Finance for the Non-Finance Manager

Course Summary

This course aims to provide delegates with an overview of

  • Accounting terminology
  • Basic book-keeping
  • Financial accounting
  • Management accounting
  • Forecasting
  • Budgeting
  • Cashflows
  • Financial and project analysis
  • Management information and board reporting

This course will help you identify and interpret financial data, and other relevant information. The course will, where possible, aim to use examples relevant to your profession to provide maximum gain from the sessions.


The course is aimed at those wishing to improve their knowledge of basic accounting and understand the underlying principles of management accounting and budgeting.

The course will also look at a number of other relevant topics that non-financial managers should be aware of.

This course has been developed for the GTA University Centre and focuses on both the finance and commercial sector.


Session 1 – Accounting terminology, basic book-keeping and financial accounting

1 Background of accounting standards, terminology and audits

2 Basics of bookkeeping, including account preparation example

3 Financial accounting

4 Financial accounting theory

5 Course questions – financial accounting quiz

Session 2– Introduction to management accounting, forecasting, budgeting and cashflows.

6 Introduction to budgeting

7 Introduction to cashflow

8 Introduction to management accounting and forecasting

9 Case Study – budget, cashflow and feedback

Session 3 - Introduction to financial and project analysis, management information and board reporting

10 Financial analysis

11 MIS and board reporting

12 Course questions –management information and board reporting

13 Project analysis

14 Case study – project analysis

Tutor Profile

Vicky Le Poidevin is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016. Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 12
  • Course Cost: £526.50
  • Course Length: Three sessions 09.00 – 13.00 - £526.50 if all 3 booked (10% discount)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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