Finance for the Non Financial Manager2022-02-24T10:50:05+00:00

Finance for the Non-Financial Manager

(Online Course – learn at your own pace)

£250 BUY NOW

Our comprehensive and easy to follow online course will instruct and guide you to:

1. Make sense of financial jargon.
2. Understand the application and relevance of the key terms in an applied context.
3. Understand the link between financial performance and business operations.
4. Make sense of income statements, P&L summaries, cash flow statements and balance sheets.
5. Understand how businesses are valued, and how to make value-adding financial decisions.

Course Intro Video

What will you learn during this course?

  • The core structure and flow of information in financial statements

  • How to interpret and analyse financial info with ratios such as ROCE

  • How to analyse cash flows

  • How management accounts differ in their structure and use

  • Core budgeting and forecasting methods

  • The time value of money and how to evaluate investment decisions

  • How to value a business

  • Evaluating balanced performance of a business

Who is this course for?

From young entrepreneurs to be through to existing managers with no formal finance training: this course is an absolute must-have.  Every successful business person: whether lawyer, IT professional, shop-owner, trader, marketing manager, project manager, banker, HR director or office manager always has one eye on the financial implications of decisions being made by them or around them.  With no structured training it is a long, tough road.  This program lays out the full scope of finance for non-financial managers and gives them the tools and tricks of the world of finance and cuts through a lot of the jargon. 

No prior knowledge or experience in business is required, but it certainly won’t harm the learning experience if you do!

  • About this course

    Cut the jargon, get some sense on the finances, make informed decisions. 

    These three phrases summarise the key learning outcomes of this program.  Firstly, it aims to make sense of financial jargon, picking out key terms – and then, of course, showing you the application and relevance in an applied context. It also aims to link financial performance to business operations and make sense of how numbers are presented in Income statements, other “P&L” summaries, cash flow statements and balance sheets. The key learning outcome is understanding the relationship between them and what really matters when it comes to performance analysis and decision making. 

    We also explore how and why management accounts as well as financial accounts are prepared, and how you can make informed, value-added financial decisions that speak the language of the finance-people and business leaders. Have you ever wondered how businesses are valued? Understand that, and you will see why financial information presents the clues and information that matter to shareholders and directors.

  • Course Modules

    Module 1 – Financial Accounts an overview of the accounting information relevant to finance and financial analysis. Why it is useful and where it falls short.  We review the structure and content of the P&L and see how it builds with an Excel-based downloadable exercise. 

    Module 2 – Ratios and Key Termshis section shows how, given a P&L and Balance Sheet, you can start to analyse a business from different perspectives: Profitability, Liquidity, Efficiency, Returns and Credit.   The Excel case study also continues.

    Module 3 – Return on Capital EmployedOne of the key aspects of analysis is Invested Capital – how much has been invested, where is it invested and what are the returns.  This section takes a very practical look at the idea of capital invested in Operating and Fixed assets and compares how different businesses might give differing results, and why.

    Module 4 – Cash and Cash Flowsgoing back to our Accounts case, this section focuses on cash flows rather than P&L and Balance Sheet.  How do they compare? Where are the differences? Of course, a fully debriefed Excel case is part of the learning.

    Module 5 – The Time Value of MoneyThis short section on the Time Value of Money will set you up for investment appraisal – but it’s very widely applicable outside that scope too.

    Module 6 – Management AccountsWe now get into Management accounts – what they are and why they are used – and it leads us into the realms of budgeting and cost behaviour (the key to a good budget)

    Module 7 – Management Accounting and Investment AppraisalNow we now how to create a robust budget, the question is now whether a project – based on projected revenues and costs – is worthwhile. But ‘worthwhile’ isn’t clear cut, and this section looks at the appraisal techniques to help with decision making: to invest or not to invest…?

    Module 8 – Business Valuation – We’ve now looked an investment appraisal, and given that a company is just a portfolio of investment decisions playing out, we naturally lead on to how to VALUE an entire business rather than evaluate a single project.  Discounted cash flows holds the key, but there are simpler shortcut methods.

    Module 9 – A Balanced Scorecard and summing upNow the journey through the world of finance is almost complete, this final chapter reviews the entire program from a high level to recap and join it all together, and look at a more balanced approach to ‘scoring’ a business.  We look at a real life case where we started the course: Tesco plc.

  • Course includes

    Videos – 51 videos each of 10-15 minutes long to allow flexible learning in YOUR timeframe

    Exercises – 14 downloadable Excel exercises

    Solutions – solution files plus video debrief from your experienced tutor

    Learning management – access to a dashboard, summarising your progress and providing learning access

    Certificate of Completion – CCT is an accredited learning provider for the Chartered Institute of Securities and Investment.  Upon completion you can request a completion certificate for your learning / CPD records 

    Email access – to your tutor

  • Pre-requisites

    This program is for non-finance mangers and so no prior finance knowledge is required.  However, you must have a passion and desire to want to better yourself and get noticed for your financial acumen!

  • Devices and data

    The videos stream realtime, so you will be required access to a good data network or broadband / Wifi network.  Videos compatible on Android and iOS Excel 2010 onwards for Exercises compatibility. 

  • Finance for the Non-Financial Manager

    (online course – learn at your own pace)

    £250 BUY NOW

    Completion time 10-12 hours including exercises and recap time.

    Course Includes:

    > 51 Videos – each 10-15 mins long
    > Exercises – 14 downloadable Excel exercises
    > Solutions – solution files plus video debrief from your expert tutor
    > Learning Management – access to dashboard, check your progress
    > Certificate of Completion – for your learning / CPD records
    > Email access – your expert tutor is on hand to help


    Capital’s courses are officially recognised, enabling your employees to work towards qualifications as well as develop valuable practical skills.


    The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK and in a growing number of financial centres globally.

    Capital is a CISI Endorsed CPD Provider, meaning all our courses contribute CPD points to CISI members.

    Our Clients

    Your expert trainers


    Greg Mayes, qualified accountant and CFA® Charterholder with 30 years in financial services


    Mark Woolhouse, Co-founder of CCT with 30+ years banking and finance experience

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