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Finance Fundamentals for Budget-Holders

/5.00
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This rating is calculated from participant feedback.

Understand and use financial information in decision-making. Evaluate financial performance and transform your effectiveness as a manager.

21 Jul 2025
22 Oct 2025
Next date
Delivery
Location
Wellington
Duration
1 day
CPD/PLD Hours
7.5

Course overview

Finance for non-financial managers explains the financial concepts and accounting processes used in most businesses providing a foundation for you to understand and use financial information in decision making, including resource allocation and evaluating financial performance.

This one-day course places emphasis on the practical application of all concepts covered.

The course assumes participants can use a calculator and can do simple numeric calculations.

Facilitated by

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Lisa Marriott

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Martien Lubberink

Calculator next to paper with numbers on it

What you'll learn

  • to understand the art of finance: the terminology and the assumptions, estimates and biases that underlie the numbers
  • to understand the content and presentation of financial statements
  • that profit is not equal to cash and the importance of cash
  • how to read and analyse the accounting numbers including the use of ratios

Course modules

  1. Financial terminology and accounting concepts: the concepts and language of accounting is explained in easy to understand language
  2. Understanding the numbers: why profits and most assets are estimates and what underlies them
  3. The importance of cash as a reality check as to business performance
  4. How to use finance tools to assist in strategic decision-making
  5. Reading financial reports and understanding the financial picture

Here's what others are saying

“I found it extremely useful for equipping me as a lay person with some tools to help me make personal investment decisions.  I now feel confident to read a financial statement, understand why it is structured the way it is, and do some useful analysis which before the course I did not.”

Upcoming Courses & Delivery Options

21 Jul 2025 | Wellington

Duration: 1 day

$895

excl. GST

22 Oct 2025 | Wellington

Duration: 1 day

$895

excl. GST

Can’t make these dates or want a private course?

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