Finance for non-finance managers (AAT Essentials training)
This course provides a basic grounding in key financial areas, as well as analysing financial performance to help managers meet these requirements more effectively.
It's suitable for managers who have financial responsibilities and need to understand the content of financial statements and reports used in business, and learn to interpret this information and use it to manage day-to-day business activity. You can either book onto one of our upcoming finance for non-finance managers courses or register your interest in staff training.
What it covers
Understanding the income statement account and statement of financial position
Using information from the income statement account and statement of financial position
Controlling cash
A brief introduction to budgeting
Skills gained
After completing the course, delegates will be able to:
- understand basic financial documents used in business
- interpret the information in these documents, and use it to manage day-to-day business activity
- be more effective in their managerial role
- have more informed conversations with finance colleagues to remove the risk of miscommunication or misunderstanding
- provide more insightful reports based on financials
- make basic finance decisions without leaning too heavily on finance staff, allowing them to focus on other business priorities.
Length
The course runs for one day.
In-house finance for non-finance managers courses for businesses
AAT Essentials courses are delivered by our approved expert trainers. These sessions are perfect for groups of staff that require the same training and can be organised:
- at your offices
- at an external location of your choosing
- as an online session.
We can also tailor the training to meet your learning objectives with pick and mix modules from across the AAT Essentials programme. Quickly fill out our register your interest form and we’ll send you our free taster and be in touch with the next steps.
Register your interest in finance training for non-finance managers
Open courses for individuals
If you want to book onto a course as an individual, we run open AAT Essentials courses on a regular basis. These are our upcoming dates.
| Date | Location | Duration | Cost |
|---|---|---|---|
| Tuesday 10 March 2026 | Live online course | 1 day | £370 |
| Friday 24 April 2026 | Live online course | 1 day | £370 |
| Wednesday 20 May 2026 | Live online course | 1 day | £370 |
| Thursday 18 June 2026 | Live online course | 1 day | £370 |
| Tuesday 14 July 2026 | Live online course | 1 day | £370 |
| Thursday 13 August 2026 | Live online course | 1 day | £370 |
| Friday 18 September 2026 | Live online course | 1 day | £370 |
| Tuesday 13 October 2026 | Live online course | 1 day | £370 |
| Thursday 12 November 2026 | Live online course | 1 day | £370 |
| Tuesday 8 December 2026 | Live online course | 1 day | £370 |
| Thursday 21 January 2027 | Live online course | 1 day | £370 |
| Thursday 18 February 2027 | Live online course | 1 day | £370 |
| Tuesday 16 March 2027 | Live online course | 1 day | £370 |
Sheriden Amos
Sheriden is a chartered accountant who worked in practice and industry before moving into education in 2006. She is a key author for Osborne Books and also writes material for Mindful Education, a leading blended learning provider. Sheriden also provides accounting support to a mental health and wellbeing services business, teaches AAT at Heart of Worcestershire College and has successfully provided finance training to non-financial managers for many years.