AAT - Finance for Non-Financial Managers


A programme of 2 x 90 minute and 1 x 120 minute modules, to be taken consecutively.

Suitable for

Managers and business professionals without a formal accounting or finance background who need a good grasp of financial information and documents to be totally effective in their management role. This will equip you with the financial knowledge to help you manage day-to-day business activity as well as enabling you to communicate/discuss financial matters credibly with colleagues and clients so that you and they become more financially effective.

Instruction Method

You may be interested in continuing your personal development with:

  • AAT Essentials: Budgeting
  • Ms Excel, Level 1, 2 or 3
  • Managing People Effectively, Level 1 & 2


By the end of the course you will have gained:

  • An understanding of some key financial documents used in business, when and why they are used
  • The knowledge to interpret information from income statements and statements of financial position
  • The ability to interpret and use financial information and analysis to make good business decisions
  • An understanding of cash control and it’s importance
  • The know how on basic budgets and how to use them to manage business activity
  • Credibility and confidence in using a wider range of financial terminology and techniques


Session 1 - 90 mins

Setting the context

  • What we will cover
  • Your objectives and priorities for the day

Understanding the Income Statement Account and Statement of Financial Position

  • What is included in a statement of financial position
  • What is included in an income statement account
  • The differences between the above two financial statements

Session 2 - 90 mins

Using information from the income statement account and statement of financial position

  • How to interpret information from an income statement account and statement of financial position
  • Ratio analysis
  • How to interpret using ratio analysis
  • How to use selected ratios to interpret information in financial statements
  • The limitations of ratio analysis

Session 3 -120 Minutes

Controlling Cash

  • Why cash doesn’t equal profit
  • What you can do to ensure there’s sufficient cash within the business

Using budgets to manage business activity

  • How budgets help with day-to-day business management
  • How to interpret information in a budget

Summary of Learning & Recap on Your Future Action

Q & A Session

Duration (in days)


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Location Dates Price exc. VAT   Status
Please call us for the next available date for this course. Dates are added regularly and may not appear on this list. Tel: 020 7256 6668