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'Excellence is not a matter of chance but of choice'

Finance for Non-Finance Professionals

This course is designed to take the mystique out of Finance. It explains the importance of the Finance function, gives clear meanings of financial terms and leaves delegates with a clear and structured picture of basic Finance statements and financial methodologies.


Completely interactive, consisting of a balanced mix of lecture, video presentation, workshops, group work and individual presentation.

Target Audience

Particularly relevant to Managers, Sales Teams and Supporting Staff operating outside the direct Finance function. It is also very relevant for non-accountant staff teams within Finance and is a useful inclusion in any induction programme.

  • Introduction and Logistics

  • Purpose of Business (Video - The Balance Sheet Barrier)

  • Profit & Loss Account - Definitions and Constituents

  • Balance Sheet - Definitions and Constituents

  • Cash Flow - The Purpose of Credit & Collection

  • Balance Sheet / P&L Construction - Exercise

  • Key Ratios - Calculation and Meaning

  • Internal Analysis v Trend Analysis

  • Financial Instruments

  • Financial Structures and Terminology