Finance for
Non-Finance Managers
You know your clients best — ambitious business owners who want to grow but often feel uncertain when it comes to finance. Many can run their day-to-day operations brilliantly, but when the numbers come out, confidence fades.
The Finance for Non-Finance Managers course gives your clients the tools and understanding they need to interpret their financial data, engage in more meaningful conversations, and make better decisions — ultimately strengthening your relationship with them as their trusted adviser.
What Your Clients Will Learn
This course breaks down finance into clear, practical insights that non-finance professionals can apply straight away:
Understand Financial Reports
Learn the essentials of Profit & Loss, Balance Sheet, and Cash Flow.
Simplify Budgets & Forecasts
Gain practical tools to read, create, and use budgets effectively.
Identify Risks & Opportunities
Spot early warning signs and highlight areas for business growth.
Communicate with Confidence
Build stronger, more productive discussions with finance.
Benefits for You & Your Business
By the end of this course, you’ll:
- Enhance client understanding and confidence in financial discussions
- Strengthen relationships through more productive advisory conversations
- Differentiate your practice by providing added value
- Save time explaining basic concepts and focus more on strategy
- Position your firm as a proactive partner in your clients’ growth
How the Course Works
This is a one-day, practical course that makes finance clear, engaging, and accessible — no prior experience needed. Each concept is explained step by step, with real-world examples your clients can relate to immediately.
The online option starts from £275 + VAT per person, and we also offer group or bespoke sessions for practices that want to support multiple clients at once.
Hear from practices who’ve introduced this course to their clients.
“Since encouraging our clients to attend, the quality of our financial conversations has transformed. They understand the terminology, ask smarter questions, and value our input even more.“
— Partner, Regional Accountancy Firm
(Spaces are limited to keep sessions engaging and interactive)
Finance for Non-Finance Managers - Enquiry Form
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