Skip to content
NEW WEBSITE CELEBRATION - SAVE BIG ON COURSES & BUNDLES – PLUS SAVE AN EXTRA 10% - HURRY SALE ENDS SOON
NEW WEBSITE CELEBRATION - SAVE UP TO 97% – PLUS SAVE AN EXTRA 10% - HURRY SALE ENDS SOON

Country

Request Your FREE Course Info-Pack Now!

About This Course
What you will learn - Back Your Business with Bulletproof Finance
  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets8u
  • 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
Get BIG Savings with our Budget and Financial Reports Online Bundle, 10 Certificate Courses
  1. Budget and Financial Reports
  2. Budgets and Managing Money
  3. Writing Reports and Proposals
  4.  Archiving and Records Management
  5.  Presentation Skills
  6. Excel 365 Essentials
  7.  Contract Management
  8.  Time Management
  9.  Project Management
  10.  Managing Personal Finances
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.

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.

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.

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.  

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.

6. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed

Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.

The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.

7. Contract Management: Learn to understand ethical contract management

It is easy to overlook the importance of contract management because it seems to be a boring, mundane topic.  Contracts, however,  are the basis of most business relationships. If contracts are managed well, business relationship will flourish. If they are  not, companies face financial loss, relationship harm, and damaged reputations.

With our “Contract Management” Course, you will discover the specifics of how contract management works and how to effectively source agents. 

8. Time Management: How To Manage Your Time And Get Things Done

Personal time management skills are essential skills for effective people. People who use these techniques on a regular basis are the highest achievers in all walks of life, from business to sport to public service. Making these skills part your daily routine will enable you to function exceptionally well, even under intense pressure.

As you master these skills you'll find that you take control of your workload, saying goodbye to the often intense stress of work overload. At the heart of time management is an important shift in focus: Concentrate on results, not on being busy. Many people spend their days in a frenzy of activity, but achieve very little, because they're not concentrating their effort on the things that matter the most.

Time management training begins with setting goals. These goals are recorded, prioritized and may be broken down into a project, an action plan, or a simple task list. This entire process is supported by a skill set that should include personal motivation, delegation skills, organization tools, and crisis management. We'll cover all this and more during this Time Management Online Short Course.

9. Project Management: Being Able to Manage Projects is Important in Getting Things Done

In the past few decades, organizations have discovered something incredible: principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

This Project Management Online Short Course will give you an overview of the entire project management process, as well as key project management tools that they can use every day.

10. Managing Personal Finances: Learn how to establish financial goals

The Managing Personal Finance Online Certificate course provides you with the tools you need to reduce or eliminate debt and give you the financial stability you need.  The guide teaches you the benefits of having a budget and how to build a budget that fits your needs, and lifestyle. With the Managing Personal Finance Online courses, you will discover how you can cut costs, pay off debts, and live within your budget.

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

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate 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.

Show More Hide
Units of Study

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

The Ultimate Budget and Financial Reports, 10 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 - Budgets and Managing Money

Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment

 Session 2: Finance Jeopardy

  • Questions and Answers

 Session 3: The Fundamentals of Finance

  • Recording Financial Transactions
  • Financial Statements vs. Financial Reports
  • Types of Costs
  • Generally Accepted Accounting Principles
  • Budgeting Terms
  • Your Role in Company Finances
  • Your Role in Company Finances
  • The Key Players
  • Identifying the Key Players in Your Organization

 Session 4: The Basics of Budgeting

  • Defining a Budget
  • Budget Responsibilities
  • Key Budgeting Points
  • Types of Budgets
  • Sales Budget
  • Expense Budget
  • Production Budget
  • Manufacturing Budget
  • Labor Budget
  • Capital Budget
  • Cash Budget
  • Understanding Where Your Budget Fits In

 Session 5: Parts of a Budget

  • The Planning Parts

 Session 6: The Budgeting Process

  • Overview
  • Step One: Gather the Budget Package
  • Step Two: Lay the Groundwork
  • Case Study, Part One
  • Budget Template
  • Step Three: Identify Your Goals
  • Case Study, Part Two
  • Step Four: Gathering Your Resources
  • Accounting Checklist
  • Marketing and Sales Checklist
  • Budget Management Team Checklist
  • Checklist for Your Supervisor Checklist
  • Checklist for Your Team
  • Steps Five and Six: Planning and Doing
  • Step Six: Do It!
  • Case Study, Part Three
  • Budget Template

