Accounting Fundamentals II Online Bundle, 5 Certificate Courses

Start Now To Learn Certificate in Accounting Fundamentals II Online Course

Accounting Fundamentals II Online Bundle, 5 Certificate Courses

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Get Accounting Fundamentals II, Accounting Fundamentals, Introduction to QuickBooks, Microsoft Excel - Pivot Tables, and Keys to Successful Money Management in this Bundle

1. Accounting Fundamentals II: Start Now To Learn Certificate in Accounting Fundamentals II Online Course

While it is true that accounting professionals are scarce, those with corporate accounting experience are even more rare. This course will build on the knowledge you gained in Charlene Messier's online Accounting Fundamentals course (or another introductory accounting course) to provide you with a solid understanding of corporate accounting practices.

In Accounting Fundamentals II, you'll explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.

If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.

2. Accounting Fundamentals: Build a Strong Foundation of Accounting Skills

Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness while also gaining a marketable skill, this course is for you. You'll learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You'll get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period.

Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.

3. Introduction to QuickBooks: Learn to Manage the Financial Aspects of your Small Business Quickly and Efficiently Using QuickBooks Online

This powerful accounting software program has helped thousands of business owners just like you manage their finances. With the online version, you also gain all the advantage of computing in the cloud, so that your files will be available to you virtually anytime, anywhere.

As we explore the pros and cons of online accounting, you'll soon see how easy it is to use the navigation features of QuickBooks Online. Then you'll gain hands-on experience as you learn all the ways this well-designed accounting program makes it a snap to manage your business' finances—from recording income and expenses, to entering checks and bank transfer entries, to setting up a chart of accounts. You'll see how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports; and much more.

Whether you're new to QuickBooks or have already used other versions of this software program, this course will empower you to take control of the financial accounting for your business, all with the ease and convenience of an online platform.

4. Microsoft Excel - Pivot Tables: Learn How to Maximize Microsoft Excel's Functions and Capabilities

Most organizations rely heavily on Microsoft Excel pivot tables to analyze and report financial information. Your company is probably no exception. By learning these advanced techniques, you can become more valuable to your organization. 

You'll see how to work with the numerous pivot table options and system settings to become skilled in developing useful analysis models and reports within your company. Impress your coworkers by learning how to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers. You'll discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items. You'll learn how to use Excel's Table function to efficiently manage changes to the pivot table's source data in order to avoid reporting mistakes when data is added or deleted.

Whether you're new to pivot tables, need a refresher, or want to become the pivot table guru within your organization, this course is for you!

5. Keys to Successful Money Management: Start Now To Learn Keys to Successful Money Management

If you're interested in discovering how most wealthy people amassed their fortunes, this is the course for you. Contrary to popular opinion, most of us don't achieve true wealth through luck or an accident of fate. Just about anybody can build wealth. All it takes is organization, discipline, and a firm knowledge of how to proceed. If you're serious about accumulating a sizable nest egg and living the life of your dreams, this course will supply you with the knowledge and skills you'll need to succeed.

You've probably heard amazing stories of people amassing untold fortunes with seemingly little effort, finding financial freedom through the magic of day trading, shorting stocks, buying and selling commodities, playing the slots, flipping real estate, or some other fad of the moment. These stories sound too good to be true, and that's because they are. All of those get-rich-quick schemes have three things in common: they're unsafe, they're unpredictable, and they tend to produce far more losers than they do winners.

The truly wealthy do not rely on risky games of chance and raw luck to build their fortunes--they focus on creating wealth out of what they already have. If you're serious about living a better life by tapping into your unfulfilled potential, we'll show you the way.

In this course, a certified financial planner will walk you through the steps you need to take in order to achieve true financial success. You'll become comfortable with the broad array of investment choices available to you right now, and you'll discover the best ways to acquire and accumulate both cash and real property. We'll also discuss the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!

Course Fast Facts:

  1. This course is delivered 100% on-line and is accessible 24/7 from any computer or smartphone
  2. Instructors lead each course and you will be able to interact with them and ask questions
  3. You can study from home or at work at your own pace in your own time
  4. You can download printer friendly course material or save for viewing off line
  5. You will be awarded a certificate at completion of this course

How to study online course?

Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course, which is Available 24/7 on any computer or smart mobile device. New courses start every month to ensure that we have the correct ratio of students to tutors available, please ensure you select a starting date when you go through our shopping cart, at checkout. The course is easy to follow and understand.

Recognition & Accreditation

All students who complete each course receive a certificate of completion per course, with a passing score (for the online assessment) and will be issued a certificate via email.

The Accounting Fundamentals II Online 5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Certificate in Accounting Fundamentals II Online Course

There Are 12 Units Of Study

Accounts Payable
In this lesson, you'll learn all about accounts payable, which is a group of accounts that shows how much your business owes its vendors. You'll be journalizing and posting your company's purchases and preparing a Schedule of Accounts Payable. Keeping track of what your company owes others is a vital part of operating a business. This lesson will give you the tools you'll need to successfully track those accounts.

Accounts Receivable
We'll take a close look at accounts receivable in this lesson. This is the money that your customers owe your business. After completing this lesson, you'll know how to enter charge sales into your Sales Journal and then post them to your General Ledger. Knowing what your customers owe you can make the difference between your company's success or failure.

Uncollectible Accounts Receivable
Today, we'll be dealing with uncollectible accounts receivable. While we'd all like to think that our customers will pay what they owe, it's not always the case. You'll learn how to account for long overdue receivables that probably won't ever be paid. While this doesn't happen often, it's a fact of business, so you'll need to know how to account for it in your company's books.

Plant Assets and Depreciation
In this lesson, we'll look at plant assets and depreciation. Most all businesses have assets they use to determine their income. Just like your car, business assets depreciate over time, so you'll need to know how to account for that expense in your records. And you'll need to record these assets and calculate their depreciation in a timely manner to keep accurate records for your business.

Notes Payable and Notes Receivable
This lesson is all about notes payable and notes receivable. A business might need a little extra time to pay a bill beyond the usual terms offered by the vendor. Or a customer may need an extension of credit beyond what your business usually offers its charge customers. You'll find out all you need to know about accounting for these situations as we look at how to record the issuance and payment of these notes payables and notes receivables.

Accrued Income and Accrued Expenses
Today, you'll learn how to deal with accrued income and accrued expenses. Accrued income is money that the company earns in one fiscal period that it doesn't receive until after another fiscal period begins. Similarly, accrued expenses are expenses that are incurred during one fiscal period that aren't paid until the next period. To get a true picture of the net income or net loss of your business, you'll need to account for the accrued income and accrued expenses within the period they're incurred.

