Accounting & Finance Training - Canada

Who should attend this Finance Training Course?

This course is designed for managers who do not have a direct role within finance but need basic skills and understanding of finance to fulfil their own role.

Prerequisites

There are no prerequisites for enrolling on this Finance for Non-Financial Managers training course, therefore anybody can attend.

Finance for Non-Financial Managers Course Overview

This 1-day Finance for Non-Financial Managers training course aims to provide candidates with an introduction to the fundamentals of finance, to ensure that the delegate can fulfil their daily or prospective role. This course will focus on several types of finance accounts, how to analyse trends within finance that can be optimised for company growth, and how to create cash flow statements.

As a manager, having a good understanding of all aspects of the organisation is incredibly important. Obtaining an understanding of finance is especially important as these skills can assist the individual in, for example, understanding how to maximise sales or assessing unnecessary costs.

This Finance for Non-Finance Managers course comes under the topic of Accounting and Finance Training. This topic encompasses several courses that enables delegates to develop their skills and obtain additional training to broaden their understanding of finance. Some of these courses include Bookkeeping Training, Introduction to Credit Control, and Sage 50 Accounts.

What's included in this Finance Training Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Who should attend this Bookkeeping Course?

This course is designed for any individuals who are looking to gain more knowledge and the fundamental skills needed to be a competent Bookkeeper. This course would be especially useful for individuals who have little or no experience with Bookkeeping.

Prerequisites

There are no prerequisites for attending this Bookkeeping Training course.

Bookkeeping Training Course Overview

This Bookkeeping Training consists of a 1 day, this course aims to provide delegates with an introduction to Double Entry Bookkeeping. This course will focus on providing candidates with the ability to produce accounts to trial balance and create simple Profit and Loss Balance. This course will then give delegates the basic skills needed to enter a career in Bookkeeping.

This Bookkeeping Training course comes under the topic of Accounting and Finance Training, which includes several training courses including Introduction to Payroll, Sage 50 Accounts, and The Letters of Credit Training Course. This topic, therefore, offers delegates additional training courses that could be completed to develop knowledge further and broaden the individual’s skill set.

What's included in this Bookkeeping Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Who should attend this Credit Control Course?

This course is designed for individuals who would like to learn the fundamentals of Credit Control. It is also designed for individuals who are already in a Credit Control role and would like to refresh and develop their skills further.

Prerequisites

As this is an introductory course, there are no prerequisites for enrolling.

Introduction to Credit Control Course Overview

This 1-day Introduction to Credit Control training course aims to provide delegates with the fundamentals of credit control and why it is so important for all individuals. This course can be seen as an entry point into the Credit Control sector as it equips candidates with the foundations, which can then be developed through additional training and experience in the workplace. The course will focus on the Credit Assessment Process and how to deal with difficult customers who do not want to pay.

This course will be taught by our expert trainers who have years of experience teaching Credit Control courses. This introductory course comes under the topic of Accounting and Finance Training, where there are a range of courses that can assist delegates with further training, for example The Letters of Credit Training Course.

What's included in this Credit Control Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Who should attend this Payroll training course?

This course is designed for any individual who would like to develop their skills and understanding of payroll. This course would be especially beneficial for individuals in Accounts, Management, or HR based roles.

Prerequisites

There are no prerequisites for enrolling on this Introduction to Payroll training course, therefore anybody can attend.
 

Introduction to Payroll Course Overview

This Introduction to Payroll training consists of a 1-day, this trainer-led course that aims to provide delegates with the fundamentals of the payroll process. This course will focus on the Payroll Cycle, Tax Codes, Statutory rights, and PAYE. This course can be viewed as an entry point into a career that involves payroll, or as an opportunity to refresh skills and bring knowledge up to date.

This Introduction to Payroll course comes under the topic of Accounting and Finance Training, which provides candidates with a range of training courses. Some of these include Bookkeeping Training, Introduction to Credit Control, and Sage 50. Therefore, this topic offers training for a range of complexities and offers delegates the opportunity to gain additional training within their sector.

What's included in this Payroll Training Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Who should attend this Letters of Credit Training Course?

This course is aimed at importers and exporters of any level of experience. It is suitable for staff members required to deal with letters of credit, such as those in sales, purchasing, shipping, accounts, finance, or customer services. It will also benefit experienced staff who need to update their knowledge on the latest standards to remain compliant.

Prerequisites

There are no prerequisites for this course.

