Finance for non-finance
Whether you’re a budget holder, line manager or business leader, these courses are the perfect way to unlock the insight hidden in your financial information and inform your decision-making.
The two one-day courses can be delivered independently or combined into a two-day course. The courses can be tailored to your own organisation’s financial statements, management accounts and budgets to make the learning even more practical and relevant.
Demystifying finance for non-finance managers
This course gives non-finance managers a clear, practical understanding of key financial concepts and statements, enabling them to interpret numbers confidently and make informed business decisions.
- Demystify a broad range of business finance terminology.
- Understand the components of a Balance Sheet (Statement of Financial Position), Income Statement (Profit & Loss Report) and Cash Flow Statement.
- Calculate financial adjustments including accruals, prepayments & depreciation.
- Use ratio analysis to measure and understand profitability, liquidity and efficiency.
Budgeting and investment decisions for non-finance managers
On this course, delegates will learn how to set and manage budgets effectively, understand cost behaviour and explore investment appraisal techniques to support sound financial planning and strategic business decisions.
- Explore the value that budgeting brings to a business.
- Consider different approaches to setting budgets.
- Understand how the components of a budget are put together and managed, including cost behaviour, limiting factors and cash budgeting.
- Apply investment appraisal tools such as Payback, Net Present Value, Internal Rate of Return and to projects and understand their implications.
What people are saying
"Delivery was engaging. Didn't know finance can be delivered in an exciting way as David showed passion about the subject."
"Great content – easy to follow and gradually builds up insights in a non-bewildering way! Definitely demystified elements of finance and lingo, fascinating to see how much of a story can be gleaned by statutory finance reporting."
"David was so incredibly enthusiastic and passionate about the subject matter that it actually got me slightly more enthusiastic about finance myself. From a sales perspective finance is a blocker in most situations, but David’s definitely helped shape and change my mind set on this, and helped aid my understanding massively."
Get in touch
I am based in Bristol, UK, but travel nationally and internationally to deliver my courses.