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Professional Financial Management Training for Leaders

What is Financial Management Training, and why does it matter to your business?

Financial Management Training for leaders and non-finance professionals focuses on cost benefits and efficiencies, budgets, cash flow, accounting, legislation and more. Not only do we cover the practical solutions to managing your finances we help design processes that fit each department and its financial responsibilities.

Doing this in a structured, organised manner involves a solid understanding of finance and the ability to collaborate with other areas of your business. That way everyone is clear on the financial perspectives and what this means for ongoing strategy.

Who is it for?

Financial Management Training isn’t just for the finance team. If you are responsible for any aspect of business finance, whether you provide quotes to customers, manage a department budget or oversee projects, financial management training could provide you with the skills required to optimise your outputs.

We work to your needs, tailoring your Financial Management Training course to your business and its divisions by carefully selecting experienced consultants with the specific financial management background needed for the best result possible.

Financial Management Course, financial management training

We can deliver your learning in person, virtually or via elearning.


Bespoke Financial Management training programmes designed and built for your business.


Bespoke Financial Management courses designed and built for your business.


Bespoke Financial Management workshops designed and built for your business.

The impact it will have

Efficient and effective management of funds within your business is vital in order to meet the strategic goals of the company, with good financial decisions being crucial for your company.

Through MPI’s financial management training, you can learn how to create maintenance plans for proper cash flow, helping you plan for day-to-day expenses such as raw materials, electricity bills, wages, rent and so on. We’ll teach your people the skills to negotiate better deals and use effective budgeting to create accurate estimates.

A greater understanding of what finance means gives you the ability to dictate the long-term survival of your business.

Read the HBS article on the 4 things every leader needs to know about finance.

Jerry presenting

We will work with you to create a suite of financial management training strategies and programmes that deliver such benefits as:

  • Maintenance plans for proper cash flow, helping you plan for the day-to-day expenses.
  • Helping your people negotiate better deals by understanding, for example, how to negotiate on minimisation of fixed costs with suppliers.
  • Accuracy when estimating the requirement of funds through effective budgeting, so you can forecast on funds needed in the short, medium and long term.
  • Understanding the mix of borrowing and types of debt-means you’re able to explore as part of determining capital structure for your business.
  • The ability to collaborate across functions of your business to align financial realities with strategic aims.
  • By better understanding finance you can help to grow your business or department and make sound decisions for its future.


The process to build your learning programme

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Consultation discussions focusing on MPI inside out approach

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Storyboarding options and approaches

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Build solutions and materials

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Bespoke facilitators appointed

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Multi–channel tool-sets and activities

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Dialling in and forward momentum

If you would like to know more about our Financial Management Training for Leaders Training please get in touch.


Our Experts

Our Consultants, Trainers & Designers are some of the best in the industry. Hand picked for each project, we ensure they are the right people to deliver, design and lead your people through their
learning journey.

Sandra Pirez 1 Sandra Pires

Sandra Pires

Principal Consultant

Sandra Pires has been an unexpected partner since 2012. Who is responsible for designing and delivering unexpected transformational programs. Besides the unexpected, Sandra collaborates with MPI as an associate trainer for global projects, and is responsible for delivering projects in several markets like Portugal, Spain, Mexico, Brazil and Angola.
Sepideh Shirazi

Sepideh Shirazi

Principal Consultant

Sepideh is a learning and development professional with extensive experience in all elements of the learning cycle from TNA and design through to delivery and return on investment. Sepideh is an experienced principle consultant at MPI with vast experience in working with all levels of colleagues from frontline staff through to Senior Managers and Directors.
fred copstake 1 Fred Copestake

Fred Copestake

Principal Consultant

Fred is an experienced consultant, trainer, coach and an expert in helping sales professionals around the world to improve their performance and unleash their full potential. Fred has delivered projects that range from implementing a European academy for a leading beer brand, developing sales skills in the Middle East for global healthcare companies, and introducing account development and sales leadership models in Latin America and Europe for IT and engineering multinationals.
Craig Wardman

Craig Wardman

Principal Consultant

Craig works as an independent professional Learning and Development Consultant who specialises in highly effective and Motivational Delivery and facilitation of Leadership Development and Relationship Management sales programmes, as well as offering a wealth of experience in 1 to 1 business and life coaching. He has extensive experience of working with multi-national organisations, originating with many of the World’s Leading Financial Services organisations.
sylivia Sepideh Sylvie Portefaix

Sylvie Portefaix

Principal Consultant

Sylvie is a certified coach, with a business management and marketing background. Her expertise consists in co-building new leadership models with her clients as well as working in French and English. Sylvie has occupied marketing and general management positions in the Consumer and Healthcare divisions. As head of marketing and executive committee member for France she's managed sales and marketing teams and key business partners, in France and in Europe.
terence chiew 1 Terence Chiew

Terence Chiew

Principal Consultant

Terence Chiew is a Performance Consultant who finds joy in working with team leaders to build high-performing teams and achieve organisational success using a plethora of interventions comprising personality traits and values assessment, performance consulting, leadership and management training, team building and team alignment.
peter giles 1 Peter Giles

Peter Giles

Principal Consultant

Peter has been in the world of Learning & Development for over 20 years, the last 10 of which have been as a Freelance Training Consultant. As well as being CIPD qualified, Peter is accredited in Situational Leadership II, is NLP qualified, and has experience with the Insights and DiSC psychometrics as well as Social Styles.
Laszlo Kaczur 1 Laszlo Kaczur

Laszlo Kaczur

Principal Consultant

Laszlo is a specialist in sales, sales development and HR development. With more than 25 years’ experience working with multinationals in Central and Western Europe, Middle and Far East, Laszlo brings considerable experience in training and development with a focus on management, sales and communication.
emre hasan saylik 1 Emre Hasan Saylik

Emre Hasan Saylik

Principal Consultant

Emre brings extensive business and marketing experience to his clients with a financial services, banking and marketing background over 25 years. He provides learning facilitation, team coaching and leadership training services for corporate clients and supports SME league company owners as experienced business coach.
anne clarke 1 Anne Clark

Anne Clark

Principal Consultant

Anne has a successful career spanning over 25 years in the financial and banking industry which has given Anne the understanding and ability to work at all levels, this has enabled her to add so much value to the team, our clients and her coaches. Anne was previously an MD in Financial Services where she was responsible for leading the Retail Performance of a Region, where she was recognised with various National Achievement Awards.

What our clients said

At MPI, we approach each project with the customer’s needs as the focus. That’s why we embrace collaboration – to give you exactly what you need to achieve your goals.

quote mark left Financial Management Training

MPI Learning epitomises everything I would look for in a supplier from a true partnership perspective. They seek to understand the key business drivers, take a truly commercial approach and have the ability and credibility to build relationships with senior stakeholders across the business at pace. Jerry is a pleasure to work with.

Jayne Nuttal – Barclays

quote mark right Financial Management Training