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Finance Essentials

Financial information drives all major business decisions: which products to launch, which markets to target, which projects to invest in. At the same time, once you move to a management role, you’ll be expected to understand the financial performance of your team and organisation. You may also need to participate in strategic decisions that need an appreciation of the financial implications of different courses of action. In fact, many of the decisions and actions you already take daily have a financial impact, whether you realise this or not. Many people who are not financially trained find finance confusing and even intimidating.

This course takes you through a number of concepts and frameworks associated with finance. A course can only skim the surface of what is a rich and developing subject area. However, you’ll gain an understanding of the key frameworks and tools that will enhance your understanding of finance. There are plenty of practical exercises and questions as you go through the course to check you understand and to apply what you have learnt.

Common concerns we hear from people who attend this course include:

I don’t understand finance – how can I learn more?
How can I learn to ‘speak finance’?
How does money work in my organisation?
The course includes the core elements of our two-day ‘Finance for Non-Finance Managers’ workshop and will introduce you to the essentials of organisational finance, its jargon and what you need to know to stay financially savvy.

All of our trainers are experts in their field and have many years’ experience in finance.

Target Audience

This Form-level course is aimed at anyone who wants to know more about how finance works in organisations, for example when:

Managing projects
Running a cost-centre
Engaging in discussions with a finance department
Reading financial documents
If you need more comprehensive and in-depth training in finance, try our two-day ‘Finance for Non-Finance Managers’ course or check out other courses in our finance portfolio.

Learning Outcomes

Identify the role and importance of finance within organisations
Recognise and describe some of the common terms and jargon that are used
Identify the elements of the Profit and Loss Account and Balance Sheet
Explain the distinction between profit and cash
Understand key techniques within management accounting, specifically costing, cash flow and break-even.
Identify how costs are incurred in your organisation and how these can be controlled
Explain how waste can increase costs and reduce value, and identify options for reducing waste and improving efficiency

  • Course content

    1. Financial Principles and Terminology

    Financial principles – how finance works in organisations
    Terminology – making sense of the language
    Business cycles – Operational and Capital Investment
    Financial statements – Income and Expenditure (P&L) and Balance sheets

    2. Cash and Cash Flow

    Distinction between profit and cash
    Cash flow statement
    Cash flow forecasting

    3. Understanding costs

    Importance of managing costs
    Fixed vs variable

Duration: 1 day
Price: £695 + VAT

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