Process and Documentation
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This course introduces financial management and reporting for team leaders, professionals, and financial officers. It covers key concepts such as cash flow, internal controls, tax compliance, financial documentation, and management reporting, including profit and loss accounts and balance sheets. Learners will also explore governance, compliance, and the role of key stakeholders. Upon completion, they will receive a CPD-certified Virtual College certificate.
Course Level: Introductory Course
Duration: 1 Hour
Accreditation: CPD Certified
Certificate: Self-Printed Certificate
Description
This course is aimed at team leaders, professionals and financial officers. It reviews the fundamentals of financial management including documentation and reporting.
The module begins by reviewing the fundaments of financial management and its component activities: business planning, maintaining cash flow, financial procedures, awareness of day to day costs and maintaining accounting records, internal controls, tax records, prioritising debt etc.
Who are the key stakeholders in financial reporting: managers, lenders, investors and suppliers, regulatory authorities?
The relationship between financial management and reporting is described and how this affected by adequate financial controls. The module goes on to describe the structure of an accounting system and its various component parts.
Next governance and compliance is reviewed and how these relate to financial management ie tax returns, retention of tax records.
The module moves on to specific documentation and reviews the accounting policies and procedures manual, which if used correctly, assists employees to understand and process financial transactions correctly and ensuring a consistent approach to accounting across an organisation.
The module concludes with a review of management reporting: profit and loss accounts, balance sheets, cash flow statements, key performance indicators and how management accounts pull all these together to provide the organisation with an overview of the financial health of the company.
Learning Objectives
On completion of this course, learners will:
- Understand the processes and documents that are used in financial management and reporting
- Understand the processes used to track income and expenditure
- Understand how an organisation’s records are set up and maintained to meet the requirements of governance and compliance
Accreditation
The content of this course has been independently certified as conforming to universally accepted Continuous Professional Development (CPD) guidelines.
Certification
On successful completion of this course, you will be awarded a Virtual College certificate which you will be able to download and print immediately on completion.
Duration
This course will take approximately 30 minutes to complete, depending on learning speed.
Target Audience
This course is aimed at team leaders and professionals and financial officers.
Entry Requirements
There are no specific entry requirements for this course.
What you'll learn
- Understand financial management processes and documentation.
- Learn how to track income and expenditure.
- Explore record-keeping for governance and compliance.
Suitable for
- Team Leaders
- Business Professionals
- Financial Officers
Certification
Self-Printed Certificate Option
Upon completion of the course, a digital certificate will be available to download instantly.
Frequently Asked Questions
After you have completed your purchase, you will be able to access your training straight away!
When buying one of our courses, you will need to enter a valid email address which will be used to create your account with our Learning Management System – Enable – where you will take the training. We will also send your purchase receipt to this email address, and any additional courses purchased in future using the same email address will be added to your system account.
Once you have completed your purchase, you will be able to send the course(s) to other people using your system account with Enable by entering the learner’s email address so that they may access the training and set up their own system account with our Learning Management System.
Recent Reviews
23rd January 2026
Very straightforward and easy to use
Very straightforward and easy to use. Will certainly be using their services again.
22nd January 2026
good to go
The learning was very easy to follow and make sense of. very good resources and materials
22nd January 2026
Virtual college experience
Thé information is very well presented. I liked the shirt videoed in particular ànd thé short practice questions.
21st January 2026
Excellent Value for Money
Excellent Value for Money - Certificate optional Easy to follow - learned a lot My third time on this course - has to be taken every few years
20th January 2026
This was very easy to follow
This was very easy to follow
20th January 2026
Level 2 Food Safety and Hygiene…
This course gave the information and knowledge I needed. It was varied in content and gave little quizzes at the end of some modules which was helpful for my learning.
19th January 2026
Very wide range of courses
Everything was well explained, it was easy to create an account, and to find the correct course.
19th January 2026
excellent online training packadges
All the training packadges we have used with our staff team have been great! Easy to use and the information very relevent. We are a small charity so finding well priced/free training is really important to us . We have also been able to take advantage of the sales too !
19th January 2026
easy to follow instuctions to access…
easy to follow instuctions to access the next stage of the course, as well as the extra information given on certain pages. being able to take your time to absorb the information before the quiz to finish the course.
19th January 2026
Really clear and informative course
Really clear and informative course
Excellent
4.8 out of 5
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