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Accounting & Finance Training

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Sage 50 Accounts Course Outline

Module 1: Get Started with Sage50 Accounts

  • Enter Your Customer Information
  • Enter Your Vendor Information
  • Create and Link Your Bank Accounts
  • Check Your Chart of Accounts
  • Preferences and Settings

Module 2: Charts of Accounts

  • Chart of Accounts Overview
  • Find a Ledger Account
  • Export Your Chart of Accounts
  • Import Your Chart of Accounts
  • Make Changes to Your Ledger Accounts
  • Print a List of Ledger Accounts

Module 3: Cash Flow

  • Introduction to Cash Flow
  • What the Cash Flow Statement and Forecast Shows?
  • Produce a Cash Flow
    • Statement
    • Forecast

Module 4: Budgeting

  • Check Actuals to the Budget
  • Turn on the Budget Feature for Accounts and Projects
  • Enter Budget Information for Individual Revenue and Expense Accounts
  • Increase or Decrease All Budget Information by a Certain Percentage
  • Increase or Decrease Budgets for Several Accounts
  • Create a Project Budget

Module 5: Bill of Materials (BOM)

  • Build an Item from a Bill of Materials
  • Create a Bill of Materials for an Item
  • Add or Remove a Component from a Bill of Materials Item
  • Review the Details of the Transaction at Any Time During Its Preparation
  • Void a Bill of Materials Transaction  
  • Manage Inventory Using BOM

Module 6: Remittance to Supplier

  • Choose When to Create Remittances
  • Create a Remittance
  • Find a Previous Remittance
  • Print a Supplier Remittance from an Invoice
  • Print or Re-Print a Supplier Remittance from a Payment
  • Print a Remittance Advice from a Purchase Payment

Module 7: Security and Backups

  • Setting Up User Accounts and Permissions
  • Creating Backups of Company Data
  • Restoring Backups in Case of Data Loss

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Who should attend this Sage 50 Training Course?

This course is designed for any individual who would like to obtain a better understanding of Sage 50 Accounts. This course would be especially advantageous for owners of small to medium sized businesses.

Prerequisites

There are no formal prerequisites for attending this Sage 50 Accounts Training course.

Audience

This course is designed for anyone who work in finance, accounting, or bookkeeping roles and want to learn how to use Sage 50 Accounts effectively.

Sage 50 Accounts Course Overview

Sage 50 Accounts is a popular accounting software designed for small and medium-sized businesses. It helps to manage financial tasks such as bookkeeping, invoicing, budgeting, cash flow, and inventory management in an organisation. It offers numerous benefits for companies, including streamlined financial management, improved accuracy and efficiency, real-time data access, better decision-making, and cost savings through automation and process optimisation. This training will assist individuals by providing them with valuable skills in financial management, budgeting, forecasting, and inventory control. These skills can lead to better job opportunities, increased job performance, and improved personal financial management, all of which will help them climb the ladders of success.

In this 1-day Sage 50 Accounts Training, delegates will learn how to effectively use Sage 50 Accounts for financial management, including creating customer and vendor accounts, setting up bank accounts, and managing the chart of accounts. They will also learn about analysing cash flow and budgets, utilising the bill of materials, creating remittances, and implementing security and backup procedures. Our highly expert trainer with years of teaching experience will conduct this course and help delegates understand all necessary topics.

Course Objectives

  • To create and manage financial accounts for efficient bookkeeping
  • To set up customer and vendor accounts for streamlined transactions
  • To learn to analyse and forecast cash flow for better planning
  • To utilise the bill of materials for efficient inventory management
  • To create and monitor budgets to achieve financial goals
  • To gain real-time access to financial data for informed decision making

After attending this training course, the delegates will be able to efficiently manage financial tasks, such as bookkeeping, invoicing, and inventory management, using Sage 50 Accounts. They will be able to create and analyse budgets, forecast cash flow, and make informed decisions based on real-time financial data.

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What's included in this Sage 50 Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Finance for Non-Financial Managers Course Outline

This Finance for Non-Financial Managers training will cover the following modules:

Module 1: Introduction to Finance

  • What is Finance?
  • Why is Finance So Important?
  • Financial Terminology
  • Key Terms
  • Exercise

Module 2: Financial Management Tools

  • Zoho Finance Plus
  • QuickBooks
  • Sage Intacct
  • Oracle Financials Cloud
  • Exercise

Module 3: Profit and Loss Accounts

  • Profit and Loss
    • Trading Accounting
    • Differences Between the Trading Account and Profit and Loss Account
  • Exercise

Module 4: Understanding Income and Expenditure Accounts

  • Methodology
  • Example
  • Exercise

Module 5: Cash and Accruals Account

  • Cash and Accruals Accounting
  • Exercise

Module 6: Communicating Effectively with Finance Professionals

  • What is Effective Communication?
  • Exercise

Module 7: Analysing Trends in Financial Flows

  • Four Techniques to Carry Out Financial Analysis
    • Trend Analysis
    • Common-Size Financial Statement Analysis
    • Percentage Change Financial Statement Analysis
    • Benchmarking
  • Exercise

Module 8: Reading Balance Sheets

  • Key Equation
  • Assets
  • Liabilities
  • Example
  • Exercise

Module 9: Constructing a Cash Flow Statement

  • Three Distinct Activities of Cash Flow Statements
    • Cash Flow from Operations
    • Cash Flow from Investing
    • Cash Flow from Financing
  • Exercise

Module 10: How to Build a Budget

  • Budget Preparation
  • Budget Control Cycle
  • Incremental Budgeting
  • When should You Use Incremental Budgeting?
  • Zero Budgeting
  • Exercise

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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.

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What's included in this Finance Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Bookkeeping Training Course Outline

This course will cover the following content:

Module 1: Introduction to Bookkeeping

  • What is Bookkeeping?
  • Purpose of Bookkeeping
  • Accounting Concepts 

Module 2: Double Entry Bookkeeping

  • What is Double Entry Bookkeeping?
  • Debit and Credits
  • T Accounts
  • Control Accounts

Module 3: Standard Accounting Entries

  • Depreciation
  • Bad and Doubtful Debts
  • A Simple Overview of VAT

Module 4: Trail Balance

  • What is Trail Balance?
  • Balancing Accounts
  • Trail Balance and Errors

Module 5: Extended Trail Balance

  • What is an Extended Trail Balance?
  • Benefits of Extended Trail Balance
  • How is Extended Trail Balance Prepared?

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Prerequisites

There are no formal prerequisites for attending a Bookkeeping Training course.

Audience

This course is ideal for anyone interested in enhancing their financial literacy and career prospects.

Bookkeeping Training Course Overview

Bookkeeping is the systematic process of recording, organising, and managing financial transactions within an organisation, which serves as the foundation for accurate and reliable financial information. It helps monitor cash flow, track expenses, and maintain compliance with regulatory requirements. Studying this training equips individuals with essential financial literacy, enabling them to manage personal finances effectively. This training helps organisations efficiently handle financial records, reducing errors, ensuring financial transparency, and improving financial management and control over business operations. Pursuing this training helps individuals develop valuable skills and unlock a promising career path in the finance industry, such as Accountants, Financial Analysts, or even starting their own Bookkeeping Services.

The Knowledge Academy’s 1-day Bookkeeping Training course provides delegates with in-depth knowledge about bookkeeping principles, techniques, and the skills necessary to perform accurate financial recording and analysis. During this training, they will learn how to create and maintain T accounts as well as handle control accounts. They will also learn how to apply their knowledge, ensuring a hands-on learning experience. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of this course.

Course Objectives

  • To acquire a clear understanding of bookkeeping principles and extended trial balance
  • To demonstrate the importance of accurate financial recording within organisations
  • To equip them with the skills to perform double-entry bookkeeping effectively
  • To learn how to handle standard accounting entries with confidence and accuracy
  • To understand how to prepare and analyse trial balances for error detection
  • To learn valuable bookkeeping skills for personal financial management

After attending this training, delegates will be able to prepare trial balances and identify errors, ensuring the integrity of financial records to gain deeper insights into financial analysis. They will also be able to manage personal finances with precision and control.

