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CAD Training Centre — Knowledge Tree

Finance courses

Finance for Non-Finance Professionals

Develop practical financial management skills with our 2-day, HRD Corp claimable Finance for Non-Finance Professionals Training Course at CAD Training Centre. Master financial statements, ratio analysis, budgeting, and credit analysis to interpret reports and make informed decisions. Physical, online, and in-house classes available.

Book Seat Enquire for Team
  • Duration 2 Days
  • Level Basic
  • Format Face-to-face

About this course

 The Finance for Non-Finance Managers Training Course at CAD Training Centre is a comprehensive, 2-day, HRD Corp claimable program designed for managers, business owners, and corporate professionals in Malaysia who want to master financial literacy without an accounting background. Beginner-friendly and practical, this expert-led workshop covers financial statement analysis, ratio evaluation, budgeting, business credit analysis, and practical Excel for finance. Training is available physically in Puchong, Selangor—with laptops provided—or via live online sessions, complete with a certificate of completion and free repeat classes.

If you’re a professional leading a team, running a department, or managing a business—but numbers still feel like a foreign language—you’re not alone. Many successful managers and decision-makers never received formal financial training.That’s why we created a practical, hands-on Finance for Non Finance Managers Course—to help you understand the language of business and make better financial decisions, even if you don’t come from a finance background.

This course  covers four modules, beginning with an introduction to finance, accounting concepts and the role of finance in business. Participants will learn how to read and interpret financial statements, including the Income Statement, Balance Sheet and Cash Flow Statement. The day also introduces financial ratio analysis, covering profitability, liquidity, efficiency and solvency ratios. Participants will apply these ratios to practical business scenarios to identify financial trends, risks and opportunities. Day 2 introduces five additional modules covering Microsoft Excel for financial reporting, business financial reports, personal finance, business financing, credit analysis and practical budgeting. Participants will explore the differences between debt and equity financing, understand the 5 Cs of Credit and develop basic financial models through practical case studies.

Sessions run 9am–5pm at our Puchong training centre.


Related links

https://rcademy.com/benefits-of-finance-training-for-non-finance-staff/
https://www.renewableinstitute.org/training/renewable-energy-management-finance-training-course/
https://csuglobal.edu/blog/why-does-finance-matter
https://blog.wearedrew.co/en/what-is-the-purpose-of-finance-in-a-company
https://www.accountingcoach.com/balance-sheet-new/explanation
https://corporatefinanceinstitute.com/resources/accounting/financial-ratios/



Learning Outcomes

  • Understand the fundamentals of finance and accounting, including their differences and roles in business management.
  • Read, interpret and analyse the three main financial statements: Income Statement, Balance Sheet and Cash Flow Statement.
  • Evaluate business financial performance using profitability, liquidity, efficiency and solvency ratios.
  • Apply financial ratio analysis to identify business trends, financial risks and opportunities for improving organisational performance.
  • Use Microsoft Excel for financial calculations, financial reporting, budgeting and basic data analysis.
  • Understand business financing options, including debt and equity financing, credit analysis and financial covenants.
  • Develop practical budgeting and basic financial modelling skills to support business planning, cost analysis and financial decision-making.
  • Understand personal financial management principles and gain exposure to different finance-related career opportunities.

Who is it for

  • Managers and supervisors from non-finance departments who need to understand financial reports, departmental budgets and financial performance.
  • Entrepreneurs and small business owners who want to improve their understanding of business finances, budgeting and financial management.
  • Sales and marketing professionals who want to understand how pricing, revenue and marketing activities influence financial performance.
  • Human resource professionals who need to understand the financial implications of recruitment, employee costs and departmental decisions.
  • Project managers and operations managers responsible for controlling project costs, managing resources and evaluating financial performance.
  • IT professionals and working professionals without a finance background who want to understand budgeting, financial reports and basic financial analysis.

