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Finance Fundamentals for Non-Finance Professionals

Understand the Numbers, Speak the Language, Drive Better Decisions

Master financial literacy, read key reports, and make confident business decisions. This isn’t just theory – it’s practical, hands-on training that transforms how you work with numbers.

If you are not financially literate, you risk being left out of key conversations that shape your department and your career.

Save Time & Work Smarter

Equip your team with practical finance knowledge so they spend less time confused by numbers and more time making things happen.

Better Decisions, Less Guesswork

Empower your people to read financial data clearly, understand the story behind the numbers, and make better-informed decisions.

Boost Team
Efficiency

Reduce back-and-forth meetings between finance and other departments by giving everyone a solid grasp of the financial basics.

Stronger Business Impact

When your team understands costs, budgets, and ROI, they can contribute ideas that add real value — and speak the language that gets them heard.

Our Services

Who Will Benefit?

Managers & Supervisors

Gain the confidence to manage budgets, track costs, and make informed decisions.

Departmental Managers & Team Leads

Connect daily operations with the bigger financial picture for smarter planning.

Non-Finance Executives & Professionals

Understand financial statements, budgets, and performance metrics without the jargon.

Entrepreneurs, Business Owners & C-Levels

Master key financial fundamentals to grow sustainably and make strategic choices.

Operations Executives & Managers

Control expenses, allocate resources wisely, and communicate financial impact clearly.

Department Heads

Strengthen financial accountability and lead teams with clear budget insights.

Project Managers

Keep projects on track, on budget, and communicate clearly with stakeholders.

Anyone Who Wants to Be Financially Confident

Build the skills to interpret numbers, ask the right questions, and contribute real value.

Course Outlines

Discover our 8-module comprehensive curriculum that equips you with practical AI skills

Foundations and Core Skills

Build your AI knowledge foundation

Finance Essentials for Non-Finance Professionals

Understand why finance is crucial for every role and how core principles connect numbers to real business strategies.

Mastering the P&L Statement

Learn to break down revenues, costs, and profits step by step, and spot common pitfalls or warning signs early.

Understanding the Balance Sheet

Grasp how assets, liabilities, and equity work together to reveal your business’s true financial position and stability.

Why Cash is King

Discover how to manage and track operating, investing, and financing cash flows to keep your business healthy and liquid.

Reading & Interpreting Financial Reports

Build the confidence to read management accounts, analyze variances, and identify trends or hidden risks that impact performance.

Budgets, Forecasts & Cost Management

Learn how to prepare realistic budgets, forecast results accurately, and apply smart cost management strategies.

Data Visualization & BI Reporting

Turn financial data into clear visuals and dashboards, and use practical BI tips to communicate results effectively.

Key Takeaways and Summary

Reinforce what you’ve learned, put it into daily practice, and collaborate more confidently with finance teams.

Empowering financial CLARITY

Here's What You Can Achieve

  • 1
    Make Smarter Decisions
    Use financial insights to back up proposals, plans, and everyday business decisions with confidence.
  • 2
    Communicate with Impact
    Create clear reports, presentations, and updates that connect the numbers to real business outcomes.
  • 3
    Strengthen Team Accountability
    Help your teams understand budgets, costs, and KPIs so everyone takes ownership of results.
  • 4
    Spot Risks Early
    Identify red flags, track variances, and respond to financial issues before they become bigger problems.
  • 5
    Improve Budget Management
    Plan, monitor, and adjust budgets more effectively to avoid surprises and overspending.
  • 6
    Improve Business Acumen
    Build financial confidence to ask the right questions, challenge assumptions, and stay ahead in any role.

Course Details and Investments

Comprehensive training program with full HRDC support

Course Information

100% HRDC Claimable

Meet Your Expert Trainer

Learn from an industry professional with hands-on experience and a proven track record of delivering real business results.

Ts. Au Soon Yong

HRDC Certified Trainer & Chartered Accountant

An experienced finance, business, and technology professional with a strong background in multinational corporations and Big 4 consulting. He specializes in the practical application of accounting and finance, corporate exercises, audit, AI, data analytics, and finance transformation. He is committed to helping professionals build industry-relevant skills they can apply immediately in their business and daily work.

Certifications & Accreditations

Industry Experience

Core Expertise & Specializations

Accounting & Finance

Controllership, Financial Planning, Performance Management, Cost Optimization, Fraud Risk Management, and Finance Governance

Data Analytics

Business Intelligence, Data Science, and Data Visualization

Business Process Re-engineering

Workflow Optimization, Automation Design, and Process Improvement

Artificial Intelligence

Agentic AI, Generative AI, Prompt Engineering, and Practical AI Applications for Businesses

Finance Transformation

Data and Process Automation, Change Management, Financial Strategy, and Data-Driven Strategy

Leadership, Advisory & Training

Team Development, Team Building, Project Management, Career Coaching, and Industry Advisory.

