421

Finance for Non Finance Managers Course – Valuable 2-Day Course | HRDF Claimable

Finance for Non Finance Managers Course – Unlock Financial Confidence Without a Finance Degree

 

If you’re a professional leading a team, running a department, or managing a business—but numbers still feel like a foreign language—you’re not alone. Many successful managers and decision-makers never received formal financial training.That’s why we created a practical, hands-on Finance for Non Finance Managers Course

—to help you understand the language of business and make better financial decisions, even if you don’t come from a finance background.

(2980+ ⭐⭐⭐⭐⭐ Positive Google Reviews)

Finance for Non Finance Managers course

 

What Is the Finance for Non Finance Managers Course?

The Finance for Non Finance Managers Course is a practical training program designed to help managers and professionals who do not have a financial background understand the fundamentals of finance.

In many organisations, non-finance managers are involved in budgeting, approving expenses, or reviewing financial reports — yet they may feel unsure when interpreting numbers or financial jargon. This course bridges that gap.

In this Course, participants will learn:

    • How to read and interpret financial statements (Profit & Loss, Balance Sheet, Cash Flow)
    • The difference between CapEx and OpEx
    • How to manage and monitor budgets
    • Key financial terms and performance metrics
    • How financial decisions impact the overall business
    • Make informed, financially sound decisions
    • Communicate effectively with finance teams
    • Support your department’s budgeting and performance goals
    • Gain confidence with numbers — no finance background required

The goal is not to turn managers into accountants — but to give them the financial literacy needed to make informed decisions, communicate effectively with finance teams, and contribute to the financial success of their departments and the business as a whole.

Why Learn about Finance?

Finance is no longer just the job of the accounting department. Whether you’re in sales, HR, operations, marketing, IT, or customer service, your decisions impact your company’s financial performance.

And yet, many professionals still feel uncomfortable discussing budgets, reading financial reports, or interpreting P&L statements. This course is designed to remove that barrier.
Read more on this here!


Key takeaways

    • Speak the language of finance with confidence
    • Understand how your decisions impact profitability and cash flow
    • Work more effectively with finance departments and senior leadership
    • Build business cases, justify costs, and manage team budgets
    • Avoid costly mistakes and improve overall performance
    • Experience real-world financial and business management processes
    • Practice effective management skills through interactive discussions
    • Receive training in financial analysis and business problem-solving
    • Benefit from peer learning via group discussions and idea exchange

Why This Finance for Non Finance Course Matters

    • Make informed, financially sound decisions
    • Communicate effectively with finance teams
    • Support your department’s budgeting and performance goals
    • Gain confidence with numbers — no finance background required

What are the benefits of joining this Finance for Non Finance Managers Course

This isn’t just another theory-heavy workshop. You’ll gain practical skills through hands-on exercises, real case studies, and Excel-based learning that mirrors actual business scenarios. This finance training for non finance managers will teach you:

1. Understanding Financial Statements

You’ll learn how to read, interpret, and analyse the three most important financial statements:

    • Income Statement – See how revenue turns into profit or loss
    • Balance Sheet – Understand assets, liabilities, and equity
    • Cash Flow Statement – Learn where the money really goes

By the end of this module, you’ll be able to assess a company’s performance using real reports—not just formulas.

2. Financial Analysis & Ratios

We simplify powerful financial tools and show you how to apply them:

    • Profitability Ratios – Measure success and efficiency
    • Liquidity Ratios – Check how well a company can meet obligations
    • Solvency Ratios – Assess long-term financial health
    • Efficiency Ratios – Evaluate how well resources are being used

This will help you make more informed decisions, especially when evaluating vendors, internal projects, or business strategies.

3. Microsoft Excel for Finance

This is where theory meets application. You’ll use Excel to:

    • Build simple financial models
    • Analyse income and expenses
    • Create basic dashboards and summary reports
    • Improve productivity with key Excel shortcuts

Even if you’re not an Excel expert, we’ll guide you step by step.

4. Financing & Credit Analysis

Want to understand how businesses raise funds and evaluate risks?

You’ll explore:

    • Debt vs. Equity financing – Pros and cons
    • The 5 Cs of Credit – Character, Capacity, Capital, Collateral, Conditions
    • Credit scoring & covenants – What lenders look for

Ideal for project managers, IT professionals, and entrepreneurs looking to understand how financing affects operations.

5. Personal Finance (Bonus Module)

We believe financial literacy begins with self-awareness. You’ll also learn:

    • Budgeting & expense management
    • Managing debt and improving your credit score
    • Introduction to savings and investments

This bonus module empowers you to grow both professionally and personally.