Course outline

Module 1

Day 1 – Introduction to Finance
  • Understanding the fundamentals of finance
  • Exploring the differences between finance and accounting
  • Introduction to financial statements and their importance
  • Understanding the role of finance in business operations and management
Module 2

Decoding Financial Statements & Key Accounting Terms
  • Exploring the different types of financial statements
  • Understanding the purpose and structure of financial statements
  • Breaking down the Income Statement
  • Understanding how revenue, expenses and profitability are presented
  • Interpreting the Balance Sheet
  • Understanding the financial position of a business
  • Analysing the Cash Flow Statement
  • Understanding how cash flows through business activities
Module 3

Mastering Financial Ratios
  • Introduction to financial ratios and their importance in financial analysis
  • Understanding how financial ratios help evaluate business performance
  • Profitability Ratios – Evaluating business performance and profitability
  • Liquidity Ratios – Assessing short-term financial stability and cash flow efficiency
  • Efficiency Ratios – Measuring operational effectiveness and resource utilisation
  • Solvency Ratios – Analysing long-term financial health and risk exposure
Module 4

Financial Ratio Analysis for Decision-Making
  • Applying financial ratios to practical business scenarios
  • ]Interpreting company financial statements to obtain strategic insights
  • Analysing financial performance using key financial metrics
  • Practical case studies using real or sample financial reports
  • Identifying financial trends, risks and business opportunities
  • Understanding how financial information supports business decisions
  • Using financial metrics to evaluate profitability, efficiency and business sustainability
Module 5

Recap & Q&A
  • Reviewing key financial concepts and analytical techniques
  • Clarifying participant questions about financial statements and ratio analysis
Module 6

Day 2 – Mastering Microsoft Excel for Financial Efficiency
  • Introduction to Microsoft Excel for financial applications
  • Learning essential Excel keyboard shortcuts to improve productivity
  • Navigating the Microsoft Excel user interface
  • Understanding how financial reports are presented in Excel
  • Applying basic Excel navigation and productivity techniques to financial information
Module 7

Mastering Personal Finance
  • Understanding personal budgeting principles
  • Applying effective expense management techniques
  • Understanding debt management
  • Exploring ways to improve credit scores
  • Introduction to personal savings
  • Understanding the fundamentals of investments
  • Developing awareness of responsible personal financial management
Module 8

Understanding Business Financing & Credit Analysis
  • Understanding the differences between debt financing and equity financing
  • Exploring the fundamentals of credit analysis
  • Introduction to credit risk assessment
  • Understanding the 5 Cs of Credit
  • Character Capacity Capital Collateral Conditions
  • Understanding how credit analysis supports financing decisions
  • Introduction to financial covenants in lending agreements
  • Understanding the role of financial covenants in business borrowing
Module 9

Practical Budgeting & Financial Modelling
  • Understanding practical budgeting for business applications
  • Developing business budgets through a hands-on case study
  • Analysing business costs
  • Creating basic financial models
  • Applying financial modelling techniques to business scenarios
  • Using financial information to support budgeting and business decisions
Module 10

Recap & Q&A
  • Reviewing the financial concepts and practical techniques covered
  • Discussing questions relating to financial reporting, credit analysis, budgeting and financial modelling

Course format

Choose the delivery mode that fits your team and timeline.

  • 01

    Classroom

    Instructor-led sessions in our Bandar Puteri labs with guided exercises, live demos, and peer discussion.

  • 02

    Online

    Live virtual delivery with the same syllabus, shared files, and instructor checkpoints — ideal for distributed teams.

  • 03

    In-house

    Private cohorts for your organisation, scheduled around project deadlines with content tailored to your standards.

Upcoming schedule

Public intakes coming up.

Public dates for this course are being finalised. Enquire for private or corporate scheduling.

Certification & policies

Certificate of attendance

Receive a certificate of attendance upon completing the programme, suitable for HR records and continuous learning portfolios.

Free Repeat Class

Free Repeat Class: if you need another pass at the same public syllabus within 6 months, you may re-attend subject to seat availability.

Materials provided

  • Course workbook / digital notes
  • Exercise files and sample templates
  • Certificate of attendance
  • Post-class support window for clarification questions

Frequently asked questions

01 What is the Finance for Non-Finance Professionals course about?

Our Finance for Non-Finance Professionals Training Course helps participants without a formal finance or accounting background understand essential financial concepts used in business. The programme covers financial statements, financial ratio analysis, Microsoft Excel for finance, business financing, credit analysis, budgeting and basic financial modelling. Participants will learn how to interpret financial information, evaluate business performance and make more informed financial decisions.

02 Is the Finance for Non-Finance Professionals course suitable for complete beginners?

Yes. This course is specifically designed for participants who have little or no previous finance or accounting knowledge. The training starts with basic financial concepts before progressing to financial statements, ratios, budgeting and practical financial analysis. It is suitable for managers, business owners, supervisors, entrepreneurs and working professionals who want to develop essential financial literacy skills.