Dividends and Starting the Year-End Worksheet
In this lesson, we'll be dealing with dividends, which is money paid to the company's stockholders on their investment. You'll learn how the business accounts for the dividends it pays to its stockholders. We'll also look at retained earnings, or the amount of profit the corporation retains for future use. Then we'll begin to prepare the worksheet, possibly the most important financial report a business compiles each year.

Complete Year-End Worksheet with Adjustments
Today, we'll determine if our business has a net income or a net loss by completing the worksheet we started in the previous lesson. And because many General Ledger accounts change throughout the fiscal period—supplies are used, insurance premiums are depleted—we'll need to bring these accounts up to date to reflect their current values. So we'll also take a close look at how to make adjusting entries to update our General Ledger accounts for the beginning of the new fiscal period

End-of-Fiscal-Period Financial Reports
It's time to begin wrapping up our books for the end of the fiscal period. In this lesson, you'll learn how to compile most of the various financial reports a corporation needs to complete at the end of the fiscal period. You'll prepare an Income Statement, Stockholders' Equity Statement, Balance Sheet, and more. These are the reports that really demonstrate the success of a business.

Adjusting and Closing Entries and Post Closing Trial Balance
In this lesson, we'll get the books all caught up and ready for the next fiscal period. You'll go back and journalize those adjusting entries you entered into your worksheet, then you'll enter closing entries into your journal. Finally, you'll post these journal entries to the General Ledger to prepare it for the new fiscal period.

Preparing a Payroll
Today, we'll cover every employee's favorite subject: Payroll! You'll learn about various mandatory and voluntary deductions from employees' pay, as well as how to journalize and post an entire payroll. As an added bonus, after this lesson, you'll be able to check the accuracy of your own paycheck.

Preparing Federal Tax Deposits and Year-End Tax Reports
We'll finish up by preparing a variety of end-of-year tax reports. Here's your chance to go step-by-step through a multitude of IRS forms with instructions that are much easier to understand! You'll fill out the federal Form 941, then learn how to make federal income tax deposits. Then we'll look closely at Form W-2s and Form W-3s. Finally, we'll look at how to calculate and report the company's Federal Unemployment Tax payment. This lesson is jam packed with valuable tax information!

Course 2 - Certificate in Accounting Fundamentals Online Course

There are 12 Units Of Study

Account Classifications, Account Titles, T Accounts, and the Accounting Equation

Welcome to Accounting Fundamentals! In this first lesson, you'll learn all about account classifications, debits, credits, and T accounts. You'll learn the difference between a liability and an asset, and you'll find out how to determine an owner’s equity.

General Ledger Accounts and the Balance Sheet

Here's where you'll begin your hands-on accounting practice: You'll start by creating an imaginary company for which you'll be the accountant. You'll learn how to analyze your company's transactions to determine which amounts go into which accounts, then you'll create your company's own General Ledger forms and post a few transactions into those accounts. You'll also prepare a Balance Sheet to prove your accounting equations.

Journalizing Transactions and Posting to the General Ledger

Now that you have an understanding of the functions of the General Ledger, you're ready to move on to the next phase of recording transactions: the Journal. In this lesson, you'll learn how to enter transactions into an 11-column journal and then post or transfer those amounts into appropriate General Ledger accounts.

Journalizing and Posting Cash and Charge Purchases and Payments on Account

In this lesson, you'll learn all about Accounts Payable--money that you owe your vendors and suppliers. You'll practice journalizing cash purchases and purchases on account, and you'll get hands-on practice transferring those purchases to their corresponding Accounts Payable Ledger accounts.

Journalizing and Posting Cash and Charge Sales and Cash Received on Account

In this lesson, you'll learn about Accounts Receivable, which is another name for money owed to your company by its customers. You'll learn how to journalize and post those sales on account, how to enter charge sales into the journal, and how to transfer the information into an Accounts Receivable Ledger.

Payroll and Various Deductions

It's payday! This lesson will teach you how to determine gross pay, deductions, and net pay. You'll learn how to prepare a payroll, write payroll checks, and how to prepare and maintain accurate payroll records

Banking Services and Reports

In this lesson, you'll learn all about banks and banking services: You'll learn the proper way to write checks, make out deposit tickets, and reconcile your company's checking account with the bank statement--skills you'll find valuable in both your business and personal life!

Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable

This lesson will teach you how to prepare a Schedule of Accounts Payable and a Schedule of Accounts Receivable. These reports can be used to compare the amount of money your business owes its creditors with the amount of money your customers owe your business

End-of-Year Worksheet

In this lesson, you'll prepare a worksheet showing the net income or net loss for the fiscal period. The worksheet will show all income and expenses for the fiscal period as well as the assets, liabilities, and owner’s equity account balances

End-of-Year Financial Reports

In this lessn, you will learn how to prepare various reports that are vital to the well-being of your company. You'll learn how these reports can be used to make sound financial decisions in the next fiscal period. You will discover how to put together an Owner’s Equity Statement, an Income Statement, and a Distribution of Net Income.

Journalizing and Posting Adjusting Entries

In this lesson, you'll prepare for the end of the fiscal period by adjusting your asset account balances to accurately reflect the assets remaining at the end of the year. You will also find out how to journalize and post adjusting and closing entries to bring your company's General Ledger up to date.

Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance

In our final lesson, we will prepare a Post Closing Trial Balance report to ensure that all of our debits and credits in the General Ledger balance out in preparation for the new fiscal period.

Course 3 - Certificate in Introduction to QuickBooks Online Course

There are 12 units of study

Getting Started
In our first lesson, you'll get familiar with the QuickBooks Online interface and explore the pros and cons of working with your accounting information online. We'll discuss the various subscription packages available, and you'll get to practice using some of the navigation and interactive features that allow you to quickly get around in the program.
    
The Chart of Accounts
The Chart of Accounts is the heart and soul of QuickBooks. In today's lesson, you'll learn how to take full advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.

Centers and Lists
Today, you'll learn how to use centers and lists in QuickBooks to gather and organize all of the information you'll need to properly conduct business with customers and vendors. By the time you finish this lesson, you'll know how to store and edit various types of information, such as addresses and payment terms, for your customers and vendors. You'll also learn how to process Form 1099 to give to your vendors at the end of the year.
    
Bank Accounts
Today, you'll get comfortable working with bank accounts in QuickBooks Online. You'll learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you'll learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.

Recording Expenses—Part 1
Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you'll learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro. You'll also learn how to record expense transactions where you may have utilized your debit card as payment or paid the amount online. You'll even learn how to label an expense as billable so that you can later request reimbursement from a customer. Finally, you'll practice with creating a recurring transaction template that may help save you some valuable data entry time!

Recording Expenses—Part 2
Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you'll learn how to enter, edit, and pay all of your bills right on time. You'll also learn how to enter and apply vendor credits to an existing or future bill.

