Financial Literacy In A Creative Way For Non-financial Personnel

Maintaining a solid financial future comes from following a set of fundamental principles that governs how you manage your money over the long term. Understanding and managing financial strategies for an organization is often seen as crucial to business survival and stakeholders can vouch on its importance for measuring business performance

To deepen the understanding of financial concepts and its application, this workshop covers the following aspects of financial literacy for non-financial personnel in a fun and learning environment

Course Objectives

  • Understanding the sources of funding and income generation for business and service industries
  • Understand the importance of Financial Psychology
  • Understand business in terms of the elements of budgeting
  • Apply financial principles to evaluate business accounts and the interpretation of financial statements
  • Able to analyze business performance by the application of key performance indicators
  • Understand the concept of Financial Planning and Account Management

Course Benefits

At the end of the workshop, participants will be able to:

  • Review sources of funding available to business and service industries
  • Evaluate the contribution made by a range of methods of generating income within a business and services operation
  • Evaluate methods of controlling stock and cash in a business and services environment
  • Assess the elements of budgeting for personal and business
  • Evaluate business accounts, adjustments and notes through Financial Planning and Account Management
  • Justify short-term management decisions based on profit/loss potentials and risk (break-even) calculations for a business and services operation

Who should Attend

This workshop is open for any non-finance personnel, managers and employees who would like to understand financial concepts in a fun and learning environment using simulation modelling and gamification

Other information

Training Methodology:

  1. Interactive session (Questionnaires, Open Discussions and Sharing) between Trainer and Learners in a fun and learning environment
  2. Use of gamification and simulation modelling concepts to achieve the learning outcomes
  3. Group activities and brainstorming sessions with learners
  4. Group Project Work and the transfer of learning. Debrief sessions after each gamification activity
  5. Insights and Reflections on what has been shared and applied during the training



Certificate of Attendance will be issued.


2 Teabreaks and Lunch will be provided.

Jeffery Williams

Trainer Description

Jeffrey Williams is a Trainer and an Education Success Coach. He has been a public speaker and a trainer for the past 15 years

Currently doing training for corporations, Jeffrey’s achievements and references include conducting various training programmes for management staffs and employees of organizations including MCYS, Singapore Power and NACLI (National Institute of Community Leadership) and students of Temasek Polytechnic, Singapore Polytechnic and Nanyang Polytechnic. Jeffrey also conducted a workshop on Acquiring Effective Communication Skills to officers and men of the Singapore Armed Forces Military Medicine Institute, National Environment Agency and Inland Revenue Authority of Singapore

Some other prominent trainings include customer service relationship management training, mastering negotiation skills for success at the workplace and a highly-recommended training programme on emotional intelligence for leaders and middle management which was conducted for various organizations and schools. He was invited by the University of Economics in Ho Chi Minh City, Vietnam, to give a talk on iLEAD – A program on public speaking, presentation and leadership skills to the management team of various organizations at a public seminar in Ho Chi Minh City

Other overseas training assignments included trainings in Vietnam, Malaysia and Indonesia to organizations’ CEOs and Managing Directors on Strategic Leadership Management, Customer Relationship Management and Mastering Effective People Skills for Organizational Excellence

Last year, Jeffrey conducted trainings for Singapore Armed Forces, NHST Asia Media, Singapore General Hospital and Healthway Medical Group. The training was focused on customer relationship management, mastering effective people skills and business and oral presentation skills. Participants enjoyed and benefitted from the training and Jeffrey is currently doing a personal coaching for these participants.

Previously, he has been in sales and marketing for about 12 years involving business deals and assisting the marketing team in road shows and advertisements. With the years of experience in both the sales and marketing arenas, he has now ventured out into training and consultancy to train and consult sales and marketing personnel on the tips and techniques of closing every sale and making every client feel important. Jeffrey was also invited as a guest speaker on 2 occasions last year by 93.8 Live Radio which focused on People Skills and Entrepreneurship.

Armed with professional training qualifications including the Advanced Certificate in Training and Assessment (ACTA) and a wealth of training experience both in the corporate world and across various industries locally and overseas, his motivation is to: Make a difference in the lives of people I meet and train.

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