03 What financial statements will I learn to read and analyse during the course?

You will learn about the three main financial statements used to evaluate business performance. The Income Statement, also known as the Profit and Loss Statement, shows a company's revenue, expenses and profitability over a period. The Balance Sheet presents a company's assets, liabilities and equity at a particular point in time. The Cash Flow Statement explains how cash enters and leaves the business through operating, investing and financing activities. Participants will learn how to interpret these statements and understand what they reveal about a company's financial performance and position.

04 What are financial ratios, and how will I learn to use them?

Financial ratios are calculations that help businesses evaluate their financial performance, financial stability and operational efficiency. During the course, you will learn about four main categories of financial ratios: profitability, liquidity, efficiency and solvency. Participants will also practise interpreting financial ratios using business scenarios and financial reports to identify trends, potential risks and opportunities for improving business performance.

05 Will I learn how to use Microsoft Excel for financial reporting and analysis?

Yes. Day 2 includes practical Microsoft Excel applications for financial efficiency and business reporting. You will learn essential Excel keyboard shortcuts, navigate financial reports and explore sample Excel files such as budget reports and Profit and Loss working reports. The programme also includes a practical budgeting and financial modelling case study where participants apply financial information to business scenarios.

06 What is the difference between Finance for Non-Finance Professionals and Financial Modelling Training?

Finance for Non-Finance Professionals is a 2-day introductory programme focusing on financial literacy, financial statements, ratio analysis, budgeting, credit analysis and basic financial modelling. Financial Modelling Training focuses more specifically on developing structured financial models using Microsoft Excel to analyse financial information and support financial planning. Finance for Non-Finance Professionals is suitable for participants who want to understand how business finance works, while Financial Modelling Training is designed for those who want to develop more specialised spreadsheet-based financial modelling skills.

07 What will I learn about debt financing, equity financing and credit analysis?

The course introduces the differences between debt and equity financing, including how businesses obtain funding. Participants will learn about the fundamentals of credit analysis, risk assessment and the 5 Cs of Credit: Character, Capacity, Capital, Collateral and Conditions. The programme also introduces financial covenants and their role in lending agreements. These topics help participants understand factors that can influence business financing decisions.

08 Does the course include personal financial management?

Yes. The course includes a dedicated module on personal finance. Participants will learn about personal budgeting, effective expense management, debt management, credit scores, savings and investments. This module introduces personal financial management principles that participants can apply when making everyday financial decisions.

09 How long does the Finance for Non-Finance Professionals course take?

The course takes two days, with training sessions running from 9:00 AM to 5:00 PM Day 1 focuses on finance fundamentals, financial statements, financial ratios and financial decision-making. Day 2 covers Microsoft Excel for finance, financial reporting, personal finance, business financing, credit analysis, budgeting and financial modelling. Training includes practical exercises, case studies and guided learning activities

10 Do I need to bring my own laptop for the Finance for Non-Finance Professionals training?

No. CAD Training Centre provides laptops for participants attending physical classes at our Puchong centre. You may bring your own laptop if preferred. Training manuals and reference materials are also provided to support participants during and after the course.

11 Will I receive a certificate after completing the Finance for Non-Finance Professionals course?

Yes. Participants receive a Certificate of Attendance after completing the Finance for Non-Finance Professionals Training Course.

12 What language is the Finance for Non-Finance Professionals course conducted in?

The training is conducted bilingually in English and Bahasa Melayu.

13 Is the Finance for Non-Finance Professionals course HRD Corp claimable?

Yes. Our Finance for Non-Finance Professionals Training Course is HRD Corp claimable, subject to applicable eligibility and approval requirements.

14 Is there a surau (prayer room) available at CAD Training Centre?

Yes, we have a surau available at our training centre in Puchong. Muslim participants can use the prayer room during breaks throughout the training day.

15 Can I attend the Finance for Non-Finance Professionals training online instead of in a classroom?

Classroom training means physical attendance in Puchong with face-to-face guidance and co-learning with other participants. Online training runs live via Zoom with hands-on, screen-shared exercises, better if you're outside the Klang Valley or want to save on travel time.

16 Can I repeat the Finance for Non-Finance Professionals course if I need more practice?

Yes, free repeat classes are offered, no questions asked, if you need a refresher.

Next step

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