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
27th July 2026
Really informative learning
Really informative learning Good value for money
26th July 2026
Bought for a student at work
Bought for a student at work. Easy to navigate, very informative. Well done.
26th July 2026
Helpful and informative
Helpful and informative
24th July 2026
Poor connection at times but overall…
Poor connection at times but overall good experience
22nd July 2026
Review
Happy and satisfied
22nd July 2026
The course was very thorough with clear…
The course was very thorough with clear guidance throughout course. Time to read all information and take it in. I would recommend.
21st July 2026
Gives you what it offers.
User freindly interface and the course provided to me has helped me.
21st July 2026
Good course
Good course
21st July 2026
Very easy to add new staff members
Very easy to add new staff members. straight forward courses.
20th July 2026
Plain and simple wording.
Easy to navigate and questions relevent
Excellent
4.8 out of 5
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