Make finance make sense to non-finance leaders — with a 2-day programme built around one running case company.
Finance for Non-Finance takes leaders from reading the three financial statements to building a fundable business case, using the CENTS framework and the Meridian Outdoor Gear case throughout. Facilitator guide, slides, workbook, exercises, case studies and assessments included.
- Five CENTS capabilities: Comprehend, Evaluate, Navigate, Think, Speak
- One running case company — Meridian Outdoor Gear — across all eight sessions, so learning builds cumulatively
- Hands-on: ratio analysis, budget cost-behaviour audit, variance decomposition and an ROI/payback/NPV business case
- Closes with a stakeholder panel presentation and an integrated CENTS simulation
Finance for Non-Finance Trainer Toolkit by Bodhih Training — built on programmes delivered to 2,000+ companies since 2008.
The workshop is on the calendar. The material isn’t.
Numbers that lose the room
Finance training for non-finance people easily turns into an accounting lecture. Participants switch off at the first balance sheet unless every concept is tied to decisions they actually make.
Building a coherent case takes weeks
A good programme needs a realistic set of accounts, budgets and investment proposals that connect from session to session. Creating that case material, and checking it adds up, is the slowest part of designing this topic.
Knowledge that never reaches the budget review
Leaders may leave understanding ratios yet still struggle in the next results meeting. They need to practise explaining numbers and defending a business case to a sceptical audience.
Picture the evening before your programme.
Picture the first session. Instead of abstract definitions, you hand participants the accounts of Meridian Outdoor Gear and ask a simple question: is this company doing well? You then Comprehend the three statements together — Income Statement, Balance Sheet and Cash Flow — and they see how the three connect.
Through Day 1 they Evaluate Meridian with profitability, liquidity, efficiency and leverage ratios, and finish with an applied accounts-reading workshop and an executive summary of their findings. The Facilitator Guide walks you through every exercise, so you can coach rather than lecture.
Day 2 moves to their own work. Navigate covers cost behaviour, budgeting and diagnosing variances by volume, price and efficiency. Think builds a real business case with ROI, payback and NPV. Speak prepares them to present to a stakeholder panel of financial and non-financial listeners, before an integrated CENTS simulation.
By the end, you'll probably hear leaders who opened with 'I'm not a numbers person' asking sharper questions about the numbers than they expected to.
What you will deliver
A complete design, sequenced and timed — so every session has a purpose and every activity lands.
- Framework
- CENTS — Comprehend, Evaluate, Navigate, Think, Speak
- Running case
- Meridian Outdoor Gear, across all eight sessions
- Length
- 2 days · 14 contact hours
- Audience
- Non-finance leaders, all sectors
- Tools covered
- Ratios, variance analysis, ROI, payback, NPV
- Formats
- Blended — in-person or virtual
Comprehend — the three financial statementsDay 1
Income Statement, Balance Sheet and Cash Flow, and how they link.
Evaluate — performance through ratiosDay 1
Profitability, liquidity, efficiency and leverage using Meridian's accounts.
Applied accounts-reading workshopDay 1
A full ratio analysis and executive summary of the case company.
Navigate — budgets and cost behaviourDay 2
Fixed, variable and mixed costs in participants' own budgets.
Navigate — variance analysisDay 2
Decomposing variances into volume, price and efficiency.
Think — the business caseDay 2
ROI, payback and NPV, with sensitivity testing.
Speak — the language of financeDay 2
Presenting to a stakeholder panel of financial and non-financial audiences.
Integrated CENTS simulationDay 2
Applying all five capabilities to one realistic decision.
Everything for the room. Nothing left to build.
Unlocks the moment you pay. Until then, here is exactly what you will be downloading.
What your participants will be able to do
Designed for junior leaders without a finance background; anyone who manages a budget or builds business cases and leaders who need to engage credibly with finance colleagues, in any sector.
- Read the Income Statement, Balance Sheet and Cash Flow Statement and explain how they connect
- Calculate and interpret profitability, liquidity, efficiency and leverage ratios
- Audit their own budget for fixed and variable cost behaviour
- Break down a variance by volume, price and efficiency before reacting to it
- Build a business case using ROI, payback period and NPV
- Present financial information credibly to both finance and non-finance audiences
Walk in with data. Walk out with proof.
Trainers who measure before and after design sharper sessions — and get rebooked. AssessAll, our sister assessment platform, has assessments that sit naturally alongside this programme.