 Session 7: Budgeting Tips and Tricks

  • Top Ten Excuses for Being Over Budget
  • Up-Front Budget Maneuvers
  • Not-So-Nice Budget Maneuvers

 Session 8: Monitoring and Managing Budgets

  • Making Connections
  • Making Connections Answer

 Session 9: Crunching the Numbers

  • Understanding Ratio Analysis
  • Sample Balance Sheet
  • Current Ratio
  • Quick Ratio
  • Debt Ratio
  • Net and Gross Profit Margin
  • Return on Sales Ratio
  • Debt to Net Worth Ratio
  • Cash Turnover Ratio
  • Collection Ratio
  • Investment Turnover
  • Return on Investment
  • Making Connections

 Session 10: Getting Your Budget Approved

  • Introduction
  • Tips to Get Your Budget Approved

 Session 11: Comparing Investment Opportunities

  • The Importance of Analysis
  • Payback Period
  • Break-Even Point
  • Cost-Benefit Analysis
  • Return on Investment

 Session 12: ISO 9001:2008

  • What is ISO 9001:2008?
  • Making Connections
  • Company Two
  • Company Three

 Session 13: Directing the Peerless Data Corporation

  • Task Explanation
  • The Decision-Making Process
  • Background
  • Company Information
  • Salary Information, Part One
  • Salary Information, Part Two
  • Decision One: Office Relocation
  • Decision 1 – Analysis, Part One
  • Decision 1 – Analysis, Part Two
  • Decision
  • Decision Two: Reproduction Backlog
  • Decision Two: Analysis
  • Hire Reproduction Aid
  • Purchasing New Copying Equipment
  • Decision
  • Decision Three: Improving Supervision
  • Decision Three: Analysis
  • Decision
  • Decision Four: Job Enrichment
  • Decision Four: Analysis
  • Decision
  • Decision Five: Staff Expansion
  • Decision Five: Analysis, Part One
  • Decision Five: Analysis, Part Two
  • Decision

 Session 14: A Personal Action Plan

  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Course 3 - Writing Reports and Proposals

Session One: Course Overview

Session Two: The Stages of Report Writing

Session Three: The First Stage – Investigating

  • Gathering Information
  • Let’s Get Thinking!

Session Four: The Second Stage – Planning

  • Choosing a Report Format
  • Individual Activity

Session Five: The Third Stage – Writing

Session Six: The Fourth Stage – Revising

  • Checklist for Success
  • Spelling Test

Session Seven: Using Headings

Session Eight: Using Charts and Graphs

Session Nine: The Proposal

  • The Differences When Writing Proposals
  • The Ten Steps of Proposal Writing
  • Writing Exercise

Session Ten: Persuasion

Session Eleven: Practical Application

Session Twelve: Giving Credit

  • Citing Sources
  • Bibliography Exercise

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

Course 6 - Excel 365 Essentials

Module One: Getting Started
By the end of this course, you should be able to:

  • Open and close spreadsheets
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Differentiate between worksheets, workbooks, rows, columns, and cells
  • Download and reload workbooks
  • Use the Find Command
  • Save a Copy
  • Open in Editing View
  • Open the spreadsheet in the Excel desktop application for more advanced features
  • Understand saving and collaborating
  • Create a new file
  • Enter labels and values
  • Edit data
  • Use the Wrap Command
  • Use cut, copy, and paste
  • Use Undo and redo
  • Add rows and columns
  • Delete cells
  • Understand shortcuts
  • Build, copy and edit formulas
  • Use absolute referencing appropriately
  • Understand the difference between Formulas and Functions
  • Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
  • Understand Autocomplete
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Refresh and recalculate data
  • Format text and numbers
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables
  • Insert and work with Charts
  • Insert links

Module Two: Welcome to Office 365 Web Apps

  • The Home Page
  • The Team Site
  • Shared Documents
  • Uploading a Spreadsheet

Module Three: Worksheets and Workbooks

  • Opening a Spreadsheet
  • Overview of the Reading View
  • Understanding Worksheets vs. Workbooks
  • Downloading and Reloading
  • Closing Spreadsheets

Module Four: Working with Excel Files

  • Using the Find Command
  • Saving a Copy
  • Editing in Browser
  • The Excel Web App Interface
  • Opening in Excel

Module Five: Editing in the Browser (one)

