Financial Acumen Inventory (Self Discovery Series)

Team Publications


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    Every individual within an enterprise (and not just the professional finance or accounting people) needs to understand or appreciate the basics of organisational finances. In so doing, people can then make a full contribution to the overall financial well-being of the enterprise over the medium to long-term.

    This self-assessment describes four areas of financial knowledge or acumen and recommends that both understanding each area and developing the ability to appreciate each of them are important.

    When answered honestly, the assessment helps you determine your area of greatest knowledge or acumen and provides ideas on actions you can take to develop knowledge in other areas.

    Scores are recorded on a separate carbon sheet. Interpretative information, tips on each area, possible strategies to follow, and a Personal Action Plan to help you move forward are included.