Finance Assistant Training (Level 1 & 2) for Financial Management

Develop confidence in core financial administration tasks.
Understand invoices, payments, budgeting, and reconciliation processes.
Strengthen bookkeeping and financial record-keeping skills.
Improve communication and accuracy within finance environments.
Learn to use essential digital and financial tools.
Support financial reporting and office finance procedures.

This course is designed for anyone seeking to begin or advance a career in financial administration. It is particularly suitable for aspiring Finance Assistants, Accounts Assistants, Bookkeeping Administrators, Office Support Staff, or individuals transitioning into finance-related roles. The content is accessible for beginners while still offering depth for those wishing to strengthen their existing financial knowledge.

It is also a valuable choice for professionals who want to understand financial processes to support wider business responsibilities, such as small business owners, administrative staff, and those looking to move into entry-level finance roles. Learners who require flexible online training that fits around employment or personal commitments will benefit from the self-paced structure. Whether you are aiming to build foundational finance skills or preparing for a more specialised career path, this course supports your development with clear, practical learning outcomes aligned to real workplace needs.

There are no formal entry requirements for this course, making it accessible to learners from a wide range of backgrounds. It is suitable for anyone aged 16 or above who wishes to develop essential finance and office administration skills. While no prior finance knowledge is required, having good English, numeracy, and basic IT skills will help learners grasp the course content more effectively. The training is designed to be user-friendly, professional, and supportive for those beginning their learning journey or seeking to refresh their knowledge.

Upon successful completion of the Finance Assistant Training (Level 1 & 2) for Financial Management, you will qualify for a UK and internationally recognised professional certification. You may also choose to formalise your achievement by obtaining your PDF Certificate for £9 or a Hardcopy Certificate for £15.

This course stands out for its flexible online structure, allowing learners to study at their own pace and revisit modules whenever needed. The programme is designed by industry professionals to ensure learners gain relevant, up-to-date skills that align with modern finance operations. Each module is carefully crafted to support career development by focusing on practical knowledge that enhances employability and strengthens a learner’s CV.

The combined Level 1 and Level 2 approach provides clear progression, helping learners build confidence before moving on to more advanced topics. With accessible content, self-paced learning, and career-focused outcomes, this programme offers an excellent route into financial administration roles without unnecessary barriers.

Yes. The course is structured to support complete beginners as well as learners looking to refresh their existing knowledge. The Level 1 modules introduce essential financial concepts in a simple and accessible way, while Level 2 expands into more detailed administrative and financial processes. The lessons are written in clear, learner-friendly language, and no prior finance experience is required. This makes the course suitable for individuals starting their career, returning to work, or looking to transition into a finance-related role.

Completing this course can help you pursue roles such as Finance Assistant, Accounts Administrator, Bookkeeping Support, or Finance Office Assistant. You will develop practical skills that employers value, including invoice processing, financial reporting support, reconciliations, and data accuracy. The CPD certification also strengthens your CV and demonstrates commitment to professional development, making you more competitive for entry-level finance roles across various industries. It is an excellent stepping stone for progressing to further accounting or bookkeeping qualifications.

The course is delivered entirely online, giving you complete flexibility to study at your own pace. Once enrolled, you can access all learning materials from any device, allowing you to learn around work or personal commitments. Progress is self-directed, and you can revisit modules at any time. Assessments are taken online, with opportunities for retakes if needed. This format suits learners who prefer independent study and want the freedom to develop their skills without fixed schedules or mandatory attendance.