Managerial Finance for Non-Financial Managers Training Course

ACCREDITED SHORT COURSE | SETA-ALIGNED | NQF LEVEL 5

Details Audience and Pre-Requisites Course Outline / Curriculum Schedule Dates and Booking Enquiry

Details

This course is designed for managers and supervisors who want to feel confident and in control of the financial side of their role - without needing to be accountants. It demystifies financial reports, budgets, and forecasts, showing you how to read the numbers, ask the right questions, and make sound financial decisions for your unit. Through practical, workplace-focused examples, you'll learn how to interpret financial information, plan and manage budgets, monitor expenditure, and take corrective action when things drift off track. If you're responsible for results, resources, or budgets and want to manage them more effectively, this course gives you the essential financial skills every manager needs.

This course covers the outcomes of US 252040 at NQF level 5 for 8 credits. By the end of this course, you will be able to:

  • Understand and apply key managerial finance and accounting concepts relevant to day-to-day management decision-making. 
  • Interpret basic financial reports and statements to assess the financial position and performance of a unit or organisation. 
  • Analyse financial information using liquidity and profitability ratios to support informed operational and strategic decisions. 
  • Prepare and evaluate financial forecasts using appropriate formats and assumptions to anticipate future financial performance. 
  • Develop operational budgets that are aligned with strategic plans and organisational objectives. 
  • Draft, review, and refine unit-level budgets to ensure accuracy, feasibility, and financial control. 
  • Monitor expenditure and financial performance using appropriate reporting and control systems. 
  • Identify variances and implement corrective actions to ensure effective financial management of a unit. 

Delivery Methods

Delivery Method Duration
Classroom
Instructor-led classroom-based training. Classes are scheduled at various conference centres in the Sandton area or your premises. Stationary and printed manuals or online resources are included. Refreshments, including 2 tea breaks and a cooked meal for lunch are provided. Training is between 9 am to 4 pm.
Classroom
3 Days Get a Quote
Live Virtual Training
This course is delivered live via Microsoft Teams. You will be able to see and hear the instructor, view their whiteboard, and ask questions or communicate in the chat. Attend from the comfort of your own home or private office.
Live Virtual Training
3 Days Get a Quote

Discounts Available

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Customer Testimonials

Vision View Productions

I liked the professionalism of the staff, attention to client's needs and a quick turn around to those needs. Small classes means individual, specialized treatment and care to each student.

Audience

  • New or first-time managers

  • Supervisors and team leaders

  • Operational and line managers

  • Project managers and coordinators

  • Professionals moving into management roles

  • Managers responsible for budgets or cost centres without a finance background 

 

Pre-Requisites

Learners enrolling for this course need to be competent in:

  • Communication at NQF Level 4
  • Mathematical Literacy at NQF Level 4
  • Computer Literacy at NQF Level 

 

Course Outline / Curriculum

Section 1: Key Concepts of Managerial Finance 

1.1 introduction 

1.2 Concepts of Accounting 

1.3 Accounting Conventions 

1.4 Financial Reports 

 

Section 2: Financial Statements Interpretation and Analysis 

2.1 Introduction  

2.2 Liquidity Ratios 

2.3 Profitability Ratios  

 

Section 3: Financial Forecasting 

3.1 Introduction  

3.2 Types and Formats of Forecasts  

3.3 Factors to Be Considered During Financial Forecasting  

3.4 Analysis of Financial Forecasts  

 

Section 4: Drafting a Budget for a Unit 

4.1 Introduction  

4.2 Strategic Planning and Budgeting  

4.3 Development of Operational Plans  

4.4 Linking an Operational Plan and  Budget  

4.5 Developing a Budget for a Unit  

4.6 Reviewing A Draft Budget  

 

Section 5: Supervising Financial Management of a Unit 

5.1 Introduction  

5.2 Monitoring Systems  

5.3 Expenditure Reports  

5.4 Making Corrective Actions 

Schedule Dates and Booking

To apply for a booking, click on the relevant "Book Now" button below.
Note: places are only fully secured once payment has been made.

Start Date End Date Branch  
Wed 7 Oct 2026 Sun 11 Oct 2026 Not Applicable

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