6. Career Exploration in Finance

Thinking of transitioning into a finance-related role?
We’ll introduce you to potential career paths:

    • Corporate Finance
    • Credit Risk & Lending
    • Financial Reporting
    • Investment Analysis
financial management for non finance managers potential career paths

The Potential Career paths that are available in Finance!

Understand the skills and qualifications required, so you can make informed career decisions.

Who Should Attend?

    • Managers & Supervisors
      To improve budget management, read financial reports, and align team decisions with financial goals.
    • Entrepreneurs and Small Business Owners
      To gain control over cash flow, costing, and financial health, and make better investment and pricing decisions.
    • Sales & Marketing Professionals
      To understand how campaigns and pricing strategies impact revenue, margin, and company performance.
    • Career Changers (Non-Finance to Finance)
      To explore finance career options with clarity—corporate finance, credit risk, financial reporting, and more.
    • Project Managers
      To learn how to budget projects, assess ROI, and justify funding with solid financial reasoning.
    • IT Professionals
      To manage project budgets, evaluate capital expenses, and speak the finance language during planning and procurement.
    • Operations Managers
      To discover how operations affect profit margins, inventory costs, and overall efficiency.

Course Summary: Finance for Non Finance Managers Course

A practical course designed for professionals without a finance background who want to understand and apply key financial concepts confidently at work.

 

What You’ll Learn

Financial Understanding

    • How to read Income Statements, Balance Sheets, and Cash Flow Statements
    • Key accounting terms used in business

Business Analysis Tools

    • Use of financial ratios to assess performance, cash flow, efficiency & risk
    • How to apply financial data in real decision-making scenarios

Practical Budgeting & Modelling

    • Build and manage a business budget
    • Perform cost analysis and create basic financial models

Excel for Finance

    • Time-saving Excel tips for managing financial data
    • How to interpret financial reports using real or sample Excel files

Business Financing & Credit Analysis

    • Understand debt vs. equity financing
    • Learn the 5 Cs of Credit and how they affect borrowing

Bonus: Personal Finance Essentials

    • Budgeting, expense tracking, debt management, and basic investing
  •  

Perfect for Non Finance professionals exploring a role switch.

Course Prices and Schedule

Find Courses Here for the Sales and Service Tax (SST) Course

 

CourseNormal Price (RM)Promotional Price (RM)
Finance for Non Finance Managers (2-Days)24501890

Enrol Now

Apply for the Finance for Non Finance Managers Course today to start your journey to learning about the skill that helps manage your resources & achieve financial goals. Become a Finance Master today!

 

Brands that trust our Training Centre | Finance for Non Finance Managers

Finance for Non Finance Managers Course

 

Why Choose us?

No upselling, no nonsense. With Finance for Non Finance Managers Course, you get pure Financial knowledge and how to put it into action in your company. This is a full 9am–5pm session — because honestly, 2–3 hour “crash courses” just won’t cut it if you want to really understand and implement properly.

✔️ Beginner-friendly. We start from zero, so you don’t need any prior background. Ask anything, anytime — our trainers are patient, approachable, and genuinely here to help you.

✔️ Walk away with a real strategy. Not just theory, but a practical plan you can use in your workplace the very next day. That’s what makes Finance for Non Finance Managers Course different.

✔️ Certificate included. You’ll get something solid to show for your effort and commitment.

✔️ Free repeat classes (for face-to-face learners). We’d rather you really understand after attending, than rush through just for the sake of it.

✔️ Online learners? Don’t worry — you’ll get the class recording to revisit anytime you need a refresher.

🖥️ No laptop? No problem. We provide one during class so you can focus fully on learning.

📚 Complete training manual included. Everything in one place, step by step, so you won’t get lost after class.

🌟 Proven track record. Over 2,400 glowing Google Reviews — CAD Training Centre is a trusted place to learn, and this Finance for Non Finance Managers Course is no exception.

 

Classroom Training and Facility

Our facility is situated in Bandar Puteri, Puchong and is just a 2-minute walk from the Bandar Puteri LRT.

 

Location of our CAD Training Centre

Bandar Puteri, Puchong

 

 

There is also a parking complex that’s only a 3-minute walk to and fro our Training Centre, making sure that participants do not have to worry about taking a hike just to reach the CAD Training Centre. There are also numerous restaurants nearby, with options to match!

