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Process and Documentation

Course Overview

Format

Introductory Course
Up to 1 Study Hour
Online Study
Self-Printed Certificate

Accreditation

1 CPD Hour
CPD Certified

Course description

This course is aimed at team leaders, professionals and financial officers. It reviews the fundamentals of financial management including documentation and reporting.

The module begins by reviewing the fundaments of financial management and its component activities: business planning, maintaining cash flow, financial procedures, awareness of day to day costs and maintaining accounting records, internal controls, tax records, prioritising debt etc.

Who are the key stakeholders in financial reporting: managers, lenders, investors and suppliers, regulatory authorities?

The relationship between financial management and reporting is described and how this affected by adequate financial controls. The module goes on to describe the structure of an accounting system and its various component parts.

Next governance and compliance is reviewed and how these relate to financial management ie tax returns, retention of tax records.

The module moves on to specific documentation and reviews the accounting policies and procedures manual, which if used correctly, assists employees to understand and process financial transactions correctly and ensuring a consistent approach to accounting across an organisation.

The module concludes with a review of management reporting: profit and loss accounts, balance sheets, cash flow statements, key performance indicators and how management accounts pull all these together to provide the organisation with an overview of the financial health of the company.

Learning Objectives

On completion of this course, learners will:

Understand the processes and documents that are used in financial management and reporting
Understand the processes used to track income and expenditure
Understand how an organisation’s records are set up and maintained to meet the requirements of governance and compliance

Accreditation

The content of this course has been independently certified as conforming to universally accepted Continuous Professional Development (CPD) guidelines.

Certification

On successful completion of this course, you will be awarded a Virtual College certificate which you will be able to download and print immediately on completion.

Duration

This course will take approximately 30 minutes to complete, depending on learning speed.

Target Audience

This course is aimed at team leaders and professionals and financial officers.

Entry Requirements

There are no specific entry requirements for this course.

You will learn

Understand the processes and documents that are used in financial management and reporting

Understand the processes used to track income and expenditure

Understand how an organisation’s records are set up and maintained to meet the requirements of governance and compliance

Who is it for?

Roles including:

This course is aimed at team leaders and professionals and financial officers

How the online courses work

Find a course

To begin searching for your online training you can click on the course category section on our website and browse through all of our training categories.
Alternatively if you already know the title of the training you’re looking for you can use the search bar located in the centre of the homepage and go directly to the course you want.
Buy the course

When buying one of our courses, you will need to enter a valid email address which will be used to create your account with our Learning Management System – Enable – where you will take the training. We will also send your purchase receipt to this email address, and any additional courses purchased in future using the same email address will be added to your system account.
Once you have purchased a course, you will be able to send this course to other people using your system account with Enable by entering the new learner’s email address so that they may access the training and set up their own system account with our Learning Management System.
If you are not 100% satisfied with your course then we offer a 30-day, no hassle money-back guarantee. To request a refund, you should email our learner support team with your receipt stating why you would like to be reimbursed. You, or your learners, must not have completed the training in order to make a valid refund claim. Any claim made after the training has been completed will be invalidated.
Take the course

This online course consists of a series of pages in which an instructor will talk learners through the lesson material. Pages may include supporting pictures, graphs, animation or extra sounds to help with the learning where appropriate. Some lessons will include challenges/quizzes to help learners stay engaged and interested in the material. Lessons can be taken in any order and each lesson may be paused and resumed at any stage.
The course is self-paced so learners decide how fast or slow the training goes. There is no deadline for completion but some of our courses have a test at the end to check that learners have understood the material. If the course has a test at the end then learners are required to achieve a 75% pass mark to successfully complete the course. Once learners have passed the test they are awarded a certificate, which can either be downloaded digitally or sent as a physical copy if this option was chosen when purchasing the course.
Your Certificate

Upon completion of any of our courses, learners will be able to download a digital certificate from Virtual College which will include the accrediting bodies logo where applicable, the learner's name, the title of the course and the date of completion.
If you have purchased the posted certificate option, available on selected courses, a high quality, seal embossed, certificate will be sent out the following working week after completion.