Finance for Non-Finance Managers Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Finance for Non-Finance Managers Training Course Overview

Multisoft Systems’ Finance for Non-Finance Managers Training is designed to empower professionals from non-financial backgrounds with essential financial knowledge and skills. In today’s data-driven business environment, understanding the basics of finance is critical for managers, team leads, and decision-makers across all departments. This course simplifies complex financial concepts and equips participants to interpret financial statements, understand cash flow, manage budgets, and make informed decisions that align with organizational goals. Participants will gain hands-on exposure to key financial tools, learn how to read income statements and balance sheets, and understand cost structures and break-even analysis. The course also emphasizes strategic financial planning, enabling non-finance professionals to collaborate effectively with finance teams and contribute to profitability and growth.

Ideal for project managers, operations heads, HR professionals, and technical leads, this training bridges the gap between financial data and operational strategy. Delivered by experienced instructors, the course uses real-world case studies and interactive sessions to reinforce learning.

By the end of the training, participants will feel confident navigating financial discussions, making budget-conscious decisions, and driving value in their roles—without needing a finance degree.

Instructor-led Training Live Online Classes

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Finance for Non-Finance Managers Training Course curriculum

Curriculum Designed by Experts

Multisoft Systems’ Finance for Non-Finance Managers Training is designed to empower professionals from non-financial backgrounds with essential financial knowledge and skills. In today’s data-driven business environment, understanding the basics of finance is critical for managers, team leads, and decision-makers across all departments. This course simplifies complex financial concepts and equips participants to interpret financial statements, understand cash flow, manage budgets, and make informed decisions that align with organizational goals. Participants will gain hands-on exposure to key financial tools, learn how to read income statements and balance sheets, and understand cost structures and break-even analysis. The course also emphasizes strategic financial planning, enabling non-finance professionals to collaborate effectively with finance teams and contribute to profitability and growth.

Ideal for project managers, operations heads, HR professionals, and technical leads, this training bridges the gap between financial data and operational strategy. Delivered by experienced instructors, the course uses real-world case studies and interactive sessions to reinforce learning.

By the end of the training, participants will feel confident navigating financial discussions, making budget-conscious decisions, and driving value in their roles—without needing a finance degree.

  • Understand basic financial terminology and concepts used in business finance.
  • Learn to read, interpret, and analyze key financial statements (balance sheet, income statement, cash flow statement).
  • Develop the ability to link financial data to business strategy and decision-making.
  • Gain insights into budgeting, forecasting, and cost control techniques.
  • Understand the principles of working capital management and financial ratios.
  • Learn to assess the financial health of a department or organization.
  • Improve communication with finance teams by using appropriate financial language.

Course Prerequisite

  • No formal background in finance or accounting is required.
  • Basic understanding of business operations is helpful.
  • Familiarity with spreadsheets (e.g., Microsoft Excel) is an advantage but not mandatory.

Course Target Audience

  • Project Managers and Team Leads
  • Operations Managers and Department Heads
  • Sales, Marketing, and HR Professionals
  • Engineers and Technical Managers
  • Entrepreneurs and Startup Founders
  • Mid-level Managers aspiring to senior roles
  • Anyone responsible for budget planning or cost control
  • Professionals involved in decision-making without a finance background

Course Content

  • Definition of finance
  • Significance of finance
  • Role of finance in a business
  • Financial objectives (profit, growth, value)
  • Financial markets, 
  • Financial instruments 
  • Financial institutions
  • Important terminology

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  • Income Statement (Profit & Loss)
  • Revenue, COS/COGS, Gross Profit, Operating Expenses, Depreciation & Amortization, EBITDA, EBIT, Net Income
  • Margins and profitability analysis
  • Balance Sheet
  • Assets, Liabilities, Net-worth/Equity
  • Key ratios: Current Ratio, Debt-to-Equity
  • Cash Flow Statement
  • Operating, Investing, and Financing activities
  • Direct & Indirect types
  • Inter-linking of above financial statements

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  • Types - Accrual accounting vs. Cash accounting
  • Capex vs. Revenue Expenditure
  • Working Capital Management (how businesses manage cash, inventory, and receivables)
  • Break-even Analysis

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  • Role of Financial Planning
  • Creating and managing budgets, forecasting financial performance
  • Budgeting basics and types (operating, capital, cash)
  • Costing & Budgeting – Different cost categories 
  • Forecasting & budgeting techniques
  • Variance analysis
  • Cost control and reduction

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  • How financial data influences business strategies?
  • Types of Financial Analysis
  • Horizontal, Vertical & Ratio analysis
  • Ratio analysis (Liquidity, Profitability, Efficiency Ratios)
  • ROI, ROE, ROA
  • Cost-Benefit Analysis
  • Payback Period, NPV, and IRR (simple introduction
  • Making informed financial decisions

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  • What is investment appraisal?
  • Different methods/ appraisal techniques - Net present value (NPV), Internal rate of return (IRR), and Payback period
  • Time Value of Money & NPV
  • DCF 
  • Basics of valuation (market cap, book value, DCF)
  • Investment appraisal techniques
  • Understanding stocks, bonds, and other investment vehicles

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  • Tax implications 
  • Foreign exchange movements

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  • What is Risk Management?
  • Identifying and managing financial risks – Types of risks
  • Risk mitigation

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  • Using Excel for financial analysis
  • Creating basic financial models
  • Dashboards and reports
  • Using financial KPIs for business decisions

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  • How to read and interpret reports?
  • Asking the right questions
  • Collaborating with CFOs and finance departments
  • Financial storytelling for non-financial audiences

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  • Analyzing a company's financials
  • Creating a budget and forecast
  • Presenting findings and recommendations

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Finance for Non-Finance Managers Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Hands-on Finance for Non-Finance Managers Projects

Our Finance for Non-Finance Managers Training course is designed to provide a strong foundation in key concepts with a hands-on learning approach. By working on real-world projects and industry-relevant scenarios, learners gain practical experience and build the confidence to apply best practices in live environments.

Finance for Non-Finance Managers Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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Learning Assessment

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Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Finance for Non-Finance Managers Training FAQ's

This course is designed for managers, team leaders, entrepreneurs, and professionals who do not have a background in finance but need to understand financial principles to make informed business decisions.

No. The course starts with the basics and gradually covers more practical financial topics. It’s beginner-friendly and ideal for professionals from non-financial domains.

You will learn how to read financial statements, manage budgets, understand key financial ratios, analyze business performance, and make strategic financial decisions.

The training combines practical case studies, real-life examples, and hands-on financial exercises to ensure you can apply what you learn directly to your job.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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