Financial Management Including Budget Setting
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Aimed at team leaders and business professionals this e-learning course covers the purpose of financial management and budgets.
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.
Course Level: Intermediate
Duration: 2 Hours
Accreditation: CPD Certified
Certificate: Self-Printed Certificate
Description
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.
What you'll 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
Suitable for
- This course is aimed at team leaders and professionals and financial officers
Certification
Self-Printed Certificate Option
Upon completion of the course, a digital certificate will be available to download instantly.
Frequently Asked Questions
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Once you have completed your purchase, you will be able to send the course(s) to other people using your system account with Enable by entering the learner’s email address so that they may access the training and set up their own system account with our Learning Management System.
Recent Reviews
11th September 2026
Staff were very helpful when I needed…
Staff were very helpful when I needed to transfer the training to someone else.
11th September 2026
It was a good and challenging
It was a good and challenging, there were different questions asked that were not on the last time I took it.
11th September 2026
easy to understand
easy to understand
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A well constructed course
A well constructed course which was both instructive & thought provoking. Its design made it easy to follow & encouraged learning.
10th September 2026
Excellent customer service
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4.8 out of 5
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