Credit Cards and Loans
In this lesson, you'll learn how to effectively manage Credit Card accounts in QuickBooks Online. We'll explore how to create a new Credit Card account and enter charges to that account as they occur. You'll also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you'll get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.

Recording Income—Part 1
You'll find today's lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Today is the day you'll get some hands-on experience with creating products and services. Then you'll find out how to create multiple Sales Receipts and make the necessary deposit to your bank.
    
Recording Income—Part 2
In order to evaluate just how well your company is performing, you'll need to learn how to enter estimates, invoices, and customer payments. You'll do just that in this lesson. You'll also learn how to group multiple customer payments and record those deposits to the bank.

Recording Income—Part 3
Today, you're going to explore how to bill a customer for an expense incurred on a project or job. You'll even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you'll examine the steps needed to enter credit memos, delayed credits, and refunds.
    
Customizing Sales Forms and Recording Fixed Assets
Today, you're going to learn how to customize your QuickBooks sales forms to give them a more professional look. You'll also learn how to record long-term fixed assets and record depreciation on those assets.

Sales Taxes and Reports
In our final lesson, you'll learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You'll also find out how to create, use, and customize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you've painstakingly entered into QuickBooks Online.

Course 4 - Certificate in Microsoft Excel - Pivot Tables Online Course

There are 12 units of study

Lesson 01 - Pivot Table Concepts
In our first lesson, you'll develop a solid understanding of the requirements to use pivot tables. We'll go over the foundational elements you need to understand to get the most out of pivot tables, and we'll take a peek into the sometimes-intimidating Pivot Table Fields task pane and pivot table-specific Ribbon tabs.

Lesson 02 - Creating a Pivot Table
Not all data is created equal. In this lesson, you'll learn what's required to make sure your data is organized well enough to be used in a pivot table. I'll give you an example of a very common issue that occurs when the source data changes or expands, and I'll show you how to easily eliminate that issue in just a few quick clicks of the mouse.

Lesson 03 - Pivot Table Analyze and Design Tabs
Working efficiently with pivot tables requires knowing where to find the proper pivot table feature without searching high and low for it. Most pivot table features reside on one of the two pivot table-specific Ribbon tabs. Knowing how the different features are grouped and what each one provides is a must if you want to consider yourself a master pivot table user, so we'll explore all of it in today's lesson.

Lesson 04 - Pivot Table Formatting Inside and Out
Formatting a pivot table report can be challenging if you don't know all the secrets. In this lesson, you'll learn how to format cells and numbers, as well as how to handle empty cells or errors in your source data. In addition, you'll get some exposure to renaming fields and how to sort and filter data within your pivot table report.

Lesson 05 - Pivot Table Options and Field Settings
Most users aren't aware there are certain options and settings that provide little-known but extremely useful features. Most of these features are accessed through the pivot table Ribbon tabs, but some aren't. In this lesson, you'll learn how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes.

Lesson 06 - Value Field Settings
Similar to the Field Settings, the Values section of a pivot table report have unique settings and summarization options. For most people, simply summing or counting the data within the Values section is enough. But once you learn how to use these lesser-known settings, you'll go from an average pivot table user to an expert.

Lesson 07 - Grouping Pivot Table Fields
A pivot table is ideal for analyzing and summarizing data. By default, the table does an excellent job at summarizing the data within the various fields, but there is a way to summarize the data even further. In this lesson, we'll group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you'll learn how to expand and collapse fields to help in summarizing the pivot table data.

Lesson 08 - Data-Integrity Checks and Report Filters
A pivot table is a great way to locate data anomalies in large data sets that would otherwise be hard to find scanning through the source table. In addition, the proper use of report filters can assist in any data investigation, as well as providing a great tool to create multiple reports from a single pivot table report. You'll learn all about these tools in today's lesson.

Lesson 09 - Cloning a Pivot Table and the Wonderful World of Slicers
Pivot tables are extremely useful and flexible for data analysis and reporting. It's easy to add, remove, or simply move fields to create different-looking reports from the same source data. Routinely, it's necessary to create different versions of reports, but the best way to do so isn't as straightforward as you might think. You'll see what I mean in this lesson.

Lesson 10 - Calculated Fields and Items
Pivot tables are great for analyzing and reporting information, but they're limited in their functionality when your source data is missing needed information. Or, perhaps the information isn't needed in the source data and is only needed for analysis for a short time. Using Excel's Calculated Items and Fields feature provides you with a way to create items that are missing from the source data or that you need for a one-time analysis. You'll see what I mean when we practice using it in today's lesson.

Lesson 11 - Working With Slicers and Pivot Charts
Your pivot table isn't complete without a Slicer and pivot chart. In order to create an effective dashboard, a pivot table and pivot chart controlled by multiple Slicers is a must. Creating and managing Slicers and Pivot Charts is really quite simple and a lot of fun. You'll see what I mean in today's lesson.

Lesson 12 - Timelines and Dashboard Development
There are many interactive tools and techniques available to make pivot tables and pivot charts fun to use, and we'll go over some of my favorites in this, our final lesson. Similar to a Slicer, Excel offers a tool called Timelines. Timelines are available when a field available in your pivot table or chart is a date. Within a dashboard, using the Timeline feature can be useful and eye catching to the users.

Course 5 - Certificate in Keys to Successful Money Management Online Course

There are 12 units of study

Introduction to the Financial Planning Process

In this course, you'll discover the keys to achieving financial freedom steadily and successfully. You'll learn how to make financial discipline and wise financial choices a natural part of your life. Our journey begins today with an overview of the five steps of financial planning.

Organize Your Finances

How much money do you actually have and where is it all going? You have to be able to answer these questions before you can create a financial plan. So, in this lesson, we'll work on organizing your financial life. You'll create an organized filing system, get a handle on your spending, and learn how valuable cash flow statements, budgets, and balance sheets are to financial success. Don't worry; it's not as hard as it sounds!

Short- Term Investments : Building Cash Assets

There are three types of investment money: short-term, intermediate, and long-term. We'll start this lesson with a look at short-term money and the purpose it serves. This is money you would set aside for something specific in the near future like buying a car, making a down payment on a house, or paying off interest-free debt. You'll learn the trade-off between investment risk and investment reward and see why it takes more than putting your money in a savings account to get rich.

Bonds, Stocks, and Mutual Funds

In this lesson, you'll learn how a combination of stocks, bonds, and mutual funds will help you build wealth. You'll also see how investment risk correlates with investment return. Then you'll discover how time mitigates higher-risk investments, making them an excellent choice if you've got enough time and want to see double-digit returns.

Education Accounts

Saving money to fund a college education is a common financial goal. So, today we'll talk about the pros and cons of the different education savings plans that are out there. By the end of this lesson, you'll be the neighborhood expert on saving for college!