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What's included in this Bookkeeping Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to Credit Control Outline

This Introduction to Credit Control will cover the following modules:

  • Module 1: What is Credit Control?
  • Module 2: Why is Credit Control Important and what is its Purpose?
  • Module 3: The Impact of Debt
  • Module 4: Credit Assessments
  • Module 5: The Collection Process
  • Module 6: Becoming a Credit Controller

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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.

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What's included in this Credit Control Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to Payroll Course Outline

This course will cover the following content:

Module 1: Introduction

  • What is Payroll?
  • Key Terminology

Module 2: Payroll Obligations and Requirements

  • Employer Obligations
  • Payroll Requirements
  • Payslips

Module 3: The Payroll Cycle

  • Tasks within Payroll Cycle
  • Importance of Payroll Cycle
  • Risks to Payroll Cycle

Module 4: PAYE

  • What is PAYE?
  • Operating PAYE
  • Deductions

Module 5: Tax Codes and Tables

  • What are Tax Codes?
  • How do Tax Codes Vary?
  • Percentages and Rates

Module 6: Statutory Sick Pay

  • Employee Rights
  • Absence Management

Module 7: Statutory Maternity

  • Maternity Leave
  • Maternity Pay

Module 8: Pensions

  • Pension Schemes
  • Employee/Employer Rights

Module 9: Student Loans

  • How and When Employees Pay

Module 10: Reports and Record Keeping

  • Types of Report
  • Employee Records

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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.

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What's included in this Payroll Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Letters of Credit Course Outline

This course covers the following topics:

  • What is a Letter of Credit?
  • How Letters of Credit work
  • Key terminology
  • Types available
  • Obligations between banks, importers, and exporters
  • Complying with UCP600 and ISBP
  • Best practice for creating documentation
  • Reasons for rejection and what to do

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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.

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

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

QuickBooks Masterclass​ Course Outline

Principles of Accounting

  • Accounting Purpose
  • Reviewing Common Financial Statements
  • Accounting Principles

Double-Entry Bookkeeping

  • Fiddle-Faddle Accounting Method
  • Double-Entry Bookkeeping Working

Accounting Problems

  • Working with Accounts Receivable
  • Record Account Payable Transactions
  • Inventory Accounting
  • Accounting for Fixed Assets
  • Recognise Liabilities
  • Closing Revenue and Expense Accounts

Setting Up QuickBooks

  • Plan New QuickBooks System
  • Install QuickBooks
  • Running QuickBooks Setup Wizard
  • Identify Starting Trial Balance

Loading Master File Lists

  • Setting Up the Chart of Accounts List and Item List
  • Working with Price Level List
  • Using Sales Tax Codes
  • Setting Up Lists – Customer, Vendor, Fixed Asset, etc.

Working with Settings

  • Access Preferences Settings
  • Setting Accounting Preferences
  • Setting Bills, Calendar, and Checking Preferences
  • Control-Integrated Applications, Inventory, and Estimated Work
  • Integrated Payment Processing
  • Setting Search and Send Forms Preferences

Invoicing Customers

  • Choose and Customise an Invoice Form
  • Invoicing a customer
  • Billing for Time
  • Printing and Emailing Invoices
  • Record Sales Receipts and Credit Memos
  • Assessing Finance Charges

Paying Vendors

  • Create Purchase Order
  • Paying Bills
  • Reviewing Other Vendor Menu Commands

Track Inventory and Items

  • Using the Item Code Column, List Window, and Inventory Reports
  • Add Items to the Item List
  • Editing Items
  • Manage Inventory in a Manufacturing Firm

Managing Cash and Bank Accounts

  • Writing Checks
  • Recording Register Transactions
  • Review Other Banking Commands

Paying Employees                                                                                   

  • Setting Basic Payroll
  • Scheduling Payroll Runs
  • Paying Employees
  • Edit and Void Pay checks
  • Paying Payroll Liabilities

QuickBooks Journal Entries

  • Working with Journal Entries
  • Working with Memorised Transactions
  • Review Accountant and Taxes Reports

Preparing Financial Statements and Reports

  • Producing Report
  • Working with Report Window
  • Modifying a Report
  • Processing Multiple Reports

Preparing a Budget

  • Budgeting Types
  • Using Set Up Budgets Window
  • Managing with a Budget

Working with Activity-Based Costing

  • Review Traditional Overhead Allocation
  • Working of ABC
  • Implement an ABC System
  • How QuickBooks Supports ABC?
  • Turning on Class Tracking
  • Use Classes for ABC

Setting Up Project and Job Costing Systems

  • Setting Up QuickBooks Job
  • Tracking Job or Project Costs
  • Job Cost Reporting
  • Job Estimates

Administering QuickBooks

  • Keep Data Confidential
  • Use QuickBooks in a Multiuser Environment
  • Audit Trails
  • Enable Multiuser Access

Protecting Data

  • Backing QuickBooks Data File
  • Restore QuickBooks Data File
  • Condensing QuickBooks Company Files

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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.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Xero Intermediate Training Course Outline

Module 1: Introduction

  • What is Xero?
  • What are the Benefits of Xero?
    • Intelligent Banking Opportunities
    • Customisable Invoice Option
    • Manage Bills
    • Get Financial Statements With a Click
    • Xero is Compatible Across Devices
    • Xero Supports Add-Ons

Module 2: Advanced Contact Management

  • Send Targeted Emails
  • Import New Xero Contacts
  • Search for Contacts and Transactions
  • Manage a Contact’s Personal Data
  • Work with Smart Lists
    • Introduction
    • Run a Default Search
    • Run Your Own Search
    • Rename a Saved Search
    • Export a Search
    • Delete a Saved Search
  • Xero Features

Module 3: Users

  • User Roles
  • Setting User Roles for Users
  • Edit User Role Permissions
  • Change Assigned User Roles and Permissions
  • Deleting a User

Module 4: Chart of Accounts

  • What is a Chart of Accounts?
  • How to Create a Xero Chart of Accounts?
  • How to View Xero Chart of Accounts?
  • What are the Components of the Xero Chart of Accounts?
    • Account Type
    • Name and Description
    • Tax Rate
    • Year to Date
    • Import or Export
    • Archive Unused Accounts

Module 5: Expense Claims

  • How Expense Claims Works?
  • Create and Submit a Claim in Classic Expenses
  • View and Edit Expense Claims
  • Approve or Decline Receipts and Expense Claims
  • Delete, Void, or Remove Payment from a Claim or Receipt

Module 6: Advanced Bank Reconciliation

  • What is Bank Reconciliation in Xero?
  • Overpayments
    • Overpaid Bill or Invoice
    • Bill or Invoice Paid Twice
    • Fix Problems with Reconciling an Overpayment
  • Prepayments

Module 7: Fixed Assets

  • Record and Update Assets
  • Register Fixed Assets
  • Depreciation Schedule
  • Disposals

Module 8: Advanced Report Management

  • Cash Summary
  • Profit and Loss
  • Balance Sheet
  • Other Reports

Module 9: Advanced Invoice Template

  • Set Up Payment Services with Xero
  • Steps for Relevant Payment Services
    • Add a Payment Service
    • Apply the Payment Service to an Invoice Template
  • Automating Invoice Reminders
  • How to Send Automatic Invoice Reminders?

Module 10: Importing Data into Xero

  • Import Contacts
  • Import Invoices and Credit notes
  • Import Budget
  • Import Report Codes
  • Bank Statements

Module 11: Managing VAT in Xero

  • Setting Up VAT in Xero
    • VAT Schemes on Xero
    • VAT Accrual Accounting Scheme
    • VAT Cash Accounting Scheme
    • Flat Rate Scheme
  • Check VAT Returns for Clients in Xero
  • Submit VAT Returns Online

Module 12: Managing Payroll

  • Set Up Payroll
  • Set Up an Employee to Use Xero Me
  • Process a Pay Run
  • Payroll Reports

Module 13: Projects in Xero

  • What are Projects in Xero?
  • How it Works?
  • Setting Up Projects
  • Track Projects with Xero
    • Track Time and Costs
    • Simple to Set Up
    • Invoice and Get Paid
    • View Project Financials
  • Project Reporting

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Prerequisites

There are no formal prerequisites for attending this Xero Intermediate Training course. However, having basic knowledge of accounting principles and familiarity with general financial management concepts would be beneficial for the delegates.

