What will I learn?

Full Course Details

The aim of this one-day budgeting training course is to provide managers with key concepts, terminology, and importance of aligning budgets with organisational goals. You will gain knowledge to create, implement, and monitor budgets while addressing variances confidently.

Developing skills to communicate financial insights and work collaboratively to make the most of your organisation’s resources.

Pre-course preparation: You will need to bring your laptop with you on the day and have Microsoft Excel installed.

Prerequisites: Basic knowledge of using Excel spreadsheets.

Book Finance for Non-Finance Managers Training

For companies who need to train groups of staff either remotely or in-person.

  • One day course
  • Up to 12 delegates
  • Flexible in-house training dates
  • Face-to-face training
  • In-house or a venue of choice
  • Virtual training option
Need to speak to a booking specialist to help you choose the best training for your team, call 0333 344 6630.
MEET THE TRAINER
Finance Course Trainer Zahoor Bargir

Zahoor Bargir

Zahoor is a dynamic and engaging finance trainer known for delivering interactive, effective, and enjoyable sessions.

As a qualified accountant, he brings a wealth of experience from his roles as a consultant and manager across various sectors before focusing on training.

Drawing on his industry experience enables him to contextualise the training material. Zahoor takes a very pragmatic approach to training. Whatever your professional background, and whether you are comfortable with numbers or not, Zahoor’s courses explore the process of finance, making it easier for people to grasp the concepts.

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Full Budgeting Training for Non-Finance Managers Course Content

Finance Principles and Language

  • Exploring the main financial principles and how they guide finance thinking.
  • Going over the various terms and definitions of budgeting and to bring more clarity around the terms used.

Understanding Financial Statements

  • Identifying the financial statements and why it’s important to know them as a budget-holder.
  • How the three statements are related and the role they play in budgeting.

Budgeting

  • What a budget is and its fundamentals.
  • Building a budget that aligns with your department’s goals and overall business objectives.
  • Understand the importance of setting realistic financial targets and planning for future needs.

Different Types of Costs

  • Distinguish between the different types of costs and their impact on budgeting.
  • Learn how to classify costs to improve future budgeting accuracy and decision-making.

Forecasting

  • To be able to distinguish a forecast from a budget – the four main elements that differentiate a forecast from a budget.
  • What is involved with forecasting.
  • Understand how to adapt forecasts to changing market conditions and business needs.
  • Identifying areas of overspending and underspending.

Capital and Operational Budgeting

  • Key distinctions between a capital and operational budget.
  • Why are they separate budgets?
  • How it affects an organisation’s finances and the bottom-line.

Management Accounts and Reports

  • A breakdown of management reports and what they are made up of.
  • Learn how to track actual spend against your budget and identify variances that develop.
  • Going over reports that are generated and how to read them.
  • What is expected of budget-holders and what is expected of the finance business partner.
Enquire & Book
Excel Training Business benefits

Budgeting Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Excel Training Business benefits

Budgeting Training - People Development

Completing our Budgeting for Non-Finance Managers training course will give you additional skills you need to help support your career development.

Excel Training Business benefits

Flexible Management Skills Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules
BOOK YOUR TRAINING

Why choose TrainingU?

Excel Training Business benefits

Passionate

Established in 2008 by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits

Experienced

All our trainers are qualified and experienced Management trainers that will deliver the highest level of training to you and your team.

Excel Training Business benefits

Collaborative

Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Our Clients

International SOS Pioneer DJ

What Our Clients Say...

Great training. The trainer delivered a great presentation, very interactive and plenty of time for us to talk things through and role play real life scenarios etc. I found it very useful.

Arjo UK Ltd

The course was presented brilliantly and was extremely engaging. I highly recommend the course to employees who present to people on a regular basis.

James Latham’s PLC

Great course for me, I wish I had done this years ago. It's taught me how to write an effective email, as well as how to respond correctly to complaints.

Forth Ports Ltd

Enquire & Book Your Budgeting Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry or book your training.