  • About Saving and Save As
  • A New File and AutoSaving
  • Entering Data
  • Editing Data
  • Using the Wrap Command

Module Six: Editing in the Browser (two)

  • Cut, Copy, and Paste
  • Using Undo and Redo
  • Adding Rows and Columns
  • Deleting Cells
  • Using Timesaving Shortcuts

Module Seven: Building Formulas

  • The Math Basics of Excel
  • Building a Formula
  • Editing a Formula
  • Copying a Formula
  • Relative vs. Absolute References

Module Eight: Understanding Functions

  • Formulas vs. Functions
  • Using the SUM Function
  • Using Other Basic Excel Functions
  • Using AutoComplete

Module Nine: Working with Data

  • Sorting Data
  • Filtering Data
  • About Collaborating
  • About Refreshing External Data

Module Ten: Formatting Your Data

  • Changing the Appearance of Text
  • Changing the Appearance of Numbers
  • Setting Alignment Options
  • Adding Borders
  • Adding Fill Color

Module Eleven: The Insert Tools

  • Inserting Tables
  • Inserting Charts
  • Working with Charts
  • Inserting Links

Module Twelve: Wrapping Up 

Course 7 - Contract Management

Module One: Getting Started

  • Course Objectives

Module Two: Defining Contract Management 

  • What is Contract Management? 
  • Contract Types 
  • Contract Elements 
  • Risks of Poor Contract Management

Module Three: Legal and Ethical Contract Management

  • Contract Law I 
  • Contract Law II 
  • Defining Ethical Contract Management 
  • Ethical Breaches

Module Four: Contract Management Requests

  • Choosing Potential Bidders 
  • RFPs and Technology 
  • Calculating Value 
  • Making a Choice

Module Five: How to Create a Contract

  • Templates and Software 
  • Compliance 
  • Wording 
  • Risks of Noncompliance 

Module Six: Contract Negotiations

  • Be Prepared 
  • Prioritize Terms 
  • Remain Professional 
  • Execute the Contract 

Module Seven: Assess Performance

  • What Performance Can Be Assessed 
  • Creating Metrics 
  • Measuring Performance 
  • Improving Performance

Module Eight: Relationships

  • Qualities of Effective Relationships 
  • Relationship Pitfalls 
  • Building Trust 
  • Maintaining Relationships 

Module Nine: Amending Contracts

  • Redlines and Strikeouts 
  • Replacing Clauses 
  • Describing Amendments 
  • Amendment Status 

Module Ten: Conducting Audits

  • Why Audit? 
  • Plan 
  • Establishing Procedures 
  • Investigate and Report 

Module Eleven: Renewing Contracts

  • Involve Stakeholders 
  • Review 
  • Check for Accuracy and Changes 
  • Update or Cancel 

Module Twelve: Wrapping Up

Course 8 - Time Management

Section One: Getting Started

Section Two: SMARTER Goals

  • The Three P’s
  • Create SMARTER Goals
  • Prioritizing Your Goals
  • Visualize your Goals-Visualization

Section Three: Prioritizing Your Time

  • The 80/20 Rule
  • Prioritizing with the Urgent-Important Matrix
  • Being Assertive...Saying “NO” to Requests you can’t meet.

Section Four: Planning

  • Using To Do List
  • The Glass Jar: Rocks, Pebbles, Sand, and Water
  • Ready, Fire, Aim!

Section Five: Procrastination

  • Why We Procrastinate
  • Nine Ways to Overcome Procrastination
  • Eat That Frog!

Section Six: Managing Crisis

  • When Crisis Calls...do you have a Contingency Plan?
  • Creating a Plan
  • Executing the Plan
  • Lessons Learned

Section Seven: The Organized Workspace

  • De-Clutter
  • Managing Workflow
  • Dealing with E-mail...email etiquette
  • Using Calendars

Section Eight: Delegating

  • When to Delegate?
  • Who Should I Delegate to?
  • Monitoring the Results

Section Nine: The Power of Ritual...Habits

  • What is a Ritual/Routine?
  • Example Rituals
  • Using Rituals to Maximise Time

Section Ten: Meetings

  • Deciding if a Meeting is Necessary... Is the meeting necessary?
  • Using the PAT Approach
  • Effective Agenda Writing
  • Staying on Track
  • Was the Meeting Worthwhile?