Audience

This course is ideal for anyone who wants to gain practical knowledge of using Xero Software. However, it will be more beneficial for:

  • Accountants
  • Finance Professionals
  • Business Owners
  • Entrepreneurs

Xero Intermediate Training Course Overview

Xero is a powerful cloud-based accounting software designed to streamline financial management processes for businesses. It offers a set of tools and features to handle invoicing, banking, expenses, reporting, and more, all accessible from anywhere at any time. Studying this training enables individuals to effectively handle accounting tasks, manage financial data, and generate comprehensive reports. This training helps organisations enhance their efficiency and productivity through better financial control and informed decision-making. Pursuing this training helps individuals expand their career prospects with the growing demand for professionals skilled in Xero cloud-based accounting systems.

The Knowledge Academy’s 1-day Xero Intermediate Training course provides delegates with in-depth knowledge about the core functionalities and features of Xero. During this training, they will learn how to import and manage contacts, navigate the interface effectively, utilise smart lists for targeted campaigns, and harness the power of Xero's advanced reporting capabilities. They will also learn about how to effectively utilise Xero for seamless financial management and decision-making in their organisations. This training will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of the Xero Software.

Course Objectives

  • To understand the key features and benefits of Xero for efficient financial management
  • To become familiar with user roles and permissions in Xero for effective collaboration
  • To learn about the chart of accounts and its components for accurate financial tracking
  • To understand the process of expense claim management for handling payments
  • To master advanced bank reconciliation techniques to ensure accurate financial records
  • To develop expertise in generating and interpreting various financial reports in Xero

After attending this training, delegates will be able to obtain useful insights into business performance by utilising Xero's comprehensive reporting and analysis features. They will also be able to use Xero to create and manage budgets, anticipate financials, and track variations.

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

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Online Instructor-led (2 days)

Online Self-paced (16 hours)

SWIFT Payments Operate Alliance Access and Entry Training Outline

  • Messaging Services
  • Software Solutions
  • Introduction to Alliance Access
  • Alliance Access/Entry Message Management GUI
  • Create FIN and APC Messages Manually
  • Create a Message from a Template
  • Create an MX Message Manually
  • Validate, Route and Dispose Manually Created Messages
  • Manual FileAct
  • Message searching and reporting
  • Event Log and Monitoring
  • RMA Service
  • Alliance Access/Entry Relationship Management Application GUI
  • Create RMA Queries and Answers
  • Create Authorisations to Receive
  • Manage Authorisations to Receive
  • Manage Bootstrap Authorisations
  • Manage Authorisations to send

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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

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What's included in this SWIFT Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Financial Management Training​ Course Outline

Module 1: Introduction to Financial Management

  • Meaning of Finance
  • Definition of Business Finance
  • Types of Finance
  • Scope of Financial Management
  • Objectives of Financial Management
  • Approaches to Financial Management
  • Functions of Finance Manager
  • Importance of Financial Management

Module 2: Financial Statement Analysis

  • Meaning and Definition
  • Types for Financial Statement Analysis
  • Techniques of Financial Statement Analysis
  • Funds Flow Statement
  • Cash Flow Statement

Module 3: Sources of Financing

  • Sources of Finance
  • Security Finance
  • Equity Shares
  • Preference Shares
  • Deferred Shares
  • No Par Shares
  • Creditorship securities
  • Internal Finance
  • Loan Financing

Module 4: Capital Structure

  • Financial Structure
  • Optimum Capital Structure
  • Factors Determining Capital Structure
  • Capital Structure Theories

Module 5: Cost of Capital and Leverage

  • Classification of Cost of Capital
  • Importance of Cost of Capital
  • Computation of Cost of Capital
  • Operating Leverage
  • Financial Leverage
  • Operating Leverage Vs Financial Leverage
  • Working Capital Leverage

Module 6: Dividend Decision

  • Types of Dividend/Form of Dividend
  • Dividend Decision
  • Irrelevance of Dividend
  • Modigliani and Miller’s Approach
  • Relevance of Dividend
  • Factors Determining Dividend Policy
  • Types of Dividend Policy

Module 7: Working Capital and Working Capital Management

  • Meaning of Working Capital
  • Types of Working Capital
  • Inventory Management
  • Techniques Based on the Classification of Inventories
  • Cash Management
  • Receivable Management

Module 8: Special Financing

  • Lease Financing
  • Venture Capital
  • Factoring
  • Foreign Direct Investment
  • Merchant Banking
  • Credit Rating
  • Mutual Funds

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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.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Diploma for Financial Advisers DipFA Training​ Course Outline

Module 1: Financial Services, Regulation, and Ethics 

  • Financial Services
  • Environment of the Financial Services Industry
  • Key Components of the Financial Systems 
  • Inter-Relationships within the Financial Systems
  • Professional Standards and Code of Conduct Set by FCA for Advisers

Module 2: Regulatory Framework 

  • Regulatory Framework Proposal 
  • FSMA Model and the Broader Framework 
  • Operation of the FSMA Model 
  • Post-EU Framework Proposal to Meet FRF Review Objectives 

Module 3: Regulating Financial Services 

  • New Financial Regulation 
  • Funding and Costs 
  • Approaches to Regulatory Decision-Making 
  • Understanding Risk 
  • Importance of Oversight Functions 
  • Adapting Operations to Changing Approaches 
  • Evaluation, Performance Measurement, and Transparency 

Module 4: Advanced Financial Advice 

  • Theory of Investment
  • Financial Planning Process
  • Importance of Customer-Oriented Communication and Ethical Behaviour 
  • Applying Knowledge and Skills for Financial Advice
  • Personal Taxation
  • Investment Principles and Risk
  • Financial Protection

Module 5: Pension, Retirement, and Investment

  • What is Retirement Planning?
  • Understanding Retirement Planning
  • Retirement Planning Goals
  • Stages of Retirement Planning
  • Main Investment Options
  • Investment Products

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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.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Accounting Masterclass​ Course Outline

Module 1: Introduction to Financial Reporting

  • Purpose of Financial Statements
  • Assets and Liabilities
  • Accounting Concepts
  • Impact of Globalisation
  • Objective of General-Purpose Financial Reporting
  • Elements of Financial Statements
  • Qualitative Characteristics of Useful Financial Information

Module 2: Inventory

  • End-of-Year Adjustments for Inventory
  • Valuation of Inventory
  • FIFO and Weighted Average Cost Methods

Module 3: Non-Current Assets

  • Depreciation
  • Non-Current Asset Disposals
  • Property, Plant and Equipment
  • Investment Property
  • Intangible Assets
  • Impairment of Assets
  • Investments

Module 4: Receivables and Allowance

  • Irrecoverable Debts
  • Allowances for Receivables
  • Accounting for Irrecoverable Debts and Receivables Allowances

Module 5: Capital Structure and Finance Cost

  • Limited Liability Companies and Sole Traders Compared
  • Share Capital and Reserves
  • Rights Issues and Bonus Issues
  • Preference Shares
  • Dividends
  • Loan Capital
  • Statement of Changes in Equity

Module 6: Preparing Basic Financial Statements

  • Preparing a Sole Trader’s Financial Statements
  • Preparing a Company’s Financial Statements
  • Taxation and Dividends
  • Events After Reporting Period

Module 7: Preparing Trial Balance

  • Trial Balance
  • Correcting Errors
  • Suspense Accounts
  • Identifying Errors in Double Entry Records

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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.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Financial Modelling Training​ Course Outline

Module 1: Introduction to Financial Modelling

  • What is Financial Modelling?
  • Uses of Financial Model
  • Importance of Financial Models
  • Steps to Build a Financial Model
  • Types of Financial Modelling
  • Financial Modelling Skills

Module 2: Valuation

  • Valuation Methods
    • Comparable Analysis
    • Precedent Transactions
    • DCF Analysis
  • More Valuation Methods

Module 3: Excel

  • Excel Shortcuts
  • Excel Formulas Cheat Sheet
  • Advanced Excel Formulas and Functions

Module 4: Data Dashboard

  • What is a Data Dashboard?
  • Dashboard Visualisation
  • Types of Data Dashboard
  • Benefits of Using Data Dashboards
  • How do Data Dashboards Work?

