Finance for Non-Finance Professionals
Course Summary
3 Days | Core Concepts
This 3-day course equips non-financial managers with foundational financial knowledge, making finance concepts accessible to those with no prior background. A key focus is on demystifying financial jargon and building confidence in interpreting financial data for better decision-making and strategic planning.
Participants are introduced to core financial statements, basic finance mathematical tools, and capital budgeting techniques through practical examples. The course also explores corporate finance concepts such as valuations, M&A, LBOs, and debt markets—explaining their purposes, structures, and relevance to business growth.
Learning Objectives
- Confidence to engage in discussions around a range of financial topics and communicate your business decisions.
- Understanding terminology and concepts in key topics in rapidly changing financial tools.
- Make strategic business decisions with greater financial insight.
- Understand growth through investment and leverage.
- Analyze core financial statements for performance.
- Apply NPV, IRR, and financial math to evaluate investments.
- Value businesses and grasp M&A and LBO strategies.
- Understand debt structures, instruments, and pricing.
Who Should Attend
This course is open to all.
Learning Topics
- Financial Statements: Interpret balance sheets, income statements, and cash flows to assess performance and financial health.
- Performance Analysis: Evaluate working capital, efficiency, and key financial ratios including DSCR.
- Capital Budgeting Tools: Apply financial math and tools like NPV, IRR, and Payback to assess investment viability.
- Valuations: Understand enterprise value, WACC, and apply DCF and comparables to value businesses.
- Corporate Finance Strategies: Analyze M&A, private equity, and LBOs as engines for corporate growth.
- Debt Capital Markets: Structure and assess bank debt, bonds, and hybrids across seniority, covenants, and pricing.