Training programme
Financial Literacy for Teams
An in-house programme that helps staff manage their own finances and understand how their work connects to the organisation's numbers.
What you will be able to do
- Staff able to plan around salary dates without recurring short-term borrowing
- Shared vocabulary for cost, margin and cash across non-finance teams
- Managers who can explain how a department's decisions affect the numbers
Curriculum
3 modules
1. Personal money management
The Personal Finance Foundations core, condensed and adapted to the pay cycle staff actually work to.
- Budgeting to a pay cycle
- Salary advances and their real cost
- Emergency planning
2. Reading the organisation's numbers
What the financial statements say, in language that does not assume an accounting background.
- Revenue, cost and margin
- Cash vs. profit
- Where a team's work shows up
3. Cost awareness in daily decisions
Connecting routine operational choices to their financial consequence.
- Waste and rework
- Procurement basics
- Making the case for spend
Who it is for
- Employers investing in staff financial wellbeing
- HR and people teams designing benefit programmes
- Organisations with staff under financial pressure
Prerequisites
None. No prior knowledge is assumed.
Related
Other programmes on this track
Personal Finance Foundations
A practical two-day programme covering budgeting, saving, debt and planning, built around decisions participants face every month.
- Duration
- 2 days
- Modules
- 4 modules
Bookkeeping Essentials for Small Business
Six weeks of evening sessions teaching owners and administrators to keep books that stand up to an accountant, a lender or a tax review.
- Duration
- 6 weeks, one evening per week
- Modules
- 5 modules
Tax Compliance for SMEs
A focused programme on what a registered business must file, when, and how to keep records that make each return straightforward.
- Duration
- 3 days
- Modules
- 4 modules
Get started
Ready to enrol, or still deciding?
Tell us where you are and what you want to be able to do. We will confirm whether this programme is the right fit before you commit.