Module 5: Presentation

  • What is a Pitchbook?
  • How a PitchBook is Created?
  • Types of Pitchbooks

Module 6: Uses of Financial Modelling

  • Risk Management
  • How do Financial Modellers Define Risks?
  • Common Approaches to Risk Modelling
  • Budgeting
  • Financial Forecasting
  • Budgeting Vs Financial Forecasting

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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.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Tally Training Course Outline

Module 1: Introduction to Tally

  • What is Tally?
  • Features of Tally
  • Advantages of Tally
  • How to Buy Tally ERP?

Module 2: Tally Basics

  • How to Start Telly?
  • Screen Components
  • Tally Configuration
  • Accounting Features
  • Inventory Features
  • Statutory and Taxation

Module 3: Accounting

  • Create Company
  • Alter, Delete, Shut Company
  • Tally Groups
  • Tally Create Group
  • Create
    • Single Ledger
    • Multiple Ledgers
    • Cost Centre
    • Inventor

Module 4: Create Inventory

  • Tally Stock Group
  • Create Single Stock Group
  • Create of Multiple Stock Groups
  • Create Stock Category
  • Creation of Godowns/Location
  • Create Stock Units and Items

Module 5: Payroll in Tally

  • Payroll Configuration
  • Enable
    • Payroll
    • Payroll Statutory
  • Define Employee
    • Category
    • Groups
    • Master Data
  • Create Simple and Compound Payroll Units

Module 6: Vouchers

  • Create Purchase Voucher
  • Create Sales Voucher
  • Creating Receipt Voucher
  • Create Credit NotesTDS Configuration, Entries, and Returns

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Who Should Attend and Prerequisites

Prerequisites

There are no formal prerequisites for attending this Tally Training course. However, a basic understanding of accounting would be beneficial for delegates.

Audience

This training is suitable for those who wish to gain knowledge and skills in conducting accounting activities in a systematic manner.

Tally Training Course Overview

Tally is an accounting software programme used to keep track of a company’s daily business operations. It has synchronisation features to allow the automatic updating of transactions kept in several locations' offices and automate employee record management. Studying this training provides learners with detailed knowledge of managing inventory and accounts within an organisation to eliminate possible problems. This training assists organisations with ways to store business transactions systematically and keep records of customer bills. Holding excellent accounting skills enables individuals to gain higher designations in globally recognised organisations and claim desired earnings within a short period of time.

The Knowledge Academy’s 1-day Tally Training course equips delegates with comprehensive knowledge of using Tally software to perform business accounting operations. During this training, delegates will learn how to start and close Tally without receiving a confirmation message. They will also learn about stock groups to classify stock items according to their behaviour. Our highly skilled and professional instructor with years of experience in teaching will conduct this training and provide delegates with deep knowledge about financial accounting.

Course Objectives

  • To store business transactions for each account and make calculations simple
  • To reduce the chances of errors and ensure accuracy in managing business
  • To produce the information about books, companies, and currency details
  • To keep the business’s financial records, including net payment and taxes
  • To develop and maintain the business accounts using Tally software
  • To customise Tally to make it suitable for different business functions

After completing this training, delegates will be able to produce consolidated financial statements in accordance with the needs of the company. They will also be able to manage finances and inventories, reporting, sales and purchases, billing, and MIS.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

VAT Training Course Outline

Module 1: Introduction to VAT

  • What is Value-Added Tax (VAT)?
  • How a Value-Added Tax Works?
  • Pros and Cons of VAT
  • What Does Value-Added Tax (VAT) Do?

Module 2: VAT Registration

  • What is VAT Registration?
  • VAT Registration Procedure
  • When is VAT Registration Necessary?
  • VAT Registration for Groups
  • Benefits of VAT Registration

Module 3: VAT Administration

  • VAT Administration Information System
  • Sub-Systems of VAT Administration
  • Administration of the VAT
  • Customs Department
  • Separate Department
  • Domestic Tax Administration

Module 4: VAT Invoices

  • What is a VAT Invoice?
  • Who Must Issue a VAT Invoice?
  • VAT Invoice Types
  • Document for Supplies to GCC States
  • Conditions for Issuing Tax Invoice in Electronic Form

Module 5: VAT Records

  • Basic VAT Records
  • VAT Records for Making Tax Digital
  • Output Tax and Sales VAT Invoices
  • Tax Point
  • Input Tax

Module 6: VAT Calculation

  • How VAT Calculator Works?
  • What is Input VAT and Output VAT?
  • How to Calculate VAT Payment?
  • Need for VAT to Be Implemented in the First Place

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Who Should Attend and Prerequisites

Prerequisites

There are no formal prerequisites for attending this VAT Training course.

Audience

This course is designed for professionals who want to make their businesses VAT-compliant. 

VAT Training Course Overview

Value-Added Tax (VAT) is a tax charged on the sale of goods or services by producers to customers at every stage of the supply chain. VAT is applied to raise a significant amount of revenue and imposes a tax at each stage of the production process as well as the manufacturing process. Studying this training provides individuals with a way to collect a sizeable amount of revenue and a tangible record of the incremental value at every production stage. This training helps businesses implement taxes based on government-created taxation systems and policies. Individuals with appropriate VAT skills and knowledge will get satisfactory jobs in multinational cooperation with desired earnings.

In this 1-day VAT Training course, delegates will gain a thorough understanding of VAT that applied from initial production to sale. During this training, delegates will understand VAT registration required for businesses trading or manufacturing goods. They will also learn about processes and procedures to make effective VAT administration for taxpayers. The Knowledge Academy’s highly professional and knowledgeable tutor who has years of teaching experience will conduct this training course.

Course Objectives

  • To identify how VAT applies to supplies of both goods and services
  • To categorise important administrative issues that VAT requires
  • To learn how tax is calculated by businesses that deal in exempt supplies
  • To explore VAT application across multiple industries
  • To review and improve own VAT registration process
  • To ensure that company is running with the most streamlined processes

At the end of this training course, delagtes will be able to achieve a reliable approach to VAT processes in business. They will also be able to promotes transparency in the sale of products and services with VAT invoices.

 

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Financial Modelling and Forecasting Training Course Outline

 

Module 1: Financial Modelling Overview

  • What is Financial Modelling?
  • Inputs and Outputs of Simple Financial Model
  • Financial Modelling Process of More Complex Models
  • Excel as a Tool of Modelling: Capabilities and Limitations

Module 2: Short Primer in the Accounting of Financial Statements

  • Accounting Equation
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Articulation of Income Statement, Balance, Sheet, and Cash Flow Statements
  • Financial Statement Analysis: Ratio Analysis

Module 3: Financial Statement Modelling

  • How Financial Models Work?
  • Collecting and Analysing Historical Data
  • Selecting the Key Forecast Drivers
  • Modelling the Income Statement
  • Modelling the Balance Sheet
  • Modelling Interest and Circular References
  • Modelling the Cash Flow Statement

Module 4: Forecasting Performance

  • Designing a Dashboard Like Control Panel
  • Statistical Methods Used for Forecasting
  • Forecasting Sales
  • Forecasting Costs
  • Forecasting CAPEX and Depreciation
  • Forecasting Working Capital and Funding Needs

Module 5: Business Valuation

  • Valuation Approaches
  • Applying the DCF Method
  • Calculation of Free Cash Flows
  • Calculating the Weighted Average Cost of Capital
  • Estimating the Terminal Value
  • Enterprise Value Adjustment

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Prerequisites

There are no formal prerequisites to attend this Financial Modelling and Forecasting Training course. 

Audience

This Financial Modelling and Forecasting Training is ideal for anyone who wants to gain in-depth knowledge of Financial Modelling and Forecasting.

Financial Modelling and Forecasting Training Course Overview

Financial forecasting is the process of predicting businesses performance in a future reporting period. It helps businesses to maintain cash flow and make decisions regarding various financial decisions about expenses, hiring, and investments. Financial modelling is the process of collecting data from forecasts and other information, then simulating different scenarios to see how they can affect any company's financial health. It helps organisations to define and achieve financial objectives. Studying Financial Modelling and Forecasting Training course will help delegates to forecast business finance effectively. It helps individuals to predict past and present financial positions and better use of information for future betterment. Adding Financial Modelling and Forecasting as a skill in your profile will certainly help you to undertake a variety of tremendous job opportunities.