Section Eleven: Meeting Alternatives

  • Instant Messaging and Chat Rooms
  • Teleconferencing
  • E-mail Lists and Online Groups
  • Collaboration Applications

Section Twelve: Wrapping Up

Course 9 - Project Management

Module One - Getting Study

Module Two - Key Concepts (Part 1)

  • What is a project?
  • What is project management?
  • What is a project manager?

Module Three - Key Concepts (Part 2)

  • About the Project Management Institute (PMI)
  • About the Project Management Body of Knowledge (PMBOK)
  • The five process groups
  • The nine knowledge areas
  • The triple contraint

Module Four - Initiation (Part 1)

  • Identifying your Stakeholders
  • Assessing Needs and Wants
  • Setting a SMART project goal
  • Creating requirements and deliverables

Module Five - Initiation (Part 2)

  • Creating a statement of work
  • Completing the project planning worksheet
  • Completing the project charter

Module Six - Planning (Part 1)

  • Managing expectations
  • Creating a task list
  • Estimating time
  • Estimating resources
  • Estimating costs

Module Seven - Planning (Part 2)

  • Building the work breadkdown structure
  • Creating the schedule
  • Creating a risk management plan
  • Creating a communication plan

Module Eight - Planning Tools

  • The Gantt Chart
  • The Network Diagram
  • Using a RACI Chart
  • Going the extra mile: Microsoft Project

Module Nine - Executing the Project

  • Establishing baselines
  • Monitoring project progress
  • Triple constraint reduction methods

Module Ten - Maintaining and Controlling the Project

  • Making the most of status updates
  • Managing change
  • Monitoring risks

Module Eleven - Closing Out

  • Preparing for closeout
  • Celebrating successes
  • Learning from project challenges
  • Scope verification
  • A final to-do list

Module Twelve - Wrapping Up

Course 10 - Managing Personal Finances

Module One: Getting Started

Module Two: The Benefits of Budgeting

  • Getting Rid of Debt 
  • Generating Savings 
  • Reducing Stress and Anxiety 
  • Lessening Family Conflicts 

Module Three: What to Consider Before Creating a Budget

  • Understand Your Income 
  • Determine a Budget Duration 
  • Determine Expenses 
  • Track What's Being Spent

Module Four: Types of Fixed Personal Expenses

  • Utility Bills 
  • Housing Bills 
  • Transportation 
  • Debt Payments

Module Five: Types of Fluctuating Personal Expenses

  • Personal Care 
  • Entertainment 
  • Eating Out

Module Six: Establish Your Goals

  • Short Term vs Long Term
  • Be Realistic 
  • Actually Get Rid of Debt 
  • Save for the Future

Module Seven: Determine Where Cuts Can Be Made

  • Cut Bad Habits 
  • Decrease Transportation Costs 
  • Reduce Utility Bills 
  • Decrease Entertainment Expenses

Module Eight: Tools

  • Software 
  • Phone Applications 
  • The Envelope System 
  • Expenditure Notebook

Module Nine: Stick With Your Budget

  • Use Cash for Weekly Allowance 
  • Accountability to Family or Friends 
  • Set Up a Different Account for Savings
  • Remind Self of Benefit to Sticking with Budget

Module Ten: Additional Ways to Make Money

  • Make and Sell Items 
  • Sell Unused Items 
  • Small Part-Time Job 
  • Recycle for Money

Module Eleven: Paying Off Debt

  • Get Three Credit Reports 
  • Start with Small Stuff and Work Your Way Up 
  • Credit Card Hacks 
  • Investigate Student Loan Repayment or Consolidation Options

Module Twelve: Wrapping Up 

Requirements

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 laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

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

All systems

Internet bandwidth of 1Mb or fasterFlash 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

FAQS

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.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to 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!

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?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

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 and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

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 info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to 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 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 info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

Free Personal Success Training Program

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!

This month, we are providing it for Free with all Course Purchases, as a special offer!

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:

• Life time access

• Complement your individual course purchase.

• Click here Personal Success Training Program to see thousands of positive reviews,

Hurry - offer - ends this month!

Training Packages

Looking for specific training for yourself or employees in your Business. We can provide tailor-made Training Packages.

Training Packages

HURRY SALE ENDS SOON

Ultimate The Budget and Financial Reports Online Bundle, 10 Certificate Courses

Save 91% Save 91%
Original price $3,990
Original price $3,990 - Original price $3,990
Original price $3,990
Current price $349
$349 - $349
Current price $349

The Most Comprehensive Budget and Financial Reports Bundle

Request Your FREE Course Info-Pack Now!

