COURSE OVERVIEW

This highly interactive training course provides an introduction to the finance and accounting for office administrators and secretaries who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Participants will gain a clear understanding of the essential terminologies of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.

The overall aim of the Financial Management Skills for Office Administrators & Secretaries training course is to ensure that the participants will be able to perform more effectively and efficiently within the workplace.

COURSE OBJECTIVES

By attending this Financial Management Skills for Office Administrators and Secretaries training, participants will be able to:

  • Appreciate the importance of the accounting and finance function, and how it links with every part of the organization, and its suppliers, customers, shareholders, lenders, and society in general
  • Understand commonly used finance and accounting terminologies thereby allowing them to make a valuable contribution to the workplace in meetings or in a supportive role
  • Understand the principles of accounting for routine business transactions
  • Be able to summarize the results of business transactions over a period of time, and prepare simple financial statements, including the Income Statement, Balance Sheet and Cash Flow Statement
  • Be able to analyze and compare company performance using basic ratios
  • Understand how costing and budgeting techniques can help the company to maintain efficiency and profitability

TARGET AUDIENCE

  • The Financial Management skills for office administrators and secretaries is a training course designed for Secretaries, office administrators, office assistants, personal assistants, executive assistants, administrative professional and support staff and anyone who wishes to increase their awareness and understanding of finance and accounting methods and terminology.

COURSE OUTLINE

  • Introduction to Finance and Accounting
  • The Financial Statements
  • Basic Evaluation of Financial Statement
  • Introduction to Costing Systems
  • Budgets

Delivery Format

Online, In-country and Overseas

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