Management · 1 day
Management Skills for Emerging Managers
Step up into management with confidence.
From£295 per delegate
Management & Leadership
Finance for Non-Financial Managers
Understand the numbers – and use them
A practical one-day course that demystifies budgets, profit and loss, balance sheets and cash flow for managers without a finance background – delivered at your premises or live online.
LengthHalf day or 1 day
LevelAll levels
FormatsIn-house · Live online · Public
Group sizeUp to 6 per group
About the Finance for Non-Financial Managers course
This one-day instructor-led course looks at the tools and processes you need to build, present and work with your budget, and to understand a profit and loss statement, a balance sheet and a cash flow. It also explains where the financial figures come from to make up these reports – so managers can prepare and manage budgets with confidence and persuade peers and senior managers with numbers.
It pairs well with our Credit Control and Microsoft Excel courses. Browse all our management & leadership training courses, or run this course as a live remote class via Microsoft Teams.
- Free training needs analysis before your course
- Tailored with your real workplace scenarios
- Free post-course telephone & email support
Budgeting
What a budget is, how organisations budget and the accounting conventions behind it.
Managing Your Budget
Preparing, presenting, reviewing and controlling your budget – and handling cuts.
P&L & Balance Sheets
Reading, creating and interpreting the key financial statements.
Cash Flow
Where the detail comes from, and constructing and projecting a cash flow.
What the day covers
6 modules · tailored to your team on in-house courses
Budgeting Basics4 topics
- What is a budget?
- How organisations budget
- The budgeting process
- Accounting conventions
Preparing Your Budget5 topics
- Getting the right format
- Doing the groundwork
- Getting the numbers right
- Presenting your case
- Handling cuts
Budget Management4 topics
- Budget management processes
- Reviewing your budget
- Controlling costs and monitoring expenditure
- Taking corrective action
Understanding Profit and Loss4 topics
- Profit in perspective
- Costs and revenues
- The trading statement
- The profit and loss account
Understanding Balance Sheets4 topics
- Owning and owing
- The ever-changing balance
- Good health and money to hand
- Presenting and interpreting a balance sheet
Understanding the Cash Flow3 topics
- Where the detail comes from
- Constructing a cash flow
- Projecting the cash flow
Ways to book this course
In-House or Live Online
Half-Day Group Course
£475+ VAT
Total group price · Half day · up to 6 people · + £45 + VAT per additional attendee
- Focused on the essentials
- At your premises or via Microsoft Teams
- Reference materials & certificates
In-House or Live Online
Full-Day Group Course
£775+ VAT
Total group price · One day · up to 6 people · + £45 + VAT per additional attendee
- Tailored to your teams and situations
- At your premises or via Microsoft Teams
- Reference materials & certificates
New! · Customised at Your Premises
With Professional Actors
Quote
Tailored quote · Full day · any group size
- Scenarios written around your organisation
- Real practice with trained actors
- Trainer plus actor(s) at your premises
In-house half-day and full-day prices are per course for up to 6 attendees, plus £45 + VAT for each additional attendee. The actor-led option is quoted individually and is not limited by group size.
Who the course is for
Who should attend
Anyone involved in developing budgets or who needs to understand the financial data used within their organisation – managers, team leaders and project leads without a finance background. No previous finance training is needed.
Join a scheduled course
One-day courses, 9:30am to 4:30pm, with refreshments, lunch, reference materials and a certificate. Book 2 or more places for a discount.
| Date | Venue | Price | Book |
|---|---|---|---|
| Thursday 22 October9:30am to 4:30pm | Liverpool | £295 + VAT per delegate | Request a place |
| Thursday 29 October9:30am to 4:30pm | Leeds | £295 + VAT per delegate | Request a place |
| Thursday 5 November9:30am to 4:30pm | London | £295 + VAT per delegate | Request a place |
| Thursday 5 November9:30am to 4:30pm | Manchester | £295 + VAT per delegate | Request a place |
| Thursday 12 November9:30am to 4:30pm | Birmingham | £295 + VAT per delegate | Request a place |
| Thursday 12 November9:30am to 4:30pm | Preston | £295 + VAT per delegate | Request a place |
| Thursday 19 November9:30am to 4:30pm | Liverpool | £295 + VAT per delegate | Request a place |
| Thursday 26 November9:30am to 4:30pm | Leeds | £295 + VAT per delegate | Request a place |
| Monday 4 January9:30am to 4:30pm | London | £295 + VAT per delegate | Request a place |
| Tuesday 12 January9:30am to 4:30pm | Liverpool | £295 + VAT per delegate | Request a place |
More than just a training day
Dedicated account managerOne named contact who knows your organisation and your history with us.
Pre-course evaluationFree skills check forms so every delegate lands on the right level.
Course tailoringWe plan and customise closed courses around your roles, systems and files.
CertificatesA Keys Training certificate for every attendee, for training records and ESR.
Management feedbackPost-course feedback reviews so you can see what landed.
Free aftercareTelephone and email support for every delegate after the course.
Frequently asked questions
Who is this course for?
Managers, team leaders and budget holders who need to understand and use financial information but have no formal finance background.
Do attendees need any accounting knowledge?
No. The course starts from first principles and explains where the figures in each financial report come from.
Can the course be delivered remotely?
Yes. The in-house fee covers delivery at your premises or as a live online class via Microsoft Teams – same trainer, same content, same materials.
Can the course be tailored to our organisation?
Yes – every in-house course starts with a free training needs analysis, so the examples, exercises and emphasis are built around your organisation and the situations your people actually face.
What is the actor-led option?
Our actor-led option adds professional actors to the training day, so your managers practise real conversations with someone who responds exactly as a colleague would – and get feedback on how it landed. Find out more about training with professional actors.
What do attendees receive?
Every attendee receives reference materials and a course completion certificate, and we provide free post-course telephone and email support.
Training a larger group?
Our half-day and full-day in-house prices are based on groups of up to 6 people, and the actor-led option can be run for any group size. If you have a larger team, or several teams to train, please speak with one of our team to discuss this further. We will help you work out the best way to run it and put together a tailored quote.
Speak to our team
or call 0345 450 0051
Ready to get your team working together?
Speak with a training advisor to arrange a tailored finance course for your managers – at your premises, live online or with professional actors.
Make an EnquiryEmail an Enquiry
Or call us on 0345 450 0051 to speak with a training advisor today.
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Build your quote or call a training advisor0345 450 0051