An Intensive 5-day Training Course
Finance & Accounting for Office Administrators & Secretaries
Contributing & Benefiting from Accounting and Finance Systems
Course Introduction
This Finance & Accounting for Office Administrators & Secretaries training course provides an introduction to finance and accounting for those who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Those attending this training course will gain a clear understanding of the essential terminology of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.
The overall aim of this Finance & Accounting for Office Administrators & Secretaries training course is to ensure that those who attend will be able to perform their roles more effectively and efficiently within the workplace.
The highlights of this Oxford Management Centre Finance & Accounting for Office Administrators & Secretaries training course will be:
- The Basic Principles of Accounting clearly explained
- Knowledge and Confidence in Accounting for a range of business transactions will be developed by using straightforward worked examples
- Simple but Effective Tools for Analysing your Business Performance and Position
- Basic Management Accounting Principles that help to ensure your business is efficient and profitable
- How and Why the Use of Budgets can help to achieve overall business targets and objectives?
Objectives
At the end of this Finance & Accounting for Office Administrators & Secretaries training course participants will:
- Appreciate the importance of the accounting and finance function
- Understand accounting for routine business transactions
- Be able to prepare simple financial statements
- Be able to analyse company performance using basic ratios
- Be aware of costing and budgeting techniques to maintain efficiency and profitability
Training Methodology
This Oxford Finance & Accounting for Office Administrators & Secretaries training programme is highly interactive: in the very first session you will be working with case exercises and solving problems. You will be encouraged to make the link between the training room and your office and organisation.
This Oxford training programme will utilise a range of learning methodologies, including short presentations with opportunity for question and answer, exercises and mini cases to develop knowledge and skills, and group discussions where you can share your opinions and experiences with your fellow delegates.
Organisational Impact
As a result of attending this Finance & Accounting for Office Administrators & Secretaries training course, your employees will:
- Be able to make more effective contributions to workplace meetings and discussions
- Have the knowledge and skills to assist their managers more effectively
- Appreciate the importance of finance and accounting within their organisation
- Be motivated to use their acquired skills and knowledge to add value to their role within the organisation
- Understand and be able to interpret basic financial statements and reports
- Be more willing to take ownership of financial responsibilities in their organisational role
Personal Impact
What will the employee gain from attending this Finance & Accounting for Office Administrators & Secretaries training course?
- You will acquire Skills and Knowledge that will help your Personal Development within the Organisation
- You will improve your Working Role
- You will become more aware of the major issues facing your Business
- It will enable you to further your Professional Skills
- It will enable you to liaise effectively with Line Managers and other Departments
- It will improve your status in the Organisation as those around you realise and appreciate your knowledge and understanding
Who Should Attend?
This Oxford Management Centre Finance & Accounting for Office Administrators & Secretaries training course is suitable for a wide range of non-financial employees within the organization. It is designed for those who contribute to, and use, all types of financial information within the organization. Examples are:
- Secretaries
- Office Administrators
- Personal Assistants and Executive Assistants
- Administrative Professionals and Support Staff
- Production and Marketing Professionals
- Anyone wishing to increase or update their awareness and understanding of finance and accounting methods and terminology
Course Outline
Day One
Introduction to Finance and Accounting
- The Three Meanings of Finance
- How Finance supports the Roles of Office Administrators and Secretaries?
- The Two Types of Accounting – financial (external) and management (internal)
- The Basic Principles of the Double-entry Financial Accounting System
- How to Record Transactions in the Financial Accounting System?
- The Contribution made by Office Administrators and Secretaries
Day Two
The Financial Statements
- Understanding the Income Statement
- The Four Levels of Profit, and What they Signify
- Understanding the Balance Sheet
- Measuring the Consumption of non-current assets by Depreciation, Amortization, and Impairment
- What is Inventory, and How is it Valued?
- The Cash Flow Statement – Why We Need it, and How it is Prepared
Day Three
Evaluation of Financial Statements
- The Annual Reports of Public Companies – format and content
- Who are the Company Stakeholders and What are their Information Needs?
- Why we need to Analyse these Reports in order to understand them?
- How to Calculate Accounting Ratios?
- How to Use Ratio Analysis to Assess Performance?
Day Four
Introduction to Management Accounting
- Collecting and Analysing Costs for the Management Accounting Database
- Understanding Direct Costs and Indirect Costs
- Preparing Cost Structures for our Products and Services
- Using Cost Structures to determine our Break-Even Point
- Making Cost-Effective Decisions using Cost-Volume-Profit Analysis
Day Five
Budgets
- Why do we need budgets? – The Link between Corporate Strategy and Operations at All levels of the Organisation
- The Budget Preparation Process – Timetables, Documentation and Procedures
- Preparing a Departmental Budget
- Preparing the Cash Budget
- Comparing Actual Performance with the Budget using Variance Analysis
- The Essential Role of Office Administrators and Secretaries in Budget Preparation
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