This 1-day Financial Modelling and Forecasting Training course cover all the essential topics by which delegates will become fully familiar with Financial Modelling and Forecasting. During this training, delegates will learn about the calculation of free cash flows and a weighted average cost of capital. They will also learn about selecting the key forecast drivers, modelling the income statement and the balance sheet, modelling interest and circular references, modelling the cash flow statement, and many more. Our highly professional trainer with years of experience in teaching financial courses will conduct this training course and help delegates to get a comprehensive understanding of financial forecasting and modelling.

This training will cover various essential topics, such as:  

  • Selecting the key forecast drivers
  • Valuation approaches
  • Forecasting sales and costs
  • Enterprise value adjustment
  • Estimating the terminal value

After attending this Financial Modelling and Forecasting Training course, delegates will be able to design a dashboard like the control panel to communicate complex financial forecasting results. They will also be able to forecast sales, cost, CAPEX, depreciation, working capital, and funding needs.

If delegates want to gain more skills and knowledge about various Accounting and Financial Practices, then they can choose our popular courses, including Finance for Non-Financial Managers, Book Keeping Training, Introduction to Credit Control, Introduction to Payroll, and many more under Accounting and Finance Training that will surely help you to enhance your career opportunities in this field.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to FinTech Training Course Outline

Module 1: Overview of FinTech

  • What is FinTech Industry?
  • Areas of Fintech
  • Importance of FinTech
  • Why FinTech Has Become Popular?
  • Global FinTech Investment
  • FinTech Hubs
  • FinTech Unicorns
  • Noteworthy Exits

Module 2: Rethinking Payments and Remittances

  • Traditional Remittances
  • Size of the Remittances Market
  • Upcoming Trends in Remittances
  • Innovative Ways of Sending Money
  • Social Media Based Remittances

Module 3: Blockchain and Distributed Ledgers

  • What is Blockchain?
  • Components of Blockchain
  • Top Cryptocurrencies
  • Cryptocurrencies Wallets
  • How Blockchain Will Impact Financial Services?
  • Investment in Blockchain
  • Use Cases for Blockchain

Module 4: Digital Lending Innovation

  • Digital Lending Innovation in a Flash
  • Peer-to-Peer Lending
  • P2P Marketplace Lending Business Model
  • Digital Lending for SMEs
  • Digital Mortgages

Module 5: Innovative Wealth Management

  • How Wealth Management Works?
  • Changes in
    • Customer Expectations
    • Advisors
    • Data Analytics
    • Access to Products
  • Social Investing
  • Key Players Serving
    • Individual Investors
    • Investment Managers
  • Personal Finance Management

Module 6: Commercial Banking Transformation

  • How Commercial Banking Works?
  • SME Market Size
  • Impact of Fintech on Business Banking and Corporate Banking
  • Key SME Banks to Watch
  • Online Accounting for SMEs and Integration with Business Banking
  • Tools for SMEs
  • Key SME Tool Players

Module 7: Next Generation Commerce

  • Changes in Customer Shopping Behaviour
  • Point of Sales (POS) Evolution
  • mPOS Business Model
  • Tablet Based Cash Registers
  • Online Acquiring
 

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Prerequisites 

In this Introduction to FinTech training course, there are no formal prerequisites.  

Audience 

This Introduction to FinTech training course can be opted by all those individuals who wants to enhance their calibre of understanding financial technology.

Introduction to FinTech Training Course Overview

FinTech is a combination of finance and technology that assist the businesses to utilise technology to upgrade or automate financial processes and services. FinTech proliferate the relationship among clients by launching crowdfunding platforms. Scrutinising Introduction to Fintech guides individuals to develop the confidence of operating financial services with high accuracy. Organisations can benefit from FinTech by changing traditional financial services and elevate innovation by creating new products and services. Adding FinTech as a skill in your profile will surely help you climb up the ladder of success both in terms of value and career opportunities.

This 1-day Introduction to FinTech training course covers all the important topics by which delegates will become fully familiar with the financial technology. During this course, delegates will learn about how to invest in the block chain and how this will impact their financial services. They will also learn about traditional remittances, size of the remittances market, upcoming trends in remittances, social media based remittances, and many more. Our highly professional trainer with years of experience in teaching such courses will conduct this training course and will help you get a complete understanding of this course.

This training will also cover the following essential topics: 

  • Social media based remittances
  • Tablet based cash registers
  • FinTech hubs
  • FinTech unicorns
  • Tools for SMEs
  • Online acquiring

After attending this Introduction to FinTech training course, delegates will be able to send or transfer money to another party through traditional remittances and social media based remittances. They will also be able to observe the dynamic behaviour in customer shopping. This training will help them to supercharge their knowledge and skills in financial technology and apply them in real-life scenarios.

 

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to FinOps Training Course Outline

Module 1: Introduction to FinOps

  • What is FinOps?
  • Why FinOps?
  • Real-Time Reporting
  • Role of Each Team in FinOps

Module 2: Language of FinOps and Cloud

  • Common Lexicon
  • Cloud Language Versus Business Language
  • Creating a Babel Fish Between DevOps and Finance Teams

Module 3: FinOps Lifecycle

  • Principles of FinOps
  • FinOps Lifecycle

Module 4: Allocation

  • Why Allocation Matters?
  • Chargeback Versus Showback
  • Amortisation
  • Creating Goodwill and Auditability with Accounting
  • Going Beyond Cloud with the TBM Taxonomy

Module 5: Tags, Labels, and Accounts

  • Cost Allocation Using Tag and Hierarchy-Based Approaches
  • Using Tags for Billing
  • Getting Started Early with Tagging
  • Picking the Right Number of Tags
  • Working Within Tag/Label Restrictions
  • Maintaining Tag Hygiene
  • Reporting on Tag Performance

Module 6: Optimise Phase

  • Adjusting to Hit Goals
  • Usage Optimisation
  • Rate Optimisation
  • Paying Less with Reserved Instances and Committed Use Discounts
  • RI and CUD Strategies

Module 7: Automating Cost Management

  • What’s the Goal of Automation?
  • Automation Tools
  • Automation Working Together
  • Safety and Security
  • Usage Reduction

Module 8: FinOps for the Container World

  • Move to Container Orchestration
  • Container FinOps Lifecycle
    • Container Inform Phase
    • Container Optimise Phase
    • Container Operate Phase

Module 9: Managing to Unit Economics: FinOps Nirvana

  • Metrics as the Foundation of Unit Economics
  • Coming Back to the Iron Triangle
  • Activity-Based Costing
  • What’s Missing from the Equation?
 

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Prerequisites

In this Introduction to FinOps Training course, there are no formal prerequisites.

Audience

This Introduction to FinOps Training course is designed for those individuals who are willing to learn about Finance Operations (FinOps) and the lifecycle of FinOps.

Introduction to FinOps Training Course Overview

Finance Operations (FinOps) is a framework to manage the business and calculate the expenses of public cloud infrastructure. FinOps aims to prioritise continuous optimisation of cloud costs to ensure that teams obtain maximum value with minimum expenditure. By using FinOps, the operational team can obtain real-time data to track spending and get correct judgments to balance cloud costs efficiently. FinOps helps organisations optimise their cloud costs by increasing their visibility, outsourcing cloud management and optimising their cloud deployment. Acquiring in-depth knowledge and skills of implementing FinOps efficiently will put individuals one step ahead and work as highly paid posts in multinational organisations.

This 1-day Introduction to FinOps training course provides delegates with a comprehensive knowledge of implementing FinOps methodology to manage financial operations effectively. This training will provide in-depth knowledge about how to create a babel fish between DevOps and finance teams. They will also learn about FinOps lifecycle, maintaining tag hygiene, adjusting to hit goals, automation tools, container optimise phase, activity-based costing, and many more. This course will be taught by our expert trainers who have years of experience in teaching technical courses.

