Finance Training Template

Develop custom finance training programs using beautifully designed course templates

Create beautiful corporate finance training courses using our professionally crafted template. This highly customizable finance team training template follows the latest trends in aesthetic design and typography. Create and publish courses on financial topics, such as corporate finance, accounting, expenses, invoices, forecasting, and more. Leverage the course tracking and reporting features.

Use This Template Preview

Template Outline

Free Finance Training Template
1.   Welcome to the Finance Team!
  • Welcome to the Finance Team!
2.   Financial Workflow
  • Accounting
  • Budgets
  • Expenses
  • Invoices
  • Forecasting
  • Test Your Knowledge
3.   Financial Software
  • Accounting
  • Forecasting & Reporting
  • Flashcards: Financial Software
  • Test Your Knowledge
4.   Ethics, Security & Fraud
  • Security
  • Fraud
  • Ethics & Compliance
  • Flashcards: Ethics, Security & Fraud
  • Test Your Knowledge
5.   Thank You!
  • Course Feedback Survey
Use This Template

Why Use a Finance Team Training Template?

Simplify, standardize & accelerate course creation
Professionally Designed
Professionally Designed

This template is designed by industry professionals and it covers all the major topics on business finance. It is tailored to meet the unique training needs of all enterprises and deliver maximum engagement, ensuring a higher course completion rate.

Makes Course Creation Easier
Easy & Fast Course Creation

Remove the need to spend hours or days developing a training course. Get it ready in minutes with our standard template. Create a course once and reuse it as many times as you please.

Ensures Consistency in Onboarding
Consistency in Training

When you use the same finance training template to deliver the same type of information to your audience, you find it incredibly easy to ensure consistency in training across your organization.

Highly Customizable
Ease of Customization

The template is flexible in that you can modify, update, or delete any information, any time you want. The general framework is already there and all you need to do is add the information you need based on your training requirements.

Compatible With Multiple Devices
Anytime, Anywhere Learning

The finance training course you create using this template will work equally well across all modern devices, including smartphones and tablets. It is also compatible with all browsers and OSs. This ensures a seamless learning experience anytime, anywhere.

Saves Time & Cost
Time & Cost-Saving

Creating a course from scratch demands an extensive amount of time, effort, and cost. You can overcome it by using this template since it requires just a fraction of the time and cost. Simply add your content, personalize the template, and it’s good to go.

How To Use This Template

Why Create Online Finance Training Programs?

An online finance training plan is significant from the perspective of the financial management of a company. Financial planning, analysis, and decision-making will be effective when you’ve got a capable finance team. Whether you’re a financial services company, investment bank, or financial advisory firm, you need to train your employees regularly.

Finance team training conducted online is usually self-paced and so convenient for everyone. Since it’s web-based, training participants can attend a training session at any time, from anywhere.

Also, unlike traditional physical classroom training, online training can be made more engaging and interactive. This ensures a delightful learning experience and a higher course completion rate.

Personalize with images, videos, & presentations

Offer a variety of eLearning experiences by using different forms of media, such as images, videos, infographics, presentations, and graphs. Our finance training template lets you do exactly that. You can easily customize the template by adding all these online training resources.

Also, it's easy to add branding to your training courses. You can add your logo, preferred theme, color combinations, fonts, and typography so that your audience can identify your brand instantly.

How to use this finance training template

ProProfs’ finance training template is easy to use. You can leverage the supporting structure to create custom training courses. Embed quizzes and surveys to assess your learner and keep them engaged.

Similarly, you can add brand elements such as a logo, tagline, and color palette to offer a highly personalized training experience.

Automated grading and custom certification are other functionalities that you can find within the template. Track trainees' progress in real-time using advanced reporting features.

With ProProfs, there is no need for any software installation or coding knowledge. Simply use the template to build beautiful finance training courses.

Learners can access the courses any time, anywhere, and on any device.

What makes our online finance training the best?

Some of the reasons that make our finance team training stand out are:

  • It is engaging and it fits naturally into the learning needs of every organization in any industry.
  • It reduces the avoidable burden of creating professional and engaging courses.
  • Smart use of multimedia keeps learners engaged by catering to different learning styles.
  • It supports quizzes for assessment and surveys for course feedback.
  • Track learners’ progress and check knowledge retention using detailed reports.
  • Since the course is delivered over an intuitive SaaS LMS, learners can access courses, tools, and other resources from anywhere and at any time.
  • Powerful integrations make online training seamless. Easily connect ProProfs LMS with your favorite tools.
  • Personalize with your logo, preferred theme, background image, color composition, and typography standards.
  • Offer your course participants a regularly updated self-help knowledge base for references.

Related Templates

Employee Training Template

Develop engaging and effective employee training programs using this course template designed by experts. Easily train them on your brand standards, emerging technologies, job-related skills, or any other topic.

IT Training Template

Simplify your IT onboarding with this professionally crafted course template. Train your employees on the technology they will be utilizing in the workplace so that they are well versed with them.

Sales Training Template

Train your employees on different sales topics, such as prospecting, cold call, inbound sales, and customer service. Publish and track the courses easily.

Related Courses

Explore Ready-to-Use Training Courses
Management Skills Training Course

Pick up the right skills to become modern-day leaders. Find out the common challenges and expectations of a manager. Learn what it takes to be a great leader.

Security Awareness Training Course

Provide general security awareness training to your employees and build a safe workplace. Train them on security and privacy issues related to electronic devices, passwords, social engineering, data leakage, and more. Offer general tips on how to stay safe online.

FMLA Administration Training

Learn how to administer family and medical leaves effectively. This course covers the fundamentals of FMLA administration, including eligibility, FMLA abuse, reintegration of employees into work after return from leave, and termination of employees on FMLA leave.

With ProProfs You Also Get

Get a Demo