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M-206: Financial Management

​​​​​​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. Topics include:

  • 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

In addition to a participant guide and digital access to bonus readings and materials, you will receive:

  • CAI Guide for Association Practitioners: The Board Treasurer

Course Length

2 days | 9 a.m. - 5 p.m. both days
Students have 30 days from the live course to complete an online, multiple-choice examination.

Online Course: 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 Join Now!


REGISTRATION
The M-206 is available in two formats: a classroom course (click on the location below) and online.
M-206 Online Course

UPCOMING EVENTS
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