This course will also cover various essential topics, such as:

  • Principles of FinOps
  • Tags for billing
  • RI and CUD strategies
  • Container FinOps lifecycle
  • Container inform phase
  • Iron triangle

At the end of this training, delegates will be able to create a babel fish between DevOps and finance teams successfully. They will also be able to allocate costs using the tag and hierarchy-based approaches. If delegates want to gain more knowledge and skills about finance and accounting, then they can choose out our other courses.

 

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Cash Cycle Management Training Course Outline

Module 1: Cash Conversion Cycle

  • What is the Cash Conversion Cycle (CCC)?
  • Calculating the Cash Conversion Cycle
  • Cash Conversion Cycle Calculator
  • Negative Cash Conversion Cycle
  • How to Improve the Cash Conversion Cycle?

Module 2: Cash Management

  • What is Cash Management?
  • How Cash Management Works?
  • Importance of the Cash Flow Statement in Cash Management
  • Managing Cash Through Internal Controls
  • Cash Management of Working Capital
  • Cash Management and Solvency Ratios

Module 3: Accounts Payables and Receivables

  • What are Accounts Payable (AP)?
  • Recording Accounts Payable
  • What Does Accounts Payable Do?
  • Accounts Payable Process
  • What are Accounts Receivable (AR)?
  • Accounting for Accounts Receivable
  • Benefits of Accounts Receivable

Module 4: Cash Collection Cycle

  • What is the Cash Collection Cycle?
  • How to Shorten the Cash Collection Cycle?
  • Effective Collections Negotiations
  • Best Practices in Collection Strategies
  • General Principles in Collection Strategies

Module 5: Accounts Receivable Subsidiary Ledger

  • What are an Accounts Receivable Subsidiary Ledger?
  • How is an Accounts Receivable Subsidiary Ledger Used?
  • Advantages of an Accounts Receivable Subsidiary Ledger
  • Subsidiary Ledgers
  • What is the Purpose of Subsidiary Ledgers?

Module 6: Cash Flow Forecasting

  • What is Cash Flow?
  • What is the Purpose of a Cash Flow Forecast?
  • Cash Flow Forecast Challenges
  • Importance of Cash Flow Forecasting
  • Measuring Cash Flow
  • Benefits of Cash Flow Forecasting
  • How to Forecast Cash Flow?
  • Tips for an Accurate Cash Flow Forecast

Module 7: Capital Budgeting

  • What is Capital Budgeting?
  • Features of Capital Budgeting
  • How Capital Budgeting Works?
  • Methods of Capital Budgeting
  • Process of Capital Budgeting
  • Factors Affecting Capital Budgeting
  • Objectives of Capital Budgeting
 

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Prerequisites

There are no formal prerequisites for attending this Cash Cycle Management Training course.

Audience

This training course is for everyone who want learn about how to convert cash in sales and back into cash. However, it will be more beneficial for:

  • Functional Heads
  • Business Leaders
  • Finance Managers
  • Accountants
  • Internal Auditors

Cash Cycle Management Training Course Overview

Cash Conversion Cycle (CCC) is a metric that shows the amount of time that a company takes to convert the cash it spends on inventory back into cash by selling its goods. It is essential for assessing how effectively a company manages its working capital and cash flow received from the sale of products. This training helps learners manage their working capital in an efficient manner and collect the receivable before the related account payable is due. Individuals with excellent cash management skills and knowledge will be able to find satisfying jobs in multinational corporations with the desired earnings. 

In this 1-day Cash Cycle Management Training course, delegates will learn to manage company working capital in an efficient manner. During this training, delegates will learn about accounts payable, which describe how money is owed to vendors or suppliers for goods. They will also learn about accounts receivable, where a company lets a buyer purchase its goods or services on credit. The Knowledge Academy’s highly professional and knowledgeable tutor, who has years of teaching experience, will conduct this training.

Course Objectives

  • To provide details on sales by showing invoice dates and numbers
  • To negotiate techniques with collections to minimise the damage
  • To identify the best practices in cash cycle management in all industries
  • To monitor the individual components of a controlling general ledger account
  • To visualise the typical series of events and corresponding calculations
  • To control and manage the required capital expenditures of the company

At the end of this training course, delegates will be able to depicts the time taken by a company to covert its investment in inventory. They will also be able to streamline the forecasting process to provide information and level of detail required from them.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Forecasting and Analysing Cash Flow Training Course Outline

Module 1: Understand the Cash Flows in a Business

  • Introduction
  • Understanding Money in Business
  • Manufacturing Business
  • Business Model

Module 2: Cash Flows Properly

  • Nature of the Beast
  • Cash Flow from Operating Activities
  • Cash Flow from Investing Activities
  • Cash Flows from Financing Activities
  • Analysing the Cash Flow

Module 3: Start-Up, Growth, Mature, and Decline

  • Overview
  • Start Up Phase
  • Growth Phase
  • Mature Phase
  • Decline Phase

Module 4: Restating the Cash Flows of a Real Business

  • Implication of Different GAAPs
  • Cash Flows from Financing Activities
  • Identifying the Operating Cash Margin

Module 5: Restating GAAP Cash Flows

  • GAAP Cash Flow Analysis Process
  • Sources of Cash Flow Data
  • Restating the Cash Flows from Operating Activities
  • Identifying the Operating Cash Margin
  • Restating the Cash Flows from Financing Activities and Dealing with Final Cash Flow
  • Interest and Taxation Cash Flows to GAAP Cash Flow Template

Module 6: Analysing the Cash Flows of Mature Businesses

  • What Do Mean by ‘Mature’?
  • Inflation
  • Market Growth Rate
  • Do We Really Mean ‘Mature’ Company?
  • Where Mature Businesses Compete
  • Consequences of Failure to Generate Sufficient Cash Flow
  • Issues Related to Business Size

Module 7: Analysing the Cash Flows of Growth Businesses

  • Irrational Investor Behaviour
  • Negative Cash Flow
  • Corporate Collapse
  • Growth Cash Flow Examples

Module 8: Growth and Mature – Further Analysis Issues

  • Analysing Networking Assets from a Cash Flow Viewpoint
  • Interpreting the Movement in Networking Assets
  • Restatement of the Template Cash Flows on Growth Basis

Module 9: Analysis the Cash Flows from Start-Up to Decline Businesses

  • Analysing the Cash Flows of a Start-Up Project
  • How does Decline Affect Cash Flows?

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Prerequisites

There are no formal prerequisites for attending this Forecasting and Analysing Cash Flow training course.

Audience

This training course is ideal for anyone who wants to enhance the knowledge and skills of budget, cashflow forecasting and managing business accounts properly.

Forecasting and Analysing Cash Flow Training Course Overview

Cash flow forecasting is the process of estimating the flow of cash in and out of a business over a specific period of time. Cash flow is essential for any business and forecasting plays an important role in your business finances. It helps the business owners to stay on top of your cash flow, prepare for future cash flow problems, and make better-informed decisions. With cash flow forecasting, individuals can reduce the flow of cash it needs to cover unexpected expenses and make better use of its extra cash. Pursuing this training course will help individuals to climb up the ladder of success both in terms of value and career opportunities.

In this 1-day Forecasting and Analysing Cash Flow training course, delegates will gain require financial skills and knowledge they need to optimise and manage effective cash flow within a business. During this training delegates will learn various concepts such as understand the cash flow in a business, business model, analysing the cash flow, start-up, growth, mature, and decline, sources of cash flow data, identify the operating cash margin, GAAP cash flow analysis process, etc. Our highly professional trainer with years of experience in teaching such courses will conduct this training course.

