What will I learn?

Full Course Details

This course is designed for non-finance managers who need to know more about the fundamentals of finance.

The aim of this two-day course is to provide managers with an overview of the financial statements and management accounts commonly used in business. Delegates will gain an awareness and basic understanding of the way finance affects their business objectives.

With this course, you will get to immerse yourself in finance for two days and come away with a firm foundation to build your financial knowledge.

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.

  • Two 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 Finance for Non-Finance Managers - 2 Days Course Content

DAY ONE

Finance Principles and Language

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

Understanding Financial Statements

  • Identifying the main financial statements used to report financial performance.
  • How the three statements are related.

The Balance Sheet

  • What is contained on the balance sheet and what it means by a point in time.
  • Identifying the different types of assets and liabilities that appear on a balance sheet.
  • Recognising the value of understanding a balance sheet and what the various elements mean.

The Profit and Loss Account

  • Defining income and expenditure and the various categories for each.
  • Exploring the various profits there are and why we have them. Do you know how many profits there are on the P&L?
  • Looking at what the profit and loss account is and is not.

Cash Flow

  • Recognising the role and importance of cash in a business.
  • Exploring the difference between cash and profit.
  • Identifying non-cash elements of expenditure and how they impact the cashflow.

Different Types of Costs

  • Distinguish between the different types of costs on the profit and loss account.
  • Learn how to classify costs to generate the various types of profit.

Ratios

  • What these are and what they mean.
  • Going over the ratios that help with analysis and, in particular, decision-making.
  • Ratios to be explored are in the areas of: Profitability, liquidity and productivity.

DAY TWO

Re-cap

  • Recap of day one key learnings.

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 three additional types of costs and their impact on budgeting.
  • Learn how to classify costs to improve budget accuracy and decision-making

Forecasting

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

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 a management report and what they are made up of.
  • Learn how to track actual spend against your budget and identify variances.
  • Going over reports that are generated and how to read them

General Management Finance

  • What is expected of budget-holders and what is expected of the finance business partner.
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Excel Training Business benefits

Finance for Non-Finance Managers 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

Finance for Non-Finance Managers Training - People Development

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

Excel Training Business benefits

Flexible Finance for Non-Finance Managers Training Courses

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

Why choose TrainingU?

Excel Training Business benefits

Passionate

Established over a decade ago 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

"The key for us in the development and delivery of the Training was to ensure it did not feel like a classroom situation with lots of slides and handouts. We wanted it to be fun, active and hands on. This is exactly how it was designed and delivered. It meant that the training they received was memorable. We were able to see that their approach was different this year due to increased confidence in managing their teams, communicating clearly and dealing with any conflict that arose"

Monica Garbutt, Head of Human Resources, DRS Data Services Limited

"International SOS is a truly global company with 12 000+ employees and we have been working with TrainingU for 3+ years. With TrainingU, we feel like valued customers as they are able to adapt to the wide variety of requests we give them. Be it working with different time zones or training a wide population or exploring new topics, they always overdeliver and are a pleasure to work with. The professionalism, positivism and expertise that the trainers bring is like no other and make TrainingU's Microsoft office training a robust part of our L&D curriculum. A big thank you to trainers Dee Walters and Martyn Hale. Our employees look forward to every session. Thank you and we look forward to continuing this partnership!"

Fransien Hermans, Europe L&D Lead, International SOS

"We were delighted to work with TrainingU during our UK Learning Month. Their ability to offer short, snappy training sessions that were valuable and enjoyable was something we appreciated. The Sprint sessions are a great way to develop skills without being away from your day-to-day work for too long."

Karen Winter, Talent & Development Manager, Epson EMEA

Enquire & Book Finance for Non-Finance Managers Skills Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry or book your Finance for Non-Finance Managers Training.