Course Information

Introduction

Financial Analysis for Non-Financial Managers provides practical financial knowledge for managers who make operational and strategic decisions without having a finance background. It focuses on understanding financial information, interpreting business performance, controlling costs, and making informed decisions using financial data rather than accounting expertise.

This five-day course develops the skills needed to read financial statements, analyse key financial indicators, prepare budgets, evaluate investments, and communicate financial information confidently. Through practical business cases and real-world examples, participants will learn how financial analysis supports better planning, resource allocation, performance management, and organisational decision-making.

Objectives

1. Interpret financial statements and explain how income statements, balance sheets, and cash flow statements reflect organisational performance.
2. Apply financial analysis techniques, including ratio analysis and trend analysis, to evaluate business performance and support management decisions.
3. Develop and monitor departmental budgets while understanding the financial impact of operational decisions.
4. Evaluate business investments, projects, and improvement initiatives using practical financial appraisal techniques.
5. Communicate financial information confidently to senior management using clear reports, business cases, and performance indicators.

Who Should Attend?

1. Department Managers responsible for operational performance and budget management.
2. Operations, Sales, Marketing, and Human Resources Managers involved in business decision-making.
3. Project Managers responsible for financial performance and resource planning.
4. Team Leaders and Supervisors preparing for broader management responsibilities.
5. Business Professionals who regularly work with budgets, financial reports, or organisational performance data.

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.