Course Topics

Financial Awareness for Sales Staff

Course Overview:

The importance of sales presentation should never be underestimated.

However Sales Executives need to have an full  understanding of finance and how their role and performance impacts on the company’s bottom line.  They need to be able to clarify what they are presenting and actually understand it’s meaning fully.

Synergy’s financial awareness day will guide you through all aspects of Finances relevant to the Sales function.  Preparing a presentation which has a financial bias and understanding the content well enough to explain the content fully.

Who will benefit from attending this Training?

Current or prospective sales professionals of all levels especially those who have to put together and deliver financials and numbers for their superiors

Sales People and Managers who, as part of the sales process, need to work with the client’s finance teams which may include the finance director in the construction of a powerful presentation and the convincing delivery of their product or service to clients and other stakeholders. 

Course Outline:

For more information or a full course outline email us at  with your requirements.

Course Content:

The Need to Plan:

  • Laying out a simple presentation
  • what is required and how to make it simple and understandable
  • How corporate planning links to investment strategies; companies’ processes for making investment and capital expenditure decisions.

Direct and Indirect Costs:

  • Fixed and variable costs; how costs are determined; predicting profit; how the cost structure can affect planning and decision making.

Revenue and Capital Expenditure:

  • Budgetary considerations; phasing of capital spend; implications for budget holders.

Approval of Budget and Allocation:

  • Departmental objectives; budget acceptance; cascade objectives; devolved budgets.

Financial Position of a Company:

  • The accounting equation.
  • How successful is the Business?
  • The balance sheet – fixed assets, current assets, current liabilities, net current assets and how to interpret the information; profit & loss; what share price says about the business.

Analysing Company Statements

  • The financial status – is it able to meet liabilities?
  • How well is the business being run?
  • The stock market – are the shares a good investment?
  • the use of ratios to analyse the company’s activities; working capital
  • Is it able to meet its obligations and expand?
  • Gearing – is the level of borrowing satisfactory?;
  • Liquidity - could the company be in financial difficulty?

Using Ratios to Support Investment Decisions

  • Return on capital employed (ROCE); payback; depreciation; assets and liabilities;
  • Investment decisions and return on investment (ROI); cost of capital; net present value of assets.
Personal Development:
  • Action planning - the essential next steps
  • Continuous professional development - what next? 
Key Benefits
By the end of this course you will be able to:
  • Understand the role and the terminology used by finance directors
  • Deliver a Financial presentation in simplistic language that wins clients over
  • Comprehend what is written in key financial statements issued by your company and clients
  • Use the knowledge and skills in assessing the financial health of a business
  • Utilise accepted financial ratios
  • Project appraisal skills using Financial Techniques to increase margins, win business and make the right financial decisions
  • Interpret profit and loss accounts, balance sheets and cash flow statements.
Training Methodology:

The training process is based on a carefully planned mix of succinct tutor input - with practical illustration of tools and concepts, group work on case studies (all video based - and lively), feedback, and selective work on individual issues in pairs. Team involvement and working enable a strategy to be created from start to finish. The Training is based on the 4 mat systems to enable complete learning. There will also be some opportunity for role play. You will receive an electronic toolkit within the material for subsequent everyday use.

We can come to you !

Did you know Synergy can come to you and deliver this workshop ‘In Company’ at your own venue or location. If you have three or more people who you would like to benefit from attending this workshop our trainer can travel to you and deliver the same specification of course for your staff at a fraction of the overall cost.

If you’d like to know more about this option email us at  – our operations team manages all of our ‘In Company’ events and we can talk you though the logistics, pricing and whether you’d like the workshop as advertised here or something tailor made just for your business.

We have several packages on offer so contact us today.

What is Continuing Professional Development (CPD)?

Continuing Professional Development (CPD) is a personal commitment to keeping your professional knowledge up to date, improving your capabilities, proving commitment and competency in your profession. It focuses on what you learn and how you progress throughout your career, helping you gain more credibility within your industry, with your employer, clients and gain competitive edge over your peers.

Being actively committed to CPD may in the future:
  • Improve your Resume
  • Maintain professional recognition
  • Showcase your achievements, attributes and your brand
  • Accelerate your career prospects
  • Deliver job satisfaction: ensuring you are Career focused
  • Reassure your Employers and Stakeholders that you are upto date and competent
How do I gain CPD recognition:

By attending Synergy Courses you can be assured that attendance, completion and certification will be rewarded by CPD points. To help advance your professional status CPD recognition is awarded on both public workshops and in-house courses, being dependent on the number of hours spent learning. On request Synergy Training Group will provide a certificate of attendance for you to use as evidence and to attach to your record card.

A number of our courses are accredited, endorsed or approved by a number of Learning & Development and Professional Bodies and Associations for more detail please contact us at 

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