Finance Essentials

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

1 Day
Price for members
$850.00 incl GST
Price for non-members
$1,080.00 incl GST
Purchase three or more ‘Essentials’ courses and receive a 10% discount.
NZTE voucher

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.


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.


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 more attendees from the same organisation on a course and receive a 10% discount. To take advantage of this offer please phone +64 4 499 0076 and speak to one of the delivery team. (This discount does not apply to conferences.)


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 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 websites for more information.

Additional information


We have been monitoring government updates regarding COVID-19 and are keeping up to date with Ministry of Health guidance with regard to events and public gatherings.

For the latest updates on face to face courses and our safety planning see our response to COVID-19 page

"It gave a good overview of interpreting accounts and what questions directors should be asking".
- R. Finlayson, Auckland

All dates and locations

  • Dunedin

    7 Jul 2021
    Members — $850.00
    Non-members — $1,080.00
  • limited spaces available


    21 Jul 2021
    Members — $850.00
    Non-members — $1,080.00
  • Christchurch

    27 Aug 2021
    Members — $850.00
    Non-members — $1,080.00
  • Tauranga

    22 Sep 2021
    Members — $850.00
    Non-members — $1,080.00
  • Wellington

    6 Oct 2021
    Members — $850.00
    Non-members — $1,080.00
  • Auckland

    20 Oct 2021
    Members — $850.00
    Non-members — $1,080.00

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