Lean for Finance
Simplify workflows, reduce admin overload, and deliver reliable customer service.
In finance, accuracy, transparency, and compliance are critical, but outdated systems, miscommunication, and manual processes slow things down. The result?
- Delays in approvals, payments, and reconciliations.
- People paralysed by repetitive tasks & firefighting.
- Inefficiencies that create bottlenecks and impact overall performance.
Kanso Lean for Finance is here to help.
Accredited training that delivers real ROI.
Earn a Lean Six Sigma credential that carries weight wherever your career takes you.
Our fully accredited Lean online courses align with top industry standards, ensuring your expertise is recognised by employers, clients, and colleagues worldwide. Expect tangible improvements in your everyday work, backed by a qualification that truly sets you apart.
All Kanso Lean training online courses:
- Are accredited by the University of Limerick
- Recognised by the National Framework of Qualification (NFQ)
- Provide CPD points for ongoing professional development
Who it’s for:
Kanso has redefined Lean, bringing it from factory floors and assembly lines to the world of finance, helping those in this sector improve the way they work.
Our training supports:
- Accountants & Bookkeepers automate data entry, expedite month-end closings, and maintain precise financial records to support critical decision-making.
- Investment & Portfolio Managers refine portfolio management processes, increase reporting accuracy, and deliver superior client outcomes through optimised workflows.
- Financial Analysts & Advisors minimise administrative tasks to focus on in-depth analysis and strategic client advisory, enhancing service quality and client satisfaction.
- Freelance & Self-Employed Financial Professionals reduce administrative overload, streamline billing and reporting, and allocate more time to strategic financial planning and client engagement.
What to expect:
Course details:
- Duration: 14 weeks
- Previous experience needed? No
- Delivery method: Online, self-directed training with a blend of videos, text, interactive, and case studies.
Continuous Assessment:
- Four assignments based on case study analysis, self-evaluation, independent research, and Lean application in your organisation.
Certification:
- NFQ Level 8 – University of Limerick
- CPD Certification
- Training aligned with industry-standard Lean Green Belt level
Course Fee:
- €2,495 (VAT exempt, includes UL registration fees)
Click below to secure your spot and complete your registration. If you’d like to discuss payment options, fill out our contact form, and we’ll be happy to assist you.
Takeaways:
- The course uses real-world finance examples, case studies, and scenarios, making the tools and techniques directly applicable to your work environment.
- You’ll also receive a suite of downloadable digital tools with step-by-step instructions to apply them individually or in combination to solve different problems.
You’ll learn and apply a range of Lean tools and techniques, including the following and more:
- The 8 Wastes / Value-Added vs. Non-Value-Added Activities
- Process Mapping (Detailed, VSM, SIPOC)
- Root Cause Analysis (Fishbone Diagram, 5 Why’s, Deep Dive Analysis)
- 5S and Workplace Organisation
- Standard Work, Pull Systems, and Kanban
- Kaizen and Continuous Improvement
- Poka-Yoke (Error Proofing) and Control Planning
Course content:
This Lean training course is designed to break Lean down into three key areas:
Lean Culture and Mindset – Learn to pause, question existing processes, and foster a culture of continuous, incremental improvement in daily work.
Lean Tools and Techniques – Explore a variety of Lean tools, particularly those relevant to finance. Understand their purpose, how and when to apply them, and how they drive efficiency and improvement.
Lean Problem-Solving – Gain practical knowledge of the DMAIC methodology (Define, Measure, Analyse, Improve, Control) to manage complex or deep-rooted process improvement projects.
How it works:
Fully online, self-paced training, designed for busy finance professionals.
Step 1: Enroll & get instant access
- Register & pay online to gain immediate access to the full Lean for Finance training course, support and resources.
Step 2: Learn at your own pace
- Flexible, self-paced learning—log in anytime, from anywhere.
- A blend of engaging video, text and audio lessons with real-world finance examples.
- Downloadable resources, including templates, checklists, and implementation guides.
Step 3: Apply Lean & get certified
- Complete your course materials and assessments and earn your UL & CPD-accredited Lean Six Sigma certification.
- Put your learning into action, applying a new Lean mindset and approach to your work.
Stacy is a recognised voice in Ireland’s Lean community, and her expertise is evident in her engaging lectures and her ability to guide companies in adopting a Lean mindset. She has a talent for challenging conventional thinking and uncovering untapped opportunities for improvement.
Dr. Sean Moore
Associate Professor & Course Director Lean Systems- University of Limerick
FAQs
What if I have a question during training?
Throughout the course, you’ll have access to expert support to answer questions and help you apply what you learn.
What makes this course different from other Lean training programmes?
Unlike generic Lean Six Sigma courses, this programme is tailored specifically for Finance professionals like you. It focuses on the unique challenges of the industry, with examples, case studies, and exercises relevant to hospitals, clinics, and healthcare administration. Plus, it’s accredited by the University of Limerick, ensuring recognised certification that holds weight across the sector.
What kind of support will I receive after completing the course?
You’ll have access to our online training for up to a year, along with a suite of downloadable tools to keep using Lean in your daily work.
Unsure which course is right for you?
We’re here to help!
Fill out our contact form, and we’ll get back to you ASAP.