Who should attend
- Anyone with a passion for learning who wants to understand more about the financial world
- Non-financial managers who want their career to progress to the next level
- Entrepreneurs looking to launch a new business
- Business owners who want to measure and improve your business performance
About the course
Demystify the world of finance. Build your understanding of ‘the numbers’ and gain the confidence you need to help your organisation make the right financial decisions..
This two-day virtual classroom course covers an introduction to the basic concepts of finance where you will be taught how to read and use the core financial statements. The course builds on this foundation on how to make the best short- and long-term business decisions to maximise the financial health of your organisation
The course uses real NZ companies as case studies to uncover and explain the financial concepts that any senior manager needs to know. You will learn how to use financial information and you will understand the right questions to ask when faced with a business decision.
- Financial landscape and language
- Financial statements and their purpose
- Budgeting and forecasts
- Financial ratios and key performance indicators
- Evaluating capital investment projects
- Working capital and cash management
- Understand the importance of cash within an organisation, and explain the difference between cash and profit.
- Understand the purpose of financial reporting statements.
- Use financial measures to evaluate performance.
- Understand different types of cost and associated cost behaviours, and apply costing techniques in managerial decision-making.
- Understand the budgeting process, the behavioural implications of budgeting and how budgeting can help managers to achieve their objectives.
- Use financial techniques to evaluate long-term decisions.
Your organisation will:
- Ensure that the delegates you send possess the financial knowledge to budget, calculate, interpret, and analyse key financial reports, metrics, and measures.
- Enable financial management to be devolved outside of the finance department to the managers and executives who are closest to the decision making that determines the success of your business.
- Build a more financially astute and aware team that can both ask and answer the key financial questions asked in any organisation.
Virtual Short Course Format
Before attending the course, there will be a welcome session for you to meet the facilitator and other participants, as well as getting used to the technologies you will be using during the course days. You will also have access to materials through our online learning platform.
The Virtual classroom will commence at 8:30 am and conclude at approximately 5:00 pm on both days.
Post-programme - you will have continued access to materials and course videos through our online-learning platform.
Rob Farmer joined Barclays in 1999, training as an accountant. After qualifying in 2001, Rob moved to Barclays Wealth, undertaking performance and risk analysis, providing input into asset allocation and portfolio construction. Later in his career, Rob joined Barclays Corporate Development, focu...
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.