8

CPD

Finance Essentials

Learn how to understand the financial information presented to your board in order to perform your duties as a director.

Duration
1 Day
Price for members
$980.00 incl GST
Price for non-members
$1,220.00 incl GST
Discounts
Purchase three or more ‘Essentials’ courses and receive a 10% discount.
Regional Business Partner Network Funding
This course is registered with the Management Capability Development Fund. Find out more by visiting www.business.govt.nz/how-to-grow/regional-business-partner-network

This course can also be delivered as in-house training and tailored to your board. Contact us to find out more.

Course description

In this one-day course you will learn to use and oversee financial information and processes.

Course exercises with practical applications demonstrate how this content is critical for all directors.

By the end of the course you will understand how to ask the right questions to hold an organisation to account on behalf of its stakeholders.

Digital credential available

Upon completion of this course, you’ll receive an IoD Digital Credential badge, issued by Credly by Pearson, to recognise your learning. Find out more about credentials here.

Duration

8.30am to 5.00pm

Content covered

    • Understand the Financial Reporting Act and its implications.
    • Learn finance terminology and accounting terms and principles.
    • Know your external reporting obligations and solvency requirements.
    • Interpret performance with financial analysis tools.
    • Assess initiatives and opportunities to build organisational value.
    • Recognise red flags.

Who should attend

    • New and aspiring directors embarking on a governance career.
    • More experienced directors improving their finance skills.
    • Senior executives who want to work with their boards more effectively.


Discounts

Essentials courses discount

Register for three or more one-day Essentials courses and receive a 10% discount. Your discount will be automatically applied to your shopping cart at checkout.

Attend with your colleagues and save

Register three or four attendees from the same organisation on a course and receive a 10% discount. Your discount will be automatically applied to your shopping cart at checkout.  No more than four people from one organisation should attend the same course date. If you have any questions about the number limit, or the discount offer please phone +64 4 499 0076 and speak to one of the delivery team. (This discount does not apply to conferences.)

Assistance

Find out if you are eligible for a part-payment contribution towards your course registration fee through the Regional Business Partner Network.

By registering on this course you agree to pay and attend the course. If you subsequently secure funding through the Regional Business Partner Network then the IoD will refund you for this amount.

You may prefer to obtain approval for funding prior to committing to the course.

Go to the Regional Business Partner Network website for more information.

Testimonials

 

"As a new director without a finance or accounting background [this course] gave me the tools and confidence to ask good questions and challenge assumptions. A must for all new or aspiring directors."

- Chris Selbie MInstD

 

"The course exceeded my expectations. As a non-finance executive, I intentionally selected this course over 'Finance for Non-Finance Managers' type programmes as I wanted to learn about more pragmatic topics executives and directors should know - insolvency, capital decisioning, risks, obligations, best practice etc. This course should be a "MUST DO!" do all executives who work with boards and all future directors."

- Adelene Lynch MInstD

All dates and locations

  • Fully booked

    Auckland

    date
    24 Sep 2025

    Members — $980.00

    Non-members — $1,220.00

    Please ph 04 499 0076 to be placed on the waitlist
  • Christchurch

    date
    9 Oct 2025

    Members — $980.00

    Non-members — $1,220.00

  • Wellington

    date
    16 Oct 2025

    Members — $980.00

    Non-members — $1,220.00