Letters of Credit Training Course Overview

Letters of Credit (LC) have been experiencing a surge of popularity among importers and exporters in recent years, but many exporters have their submissions rejected because their letters of credit do not relate properly to their contract. Our 1-day Letters of Credit training course provides comprehensive guidance on how to use Letters of Credit effectively. It explains the terminology of LC, how to construct accurate and viable documents, and how to conform to regulations such as UCP600.

What's included in this Letters of Credit Training Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Prerequisites

There are no prerequisites to attend this course.

Audience

Anyone who wishes to boost up their knowledge and skills in accounting can attend this course. This course will be beneficial for professionals who are already active in the field of accounting.

QuickBooks Masterclass​ Course Overview

QuickBooks is a business accounting software program used by small businesses to manage sales and expenses and to keep the record of daily transactions. QuickBooks can be used to invoice customer, create reports for tax file and planning. It maintains desktop and online accounting applications as well as cloud-based work.

This QuickBooks Masterclass course offers comprehensive knowledge about the working of QuickBooks and how it can be used by small to medium organisations. Delegates will learn about how to set up the chart of accounts list and item list. In addition, delegates will get an understanding of how to plan a new QuickBooks system and run QuickBooks setup wizard. Delegates will then move to set up the chart of accounts list and item list.

During this 1-day course, delegates will gain knowledge of how to control-integrated applications, inventory, and estimated work. Furthermore, they will also gain an understanding of how to track inventory, manage cash and bank accounts, as well as prepare financial statements and reports. On completion of this course, delegates will be able to back and restore the QuickBooks data file.

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor

Who should attend this SWIFT Training Course?

Prerequisites

SWIFT Payments Operate Alliance Access and Entry Training Course Overview

This 2-day course provides a comprehensive look at the Alliance Access and Entry Massage Management GUI. The Knowledge Academy’s SWIFT Payments Operate Alliance Access and Entry Training course delivers the detailed understanding of Messaging Services and Software Solutions.

The course will provide an unbiased overview of the Manual FileAct, Message searching and reporting, Event Log and Monitoring, RMA Service etc. Delegates will also learn that how to manage authorisations to receive, Bootstrap Authorisations, and Authorisation to Send.

At the end of this course, delegates will be able to:

• Create FIN and APC Messages Manually
• Create a Message from a Template
• Create an MX Message Manually
• Create RMA Queries and Answers
• Create Authorisations to Receive

What's included in this SWIFT Training Course?

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor
• Refreshments

Prerequisites 

In this Financial Management course, there are no formal prerequisites.

Audience

This Financial Management course provided by The Knowledge Academy is ideal for anyone who wants to learn and get knowledge about finance and how to manage finance. However, it is more beneficial for:

• Finance Managers
• Investor Relations Managers
• Financial Accounting Managers
• Operations Managers
• Project Managers

Financial Management Training​ Course Overview

Financial Management is an essential activity in every organisation. It means controlling, planning, directing, and organising the financial activities such as utilisation and purchasing of funds in the organisation. It includes managing organisation financial resources to assure there is small or no wastage of funds. Financial Management refers to applying common management principles to the financial resources of an organisation. Organisations must deal with finances accurately, if not, then the organisation will face many barriers, which will lead to less growth and development as the consequences. It manages an organisation's financial activities, which includes the use of funds, acquisition of funds, accounting, payments, risk assessment, and other things related to finances.

Anyone having proper knowledge of fiscal management can get numerous job opportunities in many organisations.

In this 1-day Financial Management course, delegates will become familiar with managing finance. This training will provide basic and advanced knowledge about different approaches and scope of Finance Management. Delegates will also get to know about various sources of financing, dividend decisions and know how to analysis Financial Statement. The Knowledge Academy will provide delegates with an expert trainer for this course.

This training will cover various concepts, such as:

• Types of Finance
• Sources of Financing
• Capital Structure
• Working Capital and Working Capital Management
• Special Financing

At the end of this training, delegates will learn about how to manage finance and numerous benefits they can achieve by managing finance with different techniques. Delegates will get to know about working capital and how to manage it.

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor

Prerequisites

There are no formal prerequisites to attend this Diploma for Financial Advisers (DipFA) Training course.

Audience

This Diploma for Financial Advisers (DipFA) Training is ideal for anyone who wants to gain in-depth knowledge about investment and financial concepts to become a financial adviser professional.

Diploma for Financial Advisers DipFA Training​ Course Overview

A financial adviser gives financial advice or counsel to their clients in exchange for money. Financial advisors (sometimes written advisers) can help people with various services, including investment management, tax planning, estate preparation, etc. They help individuals to choose the most suitable financial products and solutions to fulfil their needs and achieve their financial objectives. This training course will enable the learners to gain the skills required to offer advice on retail investment. Pursuing this Diploma for Financial Advisers (DipFA) Training course will help individuals to acquire many designations such as Financial Planner, Investment Advisor, and many other highly skilled job titles.

