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Tailor-made diploma courses

FINANCE TRAINING FOR NON-FINANCIALS

🇨🇭Master the basics of finance and make informed decisions with our practical training course for managers and non-financial professionals in Switzerland.

Register for training

Online or face-to-face

Choose your course format and timetable to suit your schedule. Tailor your course to fit in with your availability.

3 or 7 months

The duration of the course varies depending on the programme chosen. You should allow for 3 to 4 hours per week.

Expert trainers

Our trainers are financial professionals, accountants, tax specialists or lawyers who hold senior positions in the Swiss finance sector.

Graduate

Our finance training programme in Switzerland leads to a qualification and is recognised internationally. We hold eduQua accreditation.

Content of the finance training course for non-finance professionals

Each module is designed to help you develop your skills effectively, enabling you to quickly master the most useful concepts in finance.

Understanding financial statements

To acquire the essential basics for reading and understanding a balance sheet, an income statement and a cash flow statement. Participants will learn to interpret financial terminology, understand the links between the various financial statements and quickly identify key information about a company’s financial position.

Analysing performance and financial health

Learn how to interpret figures beyond simply reading them, using key indicators of profitability, solvency, liquidity and performance. In particular, the module enables you to analyse margins, debt levels, working capital requirements and key ratios in order to identify a company’s strengths, risks and warning signs.

Costs, budgets and management control

Understanding how costs are formed and how to use this knowledge to manage a business. Participants learn to distinguish between fixed and variable costs, calculate the break-even point, draw up and monitor a budget, analyse variances and set up dashboards to effectively monitor financial and operational performance.

Cash Flow and Corporate Finance

To master the key mechanisms of cash flow management and understand how a business finances its growth. This module covers cash flow forecasting, working capital, financing requirements and the main financing options available: equity, credit, leasing or other forms of financing (and their impact on the financial structure).

Investments, profitability and value creation

Learning how to assess a project financially before making a decision. Participants learn about the main tools for analysing investments: ROI, payback period, net present value and scenarios; in order to compare different options, assess risks and determine whether an investment actually contributes to value creation.

Strategic finance, taxation and risk management

The module covers the key principles of valuation, the financial and tax implications of major decisions, the main financial risks, and how to develop scenarios and engage effectively with the finance department, a trust company, investors or a board of directors.
«Understanding financial mechanisms is now essential for playing a full part in business decision-making. This course enables non-specialists to gain a clear understanding, interpret the key indicators and engage confidently with finance professionals.»
Simon Pawolleck
Simon PawolleckChief Executive Officer
Nicolas Vialis, CFA and CAIA, is an experienced investment professional and trainer. A graduate of EPFL and holder of a Master’s degree in Financial Engineering from HEC Lausanne, he has a knack for making financial concepts accessible and practical, enabling non-specialists to better understand the figures and make informed decisions.
Nicolas Vialis
Nicolas VialisExpert trainer

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FAQ

The training is tailored to your level and objectives, and the price depends on a number of factors (format, content, complexity, etc.). Please contact us for a free quote.

Payment can be made in several monthly instalments free of charge.

We are an eduQua-certified training centre, the highest distinction that a Swiss training organisation can achieve. (https://alice.ch/fr/qualite/eduqua/) – This guarantees the quality of your training, as well as the high recognition of your Swiss tax specialist qualification.

The extensive network of businesses and individuals that we form also contributes to the recognition of your degree.

This course is aimed at executives, managers, team leaders, entrepreneurs, project managers and non-financial professionals who wish to gain a better understanding of their company’s financial figures, communicate more effectively with the finance and accounting departments, and make decisions based on a sounder financial understanding.

Contact us and get a complimentary trial session with your trainer.

This is the best way to realise the full value that this training will bring you.

By e-mail: contact@osamformations.com

By telephone: + 41 22 518 90 93

For more information, contact us!

Introductory session and free quote

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