Financial Bootcamp for Non-Financial Professionals

Introduction

Financial Bootcamp for Non-Financial Professionals Course knowledge is essential for professionals who must interpret financial information to support organisational success. In any business environment, financial data provides clarity on past performance, current operations, and future expectations. This Financial Bootcamp for Non-Financial Professionals training course helps participants understand how financial information reveals cost-effectiveness, goal achievement, profitability levels, and operational efficiency, giving them the foundation to contribute meaningfully to their organisation’s performance. This Financial Bootcamp for Non-Financial Professionals Training strengthens the ability of managers and professionals to read, interpret, and apply financial reports and statements. The course explains how financial data supports logical, evidence-based decision-making and helps participants apply essential financial techniques to real workplace situations. Through a structured and practical approach, participants gain confidence in using financial information as a basis for planning, evaluating performance, and supporting organisational goals. Throughout the course, participants explore the role of finance functions, internal accounting procedures, and risk management frameworks used across industries. They also gain exposure to published financial reports and learn how different stakeholders interpret financial performance. This comprehensive, hands-on focus ensures that attendees leave the training course better equipped to manage financial responsibilities and support their organisation’s long-term objectives.

Objectives

This Financial Bootcamp for Non-Financial Professionals Course aims to build the financial confidence and analytical capability of participants who need to use financial information effectively within their roles. The course strengthens understanding of financial statements, reporting practices, internal accounting techniques, investment appraisal, and financial risk management.

By the end of this Financial Bootcamp for Non-Financial Professionals training course, participants will be able to:

• Explain the purpose of the Income Statement, Statement of Financial Position, and Cash Flow Statement
• Evaluate organisational performance through analysis of Annual Financial Reports
• Apply internal accounting techniques such as product costing, CVP analysis, and budgeting
• Use investment appraisal methods to determine whether investments are financially worthwhile
• Demonstrate techniques used to identify and manage financial risks in multinational organisations

Training Methodology

This Financial Bootcamp for Non-Financial Professionals training course applies interactive, practical, and experience-based learning methods designed to reinforce understanding and support skill development. Participants are provided with high-quality course notes that simplify complex concepts and encourage hands-on engagement throughout the training.

This Financial Bootcamp for Non-Financial Professionals Course presentation will include:

• Trainer-guided practical exercises to apply financial techniques
• Teamwork activities to practise financial judgement and problem-solving
• Group exercises across each topic area to reinforce learning
• Accessible explanations supported by real-world examples and discussions

Through this structured approach, participants gain the confidence and capability to interpret financial data and apply financial concepts meaningfully in their roles.

Who Should Attend?

This Financial Bootcamp for Non-Financial Professionals training course is designed for professionals who play a significant role in driving organisational success yet may not have a formal financial background. It supports individuals from diverse operational, managerial, and commercial functions who must engage with financial data in their daily activities.

This Financial Bootcamp for Non-Financial Professionals Course is ideal for:

• Sales and marketing professionals involved in revenue and performance evaluation
• Logistics and supply personnel responsible for controlling operational costs
• Human resource teams managing workforce-related financial decisions
• Production and engineering professionals influencing organisational expenditure
• Risk management and internal audit teams assessing control and exposure
• Consultants, advisors, bankers, lawyers, and non-executive directors working with business organisations

Course Outline

Day 1: The Nature and Purpose of Accounting and Finance

• Why is accounting and finance necessary?

• The role and structure of the Finance Function

• Basic principles of financial accounting

• Teamwork Exercise: Recording business transactions

• Teamwork Exercise: Applying financial judgement in accounting reporting

• Teamwork Exercise: Preparing simple financial statements

Day 2: Understanding the Financial Statements

• The format and structure of the Income Statement and the Balance Sheet

• Why cash flow is important

• Teamwork Exercise: Preparing a Cash Flow Statement

• Published financial reports – format and content

• Techniques for interpreting financial reports

• Teamwork exercise and presentation: Using ratios to assess a company’s performance

Day 3: Using Financial Information for Control and Decision-Making

• Analyzing and using financial information

• Teamwork Exercise: Preparing a product cost summary

• Cost-Volume-Profit and Break-Even Analysis

• Teamwork Exercise: Using CVP analysis for decision-making

• Preparing budgets – How and Why?

• Teamwork Exercise: Preparing budgets for a manufacturing business

Day 4: Finance and Investment

• Sources and types of long term finance

• Short-term finance and working capital

• Teamwork Exercise: Preparing a business plan

• Estimating our cost of capital

• Why investment is essential for profitability and growth

• Teamwork Exercise: Appraising new investment proposals

Day 5:   Controlling Financial Risks

• The financial risks faced by our business

• Managing financial risks using the ‘four Ts

• Techniques for dealing with investment risk

• Teamwork Exercise: Assessing and managing investment risk

• Techniques for dealing with foreign currency risk

• Teamwork Exercise: Hedging the risks of foreign currency transactions