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Finance & Risk Essentials for Managers

A one-day workshop to master key financial concepts and risk management.

Our next course will take place on 20 October 2026.

Book before 25 August 2026 to receive a 10% early bird discount on course fees.
This is in addition to the 20% discount for IOM3 members.


We're delighted to be working with Sandra Morrell to deliver this one-day workshop on business finance and risk management. For today's managers, it is essential to have a working knowledge of finance, and if you do not have any training or background in finance, you may be at a disadvantage. Understanding the financial cycle will help you see where you fit in your company's financial structure and the financial role of your department. Whether you work in sales, admin or production, you influence your company's finances. You can, for instance, increase sales, increase information flow or prevent wastage. A key part of financial health is to plan for contingencies and manage risks. 

This course will help you understand the key concepts of finance and accounting, help you prepare your budgets and deal with risk management with more confidence.

The course is a careful blend of teaching, case studies and small group exercises to bring the subject matter to life. By the end of the workshop, you will understand:

  • The differences between the types of legal entities
  • Sources of finance and the difference between financial and management accounting
  • Bookkeeping basics, including commonly used terms, balance sheets, profit and loss accounts and management ratios
  • Contingency planning and crisis management
  • The importance of emergency planning and recovery planning

The course has been created for those in or about to take up their first management or supervisory position, but anyone wanting a refresher to brush up their skills will also find the content relevant, accessible and highly motivating.

  • IOM3 members receive a 20% discount on this course, with a preferential fee of £509.
  • A limited number of highly discounted places are available for undergraduate, postgraduate, apprentice and Associate (AIMMM) members of IOM3 at a rate of £127.
  • Subscribers to our Business Partner Programme are entitled to a 10% discount, making the course fee £573
  • The non-member rate for this one-day course is £637. Find out about joining IOM3 here.
  • Secure your place more than 8 weeks before the course date to receive an additional early bird discount of 10%.

Course fees are subject to VAT at 20% where applicable. This includes lunch, refreshments and learning materials.  

This course is part of our IOM3 Certificate in Management. Find out more about the other courses below.

Finance & Risk Essentials for Managers

 

Register to attend the next course

IOM3, The Boilerhouse, Grantham
9:30– 16:30, Tuesday 20 October 2026

 

 

IOM3 Certificate in Management

If you complete all five courses in this suite over 12 months, you will be awarded the IOM3 Certificate in Management qualification.

Study all five courses in this suite and receive the IOM3 Certificate in Management

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