Finance Essentials Training Courses

To communicate business and finance info effectively, you need basic accounting knowledge. Our courses cover essentials like accounting equations, debits/credits, and cash/accrual-based systems.

Basics of Budgeting Course – Virtual
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Basics of Budgeting Course

Master budgeting basics! Gain practical skills for planning, strategic goals, and expense management. Boost confidence for effective financial control.

  • Gain practical tips and techniques for participating confidently in the budgeting process, including planning philosophies and effective organisational planning.
  • Learn to build strategic plans efficiently, draft annual goals, and budget for sales, labour expenses, depreciation, and other expenses.
  • Develop skills in conducting budget reviews, creating forecasts, and using plans to improve business control for ongoing success in budget management.
Course Type
Access / Duration
Price (Excl Tax)
Virtual
1 Day
£248.00
Classroom
1 Day
£248.00

Cash Collection by Phone Course

This course will teach effective use of the telephone when communicating with customers for payment of accounts. You will learn techniques to get paid sooner, maximise cash-flow, and increase profits.

  • Master techniques for effective cash collection over the phone, enhancing cash flow and increasing profitability.
  • Develop communication skills and strategies to influence customers to pay, negotiate effectively, and overcome reasons for non-payment.
  • Close calls successfully by reaching agreements, following up effectively, and improving future payments through customer education.
Course Type
Access / Duration
Price (Excl Tax)
Virtual
1 Day
£248.00
Classroom
1 Day
£248.00

Finance & Budgeting Essentials for Business Professionals Course

Unlock financial acumen! Master essential statements, quickly interpret indicators, and create responsible budgets. Make informed decisions for organisational success.

  • Learn to interpret financial statements, including balance sheets, income statements, and cash flow statements, to assess an organisation’s fiscal health.
  • Develop skills in budgeting principles and methods to prepare responsible budgets tailored to meet the needs of a company.
  • Gain fluency with financial tools and functions essential for business professionals to make informed decisions and contribute to the financial success of their organisation.
Course Type
Access / Duration
Price (Excl Tax)
Virtual
1 Day
£248.00
Classroom
1 Day
£248.00

Managing Commercial Credit Risk Course

This one-day workshop will show you how to gather information, make commercial credit decisions, evaluate accounting ratios, assess risks, and spot failing businesses.

  • Learn to maximise sales while effectively managing commercial credit risk through commercially minded credit decisions.
  • Understand the importance of gathering and analysing information, developing credit policies, and applying credit scoring and risk assessment techniques.
  • Implement ongoing risk assessment strategies, identify warning signs of potential failures, and apply key ratios to set credit ratings and grade customers effectively.
Course Type
Access / Duration
Price (Excl Tax)
Virtual
1 Day
£248.00
Classroom
1 Day
£248.00

What are Finance Essentials?

Finance essentials encompass the fundamental concepts, tools, and practices necessary to understand, manage, and optimise financial resources. These essentials are crucial for both individuals and organisations to make informed financial decisions, achieve financial stability, and drive growth.

Understanding these finance essentials provides a strong foundation for making informed financial decisions, whether at a personal or organisational level.

Study Finance Essentials courses with Infero Training

Our Finance Essentials Training Courses provide fundamental accounting knowledge necessary for effectively communicating business and finance information. By covering essential concepts like accounting equations, debits/credits, and cash/accrual-based systems, these courses equip you with the skills to manage financial tasks confidently and competently.

Basics of Budgeting Course – Learn practical tips and techniques for effective budgeting, including strategic planning, expense management, and conducting budget reviews. Boost your confidence in financial control by mastering the skills needed to participate in the budgeting process and improve business management.

Finance & Budgeting Essentials for Business Professionals Course – Understand financial statements, including balance sheets and income statements, and learn budgeting principles and methods. Gain the financial acumen to interpret indicators, create responsible budgets, and make informed decisions for organisational success.

Cash Collection by Phone Course – Master techniques for effective cash collection over the phone, enhancing communication skills and strategies to influence customer payments. Improve cash flow and profitability by learning how to negotiate effectively, overcome non-payment reasons, and close calls successfully.

Managing Commercial Credit Risk Course – Learn to gather information, evaluate accounting ratios, assess risks, and identify failing businesses to make informed credit decisions. Maximise sales while managing credit risk by implementing risk assessment strategies and developing robust credit policies.

By taking these courses, you will gain essential financial skills, enhance your ability to manage budgets, improve cash flow, and effectively assess and manage commercial credit risk, leading to greater financial success and stability in your organisation.

Our Clients

700+ clients choose to train with Infero

Age Well East
Amco Giffen
ATG
Backup North West
BellRock
BVSC
Capital On Tap
The Coal Authority
Derbyshire County Council
Dyson
McCain
Midland Heart
Ministry of Defense
NEXT
Next Geo
NSK
Prism Medical
Chartered Institution of Railway Operators
South Thames College Group
Wella
Siemens
Nottingham City Council
Monsal
East Midlands Development Agency
BT
NHS

Top Finance Essentials FAQs

What is the schedule for the training course?
  • Start: 9:00am
  • Break: 11:00am
  • Lunch: 1:00pm
  • Break: 3:00pm
  • Finish: 5:00pm
The schedule for 1, 2 and 3 days training will be the same but course content will vary. Times can be changed for group and onsite to start earlier, you can ask before booking.
Do I need any equipment for training?
For Classroom training courses you usually don’t need any equipment, unless we specifically advise otherwise. For Live Virtual training courses you will only need a computer, or laptop, and Internet access.
Can we have a course in our own workplace?
If you are interested in having a training course at your own workplace, whether it be through one-to-one sessions or group training, we offer Onsite Bespoke courses.
How experienced are your tutors?
Our company prides itself on the quality of our training courses, which is not possible without our exceptional trainers! Our tutors have both practical and teaching experience, and specialist knowledge. We are happy to provide references and their profiles upon request.
Is there ongoing support after completing the course?
Absolutely! Following the training course, we provide a variety of post-course support documents so you can revisit the content at your own pace, along with offering 12 months of support via email.
Will I receive a certificate upon completion?
Yes, all of our training courses come with a certificate of completion. Once you finish the course, we will email your certificate to you within 2-3 working days.

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