Walk in knowing where every participant starts.
Pair Finance for Non-Finance with an AssessAll assessment. Participants take it before the workshop, so you can tune the emphasis to the room; they retake it afterwards, so you can show the client what actually moved. Better-targeted sessions, and evidence that wins the next booking.
- Four Quarters: Financial Judgement for Managers Who Are Not in FinanceView assessment ↗
- Business & Commercial AcumenView assessment ↗
- Business Arithmetic — %, Profit & Loss, InterestView assessment ↗
Nothing quite fits? Create your own assessment on AssessAll, or ask the AssessAll team to build one around this programme’s objectives for you.
That is the design work already done for you — research, session plans, slides, activities and assessments. Spend it facilitating, selling your next programme, or simply switching off.
The honest comparison
| Building it yourself | This toolkit | |
|---|---|---|
| Time to a deliverable programme | 60–120 hours of design | Ready today |
| Session plan with timings | Built from scratch | Included, minute by minute |
| Activities, role plays, cases | Hunted down one by one | Written for this programme |
| Assessment and feedback | Often skipped | Instruments and forms included |
| Virtual delivery version | A second project | Guide included |
| Cost | Your weekends | One payment |
Made for people who stand at the front of the room
Commercial acumen for managers
Give operational leaders the financial fluency to prioritise well and hold their own in results reviews.
Finance-team led training
Equip finance business partners with a structured programme to build literacy across the business.
Independent trainers
Offer a complete, case-based finance programme without spending weeks building and checking case numbers.
18 years in real training rooms, packaged for yours.
Bodhih Training has designed and delivered corporate programmes since 2008 — for first-time managers, sales teams, leadership cohorts and whole organisations. These toolkits are that reach, distilled: the structures, activities and materials that hold up in front of real participants, written so another trainer can pick them up and deliver with confidence.
Three steps from here to the room
- STEP 1
Buy in two minutes
Name, email, pay with UPI, card or netbanking. No account to create.
- STEP 2
Download instantly
Your download page opens at once, and a permanent link lands in your inbox.
- STEP 3
Brand it and deliver
Every file is editable Word or PowerPoint. Add your logo, your examples, and run it.
Numbers, made clear. Programme, made ready.
Download the complete CENTS programme, adapt the examples to your client's world, and help leaders make their ideas financially credible.
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.
The rest of the Bodhih family, when you need it
Make the workshop last beyond the room
A workshop is two days; the behaviour change takes months. Jobulary turns assessment evidence into a focused individual development plan (IDP) — a few quarterly objectives built on real work, re-measured honestly. Give every Finance for Non-Finance participant a plan to carry forward.
IDPs are launching soon — the working demo is free to explore now, no sign-up.
Rather have us deliver it?
If you want Finance for Non-Finance run for your organisation by Bodhih Training’s own facilitators — in person, live virtual or blended, customised to your context — we deliver it end to end.
solutions@bodhih.com · +91 99000 11601. Building your own facilitation skills? See Bodhih’s Train the Trainer certification.
What does a finance for non-finance managers course cover?
This programme covers the three financial statements, ratio analysis across profitability, liquidity, efficiency and leverage, budgeting and cost behaviour, variance analysis, business cases with ROI, payback and NPV, and how to present financial information to different audiences.
Do I need to be an accountant to deliver this programme?
You need comfort with basic financial concepts, but not an accounting qualification. The Facilitator Guide walks through the Meridian Outdoor Gear exercises and explains each concept, and the Training Design Document sets out the rationale for each session.
What is the CENTS framework?
CENTS is the five-part structure of the programme: Comprehend the three statements, Evaluate performance with ratios, Navigate budgets and variance, Think in business cases, and Speak the language of finance.
What exactly do I get in the Finance for Non-Finance trainer toolkit?
14 editable files: Training Design Document, Facilitator Guide, Slide Deck — Simple Backup, Slide Deck — Main, Virtual Delivery Guide, Participant Workbook, Pre-Work Material, Case Studies, Role-Play Scenario Pack, Quick Reference Cards, Assessment Instruments, Participant Feedback Form, Certificate Template, Marketing Toolkit. Word and PowerPoint formats, so you can add your own branding and examples — and a single ZIP to download everything at once.
How much does the Finance for Non-Finance toolkit cost?
₹2,999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How and when do I receive the files?
Immediately. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. The link works from any device without a password.
Can I deliver this programme to my clients and put my own logo on it?
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.