Accounts & finance for managers
Course
In
Description
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Type
Course
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Start date
Different dates available
Background
Many executives and staff working inside Financial and Securities Institutions need but lack a knowledge of Accounts and Finance. A minimum level of knowledge is needed in these areas, for example:-
- to understand Profit and Cost Centre performances
- to formulate and apply a Budget and Budgetary Control
- to cost and monitor a Project
- to make a proposal for Capital Investment
Executives and staff lacking a minimum working knowledge of Accounts and finance are often involved in IT, Systems, Marketing, Compliance and other areas.
This 3 day course assumes no prior knowledge and covers all the ground necessary in an enjoyable inter-active format. Delegates are encouraged to add their own cases for exercises in the course given timely notice to Investment Education plc and the deletion of confidential identification information.
Delegates
IT, Systems Analysts, Programmers
Marketing Executives
Custodian Staff
Lawyers
Settlement Managers and Staff
Corporate Planners
Compliance Personnel
Facilities
Location
Start date
Start date
Reviews
Subjects
- Accounts
- Compliance
- Staff
- Investment
- Marketing
- Finance
- Financial
- Project
- Systems
- Financial Training
Course programme
Introduction to Accounts and Financial Statements
-Accounting principles. Terminology. Debit and Credit classification
-Structure of Accounts. Use of journals. Prime entry sources
-Accounting conventions: meaning and uses
Basic Accounts
-The Trial Balance
-Fixed Assets, Current Assets and the Balance Sheet
-Profit and Loss Accounts
-Cash v Profit - understanding the difference
-Cash Flow, Statements and sources and uses of finance
-Flow of Funds statements
Specialist Area Outline
-Control accounts
-Depreciation and write-offs
-Foreign currency treatment
-Group accounts. Associates and subsidiaries
Management Accounts
-Cost and Profit centre accounting
-Using accounts to determine useful information
-Costing systems
Financial Accounts
-What they are and how they are compiled and used
-Accounts analysis
Budgeting
-Methods of costings and their uses
-Formulating a budget. Budget monitoring and control
-Time and resource costs. Inefficiency allowances
-Standard and work estimation
Project Costing
-Costing a project. Capital v income items
-Break even analysis
Investment Appraisal
-Return on Capital Employed
-Payback method
-Discounted cash flow method
-Internal Rate of Return method
Todays Date: 8 September 2017
Duration 3 days
Accounts & finance for managers