Financial Mgmt Advanced Training Course

The Financial Management advanced course of instruction is based on the information and practices contained in the IAITAM Best Practice Library (IBPL) Financial Management volume 7 which shows that Financial Management practices encompass not only the Asset Management program, it also affects an entire organizational enterprise. 

Financial IT Asset Management is the backbone to savings within an IT Asset Management program.  From budgeting to invoice reconciliation, savings opportunities are abundant and waiting to be found in places that include operationally recurring functions such as: Billing, Chargeback, Forecasting, Financial Audit Preparation, Budgeting, Fixed Asset and Invoice Reconciliation. 

In this Advanced Course you will learn that the Financial IT Asset Management discipline must support a strategic view of IT spending, which in turn must support the overall growth of the enterprise.  Effective financial Management will also produce baseline information on spending which will enable you to quantify savings as found during the processes of IT Financial Management practices.


  • Review of ITAM Program Concepts
  • Introduction to the ITAM Professional Code of Ethics
  • Overview of Scope, Roles, and Definitions for this Key Process Area (KPA)
  • Review of KPA Workflow
  • Access to Best Practice Templates & Worksheets
  • Development of Projects to Establish/Improve KPA
  • Review of Available Technology to Support KPA
  • Business Area Assessment Specific to Students Business
  • Development of  Buy-in Pitch based upon the Business Assessment

Discussion and sample projects including: Financial Projects, Reconciliation Process, Budget Standards, Chargeback, Service Costing, Contract Review, Technology Tools, Marketing and Selling. Technology that will enhance the Financial Management Process Area, and Executive Buy-in. 

This Advanced Training course consists of the following:

  • IAITAM Best Practice Library for this Key Process Area
  • CD containing Policy Management Templates, Workflows, Diagrams and Whitepapers 
  • Series of video lectures
  • Access to full time instructors as needed
  • Review of ITAM concepts 
  • Self-evaluation exercise that incorporates best practices to uncover immediate business value for you and your organization
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