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Who this course is for

This Balance Sheet course will benefit anyone involved in reading, interpreting and/or analysing Balance Sheets. It would also be useful to anyone involved in creating the Balance Sheet to help understand how the figures that are being prepared may be interpreted and analysed.

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Course Objective

This course is designed to give all participants a greater understanding of Balance sheets and how to analyse them. This course can be adapted to suit all levels, roles and needs.


Practical Information

Course cost varies depending on requirements. Training is delivered at your office or your chosen location.
Duration is typically 1-2 days depending on chosen topics.

Bespoke In-house Training Discussion

Course Overview

The Balance Sheet may appear a humble document and is often overlooked in favour of the Profit and Loss Account or Income and Expenditure Account, however it holds significant amounts of vital information on how an organisation is performing financially. Having only a simple understanding of it and reading it at face value can lead to poor decisions being made.

The aim of this Balance Sheet course is to ensure that all participants leave with a far greater understanding of what might be behind the numbers. They will leave this course with the ability to ask the right questions and to consider why the numbers on the Balance Sheet are as they are.

Course Content

As with all of our courses, participants will be asked to prepare a personal action plan before leaving the course to ensure that they have thought about how to take the key areas covered and implement them into practice following this Balance Sheet course.

As with all our training, this course can be tailored to your organisation’s needs – please contact us to discuss your requirements.

  • Balance Sheet structure and terminology – demystifying the jargon
  • How do employees’ day-to-day activities impact the Balance Sheet?
  • Asking the right questions to understand the facts behind the figures
  • Analysing Balance Sheet performance including calculating and interpreting key ratios
  • What are the limitations of the Balance Sheet?
  • Practical examples of how a Balance Sheet may be manipulated and the effect on the numbers:
    • Accounting adjustments
    • Organisation policies
    • Depreciation and amortisation
    • Valuations
  • Who is interested in the Balance Sheet and what are they looking for?

Why Work With Complete Financial Training?

We are the home of specialists in financial and commercial learning.

We work with organisations to improve their people’s financial and commercial acumen, thereby improving your business’ financial health and helping you to create the opportunities to invest in the things that you care about most.

At Complete Financial Training, we can work closely with you to assess the learning requirements of your business, develop a bespoke learning pathway for your people and provide them with the financial and commercial knowledge and tools that they need to help drive the continued success of your business.



Simulation in training session
Helen has been a consummate professional and committed member of our contracted delivery team for many years, well respected by those who work with her and admired by the graduates she tutors. Helen’s industry knowledge and memory skills never fail to impress! It has been a pleasure to work with her throughout.
Frances McVeigh


We believe in working collaboratively with clients to develop a learning programme that suits their team’s needs.
You’ll never speak to a sales person – get in touch directly with our training team today.

What Financial Training Could Your Team Benefit From?

Download our free Financial Learning Needs Analysis and share it with your team to determine what training they might benefit from – simply fill out the form and download the document.