Training course

Finance for Non-Finance Managers

This hands on one day course is designed to introduce managers and business owners who do not have a background in finance to the financial reports, concepts and terminology which they are likely to come across in business management.

It gives an introduction to the background and principles of UK accounting, and examines the most commonly used management reports which will give an understanding of the business from a finance perspective.

Dummy company data and reports will be used on open group courses, however for a more tailored analysis bespoke training can use your own company reports within the exercises.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Prerequisites

  • There are no prerequisites for this course

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises

Course content Back to top

  1. Key Topics
    The role of finance in business
    Understanding accounting ledgers (General / nominal ledger, cashbook / bank, debtors / receivables, creditors / payables, stock / inventory)
    Bookkeeping fundamentals and accounting principles (the concept of double entry book keeping, the Trial Balance, UK GAAP, accruals and prepayments, cost of sales, depreciation)
    Understanding and interpreting key financial statements (Balance sheet, Profit and Loss / Income and Expenditure)
    Understanding and Calculating basic KPIs and ratios (Gross profit, margin, net profit, current ratio, day sales outstanding, stock turnover)
    Developing budgets and forecasts, and analysing these against actuals
    Understanding cashflow
    Understanding financial terminology and jargon
  2. Follow-on Modules
    Following on from this one day introduction several more specific half day modules are available which go into further detail on:
    Understanding Cost of Sales (Stock valuations / Work in Progress / direct labour charges).
    Advanced KPIs and Ratios
    Understanding your management information (bespoke examination and explanation of your own company reports)

Public dates and prices Back to top

Prices are per delegate and exclude VAT.

  • Wednesday 12 May 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

  • Thursday 16 September 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

  • Tuesday 19 October 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

Can't make these dates? Ask about a private course on a date that suits you.

Training a team?

Run this course privately, on your dates

  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

“The trainer was super patient, kept going over areas and answered all our weird and wonderful questions”
S.P., Impact International, Excel Level 2

Would it be possible to use your feedback in our marketing we only use your initials and organisation name

“Very beneficial and informative session with a subject matter expert!”
Y.B., Egger Uk, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

Following this training what are you going to do differently

“It will speed up my work with spreadsheets”
A.R., S Sheard & Son Limited, Excel Level 3
“Thank you very much for the course. It was very useful and very practical. I refreshed my knowledge and learned new practical skills I can use at work.”
O., Excel Level 3
“The trainer was very knowledgeable, engaging and approachable. The course was very well put together, the content was suitable for someone with little VBASIC knowledge”
L.W., Cpi, VBA Essentials using Excel

Which part of the course did you find particularly valuable

“The ability to have questions answered during the course. Cost allocation process very useful as most people don’t know this is possible”
A.F., Deepocean 1 Uk Ltd, Microsoft Project Essentials
“Would highly recommend the course. Many thanks”
B.W., Excel Level 3

Which part of the course did you find particularly valuable

“Learning about the way the connections work with databases with ado etc..”
M., William Smith, VBA Essentials using Access

Related courses

Please contact us to discuss your Finance for Non-Finance Managers course, we have many solutions available to ensure you receive the best training possible.

Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Finance for Non-Finance Managers course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. Please contact us to booka place or get a quote for your Finance for Non-Finance Managers course.

training courses, Durham, Washington, Newcastle, North East
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/23/2026 5:43:51 AM