    • Our training sessions are held in a classroom setting. The instructor teaches the theory and shows various practical examples.
    • Participants also get to try out numerous exercises and experience the learning-by-applying concept.
    • The training style consists of 70% practical and 30% theory, workshop style. We intend that students learn more by doing rather than just listening.
    • You will receive personal guidance from our trainers during the class.
    • Our trainers will have Q&A sessions to answer the various questions throughout the class.
    • Our typical class size is between 6-10 students. This setup allows our trainers to spend more time with each of their students. 

 

Online Training

Our Finance for Non Finance Managers Online Course are conducted via video conferencing platforms such as Zoom and Cisco Webex. Each class is bound to be both exciting and relaxed as our trainers have a lively approach that bodes well for online training. The lessons are also designed to promote ease of learning and with our experienced trainers, teaching and guiding students with practical hands-on exercises that are done via screen-sharing. 

In-house and Corporate Training

We offer in-house training programmes based on the participants request. Our trainer will conduct the training in the location of your choosing.

 

Related Articles:

 

 

Detailed Course Outline

This Finance for Non Finance Managers Course is delivered over two engaging days, combining essential concepts with real-world application.

 

Day 1: Finance Fundamentals & Analysis

 
Module 1: Introduction to Finance
    • What is Finance?
    • Finance vs. Accounting
    • Simple breakdown of Financial Statements
    • Role of Finance in Business
Module 2: Decoding Financial Statements & Key Accounting Terms
    • Understanding Income Statement, Balance Sheet, and Cash Flow Statement
    • Key accounting terms in everyday business
    • How to extract useful insights from reports
Module 3: Mastering Financial Ratios
    • What are Financial Ratios & Why They Matter
    • Profitability Ratios – Measuring performance
    • Liquidity Ratios – Gauging cash flow stability
    • Efficiency Ratios – Evaluating operational effectiveness
    • Solvency Ratios – Understanding long-term financial health
Module 4: Financial Ratio Analysis for Decision-Making
    • Applying ratios to real business scenarios
    • Interpreting company financials
    • Practical case studies to identify trends, risks & opportunities
    • Using financial insights to guide strategic decisions

 

Day 2: Practical Finance Applications & Career Insights

 
Module 5: Mastering Microsoft Excel for Financial Efficiency
    • Excel shortcuts & time-saving tips
    • Navigating financial data in Excel
    • Reading and managing reports in Excel
Module 6: Decoding Financial Reports for Business Decisions
    • Common corporate financial reports (P&L, Budget)
    • Key metrics and what they mean
    • Hands-on practice with real or sample Excel reports
Module 7: Mastering Personal Finance (Bonus)
    • Budgeting and expense tracking
    • Managing debt and credit scores
    • Introduction to savings and investments
Module 8: Understanding Business Financing & Credit Analysis
    • Debt vs. Equity Financing – Which is better when?
    • Fundamentals of credit risk assessment
    • The 5 Cs of Credit (Character, Capacity, Capital, Collateral, Conditions)
    • How financial covenants affect borrowing
Module 9: Practical Budgeting & Financial Modelling
    • Build a business budget from scratch
    • Analyse costs effectively
    • Develop simple financial models for decision-making

 

 

Frequently Asked Questions

 

 
What is the financial management for non finance managers course all about?

Our finance for non finance managers course helps professionals without a financial background understand essential financial concepts used in business. Learning how to read financial statements, analyse key ratios, manage budgets, and make better financial decisions. The course also improves confidence in working with finance teams and using tools like Excel for financial analysis.

 
What are the benefits of learning Finance for Non Finance Managers?

Learning Financial Management for Non Finance Managers provides a competitive edge by enhancing decision-making skills, read financial reports confidently, managing budgets effectively, communicate with finance teams, boost strategic thinking, improving profitability, enhance career growth, and increase confidence.

 
What are the prerequisites?

No formal finance or accounting background required as this Finance for Non Finance Professionals Course is designed specifically for those without financial training. Although, having basic business understanding is helpful and a basic level using Excel.

 
How long does it take to learn Finance for Non Finance professionals?

Our course is a two days course. It is designed to equip students with the necessary skills and knowledge to create and analyse financial models using Microsoft Excel.

 
What is the difference between classroom learning vs online courses?

Classroom Learning

    • Participants will attend the course at the training centre in Bandar Puteri, Puchong.
    • Face to Face Interaction with the trainer in a classroom setting.
    • Immediate guidance & attention from the trainer
    • More focused
    • Learning among other participants during exercises

Finance for non finance managers online course

    • Participants will attend the course using online platforms such as Zoom and Cisco Webex
    • Can save on travel and food expenses
    • Learn from the comfort of your own home/office
    • More flexibility
    • Able to discuss with people from different companies.

 

 

Video Examples

WhatsApp chat
Skip to toolbar