25,000+ Courses Nationwide
0345 4506120

Finance for Marketing and Sales People

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

Select specific date to see price, venue and full details.

Learning Objectives

  • 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!

Course Content

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?

Related Courses

Privacy Notice

In order to provide you with the service requested we will need to retain and use your contact information in accordance with our Privacy Notice. If you choose to provide us with this information you explicitly consent to us using the information as necessary to provide the requested service to you. If you do not agree please do not proceed to request the service from us.

Marketing Permissions

Would you like to receive our newsletter and other information on products and services which we think will be of interest to you by email. We will always treat your information with care and in accordance with our Privacy Notice. You are free to withdraw this permission at any time.


We work with the best