Finance for Non-Financial Managers
Build confidence with finance, even if it’s not your background. This practical Finance for Non-Financial Managers course helps you understand financial reports, manage budgets, and use financial information to make better business decisions.
In this course, you will learn how to:
- Understand key financial terms and concepts used in the workplace
- Read and interpret profit & loss, balance sheet and cash flow statements
- Set, manage and review budgets with confidence
- Link financial information to planning and decision-making
- Build simple business cases using financial data
Who is this course for?
Managers, team leaders and professionals who don’t have a financial background but need to understand budgets, costs and financial reports as part of their role.
Enquire NowFrequently Asked Questions
Who should attend the Finance for Non-Financial Managers course?
What will I learn on the Finance for Non-Financial Managers training?
Do I need any prior finance knowledge before attending?
Is this Finance for Non-Financial Managers course maths-heavy?
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How is the Finance for Non-Financial Managers course delivered, and what support is included?
Course Outline
Course overview
Duration: 1 day (6.5 hours)
This workshop will provide participants with a grasp of basic financial awareness, to help them to better understand the language used by accountants and how financial statements fit together.
Training is done in a jargon-free way that is aimed building attendees’ confidence in using financial terms and concepts within their organisation.
Competent financial management has many aspects, it is wide reaching and requires multiple skills but if participants work to become organised and effective in planning, these skills can be easily acquired.
There is a misconception that to be a good operational manager dealing with financial decisions people must be accounting or numerical geniuses. There are basic skills that attendees can easily learn that will support them in those areas.
Objectives
By the end of the course you will be able to:
- Identify the importance of financial management and its impact
- Identify the link between financial information and decision making
- Set, manage, monitor and review budgets
- Analyse financial statements
- Demonstrate the link between the statements, budgets and decision making.
Content
Financial Management
- Budgeting process (generic / client specific if possible)
- Forecasting and re forecasting process
- The need for accurate forecasting
- Accrual v cash accounting revisited
- Financial Objectives of the business
- Users of the accounts
Financial Tools
- Depreciation and Amortisation
- Accruals and Prepayments
- Deferred and Accrued Income
- Costs, Opex and Capex
Financial Statements
- The Income Statement
- The Balance Sheet
- Understanding capital employed
- The relationship between balance sheet and income statement
- The cash flow statement
- Profitability: gross, operating and net margins
- Review of client’s management information reports
Building the Business Case
- Break even analysis
- Discounted Cash Flow
- Discount factors
- Net Present Value (NPV)
- Internal Rate of Return (IRR)
Why Choose Underscore for Finance for Non-Financial Managers Training?
Underscore Group delivers practical, instructor-led leadership and personal development training that helps people communicate clearly, build confidence, and work more effectively with others. Based in Sussex and supporting organisations across the UK, we specialise in relatable, real-world learning that strengthens capability at every level — from early-career professionals to experienced managers.
Every session is tailored to your organisation’s culture, values and ways of working, ensuring the skills taught transfer directly into day-to-day behaviour. Our leadership and people-skills programmes are trusted by organisations across finance, aviation, healthcare, construction and professional services.
- Trusted by leading UK organisations
- Expert trainers with real business experience
- Small-group sessions (6–8 people)
- Practical, hands-on learning approach
- Virtual & onsite delivery across the UK
- Six months of post-course support
Get in Touch
Still have questions about this course?
Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.
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