INTRODUCTION TO THE COURSE
In today’s competitive global environment, a strong understanding of finance is essential for influencing strategic decisions that ensure business sustainability and long-term growth. Finance is the language of business—and for professionals in leadership and managerial roles, mastering its principles is key to making well-informed, strategic decisions.
The Understanding Finance to Influence Strategic Decisions training course equips participants with the critical tools and financial acumen required to drive performance, avoid common financial pitfalls, and align financial planning with strategic goals. Whether assessing capital investments, budgeting effectively, or managing financial risks, this training course empowers non-financial and financial professionals alike to influence outcomes and increase corporate value.
This Understanding Finance to Influence Strategic Decisions training course will highlight:
- The link between strategic decision-making, financial planning, and performance management
- Clear understanding of financial statements and their role in strategic decisions
- Advanced budgeting, costing, and forecasting techniques for more reliable planning
- Capital investment appraisal using DCF, cost of capital, and financing strategies
- Risk management strategies to address interest rate and foreign exchange exposure
COURSE DETAILS
Objectives
At the end of this Understanding Finance to Influence Strategic Decisions training course, participants will be able to:
- Apply strategic thinking to align financial goals with long-term business objectives
- Analyse key financial statements to inform planning, budgeting, and decision-making
- Evaluate investment opportunities using capital budgeting and discounted cash flow models
- Identify optimal financing strategies and understand the impact of capital structure and WACC
- Manage financial risk through practical hedging tools and uncertainty analysis techniques
- Link financial KPIs with strategic objectives using balanced scorecards
Training Methodology
This Understanding Finance to Influence Strategic Decisions training course is presented in a very hands-on way to suit individuals with varying levels of financial knowledge and experience. The Instructor, in addition to his own commercial career experiences, uses a variety of proven adult learning teaching and facilitation techniques to provide a thorough training in the subjects covered.
This training course is conducted along workshop principles with presentations, numerous worked examples, and real-world experiences and many real-world business scenarios. Interactive team case studies and exercises reinforce the application of each of the learning points. Difficult mathematical concepts are minimised wherever possible and handled in a visual way that is easy to understand – our aim is for this to be an enjoyable learning experience.
Organisational Impact
Organizations that invest in this training course will benefit through:
- Enhanced financial literacy among decision-makers and team leads
- Improved integration between strategy formulation and financial execution
- Better financial planning, resource allocation, and risk management
- Informed investment and capital structure decisions that improve shareholder value
- More effective communication between departments through shared financial understanding
- Development of a finance-savvy culture that supports long-term organizational success
Personal Impact
Participants will gain:
- Confidence to engage in high-level financial discussions
- Skills to interpret financial data and apply it to strategic choices
- A deeper understanding of capital budgeting, cost control, and investment analysis
- Insight into managing financial risk using modern hedging tools
- The ability to connect non-financial performance indicators to financial outcomes
- A stronger voice in strategic conversations within their organization
Who should Attend?
An understanding of how finance influences successful strategic decision-making is crucial for every role and at every management level in any organisation. This KC Academy Understanding Finance to Influence Strategic Decisions training course is essential for a wide range of professionals from companies, corporations and governmental organisations, and in addition to interns, financial analysts, financial controllers, accountants and others active in the planning process this training course will greatly benefit business professionals working in:
- General Management, Sales and Marketing
- Estimating, Costing, and Project Management
- Operations and Engineering
- Procurement and Logistics
- Asset Management
- Human Resources
- And any other financial and non-financial professionals that need or wish to understand the financial aspects of the strategic decision-making process
DAILY AGENDA
Day 1: Linking Strategic Management and Decision-Making with Financial Planning and Budgeting
- Strategy and Strategic Management
- Vision, Mission, and Objectives
- Key Features of Strategic Decision-making
- Rolling-out and Implementing Strategies
- Value Creation and Maximisation of Shareholder Wealth
- Corporate Objectives, Accountability, and Corporate Governance
- Management Accounting and the links between Strategic Planning and Budgeting
Day 2: The Financial Statements and Their Links with Planning and Financial Decisions
- The Three Key Financial Statements
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- Sources of Internal and External Financing
- Cost of Equity, Cost of Debt, and the Weighted Average Cost of Capital (WACC)
- Capital Structure Models to minimise WACC
- Preparing a long-term Financial Plan to Determine Financing Requirements
Day 3: Costing Systems and Measurement Systems that Support Financial Decision-Making
- Costs and Activities
- Cost Behaviour
- Fixed Costs and Variable Costs
- Cost-Volume-Profit (CVP) Relationships, Break-even and Sensitivity Analysis
- Direct and Indirect Costs
- Activity Based Costing (ABC) and Management (ABM)
- Refining the Costing System for Improved Decision-making
Day 4: Capital Investment Decisions
- Future Values, Present Values and Discounted Cash Flow (DCF)
- Capital Budgeting Principles
- Evaluating Capital Investment Projects using Accounting Rate of Return (ARR) and Payback
- DCF Evaluation Methods of Net Present Value (NPV), Internal Rate of Return (IRR), Modified Internal Rate of Return (MIRR), Equivalent Annual Cost (EAC)
- Deciding on which Investment Appraisal Methods to use
- Capital Budgeting, Capital Rationing and the Profitability Index (PI)
- Further Factors to Consider in Investment Appraisal
Day 5: Linking Performance Measures to Strategic Decisions and Financial Risk Management
- Linking Strategic Objectives to Key Performance Indicators (KPIs) in a Balanced Scorecard
- Obstacles to Achieving Strategic Objectives created by the Accounting and Costing System
- Uncertainty and Risk Analysis
- Types of Business Risk and Financial Risk
- Risk Management Principles
- Development of Risk Management Tools to Mitigate and Minimise Risk
- Insurance and Hedging
- Interest Rate Risk and Foreign Currency Exchange Rate Risk
Certificate
- On successful completion of this training course, KC Academy Certificate will be awarded to the delegates.