Finance for Non-Finance Staff
Class types
Face-to-Face (F2F)
Remote Online Training (ROT)
Blended Learning
Class types
Face-to-Face (F2F)
Remote Online Training (ROT)
Blended Learning
About this course
Finance is not just for accountants. It is a language every professional can understand. This program helps participants make sense of the numbers behind their work without jargon or heavy theory. Through relatable examples, hands-on activities, and simple tools, participants will learn how to link everyday decisions to financial results and make smarter, more confident choices.
Who should attend?
- Non-finance managers, supervisors, team leaders
- SME owners or entrepreneurs without finance background
- Staff involved in spending, sales, operations, or administration
- Anyone wanting to understand the “money side” of the business
Learning Outcomes
By the end of the program, participants will be able to:
- Understand how their role impacts the financial health of the business.
- Recognise the difference between sales, profit, and cash flow.
- Read and interpret basic financial information without technical jargon.
- Create and manage a simple budget.
- Identify cost drivers and suggest improvements.
- Track a small set of key numbers to guide better decisions.
Program Duration
- 2 Days (14 Hours Total)
- Day 1 –
- Day 2 –
Course Content
Module 1 – Why Numbers Matter in Your Job
Module 2 – Understanding Your Business’s Money Flow
Module 3 – Your Business Health Check (Without the Jargon)
Module 4 – Hands-On: Reading Numbers from a Real-Life Example
Module 5 – Planning Ahead: Budgeting Made Simple
Module 6 – Pricing & Cost Awareness for Non-Finance Staff
Module 7 – Easy Numbers to Track for Better Decisions
Module 8 – Practical Simulation: Make the Call!
- How finance touches every department
- Common money mistakes in businesses (real stories)
- The “cause and effect” link between decisions and results
Module 2 – Understanding Your Business’s Money Flow
- The difference between sales, profit, and cash
- Simple money flow chart for any business
- Where leaks happen and how to spot them
Module 3 – Your Business Health Check (Without the Jargon)
- The 3 simple reports (P&L, cash flow, position) explained in plain language
- “Traffic light” method to see good vs. bad signs
- Quick tips to read numbers even if you hate maths
Module 4 – Hands-On: Reading Numbers from a Real-Life Example
- Group activity with a sample business case
- Spotting problems and successes
- Simple recommendations for improvement
Module 5 – Planning Ahead: Budgeting Made Simple
- Why every department needs a budget
- How to create one using a simple template
- Avoiding over/underspending
Module 6 – Pricing & Cost Awareness for Non-Finance Staff
- How prices affect profits
- Spotting hidden costs in day-to-day work
- Quick “back of envelope” cost checks
Module 7 – Easy Numbers to Track for Better Decisions
- 5–6 key numbers anyone can monitor
- Turning numbers into action
- Knowing when to get help from finance
Module 8 – Practical Simulation: Make the Call!
- Participants act as the decision-maker in scenarios
- Decide based on simple financial clues
- Group discussion and takeaways
Certification
Participants will receive an Richworks Academy Certificate of Completion for Finance for Non-Finance Staff upon successfully completing the session.
