The course is designed to provide delegates greater financial awareness. This will enable them to understand financial statement, financial processes and have confidence with financial terms. Our Finance Diploma is accredited by the CPD Standards and offers you the ability to gain
Course Format
The course brings together three components; CPD Accredited Bookkeeping Course, Finance for non-financial professionals and Microsoft Excel Diploma.
Finance Diploma
Course Content
Module 1 – Bookkeeping Course: This is a 2 day intensive course aimed at providing the learner a sound understanding of double-entry bookkeeping. This is delivered by a Chartered Accountant in a Virtual Classroom environment. It runs from 10:30 to 16:30 UK time.
- The completion of financial documents such as invoices and credit notes
- The recording of cash and credit transactions
- Practical explanation of double entry system
- Posting of ledgers and relevance of T-accounts
- The preparing and balancing of a bank reconciliation
- Petty Cash
- Year end adjustments including accruals, depreciation, pre-payments etc.
- Journals
- Preparing a trial balance from raw data
- Extended trial balances and year end adjustments
- The creation of straightforward Profit & Loss and Balance sheet reports from trial balance
Module 2 – Finance for non-financial professionals This is 2 day intensive course aimed at providing a sound understanding in the concepts of finance, how to understand and analyse financial data, and contribute at managerial/financial meetings. This is delivered by a Chartered Accountant in a Virtual Classroom environment. It runs from 10:30 to 16:30 UK time.
- The profit and loss account (income statement) explained
- The balance sheet explained
- What are Accruals and the Accrual Accounting concept
- CAPEX vs OPEX
- Cost Managment
- Key financial KPIs used by real businesses to measure their health
- KPI analysis to real company accounts in practical terms
- Management of working capital
- What is Cash-flow and the cash flow statement
- Budgeting and Forecasting
- CAPEX Investments and their appraisal
- Asset Management
- The importance of liquidity and cash-flow control
- Achieve business targets through deployment of financial analysis.
Module 3 – Microsoft Excel Diploma
The course is delivered online interactively and includes an optional assessment which will lead to certification if successful. It covers all levels of Excel from Beginner to Advanced. The training is flexible study.
Accreditation
The Diploma is accredited by CPD Standards. A CPD Standards Diploma is issued upon completion.