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Aptus Training is now part of the Insight Training group.

Do you understand the difference between cash and profit? Do you know the difference between gross profit, net profit and EBITDA? Can you pick up a set of accounts and understand the financial performance and health of a business? Do you make the most of budgetary information and KPIs? Are you effective business partners with the finance function?

We are experts in making the potentially complex area of finance easy to understand.   Our aim is to boost your confidence and ability when using financial information to make commercial decisions.

Core Topics

Insight Financial and Commercial Awareness Topics

All our programmes are tailored specifically to the client’s needs. Run over one or two days, a typical financial and commercial awareness programme will include the following elements:

  • Users and purposes of financial information
  • Business structures
  • Business and strategic analysis
  • Financial and management accounts
  • Financial reporting and the regulatory framework
  • The dual effect
  • The primary financial statements – profit and loss, balance sheet and cash flow
  • Understanding shareholder value
  • Business finance
  • Case studies building simple financial statements
  • Key accounting concepts and areas of judgement
  • Managing cash flows
  • Working capital management
  • Pricing strategy
  • Budgeting as a management tool
  • Risk management and key financial control
  • Investment appraisal and decision making
  • Current financial issues
Case Studies

Case Study: Santander Consumer (UK) plc, Financial and Commercial Awareness Workshop

Santander Consumer (UK) plc is part of the Santander banking group. Over the last ten years, Santander Consumer (UK) has grown substantially to become one of the UK’s leading consumer finance companies.

The board are determined that everyone should have access to and understand the financial drivers behind the business strategy and that financial jargon should be demystified!

We were asked to put together a bespoke programme for directors and senior managers which was successfully rolled out.

The course is now available to all staff and forms part of the Management Development Programme.

The two day programme currently features:

  • Financial information – who uses it and why
  • Understanding Santander Consumer’s financial performance and position
  • Financial analysis case studies including key ratios and cash flow analysis
  • Current financial issues

We work closely with the Learning & Development Manager and Finance Department to make sure that the programme is up to date and that the content is as relevant as possible for the delegates. Every workshop features an in depth look at the company’s management reporting pack.

“Found the workshop very beneficial – probably the most useful course I’ve been on!”

Delegate, Santander Consumer (UK) plc

“Nicky works hard over the two days to ensure that everyone is engaged and understands the content. She uses information and examples that are relevant to our business which helps put the learning in context. It’s a very good course that we always get great feedback on”

Julie Leach, Learning & Development Manager, Santander Consumer (UK) plc

Case Studies: Royal Bank of Scotland, Financial Awareness, Credit Skills & Personal Development

RBSThe Insight Training team have been delivering training for RBS for over 15 years.

Working with Aptus Training, we have designed and delivered a range of financial awareness, credit skills and personal development programmes.

Key programmes for the group include:

  • Commercial awareness for relationship managers
  • Financial awareness for HR and non banking staff
  • Essential business report writing
  • Technical updates for credit managers
  • Business simulations

Much of our work has focussed on credit skills training for relationship managers. We have worked closely with RBS and professional bodies including the Chartered Institute of Bankers in Scotland to structure and develop professional accreditation for these programmes.

Aptus Training is now part of the Insight Training group and we are delighted and proud that this long term relationship continues.

“Although an external trainer I felt Nicky had excellent Lombard/RBS knowledge that helped make the learning relevant”

Delegate, Royal Bank of Scotland