Financial Literacy for Non-Finance Professionals
Course ID: 260706 0101 161ESH
Course Dates : 06/07/2026 Course Duration : 5 Studying Day/s Course Location: London, United Kingdom
Language: Bilingual
Course Category: Professional and CPD Training Programs
Course Subcategories:
Business Decision Making Corporate Finance Financial Analysis Financial Planning & Control Professional Practice & Standards
Course Certified By: ESHub CPD & LondonUni - Executive Management Training
* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate
Certification Will Be Issued:
From London, United Kingdom
Course Fees:
VAT varies by course location and participant nationality.
Date has passed please contact us Sales@e-s-hub.com
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.
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.
Course 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.
Week 1
Day 1 – Foundations of Financial Literacy
1. Understanding Business Finance
- The role of finance in organisational success
- Financial terminology for non-finance professionals
- How financial information supports decision-making
2. Financial Statements
- Reading the income statement
- Understanding the balance sheet
- Interpreting the cash flow statement
3. Financial Performance
- Identifying key financial indicators
- Understanding profitability and liquidity
- Linking financial results to business performance
Day 2 – Budgeting and Cost Management
1. Operating Budgets
- Preparing simple operating budgets
- Estimating revenues and expenditures
- Documenting budgeting assumptions
2. Budget Monitoring
- Tracking actual versus budget performance
- Performing variance analysis
- Explaining significant budget variances
3. Cost Analysis
- Understanding fixed and variable costs
- Analysing cost behaviour
- Identifying opportunities for cost improvement
Day 3 – Financial Performance Measurement
1. Key Performance Indicators
- Measuring gross margin and profitability
- Understanding EBITDA and ROI
- Selecting appropriate business KPIs
2. Financial Ratio Analysis
- Evaluating financial efficiency
- Measuring operational performance
- Supporting management decisions
3. Financial Reporting
- Preparing simple financial summaries
- Presenting performance visually
- Communicating financial information clearly
Day 4 – Financial Decision-Making
1. Project Economics
- Calculating break-even points
- Comparing investment alternatives
- Assessing return on investment
2. Business Case Development
- Evaluating costs and expected benefits
- Identifying financial risks
- Supporting operational decisions
3. Forecasting and Planning
- Preparing simple financial forecasts
- Assessing financial scenarios
- Supporting future planning
Day 5 – Practical Financial Literacy Workshop
1. Financial Analysis Exercise
- Analysing financial statements
- Calculating business performance indicators
- Identifying improvement opportunities
2. Financial Decision Simulation
- Evaluating business scenarios
- Preparing management recommendations
- Presenting financial findings to stakeholders
3. Financial Skills Development
- Reviewing financial analysis techniques
- Identifying personal development priorities
- Course review, feedback and implementation planning