  • American Express
  • Apple Pay
  • Diners Club
  • Discover
  • Meta Pay
  • Google Pay
  • Mastercard
  • PayPal
  • Shop Pay
  • Venmo
  • Visa
7-Day Money-Back Guarantee

Course Summary

  • Delivery: Online
  • Access: Unlimited Lifetime
  • Time: Study at your own pace
  • Duration: 6 to 8 hours per course
  • Assessments: Yes
  • Qualification: Certificate
About This Course
What you will learn - Back Your Business with Bulletproof Finance
  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets8u
  • 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
Get BIG Savings with our Budget and Financial Reports Online Bundle, 10 Certificate Courses
  1. Budget and Financial Reports
  2. Budgets and Managing Money
  3. Writing Reports and Proposals
  4.  Archiving and Records Management
  5.  Presentation Skills
  6. Excel 365 Essentials
  7.  Contract Management
  8.  Time Management
  9.  Project Management
  10.  Managing Personal Finances
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.

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.

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.

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.  

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.

6. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed

Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.

The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.

7. Contract Management: Learn to understand ethical contract management

It is easy to overlook the importance of contract management because it seems to be a boring, mundane topic.  Contracts, however,  are the basis of most business relationships. If contracts are managed well, business relationship will flourish. If they are  not, companies face financial loss, relationship harm, and damaged reputations.

With our “Contract Management” Course, you will discover the specifics of how contract management works and how to effectively source agents. 

8. Time Management: How To Manage Your Time And Get Things Done

Personal time management skills are essential skills for effective people. People who use these techniques on a regular basis are the highest achievers in all walks of life, from business to sport to public service. Making these skills part your daily routine will enable you to function exceptionally well, even under intense pressure.

As you master these skills you'll find that you take control of your workload, saying goodbye to the often intense stress of work overload. At the heart of time management is an important shift in focus: Concentrate on results, not on being busy. Many people spend their days in a frenzy of activity, but achieve very little, because they're not concentrating their effort on the things that matter the most.

Time management training begins with setting goals. These goals are recorded, prioritized and may be broken down into a project, an action plan, or a simple task list. This entire process is supported by a skill set that should include personal motivation, delegation skills, organization tools, and crisis management. We'll cover all this and more during this Time Management Online Short Course.

9. Project Management: Being Able to Manage Projects is Important in Getting Things Done

In the past few decades, organizations have discovered something incredible: principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

This Project Management Online Short Course will give you an overview of the entire project management process, as well as key project management tools that they can use every day.

10. Managing Personal Finances: Learn how to establish financial goals

The Managing Personal Finance Online Certificate course provides you with the tools you need to reduce or eliminate debt and give you the financial stability you need.  The guide teaches you the benefits of having a budget and how to build a budget that fits your needs, and lifestyle. With the Managing Personal Finance Online courses, you will discover how you can cut costs, pay off debts, and live within your budget.

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

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate 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.

Show More Hide
Units of Study

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

The Ultimate Budget and Financial Reports, 10 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 - Budgets and Managing Money

Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment

 Session 2: Finance Jeopardy

  • Questions and Answers

 Session 3: The Fundamentals of Finance

  • Recording Financial Transactions
  • Financial Statements vs. Financial Reports
  • Types of Costs
  • Generally Accepted Accounting Principles
  • Budgeting Terms
  • Your Role in Company Finances
  • Your Role in Company Finances
  • The Key Players
  • Identifying the Key Players in Your Organization

 Session 4: The Basics of Budgeting

  • Defining a Budget
  • Budget Responsibilities
  • Key Budgeting Points
  • Types of Budgets
  • Sales Budget
  • Expense Budget
  • Production Budget
  • Manufacturing Budget
  • Labor Budget
  • Capital Budget
  • Cash Budget
  • Understanding Where Your Budget Fits In

 Session 5: Parts of a Budget

  • The Planning Parts

 Session 6: The Budgeting Process

  • Overview
  • Step One: Gather the Budget Package
  • Step Two: Lay the Groundwork
  • Case Study, Part One
  • Budget Template
  • Step Three: Identify Your Goals
  • Case Study, Part Two
  • Step Four: Gathering Your Resources
  • Accounting Checklist
  • Marketing and Sales Checklist
  • Budget Management Team Checklist
  • Checklist for Your Supervisor Checklist
  • Checklist for Your Team
  • Steps Five and Six: Planning and Doing
  • Step Six: Do It!
  • Case Study, Part Three
  • Budget Template