They will also cover various concepts such as:

  • Cash flow properly
  • Cash flows from financing activities
  • Market growth rate
  • Corporate collapse
  • Analysing the cash flow

At the end of this training, delegates will be able to apply practical financial skills they need for effective cash flow management and optimisation. They will also be able to analyse the cash flows from start-up to decline businesses process.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Quantitative Finance Training Course Outline

Module 1: Mathematical Logic

  • Axiomatic Theory
  • Inferences
  • Paradoxes
  • Propositional Logic
  • Mathematical Logic
  • Applications to Finance

Module 2: Number Systems and Functions

  • Numbers: Properties and Structures
  • Functions
  • Applications to Finance

Module 3: Euclidean and Other Spaces

  • Euclidean Space
  • Metric Spaces
  • Applications to Finance

Module 4: Set Theory and Topology

  • Set Theory
  • Open, Closed, and Other Sets
  • Applications to Finance

Module 5: Sequences and their Convergence

  • Numerical Sequences
  • Limits Superior and Inferior
  • General Metric Space Sequences
  • Cauchy Sequences
  • Applications to Finance

Module 6: Series and their Convergence

  • Numerical Series
  • The lp-Spaces
  • Applications to Finance

Module 7: Discrete Probability Theory

  • Notion of Randomness
  • Sample Spaces
  • Combinatorics
  • Random Variables
  • Expectations of Discrete Distributions
  • Discrete Probability Density Functions
  • Generating Random Samples
  • Applications to Finance
 

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Prerequisites

There are no formal prerequisites to attend this Quantitative Finance Training course.

Audience

This Quantitative Finance Training is ideal for those who want to effectively gain knowledge of financial markets and securities.

Quantitative Finance Training Course Overview

Quantitative Finance is the study of financial markets and securities using mathematical models and extraordinarily big datasets. The mathematical models used to price securities and quantify risk are the main focus of Quantitative Finance. Studying Quantitative Finance Training course is helpful for learners to comprehend Quantitative Finance. It helps organisations by supporting the risk and trading management departments. This training will prove beneficial for individuals in terms of both professional and career prospects by providing the required knowledge and skills in Quantitative Finance analysis.

This 1-day Quantitative Finance Training course cover all the essential topics by which delegates will become fully familiar with Quantitative Finance. During this training, they will learn about the number systems and functions. They will also learn about mathematical logic, expectations of discrete distributions, euclidean space, limits superior and inferior, and many more. Our highly professional trainer with years of experience in teaching such courses will conduct this training course and will help you get a complete understanding of Quantitative Finance.

This training will cover various essential topics, such as:   

  • Propositional logic
  • Applications to finance
  • Metric spaces
  • Set theory
  • Combinatorics
  • Random variables

After attending this Quantitative Finance Training course, delegates will be able to effectively generate random samples. They will also be able to efficiently apply the axiomatic theory.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Regression Analysis Training Course Overview

Module 1: Introduction

  • What is Regression Analysis?
  • Publicly Available Data Sets
  • Selected Application of Regression Analysis
  • Step in Regression Analysis

Module 2: Simple Linear Regression

  • Introduction
  • Covariance and Correlation Coefficient
  • Simple Linear Regression Model
  • Parameter Estimation
  • Test of Hypotheses
  • Confidence Intervals
  • Predictions
  • Measuring the Quality of Fit
  • Regression Line Through the Origin
  • Trivial Regression Models

Module 3: Multiple Linear Regression

  • Introduction
  • Description of the Data and Model
  • Parameter Estimation
  • Interpretations of Regression Coefficients
  • Centring and Scaling
  • Properties of the Least Squares Estimators
  • Multiple Correlation Coefficient
  • Inference for Individual Regression Coefficient
  • Test of Hypotheses in a Linear Model
  • Predictions

Module 4: Regression Diagnostics: Detection of Model Violations

  • Standard Regression Assumptions
  • Various Types of Residuals
  • Graphical Methods
  • Graphs Before Fitting a Model
  • Graphs After Fitting a Model
  • Checking Linearity and Normality Assumptions
  • Leverage, Influence, and Outliers
  • Measures of Influence
  • Potential-Residual Plot
  • What to do with the Outliers?
  • Role of Variables in a Regression Equation
  • Effects of an Additional Predictor

Module 5: Qualitative Variables as Predictors

  • Introduction
  • Salary Survey Data
  • Interaction Variables
  • System of Regression Equations
  • Other Application of Indicator Variables
  • Seasonality

Module 6: Transformation of Variables

  • Introduction
  • Transformations to Achieve Linearity
  • Bacteria Deaths Due to X-Ray Radiation
  • Transformations to Stabilise Variance
  • Detection of Heteroscedastic Errors
  • Removal of Heteroscedasticity
  • Weighted Least Squares
  • Logarithmic Transformation of Data
  • Power Transformation

Module 7: Problem of Correlated Errors

  • Introduction: Autocorrelation
  • Consumer Expenditure and Money Stock
  • Durbin-Watson Statistic
  • Removal of Autocorrelation by Transform
  • Iterative Estimation with Autocorrelated Errors
  • Autocorrelation and Missing Variables
  • Analysis of Housing Starts
  • Limitations of the Durbin-Watson Statistic
  • Indicator Variables to Remove Seasonal

Module 8: Working with Collinear Data

  • Principal Components
  • Computations Using Principal Components
  • Imposing Constraints
  • Searching for Linear Functions
  • Biased Estimation of Regression Coefficients
  • Principal Components Regression
  • Reduction of Collinearity in the Estimation Data
  • Constraints on the Regression Coefficients
  • Principal Components Regression: A Caution
  • Ridge Regression
  • Estimation by the Ridge Method
  • Ridge Regression: Some Remarks

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Prerequisites

There are no formal prerequisites to attend this Regression Analysis Training course.

Audience

This training course is ideal for anyone who wants to enhance their knowledge and skills in inferential statistics, including confidence intervals, hypothesis testing, and ANOVA.

Regression Analysis Training Course Overview

Regression analysis is a statistical method used to analyse the relationships between a dependent variable. It includes simple regression, multiple regression, linear regression, multivariate regression, polynomial regression, and logistic regression. Regression analysis allows a company to understand better what their data points represent and how to use them with the help of business analytical approaches to make better decisions. It offers detailed insight that can be applied to improve products and services further. This interactive training will allow them to analyse the relationship between dependent and independent variables. Pursuing this training course will help individuals shine in highly reputed jobs and upgraded salaries.

In this 1-day Regression Analysis Training course, delegates will gain in-depth knowledge of regression types and details on the application of multiple linear regression. During this training, delegates will learn various concepts such as introduction to regression analysis, steps in regression analysis, qualitative variables as predictors, standard regression assumptions, the problem of correlated errors, leverage, influence, outliers, etc. Our highly skilled and professional trainer will conduct this training with years of experience in teaching training courses.

They will also cover various topics such as:

  • Simple linear regression
  • Description of the data and model
  • Test of hypotheses
  • Multiple linear regression

At the end of this training course, delegates will be able to calculate both simple and multiple regression models. They will also be able to reduce collinearity in the estimation data.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

ACCA Training Course Outline

Module 1: Chartered Accountant

  • What is Chartered Accountant?
  • What Chartered Accountants Can Do?
  • How to Become a Chartered Accountant?
  • Roles of Chartered Accountant

Module 2: Introduction of Accounting Equation

  • What is Accounting Equation?
  • How Accounting Equation Works?
  • Formula and Calculation
  • Double–Entry System
  • Limits of the Accounting Equation

Module 3: Understanding the Balanced Sheets

  • What is a Balance Sheet?
  • How do Balance Sheets Work?
  • Components of Balanced Sheets
    • Assets
    • Liabilities
    • Stakeholder Equity
  • Importance of Balance Sheet
  • Limitations of Balance Sheet

Module 4: Income Statement

  • What is an Income Statement?
  • Importance of Income Statement
  • Uses of an Income Statement
  • Types of an Income Statement
  • How to Make an Income Statement?

Module 5: Debits and Credits

  • Comparison Chart in Accounting
  • Types of Account
  • What is Debit?
  • What is Credit?
  • Difference Between Debits and Credits

Module 6: Profit and Cash Flow

  • Profit Vs Cash Flow Overview
  • Reasons for Changes in Cash Flow
  • Statements of Cash Flow

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Prerequisites

There are no formal prerequisites for attending this ACCA Training course.

Audience

This training course is ideal for anyone who wants to start a career in accounting. However, it will be well suited for:

  • Accountants
  • Students of Finance
  • Finance Professionals

ACCA Training Course Overview

The Association of Chartered Certified Accountants (ACCA) is a globally recognised professional accounting body that provides education and certification programmes for aspiring accounting and finance professionals. It provides different levels of experience and educational backgrounds with customisable learning alternatives to meet their requirements and interests. Studying this helps individuals excel in the accounting profession and apply their knowledge in real-world scenarios. This training equips learners with the knowledge and skills required to work in the accounting and finance professions. Pursuing this training helps individuals get equipped with the necessary skills and techniques to enhance their career opportunities and ultimately increase their earnings.

