Valuable 2-Day Finance Course for Non Finance Managers – Master Practical Skills

Finance Course for Non Finance Managers – 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 course for non finance managers—to help you understand the language of business and make better financial decisions, even if you don’t come from a finance background.

Finance Course for Non Finance Managers

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 financial management 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 Course for Non Finance Professionals

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.

Summarised Finance Course Outline (2 Days)

Day 1: Finance Fundamentals & Analysis

Understand Finance vs. Accounting
Learn how finance focuses on strategy, planning, and decision-making, while accounting deals with recording and reporting past transactions.

Read & Interpret Financial Statements
Understand the structure and purpose of:

    • Income Statement (profit/loss)
    • Balance Sheet (assets, liabilities, equity)
    • Cash Flow Statement (operating, investing, financing cash flows)

Learn Key Financial Ratios
Use ratios to assess a company’s health:

    • Profitability Ratios – Measure earnings performance
    • Liquidity Ratios – Assess short-term financial stability
    • Efficiency Ratios – Evaluate how resources are used
    • Solvency Ratios – Examine long-term risk and debt capacity

Apply Ratios in Real-World Scenarios
Analyse sample reports to identify trends, spot red flags, and make data-driven decisions using financial insights.

Day 2: Practical Applications & Career Insights

Use Microsoft Excel for Finance Tasks
Learn shortcuts and formulas to:

    • Create simple budgets
    • Analyse financial data
    • Generate basic dashboards and reports

Analyse Financial Data for Better Decisions
Interpret common corporate reports like budgets and P&L statements to guide spending, performance reviews, and planning.

Personal Finance Essentials
Understand how to:

    • Budget income and control expenses
    • Manage debt and improve your credit score
    • Begin saving and investing wisely

Explore Business Financing & Credit Analysis
Learn:

    • The differences between debt and equity financing
    • The 5 Cs of Credit (Character, Capacity, Capital, Collateral, Conditions)
    • How lenders assess credit risk and set loan terms

Finance Career Pathways
Discover roles in:

    • Corporate finance
    • Credit and risk analysis
    • Financial reporting
    • Investment evaluation
      Perfect for non-finance professionals exploring a role switch.

Cost: Normal price RM2450 – *Promotional Price* RM1890

 

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

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Start your journey to Finance Mastery today!

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Who Should Attend?

This finance course for non finance professionals is perfect for:

People who should join this course

The suitable audience for this training course

Delivery Options

We offer both in-person and Finance for Non Finance Managers online course options, designed to fit your schedule and learning preference:

    • Face-to-face (perfect for interactive learners)
    • Live virtual sessions (flexible and accessible from anywhere)
    • Certificate of Completion provided for all participants

Classroom Training and Facilities

Our training centre is located in Bandar Puteri, Puchong and is only a 2-minute walk from the Bandar Puteri LRT station with many restaurants nearby. For those who drive, nearby there is a shaded car park which is free. Due to its proximity, our centre gets many students from Kuala Lumpur and Klang Valley.

CAD Training Centre Location

You can find us here!

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    • 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.

What Sets Us Apart

Unlike many generic finance programs, this course is:

    • Interactive & hands-on – not just theory
    • Led by industry professionals with real-world experience
    • Focused on practical tools you’ll actually use
    • Tailored to non-finance learners

You’ll leave with clarity, confidence, and competence.

Why choose us?

✔️ Full day classes (9am-5pm) – You actually need this amount of time to understand, ask questions and practice. (2-3 hour courses won’t be able to do this)
✔️ Beginner friendly : start from zero, and ask as many questions as you want. And people in our classes do. Instructors are very patient and friendly.

✔️  Achieve a clear strategy before you leave class

✔️ Certificate of Completion provided after the class

✔️ HRDF Claimable – We are accredited by the Human Resource Development Fund, HRDFAll our courses offered by us are HRDF claimable under the ‘SBL’ Scheme. Click the link to learn more about how to claim SBL-Khas HRDF 

✔️ Our classes focus on the practical aspects and less about theory to the ratio of 70:30 – we found that this approach helps with learning and remembering. Our class sizes are small at about 4-12 pax per session, and this gets each student more attention from the trainer.

✔️✔️ Free repeats after the class (for those who are attending face to face) we want you to really understand after attending this course
✔️✔️   Online students can have recording after class

🖥️  Laptops provided during class,  so you don’t have to bring anything
📚  Complete Manual is given after your class

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 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.

Our Financial Management for Non Finance Managers Training Course is endorsed by the following well-known names

Detailed Course Outline

This finance course for non finance managers 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

Enrol Now – Limited Slots Available

Make this the year you become confident with numbers. Join our Finance course for non finance managers and transform how you think, talk, and act on financial information.

 

 

 

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