Finance training

Financial training

All too often, people reach a management position with no formal training in finance. And when they do get any financial training, as often as not it is a generic programme, rather than one based on their organisation’s own financial management processes and procedures. Why leave your managers to bluff their way with accountants talking a different language? We have some outstanding finance trainers who can make the subject relevant by tailoring their programmes to your organisation’s processes and issues – and who can also make it fast, furious and fun, taking the fear out of finance!


Looking for a virtual option? Most of our programmes can also be delivered in webinar formats. To discuss what this might look like for your organisation, give us a call on 01582 463463 to talk through your requirements. (See also the extensive range of ‘off-the-shelf’ webinars offered by our sister company, Maximum Performance, here.)

Financial management training courses and workshops

  • Finance for the non-accountant The definitive two-day programme – ideal for non-financial managers and others who don’t have a financial qualification or background and who need a greater financial awareness and a better understanding of the financial management disciplines essential to your organisation’s success.
  • Advanced financial analysis This two day programme is a highly interactive and participative workshop that is designed to give senior executives and understanding of and the practical ability to use the key business financial skills to improve their business decision making.
  • Budgeting and control For all organisations concerned to improve their budgeting process – and delivery against budget.
  • Cost reduction Two days of expert advice on overhead cost management and reduction.
  • Fraud A practical one-day programme on fraud – why it happens and how to prevent it.
  • Project appraisal and risk management A dual-qualified accountant / engineer presents this highly practical two-day programme on financial appraisal.
  • Unpuzzling finance Finance can be fun – you will enjoy this one-day programme!

Credit control and debt recovery training courses and workshops

Trade finance

  • Export sales This very practical one-day workshop will help you to understand how to establish an effective policy when dealing with overseas customers.
  • Incoterms® How can your business work efficiently and safely within the commercial terms defined by the International Chamber of Commerce – the Incoterms®?
  • Letters of credit (introduction) A very practical one-day workshop to help staff working in exporting companies and freight forwarders who regularly receive or handle letters of credit.
  • Letters of credit (for importers) The main aim of this programme is to help you and your key staff become expert at negotiating terms with suppliers.
  • Letters of credit – an advanced workshop A one-day interactive workshop aimed at exporting companies and freight forwarders who regularly receive or handle letters of credit.

Other financial training courses

Finance is a challenging subject for many people, so to help them absorb the concepts more easily and see the relevance of financial management to their daily work we have put together a portfolio of programmes addressing the particular needs of different functions or sectors:

  • Finance for charities
  • Finance for directors (a one-day refresher)
  • Finance for FM
  • Finance for housing associations
  • Finance for HR
  • Finance for insurance professionals
  • Finance for lawyers
  • Finance for NHS managers
  • Finance for PAs, secretaries and support staff
  • Finance for project managers
  • Finance for public sector managers
  • Finance for purchasing and procurement
  • Finance for retail managers
  • Finance for sales and marketing
  • The senior managers’ guide to GAAP, IFRS and other accounting standards issues

Credit control and debt collection can also be a minefield, particularly for public sector bodies. It’s vital that staff are properly trained – and we have the trainer and the courses for the job:

  • Advanced collection skills for supervisory staff
  • County Court suing and enforcement
  • Credit checking
  • Data protection issues, debt counselling and financial hardship
  • Debt recovery by councils, authorities or government, eg:
    • – Education sector
    • – Health sector
    • – Housing sector (current and former tenant arrears)
  • Face-to-face debt recovery skills
  • Late payment penalties and sanctions
  • Letter writing for collections
  • Liaison with sales regarding debtors
  • Negotiation skills for debt collection
  • Setting up an in-house collection ID
  • Telephone collection skills
  • Tracing elusive, absentee and ‘gone away’ debtors
  • ‘Train the trainer’ for credit control / debt collection
  • Understanding insolvency

Full details of any of these programmes are available on request.

Still can’t find what you’re after? Then please just give us a call on 01582 463463, with no obligation at all, to discuss your financial training requirements. We’re here to help!