Retirement Savings

Most people's number-one financial goal is saving for retirement. Social Security alone won't cover the bills. Some of us have employer pension plans, but many of us have to figure out how we'll make up the shortage once we stop working. This lesson is about taking care of yourself in retirement. We'll examine retirement savings plans and discover why they're a great place for your cash investments.

Real Property Assets

Up to now, this course has been about accumulating cash assets. Today we'll learn how real property assets complement your wealth. Real property assets are things you can feel, see, and touch (such as land or precious metals). When you complete this lesson, you'll know the challenges and benefits of owning real property.

Understanding Mortgages

Since most of us don't have enough to buy a house with cash, we need someone to lend us money. Going to the bank for a loan isn't as simple as walking in and filling out an application. Completing an extensive questionnaire about your income, debts, and job history is part of the loan process, but there's more. You need to decide which kind of mortgage to apply for. Just like there are a number of ways to order coffee from your favorite barista, there are a number of ways to finance a house. In this lesson, you'll learn about the different loan types, understand why some cost more (or less) than others, and figure out which loan program is best for you.

Other Financing

Almost all of us have credit cards in our wallets. And most of us are plagued by consumer debt. Credit cards, car loans, car leases, and in-store financing are where consumer debt builds up. But today you'll learn how to use these forms of financing to maximize your wealth.

Risk Management

As you accumulate wealth, it's important to protect it against loss. We buy car insurance in case of car crashes, homeowners insurance in case of damage or destruction to our houses, and health insurance to help with the rising cost of medical care. These are obvious assets to protect, but what about your most valuable asset: your ability to earn an income? If you have people depending on your paycheck to put food on the table and a roof over their heads, then you need to protect your income. So in this lesson, we'll talk about life and disability insurance and when you should get them.

Build Your Team of Professionals

Today, we'll talk about the professionals who can help you on your journey toward wealth. You'll learn the areas of expertise for an attorney, CPA, financial advisor, and insurance agent. You'll also get a sense of when is the right time to call on each of these professionals.

Put Your Plan into Action

In this, our final lesson, we'll talk about the most challenging part of the financial planning process: implementation. We will go over a technique that's very helpful in getting you and keeping you moving on your journey toward wealth. You'll leave this course knowing what you need to do to reach your goals and how to do it. You'll have everything it takes to achieve financial freedom!

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet. 

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

1.  Who are Courses For Success?

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You don't need to be a computer expert to succeed with our online training, but you should be comfortable typing, using the internet and be capable of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

This course is accessible for 8 weeks. You'll spend roughly two to four hours each week completing two engaging lessons in an enjoyable, interactive learning environment.

13.  How long will my course take?

Individual courses are very comprehensive and can take up to 24 hours to complete.

If you choose a course bundle, simply multiply the above hours by the number of courses included in the bundle.

For example:

  • 2 course bundle is 2 x 24 hours = 48 hours
  • 3 course bundle is 3 x 24 hours = 72 hours
  • 5 course bundle is 5 x 24 hours = 120 hours
  • 10 course bundle is 10 x 24 hours = 240 hours
14.  Is there tutor support available?

Yes, there is tutor support, a dedicated professional instructor facilitates every course, pacing learners, answering questions, giving feedback, and facilitating discussions.

15.  What is included with the course?

The onetime fee includes all training materials, including online content, diagrams, videos if included, interactive instructions and quizzes, plus you will receive a certificate upon completion.

16.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

17.  Is the course interactive?

Yes, all our courses are interactive.

18.  Is there an assessment or exam?

Yes, you will be required to complete a multiple-choice test online at the end of your course, you can do this test as many times as you require.

19.  What type of certificate will I receive?

You will receive a Certificate of Completion that is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

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The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."
Valencia Marie Aviles - 5 STAR REVIEW
"I had a very good experience with my course. It has helped me to get multiple jobs and prepared me for almost everything I would need to know. The course was very informative and easy to understand and broken up perfectly to be done in a short amount of time while still learning a good amount! I would recommend Courses for Success to anyone trying to get abs certifications for job advancements, it is well worth it!"
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"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for more.
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Our completion certificates are very valuable and will help you progress in your work environment and show employers how committed you are to learn new skills, you might even get a promotion.

20.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

21.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

22.  How will this course assist me with my career?

Studying and completing this course will show employers that you have the knowledge in this field, additionally you will gain more confidence in this area of expertise.

23.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

24.  Can I take more than one course at a time?

Courses are studied online at your own pace and you are free to study as many or as few courses as you wish, we also offer online course bundles that allow you to save on additional courses so that you may get all the topics related to your training goals in one go. 

25.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card, Bank Transfer and Amazon Pay for the USA. For payment plans, we offer Sezzle for USA & Canada, Afterpay for Australia & New Zealand. *For faster transaction Credit Card payments are preferred. Please purchase online via our website course product page or contact us at email/info)(coursesforsuccess.com, to pay via bank transfer.

26.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at email/info)(coursesforsuccess.com

27.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at email/info)(coursesforsuccess.com

28.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to email/info)(coursesforsuccess.com, with the course details and we can accommodate this.

29.  Can I create my own course bundle?

Yes, you can customize your own bundle. Please send us the complete list with the exact course link of the courses you'd like to bundle up via email email/info)(coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

30.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at email/info)(coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in. 

About this Course

Get Accounting Fundamentals II, Accounting Fundamentals, Introduction to QuickBooks, Microsoft Excel - Pivot Tables, and Keys to Successful Money Management in this Bundle

1. Accounting Fundamentals II: Start Now To Learn Certificate in Accounting Fundamentals II Online Course

While it is true that accounting professionals are scarce, those with corporate accounting experience are even more rare. This course will build on the knowledge you gained in Charlene Messier's online Accounting Fundamentals course (or another introductory accounting course) to provide you with a solid understanding of corporate accounting practices.

In Accounting Fundamentals II, you'll explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.

If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.

2. Accounting Fundamentals: Build a Strong Foundation of Accounting Skills

Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness while also gaining a marketable skill, this course is for you. You'll learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You'll get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period.

Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.

3. Introduction to QuickBooks: Learn to Manage the Financial Aspects of your Small Business Quickly and Efficiently Using QuickBooks Online

This powerful accounting software program has helped thousands of business owners just like you manage their finances. With the online version, you also gain all the advantage of computing in the cloud, so that your files will be available to you virtually anytime, anywhere.

As we explore the pros and cons of online accounting, you'll soon see how easy it is to use the navigation features of QuickBooks Online. Then you'll gain hands-on experience as you learn all the ways this well-designed accounting program makes it a snap to manage your business' finances—from recording income and expenses, to entering checks and bank transfer entries, to setting up a chart of accounts. You'll see how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports; and much more.

