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Finance Fundamentals


  • Introduction & Course Objectives
  • Financial Terms and Concepts
  • The Profit and Loss Account
  • The Balance Sheet
  • Analysing and Interpreting Statements
  • Setting Budgets
  • Analysing Break-Even Points
  • Q&A
  • Conclude & Follow Up Process

This Finance Fundamentals training programme may be of interest to anyone looking to refresh or develop their financial skills.  It is also ideal for managers who are new to finance, as no previous knowledge is presumed and concepts are introduced in a simplified manner.

This Finance Fundamentals Course introduces candidates to the world of finance at a fundamental level, enabling them to adequately understand the financial issues with which they may be faced.

Classroom based, instructor lead, practical hands on course.

Product Description

This Finance Fundamentals training course is a 2 Day public programme, designed to demystify finance, explaining simply and clearly what the key financial statements mean, how they work and how they relate to each other. The course will give participants a sound understanding of the financial tools and techniques that they need to radically improve their planning and budgeting skills and become a more effective manager.
By the end of this course participants will have increased their contribution to their organisation and boosted their career development.

Awarding Body: Optima Training & Consulting Ltd

National Framework of Qualifications Level: N/a

Certification: Optima Training & Consulting Ltd Certificate of Completion

Renewal: N/a

Entry Requirements:
Minimum age- 18 years old

Minimum English requirements: Leaners must be able to understand and convey the concepts contained in the programme content.

Assessment Details: Class Interaction

Cost Per Person:
The fee is inclusive of all training courseware materials, certificate of completion and 3 months after training support.

Progression Opportunities: Please see related courses

Protection for Enrolled Students: N/A

Should a course not proceed, any payment received will be refunded within 48 hours