An intensive professional development training course on
Finance for Everyone
Building Confidence in Financial Decision-Making
Why Choose Finance for Everyone Training Course?
This Finance training course is essential for effective decision-making across all roles and departments. Many professionals without a finance background may feel unsure when reviewing financial reports, taking part in budgeting discussions, or interpreting performance results. This Finance for Everyone training course is designed to make financial concepts and finance policies clear, practical, and accessible, enabling participants to engage confidently with financial information and understand the policy frameworks that guide financial practice within an organisation.
This course provides an inclusive and supportive learning experience where participants explore fundamental financial principles, gain a clear understanding of financial statements, and learn how to interpret key financial indicators, alongside the finance policies that underpin these processes, such as budgeting policies, expenditure controls, authorisation limits, reporting requirements, and compliance expectations. By simplifying terminology and introducing practical tools, the course helps delegates apply both financial knowledge and policy understanding directly to their day-to-day responsibilities.
Throughout the programme, interactive discussions, hands-on activities, and real-world case examples enable participants to see how financial data and organisational finance policies work together to shape responsible decision-making, risk management, and operational effectiveness. By the end of the Finance for Everyone training course, participants will not only be more confident in analysing and communicating financial information, they will also understand how to operate within their organisation’s finance policies. This ensures they can make well-informed, compliant decisions that support both departmental objectives and overall organisational performance.
This training course will feature:
- Foundational financial knowledge made accessible
- Integration of essential finance policies
- Practical, real-world learning
- Improved financial decision-making and communication
What are the Goals?
By the end of this training course, participants will be able to:
- Gain a solid grasp of essential financial concepts and terminology and apply them in everyday work
- Interpret and analyse key financial statements with confidence
- Assess organisational performance through the use of fundamental financial ratios
- Create and manage budgets that support operational priorities
- Apply financial tools to enhance both strategic and day-to-day decision-making
Who is this Training Course for?
This Finance for Everyone training course is ideal for professionals seeking to strengthen their financial understanding and improve their decision-making capability. It supports individuals from non-financial backgrounds who interact with financial data, participate in planning activities, or collaborate with finance teams.
This Finance Training Course for Everyone is especially beneficial for:
- Managers, team leaders, and department heads without formal finance training
- Entrepreneurs and small business owners seeking to improve financial literacy
- Professionals across all functions who want to apply financial concepts in their roles
How will this Training Course be Presented?
This Finance for Everyone training programme incorporates established adult learning methodologies to promote understanding, engagement, and real-world application. The course combines clear instruction with interactive activities, helping participants consolidate learning and build confidence as they progress.
The Finance for Everyone training will feature:
- Instructor-led sessions that break down key financial concepts into easy-to-understand components
- Collaborative discussions that encourage sharing of ideas and broaden understanding
- Practical examples that illustrate how financial decisions are made in organisational settings
- Hands-on exercises linked to each topic to reinforce learning through practice
The Course Content
- What is Finance? – The role of finance in business
- Key financial terms and definitions
- Understanding the accounting equation: Assets = Liabilities + Equity
- Difference between financial accounting and management accounting
- Interactive exercise: Matching financial terms with real-world applications
- Overview of financial statements
- Income Statement (Profit & Loss): Revenue, expenses, and profit
- Balance Sheet: Assets, liabilities, equity
- Cash Flow Statement: Operating, investing, and financing activities
- Statement of chances in equity.
- Interpretation and analysis of financial statements
- Case study: Analysing a real company’s financial statements
- Group activity: Creating simplified financial statements from sample data
- Introduction to financial ratios
- Liquidity ratios: Current ratio, quick ratio
- Profitability ratios: Gross margin, net margin, ROE
- Efficiency ratios: Inventory turnover, receivables turnover
- Using ratios to assess business performance
- Benchmarking against industry standards
- Workshop: Calculating ratios and discussing implications
- Importance of budgeting in achieving organisational goals
- Setting objectives and allocating resources
- Monitoring and controlling expenditure
- Basics of forecasting
- Using historical data to project future trends
- Simple forecasting techniques for non-finance roles
- Variance analysis – identifying and addressing deviations
- Hands-on exercise: Developing a basic budget and forecast
- Group discussion on budget variances
- Understanding cost structures: fixed vs. variable costs
- Cost–benefit analysis
- Breakeven analysis
- Investment appraisal techniques
- Net Present Value (NPV)
- Internal Rate of Return (IRR)
- Payback period
- Aligning financial decisions with strategic objectives
- Guidance on Green Finance
- Final group project: Evaluating a business scenario and presenting recommendations
Certificate and Accreditation
- AZTech Certificate of Completion for delegates who attend and complete the training course
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