The Knowledge Academy’s 1-day ACCA Training Course provides delegates with comprehensive knowledge about formulas and calculations in accounting equations and different components of balanced sheets. During this training, delegates will learn about assets that are listed from top to bottom in order of their liquidity. They will also learn about debits and credits and how to make an income statement. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will conduct this course.

Course Objectives

  • To capture the relationship between the components of a balance sheet
  • To learn about corporate governance and ethical principles in accounting
  • To promote ethical and professional values among its members
  • To collaborate with other organisations to advance the finance profession
  • To establish and maintain relationships with employers and industry stakeholders
  • To contribute to the development of accounting and finance standards or practices

After attending this training, delegates will be able to comply with regulatory requirements and meet the needs of their clients or employers. They will also be able to build relationships and gain insights into industry trends and best practices.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Capital Market Training Course Outline

Module 1: Introduction to Capital Markets

  • What is Capital Market?
  • Types of Capital Markets
  • What is Global Capital Market?
  • Market Participants
  • Roles of Market Participants

Module 2: Equity Markets

  • Introduction to Equity Markets
  • Primary and Secondary Markets
  • IPO Process and Requirements
  • Trading Mechanisms and Regulations
  • Equity Valuation Methods

Module 3: Debt Markets

  • Introduction to Debt Markets
  • Types of Debt Instruments
  • Bond Pricing and Yield Calculations
  • Credit Ratings and Credit Risk
  • Corporate Bond Issuance and Trading

Module 4: Derivatives Markets

  • Introduction to Derivatives Markets
  • Types of Derivatives Instruments
  • Futures and Options Trading Mechanics
  • Hedging Strategies Using Derivatives
  • Derivatives Regulations and Market Structure

Module 5: Investment Banking and Capital Market Transactions

  • What is Investment Banking?
  • Capital Raising and Financing Options
  • Mergers and Acquisitions
  • Leveraged Buyouts
  • Debt and Equity Underwriting

Module 6: Risk Management in Capital Markets

  • Market Risk
  • Credit Risk
  • Liquidity Risk
  • Operational Risk
  • Regulatory Risk

Module 7: Capital Market Regulations and Compliance

  • Introduction to Securities Regulations
  • SEC and FINRA Regulations
  • Compliance and Ethics in Capital Markets
  • Anti-Money Laundering Regulations
 

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Prerequisites

There are no formal prerequisites for attending this Capital Market Training course. However, having basic knowledge of finance and accounting would be beneficial for delegates.

Audience

This training is intended for anyone who wants to enhance their knowledge of capital markets. However, it is more beneficial for:

  • Investment Bankers
  • Business Professionals
  • Corporate Executives and Managers

Capital Market Training Course Overview

A capital market is a financial market where companies and governments can raise long-term funds by issuing and trading securities, such as stocks, bonds, and other financial instruments. It helps to allocate capital efficiently by directing funds to companies and projects that have the highest potential for growth and profitability. This training will provide individuals with knowledge of capital market platforms for investing to hedge their risks through the use of derivatives, manage risk, and protect against market volatility. Studying this training equips learners with an understanding of the equity markets that allow companies to raise capital by issuing and selling shares of their stocks to the public. Pursuing this training helps individuals get equipped with the necessary skills and techniques to enhance their career opportunities and increase their earnings.

The Knowledge Academy’s 1-day Capital Market Training course provides delegates with in-depth knowledge about capital markets and how to master them. During this training, they will learn about capital market regulations that govern the operations of capital markets. They will also learn about derivatives markets, which allow investors to manage risk and speculate on the future price movements of the underlying asset. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of the capital market.

Course Objectives

  • To get a deep understanding of capital marketing and its importance
  • To attain knowledge of how to identify various trading mechanisms and regulations
  • To become familiar with the impact of globalisation on capital markets
  • To provide an understanding of risk management in capital marketing
  • To learn how to perform the various capital market transactions

After attending this training, delegates will be able to recognise various participants in capital markets and their roles. They will also be able to identify regulatory risks and manage them.

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Xero Introduction Training Course Outline

Module 1: Introduction to Xero

  • What is Xero?
  • Benefits of Xero
  • Basic Functions of Xero
  • Navigate Xero Using the Menus and Icons

Module 2: Dashboard

  • Setup Panels
  • Business Snapshot Panels
  • Customise Dashboard

Module 3: Sales Invoices

  • Create an Invoice for the Customer
  • Approve and Send a Customer Invoice
  • Create an Invoice Template

Module 4: Contacts

  • Add a New Contact
  • Add Account Numbers to your Contact Records
  • Set a Default Foreign Currency for a Contact

Module 5: Inventory and Emailing from Xero

  • How to Add an Inventory Item?
  • Add an Email Template
  • Fields in an Email Template
  • Insert Placeholders
  • Placeholders You Can Use for Each Email Type

Module 6: Quotes

  • Create a Quote and Add Options
  • Copy a Quote
  • Create a Quote from an Estimate
  • Create a Quote for a Job or Lead
  • Email a Quote
  • Add or Edit Email Information
  • What Customers can do with an Online Quote?

Module 7: Customer Statements

  • Customer Statements and Prepayments
  • View, Print, or Email a Customer Statement

Module 8: Purchase Orders and Purchase Invoices

  • Create and Save a Purchase Order
  • Purchase Order Delivery Address Options
  • Create an Invoice From a Purchase Order

Module 9: Bank Accounts and Reports

  • Add a Bank Account
  • Add a Credit Card Account
  • Reconcile Bank Account
  • Income Statement (Profit and Loss) Report

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Prerequisites

There are no formal prerequisites for this Xero Introduction Training course. However, having some basic understanding of accounting principles, financial management concepts and familiarity with computer usage will be beneficial for delegates.

Audience

This Xero Introduction Training course is suitable for anyone interested in understanding of accounting principles and financial management concepts. However, this course will be more beneficial for:

  • Business Owners
  • Entrepreneurs
  • Accounting Professionals
  • Finance Managers

Xero Introduction Training Course Overview

Xero is a powerful cloud-based accounting software that revolutionises financial management for businesses of all sizes. Xero enables businesses to efficiently manage their finances, streamline operations, and make data-driven decisions. This training allows organisations to effectively navigate Xero's features, ensuring accurate and timely financial tracking, efficient invoicing, seamless bank reconciliation, and insightful reporting. Additionally, this training helps individuals contribute to the organisation's success by efficiently handling financial tasks and collaborating seamlessly with other team members. This training equips learners with the knowledge and skills to effectively use Xero's functions, enhance their professional capabilities, and expand their career opportunities. 

In this 1-day Xero Introduction Training course, delegates will learn how to effectively utilise the features and functionalities of Xero. They will also learn how to navigate through the software using menus and icons, set up and customise their dashboard for quick access to important information, and create professional sales invoices and invoice templates. This training will be conducted by our highly skilled and experienced trainer who specialises in delivering Technical Financial Accounting Training courses.

Course Objectives

  • To set up and customise the Xero dashboard for efficient financial management
  • To create professional sales invoices and customise invoice templates in Xero
  • To effectively handle inventory and utilise email templates for efficient communication
  • To provide a comprehensive understanding of Xero and its functionalities.
  • To navigate and utilise Xero's menus and icons effectively
  • To manage bank accounts, reconcile transactions, and generate insightful reports in Xero

After attending this training, to use Xero successfully for efficient financial administration, inventory management, email templates for effective communication, and creating customer statements. They will also be able to use purchase orders and invoices, as well as engage with colleagues and clients using Xero's collaborative tools.

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

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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +1 7204454674 or Inquire.

Accounting & Finance Training FAQs

FAQ's

Our Accounting and Finance courses are available across the world in thousands of locations.
As our courses are introductory, there are no prerequisites.
No, they are our own courses. We have specially designed our courses to cover skills most valuable to employers.
The Knowledge Academy is the Leading global training provider for Accounting & Finance Training.
The price for Accounting & Finance Training certification in the United States starts from $.

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