[01] COURSE INTRODUCTION

This program is designed to build essential financial literacy among non-finance professionals. It equips participants with the knowledge and confidence to understand and interpret financial information, such as budgeting, profit and loss statements, balance sheets, and cash flow analysis.

With these skills, participants will be able to assess financial performance, manage resources more effectively, and make informed decisions that contribute to business success and long-term sustainability.

[02] COURSE OUTCOMES

By the end of the course, participants will be able to:

• Understand and interpret key financial statements

• Assess business performance using financial data

• Apply financial ratios for better decision-making

• Develop and manage budgets more effectively

• Apply forecasting techniques for planning and analysis

• Evaluate investment proposals using ROI and cost-benefit analysis

• Incorporate financial insights into strategic decisions

[03] WHO SHOULD ATTEND

This course is ideal for professionals across departments who need to work with financial data but do not have a formal background in finance:

• Department Heads, Managers, and Team Leaders

• Professionals from Sales, Marketing, HR, Operations, IT, Procurement, and Admin

• Business Owners, Entrepreneurs, and Start-Up Founders

• Project Managers and Executives

• Rising Talents and Future Leaders

No prior finance background is required.

[04] METHODOLOGY

• Interactive presentations

• Case studies and real-life scenarios

• Financial simulations and practical exercises

• Group discussions and peer sharing

[05] NOTE

Participants are required to bring a laptop with Excel installed.

[06] DATE, TIME & FEE

Date:           16-17 Jun 2025 (Mon-Tue)

Time:           9.00am – 5.00pm

Venue:        Courtyard By Marriott, Kuala Lumpur South

FEE:   [ HRD Corp Claimable ]
   - Special Offer (before 9 Jun 2025)      –      RM 1,750
   - Normal Fee      –      RM 1,800

>> Fee includes Course Notes, Meals, Certificate of Completion and 8% Service Tax

** OFFER **

- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.

[07] COURSE OUTLINE

DAY ONE

Module 1: Introduction to Financial Literacy

• Why financial knowledge matters for non-finance roles

• Basic financial terminology

• Understanding the role of finance in business

• Financial decision-making for employees

Module 2: Understanding Financial Statements – Profit & Loss (P&L)

• Overview of the P&L statement (Income Statement)

• Revenue, costs and profitability explained

• Case study: Interpreting a real P&L statement

Module 3: Understanding Financial Statements – Balance Sheet & Cash Flow

• Assets, liabilities, and equity explained

• Importance of cash flow in business sustainability

• Case study: Analyzing a balance sheet and cash flow statement

Module 4: Budgeting & Cost Management

• Budgeting fundamentals and financial planning

• Understanding fixed and variable costs

• Practical exercise: Preparing a department budget

Q&A Session

End of Training

DAY TWO

Module 5: Cash Flow Analysis & Working Capital Management

• Importance of cash flow in operations

• Managing working capital effectively

• Case study: Identifying red flags in cash flow

Module 6: Financial Ratios & Business Performance Evaluation

• Key financial ratios (profitability, liquidity, efficiency)

• How to interpret and apply financial ratios

• Practical exercise: Analyzing company performance using ratios

Module 7: Investment Decisions & Business Impact

• Understanding capital investment decisions

• Return on Investment (ROI) and Cost-Benefit Analysis

• Case study: Evaluating a business investment

Module 8: Applying Financial Insights to Decision Making

• How finance influences business strategy

• Improving decision-making with financial insights

• Final group exercise: Applying financial concepts to real-world business scenarios

Q&A Session

End of Training

[08] TRAINER PROFILE

DR. LEE HUI SHAN

HRD Corp Accredited Trainer, Associate Professor (Finance)

Dr. Lee Hui Shan is an Associate Professor at the Faculty of Accountancy and Management, Universiti Tunku Abdul Rahman (UTAR), Malaysia. A certified HRD Corp accredited trainer and accomplished financial consultant, Dr. Lee is widely recognized for her ability to make complex financial concepts accessible to non-finance professionals.

She is an experienced trainer for Certified Financial Planner (CFP) programs and has successfully guided many candidates toward professional certification. With a PhD in Economics and an MBA in Finance, her academic and industry credentials are complemented by extensive research achievements - having published over 300 journal articles and columns in leading publications such as The Star, Sin Chew Daily, and Nanyang Siang Pau.

Dr. Lee has delivered numerous workshops on financial literacy, publishing in high-impact journals, research grant writing, and applied data analysis. She has also led over 30 research and consultancy projects funded by government, international, and private institutions. Her work has earned her multiple accolades, including Best Researcher, Best Paper, and Teaching Excellence awards.

She brings to this course a rare blend of academic depth, practical industry insight, and engaging delivery - ensuring that finance becomes a tool, not a barrier, for managers and professionals.

[09] ENQUIRY & REGISTRATION

Enquiry: yes@sst2u.com

Contact:

   - Whatsapp Only (012 - 824 8874)
   - Teo (011 - 3178 9203)
   - Logesh (012 - 503 0346)
   - Siti (012 - 383 8603)
   - Nisa (019 - 851 5134)
   - Central Region (03 - 8604 7270)
   - Northern Region (04 - 222 6850)
   - Southern Region (07 - 213 3676)
   - East Malaysia (011 - 3178 9203)

Learn more about financing Here