Course Reviews

What Our
Participants are Saying

Hi, I really enjoy the training that you conducted last month. It helps me to understand basic finance terms and how we can improve more on our business.its a good learning process to develop more my knowledge in business, how to manage my business, especially how we can manage or control our own budget to meet the target. It's a great training. For me, I will give 5 for the knowledge that you give it to me.

Wan Azura Binti Wan Anwar

The content was practical and relevant. The breakdown of the Profit & Loss Statement and the method to calculate breakeven points were useful in helping me to understand outlet financials better. The session was engaging, especially with classroom exercises and activities where we had to identify opportunities (expenses) from P&L. This helped reinforce the concepts in a realistic way.

Noor Liyana Hashim

For me personally who has no prior experience or knowledge in business and finance, it is very beneficial. From your training, now I know the basics on how to manage costs (COGS, Labour Costs, etc.). Your training has also taught me to utilise Data Analytics as a tool in making business decisions. I also learned that the most important step in ensuring our success is by providing exceptional customer service as well as understanding customer behaviour.

Luqman Hakim Bin Azman

I really enjoy the training conducted last month. The training is highly relevant and applicable to our current business environment. The materials covered key financial principles that are essential for our roles. The training was very engaging. The trainer utilized interactive methods and real-life examples, which kept the participants involved and interested throughout the sessions. I found the training to be practical and easy to apply in real-life scenarios. The case studies and group discussions provided us with valuable insights that we can implement in our daily work. It is a great training.

Nor Hartini Binti Basahrudin

I thoroughly enjoyed the training on business financials. It gave me a clear understanding of the importance of budgeting and financial forecasting in business. What I found especially useful was the way the trainer simplified the concepts of balance sheets and profit & loss statements for someone without a finance background. The practical examples and exercises helped reinforce the key points. I now feel more confident in analyzing our company's financials and making informed decisions. Excellent training, 5 stars!

Tracy Wong

The Finance Fundamental training conducted last month was quite beneficial in terms of content and relevance. The training provided a solid overview of key financial concepts that are essential for understanding the broader business landscape. Topics such as budgeting, financial statements, and basic cost analysis were well explained and applicable to our daily work. The session was engaging, with a good mix of theory and real-life examples that helped maintain attention throughout. The trainer did a commendable job making it easier for participants from non-financial backgrounds to follow along.

Muhammad Iman Afdhal
Frequently asked questions

Your Inquiries Answered Here

Questions? We got you!

This course is designed for managers, team leaders, departmental heads, operations executives, entrepreneurs, business owners, and any professional who wants to understand financial concepts clearly and use them to make better decisions. If you feel left out when financial reports are discussed, this course is for you.

No. This training is designed specifically for non-finance professionals. You’ll learn finance fundamentals in plain language with practical examples and hands on exercises with no jargon, no complex theory.

As a non-technical finance person, you’ll confidently read and interpret financial statements like Profit and Loss, Balance Sheets, and Cash Flow. You’ll understand key metrics, manage budgets, analyse costs, and use simple BI dashboards to visualise your numbers. Most importantly, you’ll be able to contribute meaningfully to financial conversations and make smarter business decisions.

Yes. The course is 100% HRDC claimable for registered employers. You can submit your claim through the usual HRDC portal after registering with us.

This is an interactive in person workshop with hands on activities, practical case studies, and real-life examples. You’ll learn how to apply finance knowledge and principles at work, not just in theory.

Yes. Upon completing the full training, you’ll receive an official Certificate of Completion.

Bring a laptop and charger to make the most of the hands on sessions. We’ll provide all training materials, meals, and refreshments. Just come ready to learn and have fun!

To ensure quality and interaction, each session is limited to a maximum of 25 participants only.

This is a fully interactive hands-on learning experience, not just slides and lectures. You’ll work through actual financial reports, budgets, and dashboards. You’ll leave with templates, checklists, and skills you can use immediately in your daily work.

Click on the “Enroll Now” button or email us at [email protected] We’ll send you the course confirmation form and payment instructions.

No special software installations are needed.

Yes! In fact, many companies send teams together to learn and implement AI more effectively. Group rates are available for four or more participants from the same company.

You’ll get access to our post-training support and alumni community, so you can ask questions, share ideas, and stay updated on new tools and trends.

Our sessions are usually held at a centrally located training venue. Details will be shared once you register. Private in-house training for your company may also be arranged. If you have such needs, please contact our team at [email protected]

Your lead trainer is an industry leading chartered accountant, former Group CFO, Big 4 Executive Director, and seasoned COO with over 20 years of experience. He is known for simplifying finance for non finance professionals with real life practical examples that stick.

Begin your path to financial empowerment today