This course is eligible for SGX Equip Grant, please click here for more information.
Are you turning financial data into decisions that truly drive your business forward?
This course equips SME owners and non-finance business leaders and executives such as CTOs, CHROs, and other functional leaders with the confidence to understand, interpret, and apply financial information in their strategic and operational decisions. It focuses on connecting financial insights with business strategy, enabling leaders to ask the right questions, challenge assumptions, and make well-informed choices that drive long-term business success.
At the end of this course, you will be able to:
1. Understand the purpose, users and key components of financial statements;
2. interpret financial statements and key ratios to fully understand business performance and identify business trends;
3. apply financial insights to chart strategic and operational business decisions;
4. understand and formulate budgeting and forecasting for planning and control; and
5. utilise effective budgeting and forecasting approaches to impact organisational strategy and performance.
Programme Outline
Financial Acumen
- Understand purpose and users of financial statements
- Key accounting concepts and principles
- Components of financial statements
- Balance Sheet
- Income statement
- Cash flow statement
- Statement of Changes in Equity
- Financial vs Management perspective
- External reporting v Internal reporting
- Interpreting financial statements for informed business strategic and operational decision making
- Interpreting Key Financial Ratios and their impact on business performance
- Fundamental financial comparisons for business decisions
- lease vs buy
- reinvestment rates
- Group discussion and exercise
Budgeting and Forecasting
- Budgeting for planning and control
- Budgeting and forecasting principles
- Strategic and operational budgets
- Long term and short term budgets
- Budgeting and forecasting comparatives
- Components of Budgets
- Scenario planning and analyses
- Case study
Training Methodology*
Lecture style with case studies, examples, and exercises
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.
Intended For
This workshop is recommended for participants without prior finance training.
This workshop is designed for SME owners, non-finance business leaders such as Chief Technology Officers (CTOs), Chief Human Resource Officers (CHROs), Chief Marketing Officers (CMOs), and non-finance functional leaders who review or collaborate on financial reports and wish to strengthen their financial literacy for strategic decision-making.
Competency Mapping
Others = 7.00 Hours
Schedule & Fees
Date & Time
01 Sep 2026 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
SGD pricing -
For Members:
$ 507.94
For Non-Members:
$ 606.04
Programme Facilitator(s)
P’ng Chuen Ooi
Venue
60 Cecil Street
ISCA House
Singapore 049709
Testimonial
Funding
1) SGX Equip Grant
Funding scope:
- Course fees for training in investor relations, media training, corporate strategy or financial management
- Course provider must be on approved panel
Funding support: 50% funding support, capped at S$15,000 per company
Commitments:
- Participate in investor/media engagements or maintain active presence on digital platforms
- Participate in network events
Schedule Duration: Jan 2026 to Dec 2028
Grant Eligbility:
- Course participants must be Singapore Citizen or Permanent Resident, physically based in Singapore
- Employees of SGX-listed companies responsible for investor relations, corporate communications or driving value creations for your organization - whether as Investor Relations Officers, C-suite executives, or Board Directors.
How do SGX-listed companies apply for the grant:
For more information about SGX Equip Grant, please click here.
Programme Facilitator(s)
P’ng Chuen Ooi
CA (Singapore)
P’ng Chuen Ooi is a seasoned finance and operations senior executive and board member with 40 years of international leadership experience across Asia Pacific & North America and deep industry insight in luxury consumer goods. He has a proven track record in finance, accounting, financial planning & analysis, tax, treasury, credit, strategic planning, governance & internal control, and supply chain & operations, delivering results in complex, multi-market environments.
Chuen Ooi has professional experience in financial consultancy, audit and tax and MNC experience in FMCG, foodservice, pharmaceutical industry and most recently 27 years in the luxury sector with LVMH. His responsible scope covers countries in the Asia Pacific region, Australia and North America with a specific emphasis on the Emerging markets in Asia.
