Finance for Marketing and Sales People

1 Day
Bristol (Clifton) 30th Jun 2026
22nd Jul 2026
5.5 hours

Course Overview

The aim of this 1 day workshop style course is to equip marketing and sales people with the financial knowledge they need to fulfil their role and appreciate how their negotiations affect the financial performance of their company.

The programme is brisk and interactive and is delivered in layman's terms.

This Finance for Marketing and Sales People course is available throughout the UK.

CPD Value 5.5 Hours

Course Locations

Finance for Marketing and Sales People London
Finance for Marketing and Sales People Manchester
Finance for Marketing and Sales People Nottingham
Finance for Marketing and Sales People Birmingham
Finance for Marketing and Sales People Bristol
Finance for Marketing and Sales People Edinburgh
Finance for Marketing and Sales People Leeds

Related Courses

Here is a selection of courses that we think you might also be interested in.

Managing Budgets
Masterclass in Interpreting Financial Statements - Half Day (pm)
Finance For Non-Finance Managers
Business Friendly Finance - Half Day (am)
Interpreting Financial Statements
Winning the Budget You Need

This course qualifies for Continuous Professional Development hours. Learn more about CPD

Timetable

9.30 –9.45    Coffee & course objectives

9.45 –10.30    What information is needed:

  • time frame
  • format
  • accuracy

10.30 –11.15    Reading your profit and loss account

  • what it tells you
  • what it doesn’t tell you
  • applying ratios and measures of performance
  • benchmarking against your competitors

11.15 –11.30    Coffee break


11.30 –12.45    Actions to improve profitability

  • fundamentals of costing
  • knowing your break even point
  • understanding how costs may vary with sales
  • key measures of efficiency and productivity
  • identifying your key performance drivers
  • using budgets; dealing with variances

12.45 –13.30    Lunch Break

13.30 –14.30    Understanding your Balance Sheet

  • what it tells you –how much is invested
  • what it doesn’t tell you
  • identifying working capital
  • applying ratios and measures of performance

14.30 –15.30    Managing working capital

  • stock management
  • debtors and credit management
  • creditors and other payments

 

15.30 –16.15    Managing your cash resources

  • understanding cash flow forecasts
  • profit v. cash

16.15 –16.30    Action plans –what will you do now?

Testimonials

Excellent course content and delivery. Malcolm took the time to tailor the course to my needs.

Tony Howard, Indium

Excellent course, highly informative. excellent training consultant who gave a really enlightening overview of how finance works within business.

Christopher McIlhinney, The Mansion Group

Benefits

  • Understanding how costs may vary with sales
  • Understanding cash flow forecasts
  • How to apply ratios and measures of performance
  • It will make people aware of the financial benefits of their decision making
  • Give people confidence when negotiating financial aspects of transactions with customers; even the customers finance staff !
In-Person Training
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30th Jun 2026
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£490.00
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