Whether you're new to QuickBooks or have already used other versions of this software program, this course will empower you to take control of the financial accounting for your business, all with the ease and convenience of an online platform.

4. Microsoft Excel - Pivot Tables: Learn How to Maximize Microsoft Excel's Functions and Capabilities

Most organizations rely heavily on Microsoft Excel pivot tables to analyze and report financial information. Your company is probably no exception. By learning these advanced techniques, you can become more valuable to your organization. 

You'll see how to work with the numerous pivot table options and system settings to become skilled in developing useful analysis models and reports within your company. Impress your coworkers by learning how to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers. You'll discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items. You'll learn how to use Excel's Table function to efficiently manage changes to the pivot table's source data in order to avoid reporting mistakes when data is added or deleted.

Whether you're new to pivot tables, need a refresher, or want to become the pivot table guru within your organization, this course is for you!

5. Keys to Successful Money Management: Start Now To Learn Keys to Successful Money Management

If you're interested in discovering how most wealthy people amassed their fortunes, this is the course for you. Contrary to popular opinion, most of us don't achieve true wealth through luck or an accident of fate. Just about anybody can build wealth. All it takes is organization, discipline, and a firm knowledge of how to proceed. If you're serious about accumulating a sizable nest egg and living the life of your dreams, this course will supply you with the knowledge and skills you'll need to succeed.

You've probably heard amazing stories of people amassing untold fortunes with seemingly little effort, finding financial freedom through the magic of day trading, shorting stocks, buying and selling commodities, playing the slots, flipping real estate, or some other fad of the moment. These stories sound too good to be true, and that's because they are. All of those get-rich-quick schemes have three things in common: they're unsafe, they're unpredictable, and they tend to produce far more losers than they do winners.

The truly wealthy do not rely on risky games of chance and raw luck to build their fortunes--they focus on creating wealth out of what they already have. If you're serious about living a better life by tapping into your unfulfilled potential, we'll show you the way.

In this course, a certified financial planner will walk you through the steps you need to take in order to achieve true financial success. You'll become comfortable with the broad array of investment choices available to you right now, and you'll discover the best ways to acquire and accumulate both cash and real property. We'll also discuss the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!

Course Fast Facts:

  1. This course is delivered 100% on-line and is accessible 24/7 from any computer or smartphone
  2. Instructors lead each course and you will be able to interact with them and ask questions
  3. You can study from home or at work at your own pace in your own time
  4. You can download printer friendly course material or save for viewing off line
  5. You will be awarded a certificate at completion of this course

How to study online course?

Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course, which is Available 24/7 on any computer or smart mobile device. New courses start every month to ensure that we have the correct ratio of students to tutors available, please ensure you select a starting date when you go through our shopping cart, at checkout. The course is easy to follow and understand.

Recognition & Accreditation

All students who complete each course receive a certificate of completion per course, with a passing score (for the online assessment) and will be issued a certificate via email.

The Accounting Fundamentals II Online 5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Certificate in Accounting Fundamentals II Online Course

There Are 12 Units Of Study

Accounts Payable
In this lesson, you'll learn all about accounts payable, which is a group of accounts that shows how much your business owes its vendors. You'll be journalizing and posting your company's purchases and preparing a Schedule of Accounts Payable. Keeping track of what your company owes others is a vital part of operating a business. This lesson will give you the tools you'll need to successfully track those accounts.

Accounts Receivable
We'll take a close look at accounts receivable in this lesson. This is the money that your customers owe your business. After completing this lesson, you'll know how to enter charge sales into your Sales Journal and then post them to your General Ledger. Knowing what your customers owe you can make the difference between your company's success or failure.

Uncollectible Accounts Receivable
Today, we'll be dealing with uncollectible accounts receivable. While we'd all like to think that our customers will pay what they owe, it's not always the case. You'll learn how to account for long overdue receivables that probably won't ever be paid. While this doesn't happen often, it's a fact of business, so you'll need to know how to account for it in your company's books.

Plant Assets and Depreciation
In this lesson, we'll look at plant assets and depreciation. Most all businesses have assets they use to determine their income. Just like your car, business assets depreciate over time, so you'll need to know how to account for that expense in your records. And you'll need to record these assets and calculate their depreciation in a timely manner to keep accurate records for your business.

Notes Payable and Notes Receivable
This lesson is all about notes payable and notes receivable. A business might need a little extra time to pay a bill beyond the usual terms offered by the vendor. Or a customer may need an extension of credit beyond what your business usually offers its charge customers. You'll find out all you need to know about accounting for these situations as we look at how to record the issuance and payment of these notes payables and notes receivables.

Accrued Income and Accrued Expenses
Today, you'll learn how to deal with accrued income and accrued expenses. Accrued income is money that the company earns in one fiscal period that it doesn't receive until after another fiscal period begins. Similarly, accrued expenses are expenses that are incurred during one fiscal period that aren't paid until the next period. To get a true picture of the net income or net loss of your business, you'll need to account for the accrued income and accrued expenses within the period they're incurred.

Dividends and Starting the Year-End Worksheet
In this lesson, we'll be dealing with dividends, which is money paid to the company's stockholders on their investment. You'll learn how the business accounts for the dividends it pays to its stockholders. We'll also look at retained earnings, or the amount of profit the corporation retains for future use. Then we'll begin to prepare the worksheet, possibly the most important financial report a business compiles each year.

Complete Year-End Worksheet with Adjustments
Today, we'll determine if our business has a net income or a net loss by completing the worksheet we started in the previous lesson. And because many General Ledger accounts change throughout the fiscal period—supplies are used, insurance premiums are depleted—we'll need to bring these accounts up to date to reflect their current values. So we'll also take a close look at how to make adjusting entries to update our General Ledger accounts for the beginning of the new fiscal period

End-of-Fiscal-Period Financial Reports
It's time to begin wrapping up our books for the end of the fiscal period. In this lesson, you'll learn how to compile most of the various financial reports a corporation needs to complete at the end of the fiscal period. You'll prepare an Income Statement, Stockholders' Equity Statement, Balance Sheet, and more. These are the reports that really demonstrate the success of a business.

Adjusting and Closing Entries and Post Closing Trial Balance
In this lesson, we'll get the books all caught up and ready for the next fiscal period. You'll go back and journalize those adjusting entries you entered into your worksheet, then you'll enter closing entries into your journal. Finally, you'll post these journal entries to the General Ledger to prepare it for the new fiscal period.

Preparing a Payroll
Today, we'll cover every employee's favorite subject: Payroll! You'll learn about various mandatory and voluntary deductions from employees' pay, as well as how to journalize and post an entire payroll. As an added bonus, after this lesson, you'll be able to check the accuracy of your own paycheck.