Chuen Ooi’s expertise is to effectively harness financial knowledge and expertise to partner and complement business needs and to add value from a financial perspective. He has CFO and Regional Director experience for companies with revenue 1.4 billion Euros and headed regional finance, operations and supply chain/logistics portfolios. He has served on boards of directors in multiple jurisdictions in Singapore, Korea, China, Vietnam and India.
He currently holds qualifications as a Chartered Accountant in England & Wales (ACA), Canada (CA), Singapore (CA), Chartered Professional Accountant in Canada (CPA) and has held Australia (CPA) previously. He is a Senior Accredited Director, Singapore Institute of Directors.
This course is eligible for SGX Equip Grant, please click here for more information.
Are you turning financial data into decisions that truly drive your business forward?
This course equips SME owners and non-finance business leaders and executives such as CTOs, CHROs, and other functional leaders with the confidence to understand, interpret, and apply financial information in their strategic and operational decisions. It focuses on connecting financial insights with business strategy, enabling leaders to ask the right questions, challenge assumptions, and make well-informed choices that drive long-term business success.
At the end of this course, you will be able to:
1. Understand the purpose, users and key components of financial statements;
2. interpret financial statements and key ratios to fully understand business performance and identify business trends;
3. apply financial insights to chart strategic and operational business decisions;
4. understand and formulate budgeting and forecasting for planning and control; and
5. utilise effective budgeting and forecasting approaches to impact organisational strategy and performance.
Programme Outline
Financial Acumen
- Understand purpose and users of financial statements
- Key accounting concepts and principles
- Components of financial statements
- Balance Sheet
- Income statement
- Cash flow statement
- Statement of Changes in Equity
- Financial vs Management perspective
- External reporting v Internal reporting
- Interpreting financial statements for informed business strategic and operational decision making
- Interpreting Key Financial Ratios and their impact on business performance
- Fundamental financial comparisons for business decisions
- lease vs buy
- reinvestment rates
- Group discussion and exercise
Budgeting and Forecasting
- Budgeting for planning and control
- Budgeting and forecasting principles
- Strategic and operational budgets
- Long term and short term budgets
- Budgeting and forecasting comparatives
- Components of Budgets
- Scenario planning and analyses
- Case study
Training Methodology*
Lecture style with case studies, examples, and exercises
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.
Intended For
This workshop is recommended for participants without prior finance training.
This workshop is designed for SME owners, non-finance business leaders such as Chief Technology Officers (CTOs), Chief Human Resource Officers (CHROs), Chief Marketing Officers (CMOs), and non-finance functional leaders who review or collaborate on financial reports and wish to strengthen their financial literacy for strategic decision-making.
Competency Mapping
Others = 7.00 Hours
Programme Facilitator(s)
P’ng Chuen Ooi
CA (Singapore)
P’ng Chuen Ooi is a seasoned finance and operations senior executive and board member with 40 years of international leadership experience across Asia Pacific & North America and deep industry insight in luxury consumer goods. He has a proven track record in finance, accounting, financial planning & analysis, tax, treasury, credit, strategic planning, governance & internal control, and supply chain & operations, delivering results in complex, multi-market environments.
Chuen Ooi has professional experience in financial consultancy, audit and tax and MNC experience in FMCG, foodservice, pharmaceutical industry and most recently 27 years in the luxury sector with LVMH. His responsible scope covers countries in the Asia Pacific region, Australia and North America with a specific emphasis on the Emerging markets in Asia.
Chuen Ooi’s expertise is to effectively harness financial knowledge and expertise to partner and complement business needs and to add value from a financial perspective. He has CFO and Regional Director experience for companies with revenue 1.4 billion Euros and headed regional finance, operations and supply chain/logistics portfolios. He has served on boards of directors in multiple jurisdictions in Singapore, Korea, China, Vietnam and India.
He currently holds qualifications as a Chartered Accountant in England & Wales (ACA), Canada (CA), Singapore (CA), Chartered Professional Accountant in Canada (CPA) and has held Australia (CPA) previously. He is a Senior Accredited Director, Singapore Institute of Directors.