Finance Basics – Online Course

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The Finance ProblemFinance The Basics Online CPD Course

Don't understand finance
• Are you confused about finance?
• Do you need to boost your financial awareness skills?
• Do you have to communicate with finance staff?
• Do you want to boost your finance skills?
• No time to go on a training course?

The Finance Solution

Happy with Financial Fluency Online Finance Courses
• You can learn about finance online
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• Build your skills, enhance your CV, improve your work prospects
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Learn more about Finance

Finance Basics Training
Are you looking for an introduction for junior or non-finance colleagues?

Do you need to explain financial concepts to colleagues?

Our Finance basics online course covers documents such as the profit statement, the balance sheet and cash flow analysis, and how they are linked.

It also covers budgetary control, standard costing and discounted cash flow evaluations.

These topics are set against the place of an organisation within the economy, different kinds of accountancy, and the way financial objectives are arrived at, implemented and monitored.

Background information and knowledge is combined with interactive activities and scenarios so that learning can be applied in the workplace.

Finance Basics enables learners to


  • Understand what the finance function does and how it can help in their role
  • Deduce relevant information, and to recognise its limitations
  • See how decisions impact on the business as a whole
  • Prepare for greater responsibility


Rating: 5 Stars for online course 100% of learners thought this course met their cpd needs
“Good info and very easily presented. Sharp easy points to read and could read more detail separately. It was all well presented.”

“Provided a broad view on accounting and finance, relevant for business professionals in this rapidly changing environment”

“It was good to get a refresher of some basics, especially as I’m often explaining things to non-financial persons”

“I liked the flow of the text combined with resources and examples. I loved the practical cases.”

You can review this course using the questionnaire in the course completion area.

Learning outcomes of Finance Basics – Online Course


• Why is accountancy important?
• What kinds of accountancy are there?
• Who are the stakeholders?
• What is double entry book-keeping?
• What is good financial management?

financial management

Financial accounting
• What are the kinds of net assets?
• What is the difference between capital expenditure and revenue?
• Is a cost direct or indirect?
• How do we appropriate profit?
• How do we create the balance sheet and cash flow statement?
• How does the flow of funds work?

Balance Sheet

The basics of control
• What are the levels of control?
• What are the elements of control?
• What are the key forecast relationships?
• How does costing work?
• What is standard marginal costing?


Some practicalities
• How are management accounting systems structured?
• How do I control the budget?
• How do I control assets?
• How important is discounted cash flow?

Discounted Cash Flows

About the Author of Finance Basics

David Allen
David Allen is a past president of CIMA and a past chairman of the Management Accounting Committee of the International Federation of Accountants.
He was employed for many years by Cadbury Schweppes group holding directorships with various subsidiary companies, notably Cadbury Ltd.

Target audience for Finance Basics – Online Course

This course is aimed at junior finance professionals or those in a non-finance function. It will also prove useful to those looking for a way to explain financial topics to colleagues.

You might also be interested in

Managing from Within the Team
Project Management for Accountants
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You will receive 3 or 12 months (depending upon your chosen option) unlimited free access after payment of a one off registration fee.

Length of courses

Each course takes approximately 4 hours to complete.

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