Finance for
Non Finance Managers

Purpose and Scope:

• Designed to demystify financial concepts for non-finance professionals
• Provides practical financial knowledge essential for informed decision-making

Duration:

• Shorter Version: 3 days
• Complete Version: 5 days

Course Contents:

• Day 1:
  • Introduction to Financial Statements
  • Understanding Balance Sheets
  • Income Statements and Cash Flow Statements
• Day 2:
  • Financial Ratios and Analysis
  • Budgeting and Forecasting
  • Cost Management and Control
• Day 3:
  • Capital Budgeting and Investment Analysis
  • Working Capital Management
  • Break-even Analysis
• Day 4 (5-day program only):
  • Financial Decision Making
  • Risk Management and Financial Planning
  • Case Studies and Real-world Applications
• Day 5 (5-day program only):
  • Strategic Financial Management
  • Corporate Finance Basics
  • Group Projects and Presentations

1. Demystify Financial Concepts: Break down complex financial jargon and concepts into understandable terms for non-finance professionals.
2. Enhance Decision-Making Skills: Equip participants with the financial knowledge needed to make informed business decisions.
3. Improve Communication: Foster better communication between finance and non-finance departments by providing a common financial language.
4. Practical Application: Emphasize real-world applications of financial principles, enabling participants to apply what they learn directly to their roles.

1. Solid Financial Foundation: Gain a robust understanding of financial statements, ratios, and analysis techniques.
2. Strategic Insight: Learn to interpret financial data to identify trends, opportunities, and risks.
3. Improved Financial Literacy: Increase your ability to understand and discuss financial matters confidently.
4. Enhanced Business Acumen: Apply financial knowledge to develop strategic initiatives and drive business performance.
5. Hands-on Experience: Engage in case studies and group projects to practice financial analysis and decision-making in realistic scenarios.
6. Risk Management: Learn techniques to manage financial risks and improve financial planning processes.

1. Executives with Limited Finance Knowledge: Senior leaders who need to understand financial reports and make informed decisions based on financial data.
2. Middle Management: Managers looking to enhance their financial skills to better manage budgets, forecast financial performance, and contribute to strategic planning.
3. Business Owners and Entrepreneurs: Individuals who run their own businesses and need to grasp financial fundamentals to ensure their venture’s financial health and growth.
4. Project Managers: Professionals responsible for budgeting and financial planning within their projects.
5. Technical Professionals: Engineers, IT professionals, and others who need to incorporate financial considerations into their roles.

3-Day Program

1. Minimum Participants: 20 to 25
2. Fee per Person: $ – $
3. Inclusions:
   • Course materials
   • Access to expert instructors
   • Certificate of completion
   • Interactive learning environment

5-Day Program

1. Minimum Participants: 20 to 25
2. Fee per Person: $ – $
3. Inclusions:
   • Course materials
   • Access to expert instructors
   • Certificate of completion
   • Interactive learning environment

Note: Only instructors and course materials will be charged. The final fee will be determined after conducting a Learning Need Assessment (LNA) to tailor the program to your specific requirements. Please get in touch with us for a detailed discussion and customized pricing based on your organization’s needs [contact]

1. Format: Available in both in-person and online formats to accommodate different learning preferences and logistical needs.
2. In-person Arrangement: Organized by the firm, providing a conducive learning environment with all necessary materials and facilities.
   • Conducive Learning Environment: Comfortable and well-equipped training venue conducive to focused learning.
   • All Necessary Materials: Provision of all course materials, including textbooks, workbooks, and digital resources.
   • Interactive Tools: Availability of audiovisual aids, projectors, and other tools to enhance the learning experience.
   • Refreshments: Provision of refreshments, including coffee breaks and lunch, to keep participants energized and engaged.
   • Networking Opportunities: Opportunities for participants to interact and network with peers and instructors.
   • Technical Support: On-site technical support to ensure smooth delivery of presentations and use of equipment.
   • Customized Setup: Tailored arrangements to meet the specific needs of the participants and the organization.
3. Conditions:
   • Prior registration is required to secure a spot in the program.
   • A minimum number of participants is needed to run in-person sessions.
   • Payment details and deadlines to be communicated upon registration.
   • Cancellation and refund policies to be specified in the registration agreement.

1. Setting Expectations: At the beginning of the program, we work with participants to clearly outline their goals and expectations. This involves an initial assessment where we discuss the specific skills and knowledge they hope to gain. By setting these clear expectations, we ensure that our training is aligned with the participants’ and the organization’s objectives from the outset.

2. Ongoing Assessment: Throughout the program, we engage in continuous feedback loops with participants. Regular check-ins, interactive discussions, and formative assessments help us gauge progress and make any necessary adjustments. This ongoing dialogue ensures that the training remains relevant and responsive to participants’ needs.

3. Measuring Achievement: At the conclusion of the program, we conduct a comprehensive evaluation to compare the initial expectations with the outcomes achieved. Participants provide feedback on their learning experience, and we assess the extent to which their goals have been met. This final assessment not only validates the success of the program but also provides valuable insights for future improvements.

Upon successful completion of the course, participants will be awarded a certificate that recognizes their dedication and achievement. This certificate serves as a formal acknowledgment of the skills and knowledge gained throughout the program. It not only highlights the participant’s commitment to professional development but also enhances their credentials within the industry. Our certificates are designed to reflect the rigorous training and comprehensive curriculum that participants have undergone, making them a valuable addition to any professional portfolio.

Issuing certificates also provides tangible evidence of the training’s effectiveness for organizations. It allows employers to verify that their employees have attained the necessary competencies and are equipped to apply their new skills in the workplace. By offering certification, we ensure that both individuals and organizations can confidently showcase their investment in high-quality training and continuous improvement.