Morton Dare
Financial Training
 

Finance for PA’s & Secretaries

This course aims to provide the essential awareness and understanding of financial issues which is needed by the personal assistant to contribute in a proactive role.  Awareness of important developments such as the significance of  the change to International Accounting Standards will be covered.

Programme

Getting to grips with the terminology

  1. Demystifing accounting jargon

Review of the basic financial statements,

  1. Balance sheet
  2. Profit & Loss or income statement
  3. Cash flow
  • What they tell you about the organisation
  • How they are produced
  • Why they are needed
    • Legal, accounting standards, taxation
  • How they inter-relate
  • Who uses them and why
  • An overview of the significance and impact of the change to International Accounting Standards on the financial statements
  • Corporate governance and audit - an overview

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