Course Overview

Finance is the language of business, and mastering it is key to unlocking opportunities, driving smarter decisions, and achieving your goals. Finance for Non-Finance Managers is designed to go beyond theory—equipping you with practical tools to interpret financial data, evaluate investments, and understand the mechanics behind business success.

 This course sets itself apart by focusing on real-world case studies from public-listed companies. You’ll apply financial concepts in actual business contexts, learning to interpret the 3 key financial statements and identify risks that can impact decisions. With strategic analysis techniques like industry benchmarking and SWOT analysis, you’ll learn how to assess performance and make more informed choices. Additionally, you’ll master capital budgeting and the time value of money, essential for evaluating investments and managing resources effectively.

 Whether you’re a manager aiming to enhance your strategic impact, an entrepreneur looking for smarter financial strategies, or someone eager to build a strong foundation for stocks investments, this course will give you the confidence to make data-driven decisions and elevate your financial acumen. Join us today and move beyond the basics to unlock your full financial potential!

 

Prerequisites

  • Basic Microsoft Excel/word Knowledge

Target Audience

  • Professionals in Non-Finance Roles
  • Entrepreneurs
  • Aspiring Investors
  • Project Managers
  • Consultants

Course Highlights

  • Master the 3 Key Financial Statements: Learn to interpret income statement, balance sheet, and cash flow statement.
  • Apply Real-World Case Studies: Analyse financial reports from public-listed companies to understand business dynamics.
  • Identify Financial Risks: Recognise potential risks that could impact business decisions.
  • Learn Strategic Analysis Techniques: Gain skills in industry benchmarking and SWOT analysis for better decision-making.
  • Understand Capital Budgeting: Learn how to evaluate long-term investments and business projects, focusing on resource allocation and profitability.
  • Build Financial Confidence: Develop the skills to make data-driven decisions in your role, whether in management or investment.

Course Objectives

By the end of the course, participants will be able to:

  • Explain the principles of the International Financial Reporting Standards (IFRS), including revenue and expense recognition, and evaluate their impact on the accuracy and comparability of financial reporting.
  • Analyse the key components of the income statement, balance sheet, and cash flow statement to assess an organisation’s financial performance, health, and cash flow management.
  • Analyse financial reports to identify and explain sources of risk, such as revenue manipulation, business model risks, regulatory risks, and evaluate their impact on decision-making.
  • Calculate and analyse key financial ratios, including Leverage, Efficiency, Profitability, Liquidity, and Investor ratios, to assess an organisation’s financial health and investment potential.
  • Analyse financial ratios of a company relative to its competitors and perform a SWOT analysis to evaluate its competitive advantage and assess investment potential.
  • Understand and apply the principles of capital budgeting to evaluate investment opportunities, optimise resource allocation, and make effective financial decisions.

Course Outline

Instructor-Led | Mode of Delivery (Lecture & Illustration, Demonstration & Practical Application, Class Activity)

  • Introduction to Financial Reporting Standard
  • Accounting Standards for Revenue Recognition 
  • Matching Principle 
  • Inventory Expense Recognition – FIFO/LIFO/Weighted Average 
  • Depreciation & Amortization Expense – Straight Line VS Double-Declining Balance 

Instructor-Led | Mode of Delivery (Lecture & Illustration, Demonstration & Practical Application, Class Activity)

  • Introduction to Income Statement (K2)
  • Types of Profit(K2)
  • Vertical & Horizontal Analysis of Income Statement (K2)
  • Introduction to Balance Sheet – Assets, Liabilities, Shareholders’ Equity (K2)
  • Introduction to Cash Flow Statement – CFO/CFI/CFF(K5,A1)
  • Distinguish between the direct and indirect methods of presenting CFO (K5, A1)
  • Calculate FCFF & FCFE 

Instructor-Led | Mode of Delivery (Lecture & Illustration, Demonstration & Practical Application, Didactic Questioning)

  • Accounting Manipulation Techniques
  • Business Model Risk
  • Regulatory risks 

Instructor-Led | Mode of Delivery (Lecture & Illustration, Demonstration & Practical Application, Class Activity)

  • Calculate Leverage, Efficiency, Profitability, Liquidity, and Investor ratios
  • Industry benchmarking 
  • Perform SWOT Analysis

Instructor-Led | Mode of Delivery (Lecture & Illustration, Demonstration & Practical Application, Class Activity)

  • Time Value of Money
  • 5 Key Principles for Capital Budgeting
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR/MIRR/XIRR)
  • Payback Period

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488

Trainer

Calvin Wu - Portfolio Manager & Founder

Calvin Wu

Portfolio Manager & Founder

Founder of YouTube Channel InsightVest, Calvin is a seasoned investor in the US stock market and a Portfolio Manager for ultra-high-net-worth clients. With top honors from NUS and Dean’s List recognition from SMU’s MBA program, he brings a unique investment perspective to finance, empowering individuals to make informed financial decisions and sharpen their analytical skills.

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FAQs

This course is designed for professionals in non-finance roles, entrepreneurs, aspiring investors, project managers, and consultants who want to enhance their financial literacy. It provides a solid foundation in financial analysis, enabling participants to make informed financial decisions, evaluate investment opportunities, and apply analytical skills in various business and investment contexts.

Yes, the course is designed for individuals with varying levels of financial knowledge.

A laptop with Excel, Word and Adobe Reader.

Finance For Non-Finance Managers

Transform Financial Data Into Strategic Insight

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The Essential Financial Skills to Make Confident Business Decisions