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Finance for non-financial managers training teaches managers who are not accountants to read financial statements, build and defend a budget, and judge the numbers behind everyday decisions. BOTI runs this as a practical 2-day course for Cape Town teams, delivered in-house at your premises or live online. You can compare related options in BOTI’s finance training courses for managers and teams.
Please note that BOTI is a corporate training provider, not a finance company or financial adviser. This page is about building your managers’ own financial skills.
Do your Cape Town managers need to read a balance sheet, defend a budget and understand the numbers behind their decisions? BOTI delivers Finance for Non-Financial Managers training in Cape Town as in-house, on-site sessions at your premises, anywhere from the CBD and Century City to Bellville and Claremont. It is a 2-day, practical, facilitator-led course for managers, supervisors and team leaders who carry budget responsibility but have never had formal financial training.
This is not a generic course with “Cape Town” pasted on. We train your team together, on your numbers, in your boardroom or training room. Sessions are scheduled around your operational diary.
Why Cape Town businesses train their managers in finance
The Western Cape has a broad corporate base, from financial services to tourism. Across the city, capable operational managers are asked to own budgets, sign off spend and explain variances. Many have to do this without the financial grounding to do it with confidence.
Typical teams include:
- Financial services and insurance, in the Bellville and CBD corridors. Here even non-finance team leads must speak the language of margin, cost of capital and reporting.
- Tech, fintech and shared services, around Century City and the inner city. Fast-growing teams promote strong operators into management faster than their finance skills can catch up.
- Tourism, hospitality and retail. Seasonal cash flow, occupancy and unit profitability make financial discipline essential.
- The broader corporate and professional-services base, including head offices and regional operations in Claremont and the CBD. These organisations run several cost centres and need managers who can hold their own in a budget meeting.
When your managers understand the numbers, decisions get faster and spend gets tighter. Finance also stops being the only department that “owns” the budget.
On-site delivery across Cape Town
The main advantage of in-house training is location and context. We bring the trainer to you:
- CBD: convenient for head offices and for financial and professional-services firms in and around the Foreshore and city centre.
- Century City: suits tech, BPO and corporate campuses where teams prefer to train without crossing the city.
- Bellville / Northern Suburbs: close to the insurance and financial-services cluster and the wider Tygerberg business area.
- Claremont / Southern Suburbs: practical for professional-services and corporate teams along the southern corridor.
Because the whole group trains together, the worked examples use scenarios from your industry. Where you choose, they can also use your own anonymised financial figures. A public course with delegates from mixed organisations cannot offer this.
In-house, at a venue, or remote?
- In-house / on-site is the most popular option for groups. Your staff do not travel, and they can discuss real company numbers in confidence.
- At BOTI’s venue in Sunningdale, Johannesburg suits delegates who can travel, or teams with members in Gauteng.
- Live online works for teams spread across the Western Cape, or hybrid workforces who cannot all be in one room.
What the course covers
Over two days, delegates move from “the numbers are someone else’s job” to working confidently with financial information. The programme covers:
- Core managerial finance concepts and the language of finance
- Reading and interpreting financial statements (income statement, balance sheet, cash flow)
- Drafting and managing budgets aligned to operational plans
- Preparing and interpreting financial forecasts
- Analysing financial performance, profitability and viability ratios
- Managing the finances of a unit against organisational requirements
- Using financial analysis to identify cost savings and growth opportunities
Do your managers need a shorter introduction first? The 3-hour online masterclass Finance for Non-Finance Managers: Reading the Numbers Fast covers the basics. If budgeting is the main gap, the 1-day Budgets and Financial Reports Course focuses on that topic.
Who should attend
This course is designed for:
- Managers and supervisors who own or contribute to a budget
- Team leaders newly promoted into roles with financial accountability
- Technical specialists (IT, operations, marketing, engineering) moving into management
- Business owners who want to read their own financials with confidence
No accounting background is assumed. If your people can run a team but freeze in a budget meeting, this course is for them.
Certification
Delegates receive a BOTI certificate of attendance. The focus is on applied financial skills your managers can use in their next budget meeting.
Does your team need a formal qualification instead? BOTI also offers the legacy Services SETA National Certificate: Generic Management (NQF Level 5), SAQA ID 59201. Its last date for new enrolment is 30 June 2028[1]. We can help you map the right route for your team.
Skills Development budget and B-BBEE skills development
Training for managers can form part of your planned skills development spend. These are the main rules to know:
- Skills Development Levy (SDL): employers pay 1% of the leviable amount (total remuneration) to SARS each month. Employers whose leviable amount over the next 12 months will not exceed R500,000 are exempt[2].
- Mandatory grant: SETAs pay back 20% of the levies paid as a mandatory grant. To qualify, you must submit your Workplace Skills Plan (WSP) and Annual Training Report (ATR) by 30 April and be up to date with levy payments[3]. Including this course in your WSP helps you plan and report it. Grants are decided by your SETA, so no training provider can promise funding.
- B-BBEE skills development: the amended generic Codes set an overall skills development target of 6% of the leviable amount. Of this, 3.5% is for learning programmes for black people[4]. Sector codes may differ. Your verification agency confirms what spend is recognised.
This is general guidance. Confirm the specifics with your Skills Development Facilitator (SDF) or B-BBEE verification agency.
Request a quote for Cape Town in-house training
Tell us how many delegates you have, where in Cape Town you are based and your preferred dates. We will build a quote around your group. You can request a quote online or phone 011 882 8853.
When you enquire, you can also ask BOTI to help you put together a one-page budget and ratios reference for your managers to keep after the course.
Explore more
- National course page: Finance for Non-Financial Managers Training
- Same course in other cities: Finance for Non-Financial Managers training in Johannesburg, Durban and Pretoria
Frequently asked questions
What is finance for non-finance managers training?
It is practical training for managers who are not accountants. It teaches them to read financial statements, draft and manage budgets, interpret forecasts and ratios, and use financial information to make decisions for their unit.
Do you deliver this training on-site at our Cape Town offices?
Yes. In-house, on-site delivery is our most popular option. We bring the trainer to your premises anywhere in Cape Town, including the CBD, Century City, Bellville, Claremont and surrounding business areas, so your team trains together without travelling. Live online sessions are also available.
How long is the course and how many people can attend?
The full course runs over 2 days. In-house sessions are quoted by group size, and training a whole team together is usually the most cost-effective option per person. A 3-hour online masterclass is also available as a shorter introduction.
Is the finance for non-financial managers course accredited?
No. Delegates receive a BOTI certificate of attendance. If your team needs a formal qualification, ask BOTI about the National Certificate: Generic Management (NQF Level 5).
Do delegates need a finance background?
No. The course assumes no prior accounting knowledge and is built for non-financial managers, supervisors and team leaders.
Ready to build financial skills in your Cape Town management team? Book Finance for Non-Financial Managers Training, BOTI’s 2-day course for managers, supervisors and team leaders. Training runs in-house at your premises, at BOTI’s venue in Sunningdale, Johannesburg, or live online. Call BOTI on 011 882 8853 or email [email protected]. This course is not accredited. It is delivered as a professional skills programme, and delegates receive a BOTI certificate of attendance.
Sources
- National Certificate: Generic Management (SAQA ID 59201) – South African Qualifications Authority (SAQA), 2026.
- Skills Development Levy – South African Revenue Service (SARS), 2026.
- Mandatory Grants – Health and Welfare SETA (HWSETA), 2026.
- Codes of Good Practice on B-BBEE: Code Series 300, Statement 300 – Skills Development (Government Gazette 42496) – Department of Trade and Industry, 31 May 2019.