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Free course template · Global

Finance basics for non-finance staff

A ready-made course, live deck and two surveys for managers and non-finance employees. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 29 October 2026; not legal advice.

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Finance basics for non-finance staff: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why the numbers matter to you · 8 min

    Before you begin · Tom, a manager at Northwind Group, signs a report where an insurance cost looks four times too high, and sees family gifts in a colleague's expense claim. Is it his job to say anything · What do you believe?

  • Lesson 2: The core principles in plain language · 6 min

    Five principles · True or false

  • Lesson 3: Match the principle to a transaction · 8 min

    Which principle? · Spot the distortion · Check

  • Lesson 4: Reading the statements and ratios · 8 min

    Two statements · Put it in order · Four ratio families

  • Lesson 5: Query a number and speak up · 5 min

    When to query · How to ask

  • Lesson 6: Using the policy and knowing who to ask · 5 min

    Next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At manager onboarding, before budget and year-end cycles, and for new report users.

Managers and non-finance employees who read budgets and reports or code expenses; new finance staff.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Finance contact
  • Chart of accounts link
  • Local rules link
  • Policy link
  • Help contact
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
Visit the help centre (opens in a new tab)

Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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