budgeting, and strategic planning tools to goal formulation.
  
  

• Implement Key Performance Indicators (KPIs) and financial metrics to monitor goal progress.
  
  

• Align financial goals with business models, market cycles, and growth stages.
  
  

• Utilize behavioral insights to overcome psychological and strategic obstacles in achieving financial goals.
  
  

• Leverage tools such as financial dashboards, balance scorecards, and variance analysis to track progress and adapt to change.
  
  

• Conduct periodic reviews and recalibrate financial goals in response to internal and external business dynamics.
  
  

Target Audience

This course is designed for:

• Entrepreneurs
  
  

• Small and Medium Business Owners
  
  

• Founders and Co-Founders
  
  

• Startup Operators
  
  

• Financial Consultants and Advisors
  
  

• Business Coaches and Strategists
  
  

• Corporate Executives in charge of SME operations
  
  
  

Course Methodology

This course adopts a hybrid of lecture, case studies, simulations, group work, templates, role-play, and assignments. Learners will work through business scenarios to apply concepts practically and develop personalized financial goal roadmaps.

Outcomes and Deliverables

Upon completion, you will:

• Receive a Certificate of Completion
  
  

• Develop a Financial Goal Blueprint for their business
  
  

• Complete a One-Year Financial Roadmap Template
  
  

• Present a Capstone Project involving the creation of strategic financial goals based on real business cases
  
  

• Gain a collection of tools and templates for practical use
  
  

Assessment and Evaluation

• Module-end quizzes to test conceptual understanding
  
  

• Assignments to apply learning to actual business scenarios
  
  

• Final Capstone Presentation on financial goal planning
  
  

• Peer Review & Feedback sessions to promote critical thinking
  
  

• Progress tracking through dashboards and self-assessments
  
  

Conclusion

“Financial Goal Setting for Business Owners” is more than a course; it is a transformative experience for entrepreneurs who want to bring structure, strategy, and long-term thinking to their business finances. By blending analytical rigor with strategic thinking and behavioral insight, this course will empower you to define success on their own terms and engineer the financial trajectory to achieve it.

I LOOK FORWARD TO CONGRATULATING YOU UPON THE COMPLETION OF THIS COURSE.