Finance for Non Financial Professionals – Virtual


The Finance for Non-Finance professionals half day training course is for the support professional that is looking to gain an understanding of the financial implications of their day-to-day decisions, and the impact these may have on the business.

It is also important that support professionals have a solid grasp of basic financial awareness in order to agree and manage budgets effectively and appreciate core finance principles.

This Finance for Non-Financial Managers training course is aimed at any support professional that would like to be more financially aware.

The course will cover a high-level view of the following:

• An Introduction to Finance Basics
• Understanding Financial Terms
• Financial Statements
• The Profit & Loss Statement (Income Statement)
• The Balance Sheet
• Cash Flow
• The Cash Flow Statement
• Working with Budgets
• Budgets and the Operational Plan
• Writing a Budget
• Budget Planning Practice
• Monitoring the Budget

By the end of this course, you should be able to:

• Understand the general impact on organisational finances and interpret key facts
• Understand financial terms and confidently discuss issues that affect company finance
• Interpret the three key financial statements – Profit & Loss, Balance Sheets and Cash Flow
• Plan, Implement and Monitor a Budget

EPAA members who are part of the CPD programme will gain 5 CPD credits for your attendance on this virtual course.

This course is being delivered by EPAA CEO Victoria Wratten and is also being recorded and a workbook will be sent in the day prior to the date.

  • Low cost but high quality training with an industry leading expert and one of less than three millennial trainers worldwide – fresh thinking and an innovative outtake on the roles within the profession
  • Confidence in understanding what finance means to organisations
  • Strengthen your support professional toolkit
  • A blend of theory and practical work
  • Electronic certificate of attendance
  • 10 EPAA CPD credits awarded to members on CPD programme
  • Digital workbook sent one day prior to the course date


Payment is required for members and non-members of the Association in advance of each date.  This is non-refundable. 

Substitute attendees:

Substitute attendees are not permitted on any of these workshops.

Force Majeure Event:

In no event shall the Executive & Personal Assistants Association Ltd, be responsible or liable for any failure or delay in the performance of its obligations hereunder arising out of or caused by, directly or indirectly, forces beyond its control, including, without limitation, strikes, work stoppages, accidents, acts of war or terrorism, global pandemics, civil or military disturbances, nuclear or natural catastrophes or acts of God, and interruptions, loss or malfunctions of utilities, communications or computer (software and hardware) services; it being understood that the Executive & Personal Assistants Association Ltd shall use reasonable efforts which are consistent with accepted practices in the industry to resume performance as soon as practicable under the circumstances.

Event dates, sessions, venues, and postponement:

We reserve the right to alter event dates, venues and/or location where necessary without liability, as per the force majeure above.

We will endeavour to give delegates as much notice as possible of any such change via the attendee’s email address provided at time of booking.

We cannot offer refunds and are not be liable for any other costs incurred including (for example) travel charges or any consequential damages, even if we were advised of these costs.

The Executive & Personal Assistants Association Ltd reserve the right to change speakers or sessions without prior notification. The most up to date changes to the programme will be found on the event page.

Photography & Filming:

There may be a professional photographer and/or video production taking place during the Event which may be used at a later date for promotional and other uses. Delegates who do not wish to be filmed or recorded should advise the Organisers by email in good time before the Event, by emailing


Views expressed by speakers are their own. The Executive & Personal Assistants Association Ltd assume no responsibility for the content of presentations or materials provided by speakers at the Event and the Executive & Personal Assistants Association Ltd cannot give any warranty that the information will be accurate or up to date.

Subject to the paragraph below, the Executive & Personal Assistants Association do not accept liability for any error or omission and excludes all liability for any action you may take or loss or injury you may suffer (whether direct or indirect, or any indirect, consequential or special loss) howsoever arising for advice given, or views expressed, by any speaker at the Event or in any material provided to delegates or as a result of you relying on the same.

We do not attempt to exclude or restrict liability for death or personal injury caused by the Organiser’s own negligence or any other liability the exclusion and restriction that cannot be excluded or restricted by English law.

Other terms:

The Executive & Personal Assistants Association Ltd does not accept responsibility for attendees’ personal belongings or valuables, for example, laptops or communications devices, brought to courses. These always remain the responsibility of the individual attendees during the training session.

The Executive & Personal Assistants Association Ltd reserves the right to remove any attendee from the course, should their behaviour be deemed inappropriate. In such event, no refund of travel costs or accommodation or other costs will be made.



EPAA Member Rate


Early Bird Non Member








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