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Budgets and Managing Money will teach participants how to make informed and intelligent financial decisions. Rather than being omitted from the process, managers who don’t have a background in finance can fully participate in budgeting decisions and exercises once they have completed this training course.

This two-day course includes lessons on basic financial terminology, budget preparation techniques, and tools such as ratio analysis, good budget decision making skills, and more.

Our customizable training materials for budgeting and managing money are designed to teach learners/employees how to become comfortable using a budget in a business.This one-time course purchase will fit perfectly into your budget, too! Once you’ve purchased the course, you can learn/train as much as you like.

All our training material packages come complete with anlearner/instructor guide, student manual, PowerPoint slides, quick reference guide, and much more.

Course outline-

How to Use This Guide

Session One: Course Overview

Session Two: Finance Jeopardy

Session Three: The Fundamentals of Finance

Basic Concepts

Generally Accepted Accounting Principles

Your Role in Company Finances

Identifying the Key Players in Your Organization

Session Four: The Basics of Budgeting

Defining a Budget

Types of Budgets

Understanding Where Your Budget Fits In

Session Five: Parts of a Budget

Session Six: The Budgeting Process


Step One: Gather the Budget Package

Step Two: Lay the Groundwork

Case Study (Part One)

Step Three: Identify Your Goals

Case Study (Part Two)

Step Four: Gathering Your Resources

Steps Five and Six: Planning and Doing

Case Study (Part Three)

Session Seven: Budgeting Tips and Tricks

Session Eight: Monitoring and Managing Budgets

Session Nine: Crunching the Numbers

Understanding Ratio Analysis

Making Connections

Session Ten: Getting Your Budget Approved

Session Eleven: Comparing Investment Opportunities

Session Twelve: ISO 9001:2008

What is ISO 9001:2008?

Making Connections

Session Thirteen: Directing the Peerless Data Corporation

Task Explanation

Decision One: Office Relocation

Decision Two: Reproduction Backlog

Decision Three: Improving Supervision

Decision Four: Job Enrichment

Decision Five: Staff Expansion

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan

Learner/Instructor Guide

Our Learner/Instructor Guides are the core of each training course. They lay out the training in simple, easy-to-follow instructions. You can also customize the Learner/Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide – for each course – is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be learning/teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your learning/training is up to you as the learner/facilitator. In case you want to do this we offer you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each course title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners’ understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the learner/trainer, do not have to prepare activity working files.

Powerpoint Deck

The course is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.


Quick Reference Guide

Quick Reference Guides are a favourite tool for learners/trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each course title down to two pages.