Course Information

Introduction

This course teaches core financial concepts for people who do not work in finance. It focuses on the numbers you need to make everyday decisions: budgets, forecasts, costs and performance metrics. You will practice reading financial statements, assessing costs and benefits, and presenting financial information clearly. Lessons are practical and linked to real workplace scenarios.

Objectives

Read and interpret an income statement, balance sheet and cash flow statement to find decision-relevant information.
Build a simple operating budget, track variances, and explain the causes of those variances.
Calculate and apply key performance indicators (for example: gross margin, EBITDA, ROI, cash conversion cycle) to departmental decisions.
Model basic project economics, including break-even and return-on-investment, to compare options.
Prepare concise financial summaries and visuals that communicate implications to non-financial stakeholders.

Who Should Attend?

Product Manager
Marketing Manager
Operations Manager
HR Business Partner
Project Manager

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.