 Session 7: Budgeting Tips and Tricks

  • Top Ten Excuses for Being Over Budget
  • Up-Front Budget Maneuvers
  • Not-So-Nice Budget Maneuvers

 Session 8: Monitoring and Managing Budgets

  • Making Connections
  • Making Connections Answer

 Session 9: Crunching the Numbers

  • Understanding Ratio Analysis
  • Sample Balance Sheet
  • Current Ratio
  • Quick Ratio
  • Debt Ratio
  • Net and Gross Profit Margin
  • Return on Sales Ratio
  • Debt to Net Worth Ratio
  • Cash Turnover Ratio
  • Collection Ratio
  • Investment Turnover
  • Return on Investment
  • Making Connections

 Session 10: Getting Your Budget Approved

  • Introduction
  • Tips to Get Your Budget Approved

 Session 11: Comparing Investment Opportunities

  • The Importance of Analysis
  • Payback Period
  • Break-Even Point
  • Cost-Benefit Analysis
  • Return on Investment

 Session 12: ISO 9001:2008

  • What is ISO 9001:2008?
  • Making Connections
  • Company Two
  • Company Three

 Session 13: Directing the Peerless Data Corporation

  • Task Explanation
  • The Decision-Making Process
  • Background
  • Company Information
  • Salary Information, Part One
  • Salary Information, Part Two
  • Decision One: Office Relocation
  • Decision 1 – Analysis, Part One
  • Decision 1 – Analysis, Part Two
  • Decision
  • Decision Two: Reproduction Backlog
  • Decision Two: Analysis
  • Hire Reproduction Aid
  • Purchasing New Copying Equipment
  • Decision
  • Decision Three: Improving Supervision
  • Decision Three: Analysis
  • Decision
  • Decision Four: Job Enrichment
  • Decision Four: Analysis
  • Decision
  • Decision Five: Staff Expansion
  • Decision Five: Analysis, Part One
  • Decision Five: Analysis, Part Two
  • Decision

 Session 14: A Personal Action Plan

  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Course 3 - Writing Reports and Proposals

Session One: Course Overview

Session Two: The Stages of Report Writing

Session Three: The First Stage – Investigating

  • Gathering Information
  • Let’s Get Thinking!

Session Four: The Second Stage – Planning

  • Choosing a Report Format
  • Individual Activity

Session Five: The Third Stage – Writing

Session Six: The Fourth Stage – Revising

  • Checklist for Success
  • Spelling Test

Session Seven: Using Headings

Session Eight: Using Charts and Graphs

Session Nine: The Proposal

  • The Differences When Writing Proposals
  • The Ten Steps of Proposal Writing
  • Writing Exercise

Session Ten: Persuasion

Session Eleven: Practical Application

Session Twelve: Giving Credit

  • Citing Sources
  • Bibliography Exercise

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

Course 6 - Excel 365 Essentials

Module One: Getting Started
By the end of this course, you should be able to:

  • Open and close spreadsheets
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Differentiate between worksheets, workbooks, rows, columns, and cells
  • Download and reload workbooks
  • Use the Find Command
  • Save a Copy
  • Open in Editing View
  • Open the spreadsheet in the Excel desktop application for more advanced features
  • Understand saving and collaborating
  • Create a new file
  • Enter labels and values
  • Edit data
  • Use the Wrap Command
  • Use cut, copy, and paste
  • Use Undo and redo
  • Add rows and columns
  • Delete cells
  • Understand shortcuts
  • Build, copy and edit formulas
  • Use absolute referencing appropriately
  • Understand the difference between Formulas and Functions
  • Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
  • Understand Autocomplete
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Refresh and recalculate data
  • Format text and numbers
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables
  • Insert and work with Charts
  • Insert links

Module Two: Welcome to Office 365 Web Apps

  • The Home Page
  • The Team Site
  • Shared Documents
  • Uploading a Spreadsheet

Module Three: Worksheets and Workbooks

  • Opening a Spreadsheet
  • Overview of the Reading View
  • Understanding Worksheets vs. Workbooks
  • Downloading and Reloading
  • Closing Spreadsheets

