This course equips non-financial managers with the essential financial literacy needed to make informed, strategic decisions that drive business performance. Delegates will learn to interpret key financial statements, distinguish profit from cash flow, and apply cost and break-even analysis to assess operational viability. They will also gain practical skills in managing working capital, constructing and monitoring budgets, and evaluating investment decisions through depreciation and cash flow impact. By bridging financial theory with real-world application, the course empowers managers to align their actions with organisational financial goals and avoid costly misunderstandings.
Ever felt lost when finance talks start? You're not alone. This one day course turns confusion into clarity for non financial managers. You'll gain the confidence to read financial statements, spot the difference between profit and cash flow, and make smarter decisions that protect your budget and boost performance. Learn how to manage working capital, build realistic budgets, and assess investments with real impact — all in plain language, no jargon. Delivered as an open course, closed group session, or one to one coaching, it fits your schedule and style. And yes, it counts towards six CPD hours. To find out more, contact us at lets talk at e q v dot co dot uk.
Counts towards 6 CPD Hours1 Day9:00 - 5:00 for GroupsOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Interpret the three key financial statements to assess business health and solvency.
Distinguish clearly between profit and cash flow to avoid common business pitfalls.
Analyse cost behaviour to differentiate between fixed, variable, and semi-variable costs.
Calculate the break-even point to determine the minimum sales volume required for survival.
Apply working capital principles to manage the 'money go round' and avoid overtrading.
Construct and monitor budgets using variance analysis to control costs effectively.
Evaluate capital decisions using depreciation and cash flow impact analysis.
Develop a strategic approach to sales and account management that supports financial objectives.
Your Post-Course Challenge
Within 30 days, review one recent sales contract and identify the cash flow impact of the payment terms.
Discuss a budget variance in your department with your manager using the 'Volume vs Price' framework.
Apply the 'Three Pillars' model to assess the health of a key client or product line.
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for professionals who work closely with financial data but do not have a formal finance background. It empowers non-financial managers to interpret financial information confidently and use it to drive better business decisions.
This course is ideal for:
Account Managers who need to understand the financial implications of client contracts and pricing strategies.
Sales Executives seeking to align their sales targets with broader business profitability and cash flow goals.
Team Leaders responsible for departmental budgets who want to improve financial oversight and control.
Project Managers managing cross-functional initiatives that require cost tracking and financial justification.
Operations Supervisors aiming to optimise resource use and reduce waste through better cost awareness.
Customer Service Managers looking to justify investments in service improvements using financial reasoning.
No prior experience needed
No prior financial training or accounting knowledge is required — the course is designed to be accessible to anyone in a managerial or supervisory role who works with numbers in their day-to-day responsibilities.
What you will take away
You will leave with increased confidence in reading financial statements, the ability to assess the financial impact of your decisions, and practical tools to contribute more effectively to your organisation’s financial performance.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day for open public course
£695.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
