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Finance for Non Financial Managers




SABPP accreditedFinance for non-financial managers is a 3 day course for managers in today's business world. It is essential for individuals to have a working knowledge of finance. We all play a role in our organisations' financial health, whether we realise it or not. If you don't have training or a background in finances, you may be at a disadvantage as you sit around the management table. Understanding the cycle of finance will help you figure out where you fit into your companys' financial structure.

This course is accredited with the SABPP and is worth 23 CPD points.

At the conclusion of this workshop:

  • Read basic Financial Statements
  • You should be able to assess the financial performance and health of your firm.
  • Enhance your decision-making skills by integrating financial management concepts into your thinking.
  • Understand the budgeting process and forecasting techniques.

Delivery Methods

Delivery Method Duration Price (excl. VAT)
Fulltime 3 Days R 7,497.00
Webinar 3 Days R 6,147.00

Discounts Available

Save up to 10% by booking and paying 10 business days before the course.


Download Brochure

Information may change without notice.


This course targets anyone new to management or leading a team in an organisation who needs to understand the basics of finance and reading a financial statement.  It is essential for anyone without a finance background who would like to progress in their careers and who is aiming for management level in a company. 


Mathematical ability is needed and English to matric would help. Experience in business is beneficial. 


Course Outline / Curriculum


1.      Course Overview             

a.      Learning Objectives        

b.      Introductory Group Discussion

2.      Getting the Facts Straight

a.      Starting with the Basics

b.      General Accepted Accounting Principles (GAAP)

c.      Getting to Know the Players

d.      Identifying the Key Players in Your Organization 

e.      Governing Organizations

3.      The Accounting Cycle

a.      Underlying Principles

b.      Overview of the Accounting Cycle

c.      Case Study: (Accrual Basis vs Cash Basis of Accounting)

d.      Understanding Debits and Credits

e.      The Accounting Model

f.       The Accounting Equation

g.      Working with Debits and Credits

4.      A Review of Financial Terms

5.      Structure of Annual Financial Statements

a.      Sample Income Statement

b.      The Balance Sheet

c.      Sample Balance Sheet

d.      The Cash Flow Statement

e.      Statement of Retained Earnings

6.      Keeping Score

a.      Understanding the Chart of Accounts



7.      Your Financial Analysis Toolbox

a.      Identifying the Relevant Data

b.      Analyzing the Data

c.      Reading Annual Reports

d.      Case Studies 1

e.      Case Studies 2

f.       Case Studies 3

g.      Sir John Templeton

h.      Problem Solving Quotes

8.      Seven Habits of Highly Creative Problem Solvers

a.      1.Comfortable with uncertainty – and even seek it out

b.      2. Failure is part of the process, and not taken personally

c.      3. Reverse engineer problems

d.      4. Ask great questions, and listen to as many (open minded) people as possible

e.      5. Understand your best contribution in the problem-solving process

f.       6. Get on the balcony

g.      7. Don’t believe your first answer, and don’t believe you have found the best answer


9.      Value Added Tax - Basics

a.      VAT Exempt products and services:

b.      Who should register for VAT?

c.      How often is a VAT return completed and paid?

d.      How VAT works – the big picture:

e.      ACTIVITY

10.   Ethics 101

a.      Ethical Relativism


c.      7 Brilliant Things Emotionally Intelligent People Do When Their Buttons Are Pushed

11.   10 Behaviours You Never See in Successful People

12.   The Basics of Budgeting

a.      Defining a Budget

b.      Types of Budgets

c.      Just Do It!

d.      Case Studies

13.   General Budget Scenarios

14.   More Complex Budget Scenarios

a.      Budget Case Study 2

15.   Budgeting Tips and Tricks

16.   Getting Your Budget Approved

17.   Environmental Analysis

18.   Personal Action Plan

19.   Recommended Reading List


Schedule Dates and Booking

To apply for a booking, click on the relevant "Book Now" button below.
Note: places are only fully secured once payment has been made.

Start Date End Date Branch Status  
Wed 21 Apr 2021 Fri 23 Apr 2021 Not Applicable Provisional
Wed 11 Aug 2021 Fri 13 Aug 2021 Woodmead Scheduled

Book Fulltime

Book Webinar

Mon 8 Nov 2021 Wed 10 Nov 2021 Woodmead Scheduled

Book Fulltime

Book Webinar