Level 5 | Finance

Financial Planning Excellence

This masterclass equips aspiring and senior leaders with advanced financial planning skills, helping them master forecasting, budgeting, and strategic financial management.

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Why clients choose Instep

100%

of participants gain Level 3 or Level 5 equivalent skills

+74

Net Promoter Score from participants

100%

of clients say training was delivered flexibly around their business needs

Course Overview

This programme gives leaders the tools to effectively manage both their team and organisation’s finances.

Sessions1-Day Masterclass

Typical Duration9am – 4pm

Delivery MethodIn-Person or Online

Class Size15 Participants Maximum

AccreditationUnaccredited (Equivalent to Level 5)

Course Benefits

Gain a comprehensive understanding of financial management practices and governance
Master financial forecasting techniques using both quantitative and qualitative methods
Develop skills in setting, managing, and reporting on budgets effectively
Enhance your ability to adjust financial plans to meet budget requirements

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Masterclass in Brief

Who it’s for

Aspiring and senior leaders (or those who already hold a leadership qualification at a lower level) seeking to enhance their financial planning and management capabilities.

Eligibility

Individuals must be 16+ years old, employed (including self-employed), and work and/or reside in the Greater Manchester City Region. They can’t have completed previous leadership training at the same or a higher level, but technical qualifications of any level are absolutely fine.

Programme format

Companies and individuals create a bespoke two-day programme consisting of two masterclasses at Level 5. For example, if they wish to select this Financial Planning Excellence masterclass, they can combine it with any of the following Level 5 masterclasses:

● Talent Management
● Managing Change
● Managing Projects Successfully
● Creating an Inclusive Workplace

Delivery format

Individuals or small groups under 10 participants can sign up for two of our open cohort masterclasses and join other learners from different organisations in our virtual classroom.

For organisations with 10+ participants who want to sign up for the same programme, we offer exclusive cohorts, customisable for on-site or virtual delivery. We’re happy to deliver these two masterclasses whenever learners are free, whether that’s on consecutive or non-consecutive days.

The maximum size for open or exclusive cohorts on any masterclass is 15 participants.

Pricing

Fully-funded for businesses or individuals based in the Greater Manchester City Region.

“I wholeheartedly recommend Instep to any organisation seeking high-quality adult learning and training services. Their professionalism, expertise, and dedication to fostering a positive learning environment make them an invaluable partner in employee development.”

Mark Clough, Founder, Venture Resource Management

“Over the 6 months we have been working with Instep our colleagues across multiple departments have gained knowledge and new skills from engaging trainers. Instep’s wide range of courses has benefitted our training offering as a small business.”

Laura Rogers, Head of People and Culture, LIMA

“Instep has provided our team with exceptional training opportunities across a diverse range of leadership and management subjects. The structured, tutor-led sessions deliver advanced concepts in a clear, easily accessible and engaging manner, ensuring our employees gain valuable skills and knowledge.”

Rob Grocott, Manufacturing Manager, i2i Pipeline

“I really, really enjoyed it. I have a newfound respect and understanding of the sales team within our company and doing the course has made the finance team and sales team work more cohesively.”

Eleanor Attwood, Leadership Support Programme Learner, Red Rock Communications

“I really enjoyed participating in two leadership masterclasses, they’ve not only developed my leadership skills but have also empowered me to drive impactful and innovative HR projects. The interactive workshops have given me a newfound confidence to explore areas in my work where I can lead and make a lasting difference in my organisation’s success”.

Laura Follan, HR Manager, The Proud Trust

“Partnering with Instep for training has been invaluable for us here at Dunsters Farm. We’ve received top-notch training in Performance Management and Building High Performance Teams, with flexible scheduling and tailored one-day masterclasses to suit our needs. The feedback so far has been outstanding”.

Maxine Freed, People Manager, Dunsters Farm

“Instep provided a wide range of courses across our organisation, supporting us to upskill and develop our management and sales teams. Feedback has been fantastic. The Instep team are very professional, experienced and deliver with such high standards. They are a pleasure to work with”.

Michelle Ben Issa, HR Manager, Comelit-Pac Limited

“Working with The Growth Hub we were made aware of Instep and their training. All the team attended masterclasses and gained a better understanding of how everyone can play an important part in sales. The training built confidence, new skills and techniques to improve customer service and provide a better experience”.

Paul James, Managing Director, Red Rock Communications