Preparing Federal Tax Deposits and Year-End Tax Reports
We'll finish up by preparing a variety of end-of-year tax reports. Here's your chance to go step-by-step through a multitude of IRS forms with instructions that are much easier to understand! You'll fill out the federal Form 941, then learn how to make federal income tax deposits. Then we'll look closely at Form W-2s and Form W-3s. Finally, we'll look at how to calculate and report the company's Federal Unemployment Tax payment. This lesson is jam packed with valuable tax information!

Course 2 - Certificate in Accounting Fundamentals Online Course

There are 12 Units Of Study

Account Classifications, Account Titles, T Accounts, and the Accounting Equation

Welcome to Accounting Fundamentals! In this first lesson, you'll learn all about account classifications, debits, credits, and T accounts. You'll learn the difference between a liability and an asset, and you'll find out how to determine an owner’s equity.

General Ledger Accounts and the Balance Sheet

Here's where you'll begin your hands-on accounting practice: You'll start by creating an imaginary company for which you'll be the accountant. You'll learn how to analyze your company's transactions to determine which amounts go into which accounts, then you'll create your company's own General Ledger forms and post a few transactions into those accounts. You'll also prepare a Balance Sheet to prove your accounting equations.

Journalizing Transactions and Posting to the General Ledger

Now that you have an understanding of the functions of the General Ledger, you're ready to move on to the next phase of recording transactions: the Journal. In this lesson, you'll learn how to enter transactions into an 11-column journal and then post or transfer those amounts into appropriate General Ledger accounts.

Journalizing and Posting Cash and Charge Purchases and Payments on Account

In this lesson, you'll learn all about Accounts Payable--money that you owe your vendors and suppliers. You'll practice journalizing cash purchases and purchases on account, and you'll get hands-on practice transferring those purchases to their corresponding Accounts Payable Ledger accounts.

Journalizing and Posting Cash and Charge Sales and Cash Received on Account

In this lesson, you'll learn about Accounts Receivable, which is another name for money owed to your company by its customers. You'll learn how to journalize and post those sales on account, how to enter charge sales into the journal, and how to transfer the information into an Accounts Receivable Ledger.

Payroll and Various Deductions

It's payday! This lesson will teach you how to determine gross pay, deductions, and net pay. You'll learn how to prepare a payroll, write payroll checks, and how to prepare and maintain accurate payroll records

Banking Services and Reports

In this lesson, you'll learn all about banks and banking services: You'll learn the proper way to write checks, make out deposit tickets, and reconcile your company's checking account with the bank statement--skills you'll find valuable in both your business and personal life!

Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable

This lesson will teach you how to prepare a Schedule of Accounts Payable and a Schedule of Accounts Receivable. These reports can be used to compare the amount of money your business owes its creditors with the amount of money your customers owe your business

End-of-Year Worksheet

In this lesson, you'll prepare a worksheet showing the net income or net loss for the fiscal period. The worksheet will show all income and expenses for the fiscal period as well as the assets, liabilities, and owner’s equity account balances

End-of-Year Financial Reports

In this lessn, you will learn how to prepare various reports that are vital to the well-being of your company. You'll learn how these reports can be used to make sound financial decisions in the next fiscal period. You will discover how to put together an Owner’s Equity Statement, an Income Statement, and a Distribution of Net Income.

Journalizing and Posting Adjusting Entries

In this lesson, you'll prepare for the end of the fiscal period by adjusting your asset account balances to accurately reflect the assets remaining at the end of the year. You will also find out how to journalize and post adjusting and closing entries to bring your company's General Ledger up to date.

Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance

In our final lesson, we will prepare a Post Closing Trial Balance report to ensure that all of our debits and credits in the General Ledger balance out in preparation for the new fiscal period.

Course 3 - Certificate in Introduction to QuickBooks Online Course

There are 12 units of study

Getting Started
In our first lesson, you'll get familiar with the QuickBooks Online interface and explore the pros and cons of working with your accounting information online. We'll discuss the various subscription packages available, and you'll get to practice using some of the navigation and interactive features that allow you to quickly get around in the program.
    
The Chart of Accounts
The Chart of Accounts is the heart and soul of QuickBooks. In today's lesson, you'll learn how to take full advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.

Centers and Lists
Today, you'll learn how to use centers and lists in QuickBooks to gather and organize all of the information you'll need to properly conduct business with customers and vendors. By the time you finish this lesson, you'll know how to store and edit various types of information, such as addresses and payment terms, for your customers and vendors. You'll also learn how to process Form 1099 to give to your vendors at the end of the year.
    
Bank Accounts
Today, you'll get comfortable working with bank accounts in QuickBooks Online. You'll learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you'll learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.

Recording Expenses—Part 1
Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you'll learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro. You'll also learn how to record expense transactions where you may have utilized your debit card as payment or paid the amount online. You'll even learn how to label an expense as billable so that you can later request reimbursement from a customer. Finally, you'll practice with creating a recurring transaction template that may help save you some valuable data entry time!

Recording Expenses—Part 2
Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you'll learn how to enter, edit, and pay all of your bills right on time. You'll also learn how to enter and apply vendor credits to an existing or future bill.

Credit Cards and Loans
In this lesson, you'll learn how to effectively manage Credit Card accounts in QuickBooks Online. We'll explore how to create a new Credit Card account and enter charges to that account as they occur. You'll also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you'll get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.

Recording Income—Part 1
You'll find today's lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Today is the day you'll get some hands-on experience with creating products and services. Then you'll find out how to create multiple Sales Receipts and make the necessary deposit to your bank.
    
Recording Income—Part 2
In order to evaluate just how well your company is performing, you'll need to learn how to enter estimates, invoices, and customer payments. You'll do just that in this lesson. You'll also learn how to group multiple customer payments and record those deposits to the bank.

Recording Income—Part 3
Today, you're going to explore how to bill a customer for an expense incurred on a project or job. You'll even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you'll examine the steps needed to enter credit memos, delayed credits, and refunds.
    
Customizing Sales Forms and Recording Fixed Assets
Today, you're going to learn how to customize your QuickBooks sales forms to give them a more professional look. You'll also learn how to record long-term fixed assets and record depreciation on those assets.

Sales Taxes and Reports
In our final lesson, you'll learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You'll also find out how to create, use, and customize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you've painstakingly entered into QuickBooks Online.

Course 4 - Certificate in Microsoft Excel - Pivot Tables Online Course

There are 12 units of study

Lesson 01 - Pivot Table Concepts
In our first lesson, you'll develop a solid understanding of the requirements to use pivot tables. We'll go over the foundational elements you need to understand to get the most out of pivot tables, and we'll take a peek into the sometimes-intimidating Pivot Table Fields task pane and pivot table-specific Ribbon tabs.

