Course information

Finance Assistant Training Course Outline

Module 1: Introduction to Financial Management

  • Overview of Financial Management
  • Key Financial Concepts
  • Financial Terminology

Module 2: Bookkeeping Fundamentals

  • Introduction to Bookkeeping
  • Double-Entry Bookkeeping
  • Managing Accounts

Module 3: Financial Statements

  • Understanding Financial Statements
  • Preparing Financial Statements
  • Analysing Financial Statements

Module 4: Budgeting and Forecasting

  • Introduction to Budgeting
  • Budget Preparation
  • Financial Forecasting

Module 5: Payroll Management

  • Payroll Fundamentals
  • Processing Payroll
  • Payroll Reporting

Module 6: Taxation Basics

  • Overview of Taxation
  • Tax Documentation
  • Filing and Reporting Taxes

Module 7: Financial Regulations and Compliance

  • Introduction to Financial Regulations
  • Regulatory Bodies
  • Ensuring Compliance

Module 8: Communication Skills for Finance Assistants

  • Effective Communication
  • Financial Reporting and Presentation
  • Interpersonal Skills

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Who should attend this Finance Assistant Training?

Finance Assistant Training is ideal for individuals seeking to enhance their financial skills, improve financial task accuracy, and effectively support organisational financial operations. Ideal for beginners and those looking to advance. This course can be beneficial for a wide range of professionals, including:

  • Accounts Clerks
  • Administrative Assistants
  • Bookkeepers
  • Office Managers
  • Finance Trainees
  • Payroll Specialists
  • Junior Accountants
  • Procurement Officers

Prerequisites of the Finance Assistant Training

There are no formal prerequisites for taking this Financial Assistant Training.

Finance Assistant Training Course Overview

The Finance Assistant Course is designed to equip delegates with essential skills and knowledge for managing financial tasks effectively. This course covers fundamental finance principles and practices, offering practical insights into the day-to-day responsibilities of a Finance Assistant. With financial management being crucial for organisational success, this training is highly relevant for ensuring accuracy and efficiency in financial operations.

Proficiency in Finance Management is vital for maintaining financial accuracy and compliance. This training is particularly important for Finance Assistants, Administrative Professionals, and anyone aspiring to support financial operations within their organisations. Mastery of these skills not only enhances career prospects but also contributes significantly to the overall financial health of an organisation.

This intensive 2-days training by Knowledge Academy provides delegates with hands-on experience in essential finance functions, including record-keeping, financial reporting, and budget management. Delegates will gain practical skills to manage financial documentation, perform reconciliations, and use financial software efficiently. By the end of the course, participants will be well-prepared to handle Finance Assistant responsibilities with confidence and competence.

Course Objectives

  • To understand basic financial terminology and concepts
  • To learn effective record-keeping techniques for financial transactions
  • To gain skills in preparing and analysing financial reports
  • To develop proficiency in using financial software tools
  • To master budget management and expense tracking
  • To enhance accuracy in financial data entry and reconciliation

After completing this course, delegates will receive a certificate recognising their proficiency in Finance Assistant skills. This certification will enhance their professional credentials and demonstrate their ability to effectively support financial operations within an organisation.

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What’s included in this Finance Assistant Training?

  • World-Class Training Sessions from Experienced Instructors
  • Finance Assistant Certificate
  • Digital Delegate Pack

Why choose us

Our Washington D.C. venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Washington D.C is the capital of the United States and is a federal district. Washington has around 660,000 inhabitants living in the area.

Washington D.C is the home to a variety of universities such as the American University which is a private research university. The university is affiliated with the United Methodist Church. The university was established in 1893 and was approved by former President Benjamin Harrison. The university enrols around 13,000 students a year who are either undergraduate or graduate students. Students at American University have backgrounds of more than 150 nationalities. The American University is also very well known for its study abroad programs in which students can participate in a number of programs around the world.

The George Washington University is another university located in Washington D.C. The university is a private research university and is the largest institution in the District of Columbia. The George Washington University was established in 1821. The university currently has around 25,300 students in attendance with the majority of those studying postgraduate degrees. Some of the courses available at the George Washington University include; Arts, Science, Business, International Affairs, Public Health, Professional Studies, Engineering, Applied Sciences, Nursing and Medicine, Politics and Law.

Another university located in Washington D.C is the Gallaudet University which is a private university for deaf and hard of hearing students. The university has around 2,000 students in attendance. Gallaudet was established in 1864 and was originally a grammar school for deaf and blind children until it became the university. Gallaudet is famous for being the only university that primarily teaches classes specifically accommodated to deaf and hard of hearing students. The university is bilingual using American Sign Language (ASL) and English.

Georgetown University is a private research university in Washington and was established in 1789 making it the oldest catholic and Jesuit institute in the United States. There are around 18,000 students who attend the university each year and study a variety of degrees. Some notable alumni from Georgetown University include eight former heads of state, Bill Clinton, Bradley Cooper and a variety of others. 

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Address

AdvantEdge Business Centres,

5335 Wisconsin Avenue,

Suite 650,

Washington D.C

United States

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Finance Assistant Training in Washington D.C.. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Finance Assistant Training in Washington D.C., accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Finance Assistant Training in Washington D.C. FAQs

Please arrive at the venue at 8:45am.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Finance Assistant Training certification in Washington D.C. starts from $2295
The Knowledge Academy is the Leading global training provider for Finance Assistant Training.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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