Modules Outline

Module 1: Budgets and Financial Reports

• Identify financial terminology
• Understand financial statements
• Identify how to analyze financial statements
• Understand budgets
• How to make budgeting easy
• Understand advanced forecasting techniques
• Understand how to manage the budget
• Identify How to make smart purchasing decisions
• Identify the legal aspects of finances

Module 2: Basic Bookkeeping Skills

• Understand basic accounting terminology.
• Identify the differences between the cash and accrual accounting methods.
• Keep track of your business by becoming familiar with accounts payable and accounts receivable.
• Use a journal and general ledger to document business financials.
• Utilize the balance sheet.
• Identify different types of financial statements.
• Uncover the reasons for and actually create a budget.
• Be familiar with internal and external auditing.

Module 3: Managing Personal Finances

• Understand your personal expenses
• Know the benefits of making a budget
• Set financial goals
• Develop good spending habits
• Learn how to pay off debt
• Learn how to effectively make a budget

Module 4: Risk Assessment and Management

• Identify hazards and risks
• Update control measures
• Grasp the fundamentals of accident reports
• Identify risk management techniques
• Outline a disaster recovery plan
• Communicate to the organization

Module 5: Microsoft Office

1. Excel 2016 Essentials

• Create and Manage Worksheets and Workbooks
• Manage Data Cells and Ranges
• Create Tables
• Perform Operations with Formulas and Functions
• Use Quick Analysis, Charts and Objects

2. Outlook 2016 Essentials

• Communicate with Email
• Manage Messages
• Manage Schedules
• Manage Contacts and Groups
• Manage the Outlook Environment

3. PowerPoint 2016 Essentials

• Create and Manage Presentations
• Insert and Format Text, Shapes and Images
• Insert Tables, Charts, SmartArt, and Media
• Apply Transitions and Animations
• View Slideshows and Work with Multiple Presentations

4. Word 2016 Essentials

• Create and Manage Documents
• Format Text, Paragraphs, and Sections
• Create Lists and Tables
• Insert and Format Graphic Elements
• Create and Manage References

Course / Training Format

After successful enrolment, learner will get access to UKPDA Learning Platform, where all the study material / Training Manual will be available. Learning Platform can be accessed 24/7 anywhere, anytime.

Training Manual contains several modules, each having specific knowledge and case study at the end. All the courses material will be in the form of texts (images/illustrations), and there are no video or live lectures during the training course.

The Test (MCQ’s) will be based on modules of Training Manual.