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.
- Only Microsoft Approved Courseware and Exercise Files
- Choice of 15 training locations, Virtual or Onsite
- Complimentary 12 Months Post-Course Support
- 100% Money-Back Guarantee & Price Match Guarantee
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.
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.
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.
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.
Over 700 clients choose to train with Infero
What’s Included
Top Finance Essentials FAQs
Can the Training be customised to our organisation’s requirements?
What are the Course Timings?
- Start: 09:00am
- Morning break: 11:00am
- Lunch: 01:00pm
- Afternoon break: 03:00pm
- Finish: 05:00pm
This schedule applies to all 1-day, 2-day, and 3-day courses, whether delivered virtually, in the classroom, or on-site. For on-site training or larger group bookings, start and finish times can be adjusted to suit your organisation’s needs. To discuss a customised schedule, call us on 0115 958 6699 or complete our Request a Quote form and a member of our team will be in touch.
Can Training be delivered at our workplace?
Yes — we can deliver training directly at your workplace. Whether you require one-to-one sessions, group training, or fully bespoke on-site courses, we tailor the content and delivery to meet your organisation’s specific needs.
To arrange workplace training, call us on 0115 958 6699 or complete our Request a Quote form, and a member of our team will be in touch to discuss your requirements.
How is the Course structured?
Do I need any equipment for training?
For classroom training you typically don’t need to bring any equipment, unless we specifically advise otherwise. All necessary resources will be provided at our training centre.
For virtual training you will need a computer or laptop with the full version of the software relevant to your course. We also strongly recommend using a second screen, such as a tablet or smartphone, so you can complete exercises on your main device while viewing the virtual whiteboard or trainer’s screen on the second.
How do I know which level is right for me?
If you are unsure which course level best matches your current skills, we're here to help. Simply give us a call on 0115 958 6699, and one of our expert trainers or course advisors will guide you in choosing the most suitable training level for your needs.
How experienced are your tutors?
We pride ourselves on delivering high-quality training—something made possible by our exceptional team of tutors. All our trainers have extensive practical experience, specialist knowledge, and a strong background in teaching and training. Their expertise ensures that every course is engaging, relevant, and effective.
We’re happy to provide tutor profiles and references upon request—just get in touch.
Is there ongoing support after completing the course?
Absolutely! After completing your training, you’ll receive a range of post-course support materials, allowing you to revisit the content at your own pace. In addition, we offer 12 months of support, so you can ask questions, seek clarification, or get guidance as you apply your new skills in real-world situations.
We're committed to helping you continue your learning journey long after the course ends.
Will I receive a certificate upon completion?
Training Venues
Nottingham Training Centre
Nottingham, NG1 6LG
Birmingham Training Centre
Birmingham, B5 4DY
Bristol Training Centre
Bristol, BS1 5EH
Leeds Training Centre
Leeds, LS1 1PJ
Leicester Training Centre
Leicester, LE1 1RE
Liverpool Training Centre
Exchange Flags
Liverpool, L2 3PF
London Training Centre
8 Duncannon Street
London, WC2N 4JF
Manchester Training Centre
Manchester, M1 3DT
Milton Keynes Training Centre
Oldbrook
Milton Keynes, MK6 2TG
Sheffield Training Centre
Sheffield, S1 2EA
Accreditations & Memberships
