Frequently Asked Questions

Q. What is 'FINANCE FOR NON-FINANCIAL DECISION MAKERS'?

 

A. It is a two-day in-company course (two and a half if leasing is a required topic) for IT (or other non-financial) decision-makers that encapsulates my thirty-plus years' experience of the subject. Whether the 'decision makers' are managers, buyers,  consultants or project managers, what they all need to know about finance for decision making is essentially the same. Courses for different clients have different emphases certainly, and sometimes different names - but the material is essentially the same.

 

 

Q. What is 'FINANCE FOR SALESPEOPLE'?

 

A. As above, but the subject is approached from the viewpoint of the salesperson.

 

 

Q. Why do you restrict numbers to sixteen per course?


A. Because much of each course consists of 'learning by doing' - exercises
and group work. That requires individual attention from me, the tutor. From
experience, this cannot be achieved with more than sixteen people. The ideal class size is ten to twelve.

 

 

Q. Location?

 

A. Customer premises, or other customer-arranged venue.

 

 

Q. Pre-requisites?

 

A. None. Courses assume no prior knowledge.

 

 

Q. Do you also teach public courses for all comers?

 

A. Yes, but mostly single-organisation in-house courses.

 

 

Q. Do you teach every course yourself?

 

A.Yes. It is my material, based on my experience and incorporating my war stories. I do not employ anybody else.

 

 

Q. Can courses be conducted as two separate one-day modules?

 

In theory yes; from experience I recommend against it. On one-day courses covering just the fundamentals of balance sheets, profit and loss accounts etc, many have said that they needed to know about cost-benefit analysis and financial cases as well. Conversely, on one-day courses devoted to the latter, there have invariably been questions about (for example) depreciation and loss on disposal, what profit and loss accounts are and the distinction between profit and cash flow, which have to be answered before an understanding of financial cases is possible.

 

 

Q. What if we or you need to cancel?

 

A. It is a fortunate fact that I have never yet had to cancel an engagement in over thirty years.  However, I being a one-man business, it could of course happen. I reserve the right to cancel at any time without penalty. In return, I concede the right of you the customer to cancel at any time without penalty, except for reimbursement of development or travel costs already incurred, and do not require a deposit. I prefer to work on the basis of trust.

 

 

Q. What about copyright of your materials?

 

A. You, the customer, have the unfettered but non-exclusive right to course materials provided by me. However, I retain the copyright, and every page of the materials contains a notice to that effect.

 

 

Q. Do you provide your own books as handouts?

 

A. No, but they are usually available for purchase at their cost to me.

 

 

Q. What are your payment terms?

 

A. An invoice is submitted at the end of a month in respect of all courses delivered during that month. Payment is requested within thirty days of invoice date.

 

 

Q. Do you undertake consultancy engagements?

 

A. Yes, but preferably small engagements where most of the work can be done on my own premises. 

 

 

 

 

 

 

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