A Highly Interactive Training Course On
Finance for Non-Finance Professionals
Demystifying Finance: Empowering Professionals to Make Informed Business Decisions
Upcoming Sessions
Course Introduction
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 Non-Finance Professionals 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
Training Objectives
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
Training Methodology
This Finance for Non-Finance Professionals 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 Non-Finance Professionals 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
Who should Attend?
This Finance for Non-Finance Professionals 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
Course Outline
- 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
Providers and Associations
Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.
COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.
Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
We can customize this
training course for you!
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