The Knowledge Academy’s 1-day Diploma for Financial Advisers (DipFA) Training course is designed to familiarise the delegates with the knowledge and abilities required to be a successful financial adviser. During this training course, delegates will learn about the regulatory framework proposal to maintain the integrity of financial systems. They will learn the investment theory, operation of the FSMA model, the importance of oversight functions, investment principles and risks, etc. Delegates will acquire information about the various approaches to regulatory decision-making.

Other than the above topics, delegates will also learn the following concepts:

• Operation of the FSMA model within the EU
• Post-EU regulatory framework proposal
• How the post-EU framework proposal meets FRF review objectives?
• New financial regulation
• Funding and costs

At the end of this training course, delegates will be able to attain the expertise required to understand the financial services industry to provide complex financial information in a simple way to their clients. Delegates will also be able to understand the importance of customer-oriented communication and ethical behaviour towards the concept of financial marketing. Our highly expert trainer having many years of experience, has curated this training course to provide delegates with the knowledge and skills required for delivering individualised financial strategies to achieve customers' financial goals.

• Delegate pack consisting of course notes and exercises
• Manual
• Experienced Instructor

Prerequisites

There are no formal prerequisites to attend this Accounting Masterclass.

Audience

This masterclass is ideal for anyone who wants to become an accountant and to level up in their career.

Accounting Masterclass​ Course Overview

Accounting is the process of recording a company's financial transactions and is important for any business. Accounting entails summarising, analysing, and reporting these transactions to oversight agencies, regulators, and tax collection agencies. Accounting financial statements are a concise summary of financial transactions over an accounting period that summarise a company's operations, financial position, and cash flows. It enables individuals to successfully keep a record of financial transactions and manage the company’s operations. This masterclass will help organisations to securely keep record of their financial information and in making better business decisions. Pursuing this training will enable individuals to get highly reputed designations in multinational corporations with the required knowledge of accounting practices.

In this 1-day Accounting Masterclass course, delegates will gain a thorough understanding of accounting concepts and financial reporting. During this training, delegates will learn about the purpose of financial statements and the qualitative characteristics that determine the usefulness of information in financial statements. They will also acquire knowledge about how to prepare trail balances and basic financial statements for the accounts. Our highly skilled tutor with years of teaching experience will conduct this course and help delegates become professional accountants.

Course Objectives

• To get familiar with the objective of financial statements
• To learn about the concepts of capital and capital maintenance
• To acquire knowledge of users and their information needs
• To understand the statement of profit or loss and other
• To gain knowledge of loan notes and their features

At the end of this masterclass, delegates will be able to prepare and present financial statements for financial reporting. They will also be able to publish financial statements for a financial year.

• Delegate pack consisting of course notes and exercises
• Courseware
• Experienced Instructor

Prerequisites

In this Financial Modelling training, there are no formal prerequisites.

Audience

This training course is suitable for anyone who wants to gain in-depth knowledge of financial modelling successfully.

Financial Modelling Training​ Course Overview

Financial modelling is the act of creating an abstract real-world financial situation. It helps to create an assumption about how a business will perform in the future. It enables individuals to make business ideas and risks be estimated cost-effectively. This training course will help the delegates manage their organisation with strategic planning to test various scenarios, calculate the cost of new projects, and allocate corporate resources. This obtained information will conduct their career profile to attain many more excellent designations such as Financial Analyst, Business Analyst, Associate Analyst, and many other highly skilled job titles.

In this 1-day Financial Modelling Training course, delegates will learn about the core concepts of financial modelling and how data dashboards work. During this training, delegates will get accustomed to various valuation methods including comparative analysis and DCF analysis. They will also learn about steps to build a financial model, advanced excel formulas, and other various essential concepts. Our expert and the highly skilled trainer will conduct this training and has years of experience in teaching Financial Modelling.

Delegates will cover various topics, such as:

• List of excel shortcuts
• What is a data dashboard?
• Dashboard visualisation types
• Types of pitchbooks
• Management presentations
• Common approaches to risk modelling

At the end of this training, delegates will be able to create financial models and apply the valuation method successfully. They will also be able to develop financial modelling skills need to be good world-class financial analysts.

• Delegate pack consisting of course notes and exercises
• Courseware
• Experienced Instructor