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.

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.

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

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 This Course Matters

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 from this
Finance for Non Finance Managers Course

    • 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

What You’ll Learn in This Finance for Non Finance Professionals 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.

Course Summary: Finance for Non-Finance Managers

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

Why This 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

 

Perfect for non-finance professionals exploring a role switch.

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

If you’re interested, you can check out the schedule for upcoming sessions here!

Why Choose us?

 

Repeat classes!

We believe real learning takes time. That’s why after your first payment, you’re welcome to repeat the class for free—every month. Come back, refresh your knowledge, ask more questions, and gain confidence in applying what you’ve learned. No extra fees, no pressure—just support that lasts beyond Day 1.

 

Materials and laptops are provided

Tired of dragging your laptop around? Don’t worry—we’ve got you covered. Every course includes a ready-to-use laptop, printed handouts, and take-home reference materials. All you need to bring is yourself. This way, you can focus fully on learning, not logistics.

 

We are fully HRDF Claimable

All our courses are HRD Corp (HRDF) SBL-Khas claimable, so you can train your team without financial stress. From management to technical courses, your company can claim up to RM10,500 per day for in-house sessions. Need help with the grant application? Refer to our guide here!

Certificates

After the end of the course, you will be issued a Finance training for non finance managers Certification of Achievement.

 

We have experienced trainers

Our trainers aren’t just teachers—they’re seasoned professionals who have spent over 20 years in the field. They simplify complex concepts, bring real-world examples to the classroom, and use proven teaching techniques to help you apply what you learn in your job immediately. Expect engaging sessions with practical impact.

 

CIDB & MOF Registered Provider

Our institute is a registered training provider for the Construction Industry Development Board (CIDB). As such, we provide CCD points under the Continuous Contractor Development program as required by the construction industry. Participants from the construction industry will receive CCD points for attending our training courses. We are also a registered training provider with the Ministry of Finance, MOF.

Want to know how to renew your CIDB license? Click here!

 

Beginner Friendly

We are known for our tagline “Start from zero!” – students do not need any prior knowledge or experience to take out basic courses and with our experienced trainers, you’ll be guided all the way from beginning to the end.

 

Conductive Learning Experience

Our classes prioritizes more on the practical aspects rather than the theoretical with a ratio of 70:30 – we found that this approach is more effective in helping participants learn and remember. 

 

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

Want to know more about our website? Click here!

Who Should Attend?

This Finance for Non Finance Managers Course is perfect for:

People who should join this course

The suitable audience for this training course

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

We also offer an Finance for non finance managers online course. Our online classes 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:

 

Frequently Asked Questions

 

What is the Finance course for non finance managers all about?

Our finance course for non finance managers 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 Finance 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 Financial Management for non Finance Managers 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

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.

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

What Participants Say

 

WhatsApp chat