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 4278 or e-mail Julie at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it    Secretarial training, Assertiveness course, PA training, personal assistant skills, administrator training, office professional training, receptionist training, Secretarial courses, PA courses, administrator courses, office professional courses, receptionist courses, minute taking, minute taking courses, admin support, supporting your manager, supporting managers, training courses
 
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Newsflash

How To Manage Your Boss

1. Communicate properly...

... on time, in adequate detail and regularly. Make sure that formal communication works and also that you simply talk and compare notes from time to time. Effective communication prevents a lot of misunderstandings and breakdowns in relationships.

2. Identify any blockages

Examine your current relationship with your boss. Identify where the blockages to a good working relationship lie - perhaps you have trouble communicating, or find it hard to express your own opinions or have discussions about workload. Identify what triggers these problems. Similaraly,think about parts of the relationship that work well. Build upon these and work on cutting problems in other areas.

3. Identify your boss's leadership style

It is important to be able to recognise the way, or ways, that your boss typically acts or behaves towards you. The following are typical leadership styles: bureaucratic, charismatic, dictatorial, consultative, laissez-faire. A specific style or mix of them will require different approaches from you. Also think about your boss's 'thinking' style. It's no surprise that we get on well with some people but others rub us up the wrong way. Try to figure out if your boss is one for detail, for the 'big picture', reactive or proactive, likes or hates change.

4. Identify your boss's key objectives and values

Think about what is important to your boss and work hard on these areas. The two main areas to pay attention to are:
a) His/her objectives - to your manager, what are the key objectives and what support can you give
b) towards achieving them?
c) What personal values your boss thinks are important - for instance customer care. Work on
d) supporting these values and don't do things that are contrary to them. Be wary though of values
e) that are clearly of self-interest, such as personal status.

5. Clarify boundaries of responsibility

Sort out with your boss exactly what decisions you can make

a)After discussion with your boss
b)On your own but reporting to your boss afterwards
c)On your own with no need to report.
d)Lack of clarity can be a major source of conflict and friction.

6. Tackle the simple issues

Look through the problems you have identified and decide which are the simple issues to solve. Can small administrative problems be solved by introducing a simple new system? Discuss minor sensitivities (eg opening the office window, working in silence or with background noise) with your boss and try to reach a compromise. Don't waste time reporting unimportant issues which your boss would expect you to deal with as routine. Work overload is often a common cause of conflict. Don't take on work you can't manage. Be honest but remember your manager's objectives and always suggest an alternative solution. Don't underestimate yourself or your point of view. If you don't have faith in your ability to do a good job and develop in your role, your boss certainly won't.

7. Tackle longer term issues with assertiveness

Some blockages can't be removed overnight. Concentrate on building up a stronger relationshipwith your boss by being assertive but not aggressive. Express your point of view, respect yourboss's opinions and work to find mutually acceptable solutions to existing problems. This will improve the value of your relationship and help you to handle difficult situations more effectively in the future. Don't go over your boss's head however attractive this may seem. If you feel blocked, tackle the issues directly to avoid creating other problems later.

8. Focus on loyalty and support

Concentrate on supporting the weak spots in your boss's make up without making it too obvious you are doing so. Find out what parts of the business they enjoy and are good at, and those s/he doesn't like doing or perhaps doesn't have the skills to deal with. Make yourself indispensable. Show you are keen to learn skills which complement your boss's skills. Win their trust by achieving things they value. Together you can become a winning team.
 

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