This course has been designed to give EAs the core financial skills and knowledge you need to make a difference today.

It involves real-life examples and exercises so that you have time to experiment with what you are being taught and ask questions.

By the time you finish, you’ll be comfortable working with a variety of financial reports and concepts.

✔ A complete beginners’ course that covers all of the financial basics you need.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

What Will I Learn?

You’ll learn about:

  • The Purpose and Rules of Finance.
  • Key Parts of Day-to-Day Finance.
  • Audit and Taxation.
  • Tackling and Managing Expenditure.
  • Techniques for Preparing Credible and Robust Budgets.

Am I Ready For This Course?

This course has been designed for EAs and administrators who want to learn practical methods and techniques to successfully fulfil their financial responsibilities and better support their manager.

The Training Day

Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned training facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practise more in your own time.
✔ A Certificate of Attendance.

  • Accounting rules
  • Financial terminology
  • The finance pyramid
  • Financial responsibility shield
  • Accounts receivable/ accounts payable
  • Effective purchasing
  • Fixed asset register, depreciation and amortisation
  • General ledger
  • Payroll and time recording
  • Treasury and cash flow management
  • Source records
  • Coding to the general ledger
  • Types of financial audit
  • Income tax and VAT
  • HMRC record keeping requirements
  • Tips for managing costs: Fixed vs variable costs, Direct vs indirect costs, discretionary costs
  • Interpreting monthly cost centre reports and identifying actions required
  • Ways to ensure that significant expenses are recorded
  • Practical techniques for preparing budgets
  • Benefits of zero-based budgeting and incremental budgeting
  • How to phase budgets quickly and accurately
  • Tips for effective budgeting

Online Training Requirements

To attend this Finance Skills course online, you will need:

Zoom on your Windows PC/laptop with a camera, speakers & microphone
A stable internet connection capable of running Zoom
To be a confident computer user and able to use Zoom to attend the course

If you have access to a second screen, we would encourage you to use it as it improves the experience.