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Financial management and planning

A one day training programme for people interested in learning more about managing and planning business finances.

  • Would you like to know more about finance to broaden your business perspective? Got an idea but not sure how to evaluate its financial viability?
  • Need to prepare a funding application and not sure where to begin?
  • Finance matters! Whether you are involved in a business or social enterprise the profitability and cash position of the organisation will inform decision making and determine long term sustainability.

Our one day programme will demystify finance and provide the practical understanding and tools to help you manage and plan finances effectively and get more from your interaction with finance professionals like your accountant or bank advisor.

About our programme

We’ll consider all aspects of finance from setting prices to securing a loan. We’ll explain how to monitor financial performance and the information you need to make good decisions.

The day will be a focused and interactive mix of presentations, discussion and breakout time. Our tutors will explain jargon and share their experience of managing money in start up and established businesses.

What we will cover

Topics covered will include:

  • What the key financial reports tell us
  • Assessing financial viability
  • Preparing a budget
  • Managing and monitoring financial performance
  • Pricing strategy
  • Knowing and controlling cost
  • Tax and legal compliance

Contact us to find out more.