Budget and Financial Reports Online Bundle, 5 Certificate Courses

The Most Comprehensive Budget and Financial Reports Bundle

Budget and Financial Reports Online Bundle, 5 Certificate Courses

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The Most Comprehensive Budget and Financial Reports Bundle - 5 Courses in this Bundle

  1.  Budget and Financial Reports

  2. Budgets and Managing Money

  3. Writing Reports and Proposals

  4.  Archiving and Records Management

  5.  Presentation Skills

1. Budget and Financial Reports :Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

By the end of this Budget and Financial Reports Online Short Course, you will be able to:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyse financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances

2. Budgets and Managing Money: Review The Fundamentals Of Finance

We all play a role in our organization’s financial health, whether we realize it or not. This course will give you the skills that you need to speak knowledgeably about budgets and managing money, and to contribute to the bottom line. We recommend also studying “Accounting Skills for New Supervisors” before beginning this course.

To start this course, you will review the fundamentals of finance (including basic terms, generally accepted accounting principles, and financial roles in an organization). Then, you will learn about different types of budgets and a six-step budgeting process. You will also learn how to monitor budgets, perform basic ratio analysis, and compare investment opportunities.

After you complete this Budgets and Managing Money course, you will be able to:

  • Define basic financial terminology.
  • Prepare a budget of any type or size.
  • Get your budget approved.
  • Perform basic ratio analysis.
  • Make better financial decisions.

3. Writing Reports and Proposals: Learn about the four stages of report writing

Reports and proposals come in a variety of formats. All formats, however, rely on good writing skills and a solid framework. We recommend that you complete “Business Writing That Works” before beginning this course.

What will you learn with our Writing Reports and Proposals Online Course?

  • Four stages of report writing
  • Ten steps of proposal writing
  • Using headings
  • Adding visual aids
  • Writing persuasively
  • Sourcing material 

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

By the end of this Archiving and Records Management Online Course, you will be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

5. Presentation Skills :Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

By the end of this course, you will be able to:

  • Perform a needs analysis and prepare an outline
  • Select presentation delivery methods
  • Practice verbal and non-verbal communication skills
  • Knock down nervousness
  • Develop and use flip charts with color
  • Create targeted PowerPoint presentations
  • Utilize white boarding for reinforcement
  • Describe how video and audio enhance a presentation and list criteria for determining what types to use
  • Enrich the learning experience with humor, questions and discussion

Receive Lifetime Access to Course Materials, so you can review at any time.

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. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Receive Lifetime Access to Course Materials, so you can review at any time.

The Budget and Finance  5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

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

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Average rating 3.5 out of 5 stars

Dawn M Reyell

12 May 2021 06:06:10 AM

Very informative.

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8 April 2021 09:00:32 AM

Great Course!

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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?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

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?

Providing you have internet access you can start this course whenever you like, just go to the login page and insert your username and password and you can access the online material.

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?

There is no time limit for completing this course, it can be studied in your own time at your own pace. Once you have purchased this course you will have unlimited lifetime access, meaning you can access this course whenever you want.

13.  How long will my course take?

Individual courses are designed to be completed within 6-8 hours.

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 6-8 hours = 12-16 hours
  • 3 course bundle is 3 x 6-8 hours = 18-24 hours
  • 5 course bundle is 5 x 6-8 hours = 30-40 hours
  • 10 course bundle is 10 x 6-8 hours = 60-80 hours
14.  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.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  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.

17.  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 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.

18.  Will this course be credited by universities?

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

19.  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.

20.  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.

21.  How long is the certificate valid for?

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

22.  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.

23.  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.

24.  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

25.  Can I request for an invoice before purchase?

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

26.  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.

27.  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.

28.  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

The Most Comprehensive Budget and Financial Reports Bundle - 5 Courses in this Bundle

  1.  Budget and Financial Reports

  2. Budgets and Managing Money

  3. Writing Reports and Proposals

  4.  Archiving and Records Management

  5.  Presentation Skills

1. Budget and Financial Reports :Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

By the end of this Budget and Financial Reports Online Short Course, you will be able to:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyse financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances

2. Budgets and Managing Money: Review The Fundamentals Of Finance

We all play a role in our organization’s financial health, whether we realize it or not. This course will give you the skills that you need to speak knowledgeably about budgets and managing money, and to contribute to the bottom line. We recommend also studying “Accounting Skills for New Supervisors” before beginning this course.

To start this course, you will review the fundamentals of finance (including basic terms, generally accepted accounting principles, and financial roles in an organization). Then, you will learn about different types of budgets and a six-step budgeting process. You will also learn how to monitor budgets, perform basic ratio analysis, and compare investment opportunities.

After you complete this Budgets and Managing Money course, you will be able to:

  • Define basic financial terminology.
  • Prepare a budget of any type or size.
  • Get your budget approved.
  • Perform basic ratio analysis.
  • Make better financial decisions.

3. Writing Reports and Proposals: Learn about the four stages of report writing

Reports and proposals come in a variety of formats. All formats, however, rely on good writing skills and a solid framework. We recommend that you complete “Business Writing That Works” before beginning this course.

What will you learn with our Writing Reports and Proposals Online Course?

  • Four stages of report writing
  • Ten steps of proposal writing
  • Using headings
  • Adding visual aids
  • Writing persuasively
  • Sourcing material 

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

By the end of this Archiving and Records Management Online Course, you will be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

5. Presentation Skills :Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

By the end of this course, you will be able to:

  • Perform a needs analysis and prepare an outline
  • Select presentation delivery methods
  • Practice verbal and non-verbal communication skills
  • Knock down nervousness
  • Develop and use flip charts with color
  • Create targeted PowerPoint presentations
  • Utilize white boarding for reinforcement
  • Describe how video and audio enhance a presentation and list criteria for determining what types to use
  • Enrich the learning experience with humor, questions and discussion

Receive Lifetime Access to Course Materials, so you can review at any time.

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. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Receive Lifetime Access to Course Materials, so you can review at any time.

The Budget and Finance  5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

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

(807)
Average rating 3.5 out of 5 stars
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Dawn M Reyell

12 May 2021 06:06:10 AM

Very informative.

Rachele Facundo

8 April 2021 09:00:32 AM

Great Course!

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11 February 2021 10:35:59 AM

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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?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

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?

Providing you have internet access you can start this course whenever you like, just go to the login page and insert your username and password and you can access the online material.

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?

There is no time limit for completing this course, it can be studied in your own time at your own pace. Once you have purchased this course you will have unlimited lifetime access, meaning you can access this course whenever you want.

13.  How long will my course take?

Individual courses are designed to be completed within 6-8 hours.

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 6-8 hours = 12-16 hours
  • 3 course bundle is 3 x 6-8 hours = 18-24 hours
  • 5 course bundle is 5 x 6-8 hours = 30-40 hours
  • 10 course bundle is 10 x 6-8 hours = 60-80 hours
14.  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.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  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.

17.  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 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.

18.  Will this course be credited by universities?

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

19.  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.

20.  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.

21.  How long is the certificate valid for?

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

22.  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.

23.  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.

24.  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

25.  Can I request for an invoice before purchase?

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

26.  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.

27.  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.

28.  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.
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Features:
  • 12 month online access,  24/7 anywhere.
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Course Summary

Course ID: 020BAFR5CB
Delivery Mode: Online
Access: Unlimited lifetime
Time: Study at your own pace
Duration: 30-48 Hours for total bundle
Assessments: Yes
Qualification: Certificate

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