Lesson 02 - Creating a Pivot Table
Not all data is created equal. In this lesson, you'll learn what's required to make sure your data is organized well enough to be used in a pivot table. I'll give you an example of a very common issue that occurs when the source data changes or expands, and I'll show you how to easily eliminate that issue in just a few quick clicks of the mouse.

Lesson 03 - Pivot Table Analyze and Design Tabs
Working efficiently with pivot tables requires knowing where to find the proper pivot table feature without searching high and low for it. Most pivot table features reside on one of the two pivot table-specific Ribbon tabs. Knowing how the different features are grouped and what each one provides is a must if you want to consider yourself a master pivot table user, so we'll explore all of it in today's lesson.

Lesson 04 - Pivot Table Formatting Inside and Out
Formatting a pivot table report can be challenging if you don't know all the secrets. In this lesson, you'll learn how to format cells and numbers, as well as how to handle empty cells or errors in your source data. In addition, you'll get some exposure to renaming fields and how to sort and filter data within your pivot table report.

Lesson 05 - Pivot Table Options and Field Settings
Most users aren't aware there are certain options and settings that provide little-known but extremely useful features. Most of these features are accessed through the pivot table Ribbon tabs, but some aren't. In this lesson, you'll learn how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes.

Lesson 06 - Value Field Settings
Similar to the Field Settings, the Values section of a pivot table report have unique settings and summarization options. For most people, simply summing or counting the data within the Values section is enough. But once you learn how to use these lesser-known settings, you'll go from an average pivot table user to an expert.

Lesson 07 - Grouping Pivot Table Fields
A pivot table is ideal for analyzing and summarizing data. By default, the table does an excellent job at summarizing the data within the various fields, but there is a way to summarize the data even further. In this lesson, we'll group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you'll learn how to expand and collapse fields to help in summarizing the pivot table data.

Lesson 08 - Data-Integrity Checks and Report Filters
A pivot table is a great way to locate data anomalies in large data sets that would otherwise be hard to find scanning through the source table. In addition, the proper use of report filters can assist in any data investigation, as well as providing a great tool to create multiple reports from a single pivot table report. You'll learn all about these tools in today's lesson.

Lesson 09 - Cloning a Pivot Table and the Wonderful World of Slicers
Pivot tables are extremely useful and flexible for data analysis and reporting. It's easy to add, remove, or simply move fields to create different-looking reports from the same source data. Routinely, it's necessary to create different versions of reports, but the best way to do so isn't as straightforward as you might think. You'll see what I mean in this lesson.

Lesson 10 - Calculated Fields and Items
Pivot tables are great for analyzing and reporting information, but they're limited in their functionality when your source data is missing needed information. Or, perhaps the information isn't needed in the source data and is only needed for analysis for a short time. Using Excel's Calculated Items and Fields feature provides you with a way to create items that are missing from the source data or that you need for a one-time analysis. You'll see what I mean when we practice using it in today's lesson.

Lesson 11 - Working With Slicers and Pivot Charts
Your pivot table isn't complete without a Slicer and pivot chart. In order to create an effective dashboard, a pivot table and pivot chart controlled by multiple Slicers is a must. Creating and managing Slicers and Pivot Charts is really quite simple and a lot of fun. You'll see what I mean in today's lesson.

Lesson 12 - Timelines and Dashboard Development
There are many interactive tools and techniques available to make pivot tables and pivot charts fun to use, and we'll go over some of my favorites in this, our final lesson. Similar to a Slicer, Excel offers a tool called Timelines. Timelines are available when a field available in your pivot table or chart is a date. Within a dashboard, using the Timeline feature can be useful and eye catching to the users.

Course 5 - Certificate in Keys to Successful Money Management Online Course

There are 12 units of study

Introduction to the Financial Planning Process

In this course, you'll discover the keys to achieving financial freedom steadily and successfully. You'll learn how to make financial discipline and wise financial choices a natural part of your life. Our journey begins today with an overview of the five steps of financial planning.

Organize Your Finances

How much money do you actually have and where is it all going? You have to be able to answer these questions before you can create a financial plan. So, in this lesson, we'll work on organizing your financial life. You'll create an organized filing system, get a handle on your spending, and learn how valuable cash flow statements, budgets, and balance sheets are to financial success. Don't worry; it's not as hard as it sounds!

Short- Term Investments : Building Cash Assets

There are three types of investment money: short-term, intermediate, and long-term. We'll start this lesson with a look at short-term money and the purpose it serves. This is money you would set aside for something specific in the near future like buying a car, making a down payment on a house, or paying off interest-free debt. You'll learn the trade-off between investment risk and investment reward and see why it takes more than putting your money in a savings account to get rich.

Bonds, Stocks, and Mutual Funds

In this lesson, you'll learn how a combination of stocks, bonds, and mutual funds will help you build wealth. You'll also see how investment risk correlates with investment return. Then you'll discover how time mitigates higher-risk investments, making them an excellent choice if you've got enough time and want to see double-digit returns.

Education Accounts

Saving money to fund a college education is a common financial goal. So, today we'll talk about the pros and cons of the different education savings plans that are out there. By the end of this lesson, you'll be the neighborhood expert on saving for college!

Retirement Savings

Most people's number-one financial goal is saving for retirement. Social Security alone won't cover the bills. Some of us have employer pension plans, but many of us have to figure out how we'll make up the shortage once we stop working. This lesson is about taking care of yourself in retirement. We'll examine retirement savings plans and discover why they're a great place for your cash investments.

Real Property Assets

Up to now, this course has been about accumulating cash assets. Today we'll learn how real property assets complement your wealth. Real property assets are things you can feel, see, and touch (such as land or precious metals). When you complete this lesson, you'll know the challenges and benefits of owning real property.

Understanding Mortgages

Since most of us don't have enough to buy a house with cash, we need someone to lend us money. Going to the bank for a loan isn't as simple as walking in and filling out an application. Completing an extensive questionnaire about your income, debts, and job history is part of the loan process, but there's more. You need to decide which kind of mortgage to apply for. Just like there are a number of ways to order coffee from your favorite barista, there are a number of ways to finance a house. In this lesson, you'll learn about the different loan types, understand why some cost more (or less) than others, and figure out which loan program is best for you.

Other Financing

Almost all of us have credit cards in our wallets. And most of us are plagued by consumer debt. Credit cards, car loans, car leases, and in-store financing are where consumer debt builds up. But today you'll learn how to use these forms of financing to maximize your wealth.

