Unloq Learning
Unlock Financial Confidence
Missed that subject?
No problem.
Fast, affordable, hands-on finance training for everyone.
Move from ‘what’s a P&L?’ to making high-stakes decisions in just 3 sessions of 2 hours each. No prior knowledge expected.
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Become literate in essential financial concepts and tools.
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Manage with confidence.
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Access free ongoing support.
"Mike is a brilliant presenter and coach. You never feel like you’re simply being spoken at or going through the motions. He makes the whole experience immersive, engaging and genuinely enjoyable."
"Even if you’re coming in with zero prior knowledge, you walk away feeling confident and, most importantly, able to apply what you’ve learned from day one. Couldn’t recommend it more!"
Melissa Buchanan
Executive Assistant, SRC Innovations
Course content
From orbit to the ground floor — and back. A journey through the numbers that run every business.
This is a structured, supported journey through the financial and commercial concepts that matter most in business — led by an experienced guide, not a textbook. No prior knowledge required. No judgment. Just clarity.
The course is structured as a choose-your-own-adventure story, where you play all the key roles.
Session 1
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Edge of space: Orientation - first principles
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The investor’s trilemma: scarcity, uncertainty and the cost of doing nothing.
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100,000 feet: Buy a business
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Build the P&Ls for two competing businesses,
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Then decide which one to buy, based on numbers and narrative.
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You'll be hands-on from the start.
Session 2
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50,000 feet: Discover the acquired business needs a transformative investment
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Can you afford it? (Surprise! You’re the CEO now.)
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Build your balance sheet, to assess your capacity to invest.
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Learn about capitalisation and depreciation.
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Stress test the business case for the investment, using scenario analysis.
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Make the investment decision.
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Confront the opportunity costs that will need managing.
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We'll simulate real-life, high-stakes decisions.
Between sessions 2 and 3
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1,000 feet: Your investors and staff expect you to hold the line on profits during the transformation.
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Standing still is going backwards: cash deployed as capital expenditure (capex) is no longer earning interest.
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Review options to shore up your P&L.
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Review the full-year budget your exec team have assembled.
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Get ready to run!
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You'll face into real-world dilemmas and make informed decisions.
Session 3
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Ground level: You’re in the game, it’s halftime, and it's not pretty.
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Halfway through the financial year, results are looking ugly.
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Review the P&L line by line to understand the drivers of the result - and who to hold accountable.
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Lead a sales reforecast to understand how much you’ll need to cut to make profit.
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Solve for profitability by making hard calls.
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You'll navigate complex financials with confidence.
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Finally, back to orbit. Take stock and reflect on:
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What and who the numbers are for.
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How you used them and why.
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The stories they told - the truths and the lies.
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Ongoing support
Get in touch anytime after completing the course if you need a refresher or come across a financial concept that needs clarifying. On-demand support is available for 3 months following completion, at no charge.
Testimonials: hear from Unloq clients.
Your instructor: Mike Efron
Pricing: all-inclusive course fee.
Flexible: multiple session times per week to choose from.
Want to learn more? Book a free 30-minute consultation.
NEW
Designed for current and aspiring leaders who are new to financial literacy, and ready to stop feeling like they're one question away from being found out.
Instructor-led training
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Individual, small-group, and corporate options.
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Virtual.
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Fun.
Contact us to learn more or book now.
Key details
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All sessions are instructor-led.
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Can be completed in just three lunchtimes.
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Multiple session times per week to choose from.
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Costs thousands less than traditional courses.
Learn about funding options, including employer sponsorship, tax deductibility and Buy Now Pay Later (BNPL) options.
"Highly recommend Unloq Advisory for the great training program that was run for our next leaders."
Vith Visagathilgar
General Manager, SRC Innovations
Upon completion, you'll receive
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Certificate of completion.
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All course materials.
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Session recordings.
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Access to free ongoing support.
"In several meetings today, there was mention of 'budget', 'capex', 'opex' and cost allocation. It's the first time I actually followed along, genuinely understanding, instead of trying to look like I understand whilst freaking out internally."
Senior Delivery Manager
