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Financial Intelligence Assessments

BLI commissioned a national study to test managers in companies with at least 150 employees on their basic financial knowledge. The results were astounding! The average score across the United States was only 38%!

Financial Intelligence Test
Financial Intelligence Test

Harvard was stunned by the results and published a forethought article in Harvard Business Review.

Since then, we regularly test our clients in order to customize our live training sessions.

When financial executives tell us that their team knows more about finance we have them take this test.

Answer 4 question’s from the test to see how much you know.

Financial Intelligence Assessment

1 / 4

Which statement summarizes changes to parts of the balance sheet?

2 / 4

All of these are included in operating expenses except:

3 / 4

A company has more cash today when:

4 / 4

Which of the following is not part of working capital?

Your score is

The average score is 53%


As Karen’s (co-owner and founder of BLI) dissertation asserted, “Companies perform better when everyone understands finance.”

Have your organization take this 25 question test to see what your next step should be in getting everyone up to speed in their financial knowledge.

Contact us to learn more about our Financial Intelligence Test options. It’s easy to use and inexpensive to take ($6 per test). Each test taker will see their results immediately and their result will summarize anonymously to management. Take the full test and see how you do.

You’ll be trained by the firm that brought you the Harvard best seller!

“It reads easily without dumbing down, and it’s comprehensive.” CFO Magazine

It’s been transformed into a comic book!

“A fun, easy way to teach a quick introduction to finance.” Joe Knight, co-author

Selected as one of the “100 Best Business Books of All Time”

“What I like best about Financial Intelligence is the fact that I can read the book and never see the words debit or credit.” Todd Sattersten, co-author of The 100 Best Business Books of All Time

Sign Up for Online Financial Training

Looking for training on the income statement, balance sheet, and statement of cash flows? At some point managers need to understand the statements and how you affect the numbers. Learn more about financial ratios and how they help you understand financial statements.

Our online training provides access to the premier financial statements training taught by Joe Knight. Learn finance in a fun and clear way that’s easy and painless.