Risk Management

As you accumulate wealth, it's important to protect it against loss. We buy car insurance in case of car crashes, homeowners insurance in case of damage or destruction to our houses, and health insurance to help with the rising cost of medical care. These are obvious assets to protect, but what about your most valuable asset: your ability to earn an income? If you have people depending on your paycheck to put food on the table and a roof over their heads, then you need to protect your income. So in this lesson, we'll talk about life and disability insurance and when you should get them.

Build Your Team of Professionals

Today, we'll talk about the professionals who can help you on your journey toward wealth. You'll learn the areas of expertise for an attorney, CPA, financial advisor, and insurance agent. You'll also get a sense of when is the right time to call on each of these professionals.

Put Your Plan into Action

In this, our final lesson, we'll talk about the most challenging part of the financial planning process: implementation. We will go over a technique that's very helpful in getting you and keeping you moving on your journey toward wealth. You'll leave this course knowing what you need to do to reach your goals and how to do it. You'll have everything it takes to achieve financial freedom!

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet. 

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

1.  Who are Courses For Success?

Courses For Success is a global course platform that started in 2008 with 5 courses, since then we have grown to over 10,000 online courses. As our courses are delivered online via the internet, we sell our courses worldwide.

Our courses span across many categories including Academic, Animal, Beauty, Business, Career, Counseling, Creative & Media, Health & Therapy, Hobbies & Trades, IT, Personal Development, Sports & Fitness.

Some of the companies we work with include Groupon, Living Social, CNN, Entrepreneur, Mashable, Reed UK, Stack Social and many more.

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to email/info)(coursesforsuccess.com with the subject Courses For Success Refund so we can accommodate your request.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program was developed by Courses For Success to help our customers achieve success. Currently, we are offering this program for FREE with every course or bundle purchase this month. This is a limited time offer! We have received thousands of reviews for this program, please see: Personal Success Training Program Reviews

4.  Are there any requirements to study this course?

No, anyone who has an interest in learning more about this subject matter is encouraged to take our course. There are no entry requirements to take this course.

5.  Do I require to have finished high school to complete this course

No, you do not require a High School Diploma or to have finished school to study this course, this course is open to anyone who would like to take this course.

6.  What if English is not my first language?

This course is provided in English, however, due to the digital nature of our training, you can take your time studying the material and make use of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

Yes, this course is online. Through well-crafted lessons, expert online instruction and interaction with your tutor, participants in this course gain valuable knowledge. You have the flexibility to study at your own pace combined with enough structure and support to complete the course. You can access the classroom 24/7 from anywhere with an Internet connection.

8.  How do I receive my course?

After you have completed the payment, you will receive a confirmation email and tax receipt. You will also receive an email containing your course login details (username and password), as well as instructions on how to access and log in to your course via the internet with any device, please check your junk/spam folder in the event that you do not receive the email.

9.  When does this course start?

New sessions of each course run every month, please check start dates under course summary. They last six weeks, with two new lessons being released weekly (for a total of 12). The courses are entirely Web-based with comprehensive lessons, quizzes, and assignments. A dedicated professional instructor facilitates every course; pacing learners, answering questions, giving feedback, and facilitating discussions.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation. By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace. Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You don't need to be a computer expert to succeed with our online training, but you should be comfortable typing, using the internet and be capable of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

This course is accessible for 8 weeks. You'll spend roughly two to four hours each week completing two engaging lessons in an enjoyable, interactive learning environment.

13.  How long will my course take?

Individual courses are very comprehensive and can take up to 24 hours to complete.

If you choose a course bundle, simply multiply the above hours by the number of courses included in the bundle.

For example:

  • 2 course bundle is 2 x 24 hours = 48 hours
  • 3 course bundle is 3 x 24 hours = 72 hours
  • 5 course bundle is 5 x 24 hours = 120 hours
  • 10 course bundle is 10 x 24 hours = 240 hours
14.  Is there tutor support available?

Yes, there is tutor support, a dedicated professional instructor facilitates every course, pacing learners, answering questions, giving feedback, and facilitating discussions.

15.  What is included with the course?

The onetime fee includes all training materials, including online content, diagrams, videos if included, interactive instructions and quizzes, plus you will receive a certificate upon completion.

16.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

17.  Is the course interactive?

Yes, all our courses are interactive.

18.  Is there an assessment or exam?

Yes, you will be required to complete a multiple-choice test online at the end of your course, you can do this test as many times as you require.

19.  What type of certificate will I receive?

You will receive a Certificate of Completion that is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."
Valencia Marie Aviles - 5 STAR REVIEW
"I had a very good experience with my course. It has helped me to get multiple jobs and prepared me for almost everything I would need to know. The course was very informative and easy to understand and broken up perfectly to be done in a short amount of time while still learning a good amount! I would recommend Courses for Success to anyone trying to get abs certifications for job advancements, it is well worth it!"
ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our completion certificates are very valuable and will help you progress in your work environment and show employers how committed you are to learn new skills, you might even get a promotion.

20.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

21.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

22.  How will this course assist me with my career?

Studying and completing this course will show employers that you have the knowledge in this field, additionally you will gain more confidence in this area of expertise.

23.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

24.  Can I take more than one course at a time?

Courses are studied online at your own pace and you are free to study as many or as few courses as you wish, we also offer online course bundles that allow you to save on additional courses so that you may get all the topics related to your training goals in one go. 

25.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card, Bank Transfer and Amazon Pay for the USA. For payment plans, we offer Sezzle for USA & Canada, Afterpay for Australia & New Zealand. *For faster transaction Credit Card payments are preferred. Please purchase online via our website course product page or contact us at email/info)(coursesforsuccess.com, to pay via bank transfer.

26.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at email/info)(coursesforsuccess.com

27.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at email/info)(coursesforsuccess.com

28.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to email/info)(coursesforsuccess.com, with the course details and we can accommodate this.

29.  Can I create my own course bundle?

Yes, you can customize your own bundle. Please send us the complete list with the exact course link of the courses you'd like to bundle up via email email/info)(coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

30.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at email/info)(coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in. 

We provide a 7 Day Money Back Refund on all Courses

Special Offer

 

Receive The Personal Success Training Program FREE, When You Purchase This Course - Limited Time Remaining!  (Value $600)

 

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!
Benefits:
  • How to layout a Success Plan.
  • Get where you want to be in life.
  • How to unclutter your mind to succeed.
  • Achieve your dreams using your imagination.
  • How to have faith in yourself.
Features:
  • 12 month online access,  24/7 anywhere.
  • Complement your individual course purchase.
  • Thousands of positive reviews.
  • Limited Time Offer - Ends Soon.
 

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Course Summary

Course ID: 007AF25CB
Delivery Mode: Online
Access: 6-8 Weeks Per Course
Time: 120 Hours
Assessments: Yes
Qualification: Certificate

Start Dates

This course is available to begin on the following dates

  • 14 July
  • 18 August
  • 13 September

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