Finance for Non-Financial Professionals

Delivery Type

Delivery Type: Classroom Training

Course Dates

Days: Saturday – Monday – Tuesday Dates: 20, 21, and 22 July

Overview:

In today’s data-driven business environment, professionals outside the finance function often lack the expertise to interpret critical financial information, creating barriers to cross-functional alignment and informed decision-making.

This workshop bridges that gap by transforming complex financial concepts into accessible knowledge, enabling participants to confidently evaluate financial reports, optimize budgetary oversight, and contribute meaningfully to organizational growth strategies.

Why Financial Literacy Matters?

  • 65% of non-finance managers lack confidence in interpreting financial
  • 80% of business failures stem from poor cash flow
  • Companies with financially literate leaders see 24% higher profit

Finance for Non-Financial Professionals delivers comprehensive financial acumen, equipping leaders with the analytical framework to assess financial statements, evaluate profitability drivers, and align operational objectives with overarching fiscal priorities.

Participants will gain an in-depth review of the key financial statements: the Balance Sheet, Income Statement, and Cash Flow Statement. They will learn how to assess a company’s financial strengths and weaknesses and make decisions regarding its short-term financing and investment needs. Additionally, the course will include a thorough financial statement analysis to provide participants with the insights necessary to navigate financial decision-making in a business context.

man in white dress shirt sitting beside woman in black long sleeve shirt

Targeted Competencies:

  • Financial Statement Analysis
  • Cash Flow Management
  • Budgeting and Forecasting
  • Business Acumen
  • Cost Management
  • Communication of Financial Data
  • Capital Budgeting
  • Performance Measurement
  • Financial Planning
  • Risk and Return Evaluation

Organizational Impact:

  • Enhanced Cross-Departmental Synergy – Improved communication between finance and non-financial teams.
  • Stronger Financial Accountability – Leaders take ownership of budget and cost management.
  • Improved Financial Literacy – Empower non-financial professionals with a solid foundation in financial principles and terminology.
  • Better Decision-Making – Enable informed operational and strategic decisions by understanding financial implications.
  • Enhanced Budget Oversight – Strengthen abilities to manage and control departmental budgets effectively.
  • Improved Profitability Focus – Recognize and respond to key drivers of profit and cost.
  • Increased Cost Awareness – Understand cost structures and control mechanisms across the organization.
  • Faster, More Informed Decisions – Speed and quality of decision-making increase organization-wide.
  • Reduced Financial Errors and Misunderstandings – Improved accuracy and compliance in financial activities.
  • Better Use of Resources – Departments manage resources more efficiently.
  • Increased Profit Margins – Improved decisions directly enhance financial outcomes.
  • Readiness for Growth and Change – The Organization becomes more adaptable and financially agile.

Learning Objectives:

By the end of this training, participants will be able to:

  • Differentiate between financial accounting and managerial accounting, and recognize their respective roles in an organization.
  • Enhance financial knowledge to build a coherent culture aiming to achieve objectives.
  • Explain how financial and managerial accounting contribute to decision-making.
  • Classify the key components of financial statements, including the income statement, balance sheet, and cash flow statement.
  • Define the most important terminologies and concepts used in financial reports.
  • Analyze how accounting profit and economic profit impact business decisions.
  • Discuss the role of financial planning in enhancing business’s finances.
  • Explain the concept of capital structure and its impact on the financial performance.
  • Explain the concept of cost of capital and its importance in financial decision-making.
  • Apply capital budgeting techniques to make informed investment decisions.
Brightn is your trusted partner in Talent Development, helping organizations navigate complexity and achieve measurable performance improvements.

Workshop Outline:

Module 1: Financial Accounting

  • Accounting as an information system
  • Users of financial statements
  • Understanding the annual report
  • Accounting assumptions and principles
  • Accrual basis of accounting
  • Accounting Finance
  • Cash Flow Role in Corporations
  • The major economic indicators affecting Corporate Finance

Module 2: Financial Statements

  • The income statement: definitions and basic format
  • The balance sheet equation: assets, liabilities & shareholders’ equity
  • Statement of retained earnings
  • The cash flow statement
  • Classification of cash flows
  • Operating, investing, and financing activities

Module 3: Financial Statement Analysis

  • Accounting as an information system
  • Users of financial statements
  • Understanding the annual report
  • Accounting assumptions and principles
  • Accrual basis of accounting
  • Accounting Finance
  • Cash Flow Role in Corporations
  • The major economic indicators affecting Corporate Finance

Module 4: Time Value of Money

  • The role of time value of money in finance
  • Future value calculation: simple and compounding
  • Nominal Effective Interest Rates
  • Present value calculation

Module 5: Effective Budgeting

  • Budgeting types and methodologies
  • Budgeting techniques
  • Annual profit plan and supporting schedules
  • Cost control and variances

Module 6: Capital Budgeting

  • The capital budgeting process
  • Types of costs considered in capital budgeting analysis
  • The stages in capital budgeting
  • Time value of money
  • Net present value
  • Internal rate of return
  • Payback period
  • Discounted payback method
  • Weighted Average Cost of Capital – WACC

Module 7: Business & Financial Risk

  • Capital asset pricing model (CAPM)
  • Future Value
  • Required Rate of Return
  • Stock Valuation

Module 8: Financial Decision-Making

  • Understanding the financial impact of business
  • Using case studies to analyze the consequences of financial
  • Applying financial knowledge to make strategic decisions and drive business

Who Should Attend?

This workshop will greatly benefit:

  • Managers and Directors
  • Unit and Middle Managers
  • Sales and Marketing professionals
  • Supervisors and Team leaders
  • Project managers and Engineers
  • Managers who need to utilize financial information in their roles.
  • Consultants who work with professionals and executives to support improvements to operational and financial processes.
Brightn is your trusted partner in Talent Development, helping organizations navigate complexity and achieve measurable performance improvements.

Training Methodology:

This practical training uses a variety of proven adult learning techniques, including:

  • Instructor-Led Sessions: Engaging sessions to introduce the desired concepts.
  • Case Studies: Real-world scenarios to apply financial concepts in practical settings.
  • Group Exercises: Activities that encourage teamwork and problem-solving.
  • Hands-On Simulations: Practical exercises for participants to apply concepts in a controlled environment.
  • Q&A Sessions: Opportunities for participants to engage with instructors.
  • Assessments: Periodic evaluations to reinforce learning and track progress.

 

Delivery Type

Delivery Type: Classroom Training

Course Dates

Days: Saturday – Monday – Tuesday Dates: 20, 21, and 22 July

FAQ

  • How can I register for a public training course?
    Via our website or by emailing info@brightn-td.com. A training expert will contact you to assist with the next steps.
  • Will I receive a certificate?
    Yes, participants who complete the course will receive a certificate of completion.
  • What’s the batch size for public courses?
    Typically up to 15 participants per batch (subject to change by course).
  • Do you offer installment payments?
    Yes, you can pay in up to three installments.
  • Do you offer course materials?
    Yes, we provide both hard and soft copies of the training materials.
  • What’s included in the training fee?
    Training Sessions, Materials, Certificate, and Daily tea/coffee breaks.
  • Is there a discount for group registrations?
    Discount schemes are available for multiple registrations.
  • Is this course theoretical or practical?
    The course is highly practical, with real-world examples, case studies, and interactive exercises.
  • Can this be customized for in-house training at my company?
    Yes, the course can be tailored to meet the specific needs, industry context, and strategic goals of your company.

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