Module Four: Working with Excel Files

  • Using the Find Command
  • Saving a Copy
  • Editing in Browser
  • The Excel Web App Interface
  • Opening in Excel

Module Five: Editing in the Browser (one)

  • About Saving and Save As
  • A New File and AutoSaving
  • Entering Data
  • Editing Data
  • Using the Wrap Command

Module Six: Editing in the Browser (two)

  • Cut, Copy, and Paste
  • Using Undo and Redo
  • Adding Rows and Columns
  • Deleting Cells
  • Using Timesaving Shortcuts

Module Seven: Building Formulas

  • The Math Basics of Excel
  • Building a Formula
  • Editing a Formula
  • Copying a Formula
  • Relative vs. Absolute References

Module Eight: Understanding Functions

  • Formulas vs. Functions
  • Using the SUM Function
  • Using Other Basic Excel Functions
  • Using AutoComplete

Module Nine: Working with Data

  • Sorting Data
  • Filtering Data
  • About Collaborating
  • About Refreshing External Data

Module Ten: Formatting Your Data

  • Changing the Appearance of Text
  • Changing the Appearance of Numbers
  • Setting Alignment Options
  • Adding Borders
  • Adding Fill Color

Module Eleven: The Insert Tools

  • Inserting Tables
  • Inserting Charts
  • Working with Charts
  • Inserting Links

Module Twelve: Wrapping Up 

Course 7 - Contract Management

Module One: Getting Started

  • Course Objectives

Module Two: Defining Contract Management 

  • What is Contract Management? 
  • Contract Types 
  • Contract Elements 
  • Risks of Poor Contract Management

Module Three: Legal and Ethical Contract Management

  • Contract Law I 
  • Contract Law II 
  • Defining Ethical Contract Management 
  • Ethical Breaches

Module Four: Contract Management Requests

  • Choosing Potential Bidders 
  • RFPs and Technology 
  • Calculating Value 
  • Making a Choice

Module Five: How to Create a Contract

  • Templates and Software 
  • Compliance 
  • Wording 
  • Risks of Noncompliance 

Module Six: Contract Negotiations

  • Be Prepared 
  • Prioritize Terms 
  • Remain Professional 
  • Execute the Contract 

Module Seven: Assess Performance

  • What Performance Can Be Assessed 
  • Creating Metrics 
  • Measuring Performance 
  • Improving Performance

Module Eight: Relationships

  • Qualities of Effective Relationships 
  • Relationship Pitfalls 
  • Building Trust 
  • Maintaining Relationships 

Module Nine: Amending Contracts

  • Redlines and Strikeouts 
  • Replacing Clauses 
  • Describing Amendments 
  • Amendment Status 

Module Ten: Conducting Audits

  • Why Audit? 
  • Plan 
  • Establishing Procedures 
  • Investigate and Report 

Module Eleven: Renewing Contracts

  • Involve Stakeholders 
  • Review 
  • Check for Accuracy and Changes 
  • Update or Cancel 

Module Twelve: Wrapping Up

Course 8 - Time Management

Section One: Getting Started

Section Two: SMARTER Goals

  • The Three P’s
  • Create SMARTER Goals
  • Prioritizing Your Goals
  • Visualize your Goals-Visualization

Section Three: Prioritizing Your Time

  • The 80/20 Rule
  • Prioritizing with the Urgent-Important Matrix
  • Being Assertive...Saying “NO” to Requests you can’t meet.

Section Four: Planning

  • Using To Do List
  • The Glass Jar: Rocks, Pebbles, Sand, and Water
  • Ready, Fire, Aim!

Section Five: Procrastination

  • Why We Procrastinate
  • Nine Ways to Overcome Procrastination
  • Eat That Frog!

Section Six: Managing Crisis

  • When Crisis Calls...do you have a Contingency Plan?
  • Creating a Plan
  • Executing the Plan
  • Lessons Learned

Section Seven: The Organized Workspace

  • De-Clutter
  • Managing Workflow
  • Dealing with E-mail...email etiquette
  • Using Calendars

Section Eight: Delegating

  • When to Delegate?
  • Who Should I Delegate to?
  • Monitoring the Results

Section Nine: The Power of Ritual...Habits

  • What is a Ritual/Routine?
  • Example Rituals
  • Using Rituals to Maximise Time

Section Ten: Meetings

  • Deciding if a Meeting is Necessary... Is the meeting necessary?
  • Using the PAT Approach
  • Effective Agenda Writing
  • Staying on Track
  • Was the Meeting Worthwhile?

