Understanding Financial Documents

Understanding Financial Documents

Duration: 1-day short course                                        

Cost: £200 + VAT              

Venue: 5-7 Museum Place, Cardiff. CF10 3BD

This Understanding Financial Documents training course has been designed to help you to understand the purpose of financial documents and processes. Use these skills on a daily basis in business for customer and supplier documentation. It will show you how to keep records and to work effectively, and remain compliance.

Course contents

  • Customer documentation and records.
  • Supplier documentation and records.
  • Recording receipts and payments in the cashbook, and checking bank activities.

Learning outcomes

After completing the making sense of financial documents training course, you will be able to:

  • Understand the purpose of financial documents such as invoices, and bank reconciliations
  • Keep records so that they can work effectively and remain compliance

Online and Zoom-pro based training

We are offering online and Zoom based training as well as our usual classroom courses. Should there be further lockdown restrictions more courses are likely to be done either through Zoom or via online. However as of this moment, we are providing all of our training as normal in classrooms. We are also ensuring that classroom training courses are done in very small numbers of no more than 4. This is so we can not only provide the highest quality of training, but also we ensure everyone’s safety during these times.

Should you be interested in Zoom training you will need to have a PC or laptop and a free Zoom account. If you do not have a Zoom account, we can help you to setup one.