FINANCIAL SECRETARIAL COURSE PDF Print E-mail


CERTIFICATE IN FINANCIAL SECRETARIAL STUDIES

» Based on SAQA's Unit Standard ID10388, NQF level 4, 9 credits


Every business needs to keep accurate financial records.  It can be required of a Secretary to do or help with the finances of a business.  You will add so much more value to your skills by knowing how to do financial record keeping. 

COURSE OVERVIEW

This course is an introduction to bookkeeping fundamentals and will suit those with no bookkeeping experience or knowledge. You will cover manual bookkeeping concepts and processes.  In this easy to understand self-study course, we cover the concepts, modules and activities associated with bookkeeping, section by section. At the end of the programme, you will understand what you are doing as well as why you are doing it.  The course starts with the different terminology used in bookkeeping, and the definitions of the various books used and entries made in the books.  The course then moves on to an extremely practical learning process. 

On completion of this course, the learner will be capable of starting off a set of books for a small to medium sized business, enter all the transactions in the various books of first entry, post the entries to the general ledger, balance accounts at month-end or year-end, and draw up a Trial Balance.

The course can be successfully completed within approximately 6 – 12 weeks, depending on the learner’s ability to assimilate and interpret the very reader-friendly instructions included in the study material. The learner is required to complete a practical exercises which is submitted to the college for adjudication.  Marks are allocated for the assignment and learners who have obtained an average of 50% for all assignments and the examination, will be awarded a Certificate in Financial Secretarial Studies.

DURATION

12 - 18 Weeks Self-study programme. Assignments for completion. Examination upon completion of studies.

TARGET AUDIENCE

• Anyone wanting to learn the basic fundamental processes of bookkeeping
• Secretaries, Receptionists and Administrative Staff who want to improve their financial and business skills.
• Small business owners.
• This course is an introduction to bookkeeping fundamentals and will suit those with no bookkeeping experience or knowledge.

LEARNING CONTENT

The course will cover the following bookkeeping terms and key concepts:

MODULE 1 - BASIC FUNDAMENTALS OF BOOKKEEPING

1. Introduction
2. Objectives
3. Book keeping
4. Double Entry System
5. Main Accounting Terms
6. Accounting Equation
7. Advantages of Double Entry System.
8. Journal Entries
9. Accounts
10. Rules Regarding Dr. And Cr. Entry
12. Journal
13. Ledger
14. Trial Balance
15. Methods of Preparing Trial Balance
16. Objectives of preparing Trial Balance
17. Limitations of Trial Balance
18. Cash Book
19. Types of Cash Book
20. Simple Cash Book
21. Two Column Cash Book
22. Three Column Cash Book
23. Petty Cash Book.
24. Imprest System of Petty Cash Book.
25. Advantages of Petty Cash Book
26. Pass Book
27. Bank Reconciliation Statement
28. Causes for difference between Cash Book Balance and Pass Book Balance.
29. Need and importance of Bank Reconciliation Statement
30. Procedure for preparation of Bank Reconciliation Statement.
31. Single Entry System
      1. Meaning
      2. Features
      3. Advantages
32. Ascertainment of Profit under single entry system
33. Defects of single entry system
34. Ascertainment of Profit under double entry system
35. Final Accounts
36. Trading Account
37. Profit and Loss Account
38. Balance sheet

MODULE 2 - PROFESSIONAL SKILLS FOR EXECUTIVE SECRETARIES

  1. The Qualities of a Professional Secretary
  2. The Role of a Secretary in a Company
  3. Diary Management
  4. Business Letter Writing
  5. Telephone Etiquette
  6. Decision Making
  7. Creative Problem Solving
  8. Communication Skills
  9. Project Planning
  10. Composing Faxes, Memorandums and E-mails
  11. Client Care
  12. Work planning
  13. Conflict Resolution
  14. Making Travel/Hotel Arrangements
  15. Filing Systems
  16. Time Management
  17. Organising meetings
  18. Taking minutes at meetings
  19. Petty cash
  20. Assertiveness
  21. Document Presentation
  22. Stress Management


FEES

R3 290,00 includes study material, supplementary reader, Certificate, Examination and Shipping of material with DHL Courier Services.

WE ARE NOW GOING GREEN : This course is now available on CD for R1 790,00 which means that you will receive all your course content on CD and not as printed material.  Help us save the planet by choosing this option. 
 



 

ENROLMENTS FOR THIS COURSE

To enrol your delegate for this course, kindly contact (012) 376 1043 or e-mail Chantelle at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it    

 

Newsflash

SECRETARIES UNDERSTAND ALL DEPARTMENTS

The role of the secretary is ever-evolving. Gone are the days when secretaries only answered phone calls, typed correspondence and managed executive diaries.

Today, it is more relevant to talk about a Personal Assistant (PA) - an extension of the management team. PA’s are the pivotal connection between an executive and the business’ clients, staff and stakeholders – the executive’s strategic advantage!

The skills demanded are multi-faceted. Today’s PA or Secretary needs an all-round ability to handle almost every departmental function including marketing, financial and people management. Not to mention advanced multi-media technology skills.

Secretaries have risen to the challenge. They have expanded their role in business to becoming a vital link in the business chain.

The secretarial field offers exciting career opportunities and many of SA’s top PA’s have business degrees that complement their secretarial and soft skills.

In particular, Secretaries have single-handedly redefined their role in the workplace. Interpreting data, research via the internet, spotting industry trends, tracking international developments, displaying great proficiency across a multitude of technology, first-class customer care skills and acting as agents of change are all in a days work for the new age Secretary.

In fact, today’s Secretary adds value far beyond their job portfolio.

Companies are increasingly willing to invest in talent acquisition and retention. The more skilled you are; the greater your talent-value! To succeed in today’s talent-led workplace, you need to show you are a winner.

You need to be passionate and enthusiastic about everything you do and learn as much as you can about your company, industry and technology. More than that, you need to top the trends. You need to be one step ahead of the rest!

When you look at how the world of work has changed over the past 20 or so years and you look at how the Secretarial professional has not only adapted to change, but embraced change, then you know they are topping the talent trend!

The emergence of the technology-age in the mid-90s raised some questions around whether the job of the Secretary would become obsolete. But, this has not happened. Rather, they have evolved their role to the next level and have become more important than ever!

Secretaries no longer quietly performed their duties in the background. Today, you need to be a liberated self-starter.

You need to contribute to effective and successful change in the workplace. Today’s successful Secretary is an active team-player, who adds value to his/her team.

We offer some tips for young Secretaries aspiring to the next level:

  1. Commit to lifelong learning and upskilling.
  2. Confidentiality, flexibility and adaptability are critical success factors.
  3. Be resourceful and knowledgeable.
  4. Be an assertive decision maker.
  5. Ensure you are an all-round multi-tasker with great communication and computer skills.
  6. Be a trend-spotter. If there is new technology, you should be the first to know.

“Success is all about attitude; about the way we look at our jobs and live our lives. As Steward B. Johnson said: Our business in life is not to get ahead of others, but to get ahead of ourselves – to break our own records, to outstrip our yesterday by our today.”