Section Eleven: Meeting Alternatives

  • Instant Messaging and Chat Rooms
  • Teleconferencing
  • E-mail Lists and Online Groups
  • Collaboration Applications

Section Twelve: Wrapping Up

Course 9 - Project Management

Module One - Getting Study

Module Two - Key Concepts (Part 1)

  • What is a project?
  • What is project management?
  • What is a project manager?

Module Three - Key Concepts (Part 2)

  • About the Project Management Institute (PMI)
  • About the Project Management Body of Knowledge (PMBOK)
  • The five process groups
  • The nine knowledge areas
  • The triple contraint

Module Four - Initiation (Part 1)

  • Identifying your Stakeholders
  • Assessing Needs and Wants
  • Setting a SMART project goal
  • Creating requirements and deliverables

Module Five - Initiation (Part 2)

  • Creating a statement of work
  • Completing the project planning worksheet
  • Completing the project charter

Module Six - Planning (Part 1)

  • Managing expectations
  • Creating a task list
  • Estimating time
  • Estimating resources
  • Estimating costs

Module Seven - Planning (Part 2)

  • Building the work breadkdown structure
  • Creating the schedule
  • Creating a risk management plan
  • Creating a communication plan

Module Eight - Planning Tools

  • The Gantt Chart
  • The Network Diagram
  • Using a RACI Chart
  • Going the extra mile: Microsoft Project

Module Nine - Executing the Project

  • Establishing baselines
  • Monitoring project progress
  • Triple constraint reduction methods

Module Ten - Maintaining and Controlling the Project

  • Making the most of status updates
  • Managing change
  • Monitoring risks

Module Eleven - Closing Out

  • Preparing for closeout
  • Celebrating successes
  • Learning from project challenges
  • Scope verification
  • A final to-do list

Module Twelve - Wrapping Up

Course 10 - Managing Personal Finances

Module One: Getting Started

Module Two: The Benefits of Budgeting

  • Getting Rid of Debt 
  • Generating Savings 
  • Reducing Stress and Anxiety 
  • Lessening Family Conflicts 

Module Three: What to Consider Before Creating a Budget

  • Understand Your Income 
  • Determine a Budget Duration 
  • Determine Expenses 
  • Track What's Being Spent

Module Four: Types of Fixed Personal Expenses

  • Utility Bills 
  • Housing Bills 
  • Transportation 
  • Debt Payments

Module Five: Types of Fluctuating Personal Expenses

  • Personal Care 
  • Entertainment 
  • Eating Out

Module Six: Establish Your Goals

  • Short Term vs Long Term
  • Be Realistic 
  • Actually Get Rid of Debt 
  • Save for the Future

Module Seven: Determine Where Cuts Can Be Made

  • Cut Bad Habits 
  • Decrease Transportation Costs 
  • Reduce Utility Bills 
  • Decrease Entertainment Expenses

Module Eight: Tools

  • Software 
  • Phone Applications 
  • The Envelope System 
  • Expenditure Notebook

Module Nine: Stick With Your Budget

  • Use Cash for Weekly Allowance 
  • Accountability to Family or Friends 
  • Set Up a Different Account for Savings
  • Remind Self of Benefit to Sticking with Budget

Module Ten: Additional Ways to Make Money

  • Make and Sell Items 
  • Sell Unused Items 
  • Small Part-Time Job 
  • Recycle for Money

Module Eleven: Paying Off Debt

  • Get Three Credit Reports 
  • Start with Small Stuff and Work Your Way Up 
  • Credit Card Hacks 
  • Investigate Student Loan Repayment or Consolidation Options

Module Twelve: Wrapping Up 

Requirements

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 laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

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

All systems

Internet bandwidth of 1Mb or fasterFlash 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

FAQS

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.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to 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!

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?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

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 and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

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 info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to 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 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 info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

Free Personal Success Training Program

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!

This month, we are providing it for Free with all Course Purchases, as a special offer!

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:

• Life time access

• Complement your individual course purchase.

• Click here Personal Success Training Program to see thousands of positive reviews,

Hurry - offer - ends this month!

Training Packages

Looking for specific training for yourself or employees in your Business. We can provide tailor-made Training Packages.

Training Packages