Who should attend
You will benefit most from this course if you have a minimum of 20 hours prior study of finance, or equivalent practical experience.
If you don’t already have this level of experience, we recommend that you consider taking the Institute's 'Essential finance for you' online course, before this course.
About the course
Aims of the course:
This course is for you if your answer to one of these questions is Yes:
- Do you interact with financial specialists at work, and want to communicate better with them?
- Are you self-employed, or considering self-employment?
- Are you considering a career or secondment in finance?
Course content overview:
As a result of the course, participants should be able to: enjoy collaborating with finance colleagues and specialist financial advisors; appreciate and improve the financial dimensions of any self-employed work they do; and learn whether a secondment or career in finance is likely to be enjoyable.
Topics will include:
- Markets and our place in them
- Shareholder value and other stakeholders
- Making better friends with spreadsheets
- Risk management
- Getting your proposal accepted
- Next steps, including personal actions arising and accountability for doing them
Teaching Week 1 - Financial reporting and accounts: Participants will gain a sound appreciation of the meaning and practicalities of financial reporting and accounts, together with its key terminology and conventions.
Teaching Week 2 - Financial planning and forecasting: Participants will grasp the fundamental importance of financial planning and forecasting, via mini-case studies.
Teaching Week 3 - Making friends with spreadsheets: This week we'll aim to improve the reliability and speed of your financial modelling work to support and deepen understanding of financial reporting, forecasting and decision making.
Teaching Week 4 - Financial decision making: Participants will gain comfort and confidence with the practice and theory of financial decision making.
Teaching Week 5 - Getting your proposals considered: This week we'll appreciate why and how financial decision makers require proposals to be presented for consideration, and will apply this understanding in a self-chosen case study.
While they have a specific start and end date and will follow a weekly schedule (for example, week 1 will cover topic A, week 2 will cover topic B), our tutor-led online courses are designed to be flexible and as such would normally not require participants to be online for a specific day of the week or time of the day (although some tutors may try to schedule times where participants can be online together for web seminars, which will be recorded so that those who are unable to be online at certain times are able to access material).
Unless otherwise stated, all course material will be posted on the Virtual Learning Environment (VLE) so that they can be accessed at any time throughout the duration of the course and interaction with your tutor and fellow participants will take place through a variety of different ways which will allow for both synchronous and asynchronous learning (discussion boards,etc).
A Certificate of Participation will be awarded to participants who contribute constructively to weekly discussions and exercises/assignments for the duration of the course.
Doug Williamson FCA FCT has an encouraging and supportive teaching style which gives his students the confidence to stay engaged in financial decision-making and the courage to say, "I don't understand", when they don't. Doug believes that many financial problems could have been averted if a dec...
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.