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Finance, Accounting & Tax

Demystifying Finance

Course details

Start Date

24 January 2022

CPD Points





3 Half days (09:00-13:00). 24,31 January and 7 February 2022 (3 sessions)


GTA University Centre

Course Overview

This comprehensive course (formerly known as Finance for the Non-Finance Manager) has been designed to provide those working in management from a non-accountancy background with all of the tools they will need to master the essentials of company accounting and bookkeeping. This course (in its entirety) aims to demystify the world of finance so that you can be confident in your own understanding of the information presented to you by company accountants.

This course will help you identify and interpret financial data, and other relevant information. In addition, where possible, the tutor will aim to use examples relevant to each attendee’s specific profession to provide maximum gain from the sessions.

Whilst this course has been designed as a series you are free to book on one or more sessions depending on your personal needs and requirements.

This can be done on the individual course pages as follows:

  • Essential Accounts (24 January 2022)
  • Management Accounts – Back to Basics (31 January 2022)
  • Understand and Interpret Data like a Pro! (7 February 2022)

Course Content

Session 1 – Accounting Basics

In this session you will learn to translate accounting terminology, learn the basics of bookkeeping and discover the essentials of financial accounting.

You will be given a thorough overview in:

  • The background of accounting standards, terminology and audits
  • The basics of bookkeeping, including account preparation examples
  • Financial accounting essentials and theory

Session 2– Management Accounts Basics

In this session you will learn how the provision of financial data and advanced forecasting to companies can help in the organisation and development of that company’s business. You will go over the basics of budgeting, forecasting and cash flows.

You will be given a thorough overview in:

  • The basics of budgeting
  • The basics of cash flow
  • Introduction to management accounting concepts and forecasting
  • The chance to review a case study showing budget, cash flow and feedback

Session 3 - Financial Analysis and Reporting Basics

In this session you will learn the importance of financial analysis and how the process of evaluating businesses, projects and other finance related data can determine their performance and suitability.

You will also examine the key areas of financial statements and how to review and interpret them through an interactive review exercise.

You will be given a thorough overview in:

  • Financial analysis basics
  • Management information systems (MIS) and board reporting basics
  • Project analysis
  • The chance to review a case study dealing with project analysis
  • How to review an interpret the results within a set of the Financial Statements

Course Benefits

This course has been designed as three standalone sessions covering key topics in each which can be taken individually or as a complete series to enable you to choose the topics most relevant to you and your business. Over the course of three sessions you will be provided with an overview of:

  • Accounting terminology
  • Bookkeeping
  • Financial accounting
  • Management accounting
  • Forecasting
  • Budgeting
  • Cash flows
  • Financial and project analysis
  • Management information and board reporting

The course is aimed at those wishing to improve their knowledge of basic accounting and understand the underlying principles of management accounting and budgeting.

The course will also look at a number of other relevant topics that non-financial managers should be aware of.

This course has been developed for the GTA University Centre and focuses on both the finance and commercial sector.

At the end of this three session course you will have a comprehensive knowledge of the types of financial data you will need in a business and how best to interpret them. You will finish this training with all of the tools they need to understand the basics of finance, demystifying the information presented to them so that they can confidently translate and analyse whatever comes your way.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Victoria Le Poidevin

    Vicky Le Poidevin is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016. Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.


    Vicky is able to ensure that the course is interactive for all attendees.

    Gordon S

    Relaxed and approachable.

    Jackie S

Vicky is able to ensure that the course is interactive for all attendees.

Gordon S

Relaxed and approachable.

Jackie S

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.