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HomeAccounting and FinanceProfessional Skills for Finance and Accounting

Seminar content

What you will learn

Why Attend

This course covers the essential skills needed for finance staff to excel in their companies. From macro level management and financial overview to personal organization and time management, various skills are put into practice to help participants become more successful at the workplace.

Course Methodology

This course relies on a variety of individual and team exercises supported with role plays as well as individual and group presentations and Excel workshops.


Course Objectives

By the end of the course, participants will be able to:

  • Identify the relationship between the various financial statements
  • Explain the characteristics of 'delegation' and apply various personal organization management techniques
  • Evaluate skills and attitudes of finance staff and identify their communication personality styles
  • Practice some of the essential Excel skills to increase efficiency and productivity
  • Apply finance policies and procedures to add value and communicate effectively with other departments
Target Audience

Financial managers, financial controllers, finance department heads, chief financial officers, accounting managers, senior finance officers, accountants, finance staff and analysts.


Target Competencies
  • Interpreting financial statements
  • Delegation
  • Communication
  • Organization
  • Time management


Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 12 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Professional Skills for Finance and Accounting.

Seminar details

Detailed outline

The macro finance picture

  • Understanding the accounting cycle
  • The income statement
  • The balance sheet
  • Changes in owners’ equity statements
  • Cash flow statements
  • The relationship of financial statements
  • Functions of management
  • Elements of a vision for finance and accounting department
  • Effectiveness versus efficiency
  • Supporting the operating departments
  • Purpose of the finance and accounting function

Personal organization and time management

  • The new skills set
  • Delegation and priorities
  • Delegation characteristics
  • Rules of delegation
  • Handling meetings effectively
  • Maintaining clean desk policy
  • Managing your in-box
  • Peak performance time

Managing the finance function

  • Hiring the best people
  • Identifying recruitment criteria
  • Developing interviewing skills
  • Interpersonal communication
  • Fundamentals of communication skills
  • Personality communication styles
  • The attitude and skills matrix
  • Evaluating finance staff performance
  • Employee motivation tools

Key Excel functions and tools to enhance efficiency

  • Consolidating multiple sets of data
  • Applying control at the data entry through data validation
  • Reconciling accounts by using 'vlookup'

Organizing the finance function

  • Teamwork skills in finance and accounting
  • Assessing the need for team building program
  • Finance as a project
  • Organizing by function
  • Organizing by purpose
  • Staff duties and responsibilities
  • The need for review and authorization procedures
  • The authorization matrix and control of processes in organizations
  • Cross training and backup strategies
  • Scheduling the monthly accounting cycle

Policies and procedures

  • Purposes of the policies and procedures manual
  • Documenting and communicating financial policies
  • Staff involvement and responsibilities


Dates and locations

Available seminar dates

8 dates
Date City Duration Price
11 - 15 May 2026 5 Days €4,250.- Book now
8 - 12 June 2026 5 Days €3,850.- Book now
6 - 10 July 2026 5 Days €4,250.- Book now
10 - 14 August 2026 5 Days €3,450.- Book now
14 - 18 September 2026 5 Days €4,250.- Book now
5 - 9 October 2026 5 Days €4,200.- Book now
16 - 20 November 2026 5 Days €2,850.- Book now
7 - 11 December 2026 5 Days €4,250.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Professional Skills for Finance and Accounting.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

Course participant
“

The structure of Professional Skills for Finance and Accounting made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance
Seminar attendee
“

The venue and date options made planning the right session straightforward.

Seminar attendee
Vienna - Austria
Learning manager
“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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