Team Development 14 – Maintaining Financial Records
Overview
This course takes you on a comprehensive journey from the basics of financial transactions to advanced financial reporting, equipping you with essential skills along the way. You’ll begin by exploring core finance concepts and the vital role of finance functions within an organisation. From mastering the Chart of Accounts and bookkeeping to understanding technical accounting principles, you’ll build a strong foundation in financial management. You’ll also sharpen your Excel modelling skills and learn to interpret financial reports to extract meaningful insights. Whether you’re new to finance or looking to deepen your expertise, this course will empower you to thrive in your finance role.
Learning Objectives:
After completion of this course, participants will be well-equipped with a solid foundational skill set in finance, from knowing the basic concepts to developing an awareness of advanced techniques.
Lessons:
Lesson 1: Foundational Finance
This section provides a further introduction to the course and what you will learn throughout each of the modules.
Lesson 2: Understanding Finance Functions
Explore the finance function’s vital role in business—from accurate transaction recording and data-driven insights to managing risk, ensuring compliance, and driving financial strategy.
Lesson 3: Chart of Accounts
Learn how to structure and optimize your Chart of Accounts to enhance financial clarity, streamline reporting, and support better business decisions.
Lesson 4: Bookkeeping
Learn the essentials of bookkeeping and accounting to support accurate records, informed decisions, and business success.
Lesson 5: Technical Accounting
Learn the essential and advanced accounting principles needed to navigate complex financial reporting with confidence.
Lesson 6: Advanced Excel Skills
Master key Excel formulas, shortcuts, and visualizations, and discover tools like Python, Power Query, Power BI, and Co-Pilot to streamline reporting and boost financial insights.
Lesson 7: Interpret Financial Reporting
Master the basics of financial statements to assess performance, position, and cash flow for smarter decision-making.
Additional Information
CPE Credit/CPD Hours: 3.6
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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