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Course details

  • One day course

  • Courses can be delivered at your offices, virtually, or at an external venue

  • Content can be adapted to accommodate specific messages: choose from our Standard, Tailored or Bespoke options

PAs will be enabled to support the management team by defining what financial controls are, how they are used and why they are necessary in business. The course is specifically tailored to address the areas of finance which feedback has shown are most important to PAs, demystifying financial concepts and statements as well as their interpretation. Attendees will also discover how to control spending by using budgets effectively.

Maximise contribution to organisational success through the understanding of key financial concepts

This one-day workshop is vital in helping others understand how a business works and why commercial awareness is an important skill. The course will examine key terms and financial jargon, allowing attendees to participate more fully in budgetary processes and participate in financial matters.

Topics covered include:

  • Financial jargon - what it means

  • An introduction to basic concepts - profit/cash/revenue/capital

  • The financial statements explained - the trading & profit and loss account

  • The balance sheet and how to use it

  • An introduction to Value Added Tax

  • Financial controls and their importance

  • Budgets - planning and control

  • Cash flow forecast

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