Financial Skills for Property Managers

Are you a property professional who wishes to increase their accounting and finance knowledge and improve financial awareness?

Would you like to improve your financial awareness which will enable you to ask the right questions to your customers and make sound financial decisions?

Are you a property professional with little, or no, basic accounting and finance knowledge wishing to complement your existing expertise?

Would you like to improve your financial awareness which will enable you to ask the right questions to your customers and make sound financial decisions?

This course helps explain financial information specifically for property professionals without financial training, giving you greater confidence when discussing financial matters.

This fundamental knowledge will help you feel more confident when dealing with businesses that are struggling, be more in control of situations when presented with financial documents and be able to present a better business case to your management and colleagues.

Decipher the confusing world of financial terminology with clear and simple explanations of the fundamentals

Be ready to respond to the financial disruption caused by the impact of Coronavirus

Enjoy fast paced learning that still enables time for questions and discussion based on real world scenarios

At the end of this practical course you will be able to:

  • Understand basic and complex financial data and concepts as they relate to property sectors
  • Be confident in interpreting financial information and performance to support effective decision making
  • Identify and mitigate your company’s or clients’ financial risks
  • Be better prepared to respond to the financial disruption caused by the Coronavirus pandemic

The course will be visually engaging and interactive.  There will be opportunities to work together in groups with other participants.

Session 1
Introduction to basic
financial concepts

This session sets the scene for the full training programme and includes introductions to the course structure, material and participants:

• Ensure all participants understand the course structure
• Participants are introduced to each other and share objectives
• Introduction to accounting and financial concepts and terms
• Overview of the primary financial statements

Includes: understanding the balance sheet, income and expenditure, accounting concepts such as going concern, revenue recognition, EBITDA and dividends and differences between cash and profit.

Session 2
Analysis & interpretation of financial information

This session sets out how to analyse and interpret complex financial data and information:

    • Ratios & Key Performance Indicators (KPIs) - What to look for in interpreting financial information and making judgements, and which ratios are most applicable to different property sector
    • Cash is king – the importance of understanding cash generation and why
    • Investment decisions

    Includes: introduction to ratios and KPI categories for profitability, liquidity, debt and efficiency. Using ratios to manage cash and make decisions. Limitations of ratios and making financial judgements.

Session 3
Decision making in the real world (part 1) - understanding financial information in context

This session sets out the different sources of financial information available about businesses that own and lease property and the different reporting purposes and what to look out for when using this information to support effective decision making:

    • The concept of legal forms for businesses
    • Different sources of financial information and reporting
    • How financial information is used

    Includes: different main legal forms, such as sole traders, limited companies, partnerships and joint ventures. Using sources of information; management and statutory accounts, accounting to HMRC for tax, credit reports and business plans. Understanding how different stakeholders use data in the property sector.

Session 4
Decision making in the real world (part 2) - case studies using real financial data

This session pulls together the course content into an interactive case study to apply learning:

    • Application of case study to different sectors – retail, residential, office, hospitality (hotels and restaurants) and logistics
    • Four teams working in break-out rooms will each address a case study scenario for one of the sectors
    • Case study will simulate a situation in each sector using real data
    • Participants will be able to role play client, customer and manager
    • Feedback on learning to plenary session


    The session will conclude with a group discussion about you will use what they have learned on the course in practice and to further their professional development.

Course information and booking
Prices are £720 per person if you book before 19 October and £800 if you book after 19 October. If you are booking for a group or for bespoke company training please drop us a line.

We will be running this course over four sessions, via Zoom, from 2pm-4:30pm, on the following dates:

Session 1 - Wed 11th November
Session 2 - Wed 18th November
Session 3 - Wed 2nd December
Session 4 - Wed 9th December

The programme content can be tailored for clients and delivered “in-house” or sign up to receive information on the next training session.

The course is being delivered by our highly experienced financial training facilitators; David Levenson and Joel Featherman.

David is a leadership coach and facilitator, and a faculty member of the Institute of Chartered Accountants' Academy for Professional Development. He trained as an accountant with a Big 4 firm and was a CFO in the property sector for over twenty years.

Joel also trained with a Big 4 firm and runs his own training consultancy delivering finance training programmes to non-finance professionals. Joel has experience of working with a wide range of private, voluntary and public sector organisations.