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  • Finance and Accounting Training

    accountingInterSource offers live instructor-led courses on the most useful and important finance and accounting subjects, including Accounting, Budgeting, Finance, Microsoft Excel and Quickbooks.

    These live classes are offered via a Web interface.

  • About Finance and Accounting

    Accountancy is a branch of mathematical science that is useful in discovering the causes of success and failure in business. The principles of accountancy are applied to business entities in three divisions of practical art, named accounting, bookkeeping, and auditing.

    Corporate finance is an area of finance dealing with financial decisions business enterprises make and the tools and analysis used to make these decisions. The primary goal of corporate finance is to maximize corporate value while managing the firm's financial risks.

    Although it is in principle different from managerial finance which studies the financial decisions of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.

    Managerial finance is an interdisciplinary approach that borrows from both managerial accounting and corporate finance. Sound financial management creates value and organisational agility through the allocation of scarce resources amongst competing business opportunities. It is an aid to the implementation and monitoring of business strategies and helps achieve business objectives.


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  • Course Details Finance and Accounting

    Classes are offered via a live web conference. For detailed course outlines and scheduled classes, please see below.

    Online classes are never cancelled due to low enrollment. The instructors who teach our online classes are no less than outstanding, and each has years of practical and training experience.

    InterSource clients are active globally. Live web courses are priced in US dollars, and run during Eastern Standard Time (New York) business hours. We also run live web conference classes during European business hours, which can be invoiced in local currencies. For further information please contact us on +41 (22) 958 0114.

Financial Management Training

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Course duration

  • 2 Days

Course Outline

This Basic Financial Management training course introduces students to the fundamentals of financial management. Students will become familiar with basic accounting concepts and terms, track business transactions, use universal accounting tools such as the general journal, general ledger, and trial balance. Course activities also cover the purpose of and how to use the four financial statements-the income statement, the balance sheet, the cash flow statement, and the statement of stockholders' equity. Finally, students learn how to create and enforce a budget by analyzing financial statements, setting objectives, and monitoring performance.

This Financial Management training class continues by teaching how to reconcile a bank statement, choose a reconciliation reviewer, control an organization's cash, and prepare a Cash Flow Statement. Course activities also cover the various tools available for analyzing financial statements. Students will also learn how to calculate inventory value and depreciation, and why organizations use accounting methods when reporting financial information on financial statements.

  • Learn the fundamentals of financial management.
  • Learn basic accounting concepts and terms.
  • Learn to use the general ledger and trial balance.
  • Learn to prepare and interpret an Income Statement.
  • Learn to prepare and interpret a Balance Sheet.
  • Learn to interpret a Cash Flow Statement.
  • Learn the fundamentals of budgeting.
  • Learn to analyze financial statements.
  • Learn how to reconcile a bank statement.
  • Learn to manage an organization's cash.
  • Learn to prepare a Cash Flow Statement.
  • Learn how to calculate inventory value.
  • Learn how to calculate depreciation.
  • Learn inventory costing methods.
  • Learn depreciation methods.
  1. Basics of accounting
    1. Accounting
    2. Key accounting terms
  2. Accounting cycle
    1. Basics of the accounting cycle
    2. Analyze, record, and post transactions
    3. Trial Balance
  3. Income Statement
    1. Income Statement basics
    2. Prepare and interpret an Income Statement
  4. Balance Sheet
    1. Balance Sheet basics
    2. Prepare Balance Sheets
    3. Interpret Balance Sheets
  5. Other financial statements
    1. Cash Flow Statement
    2. Statemof Stockholders' Equity
  6. Budgeting
    1. Fundamentals of budgeting
    2. Analyze financial statements
    3. Set objectives
    4. Monitor performance
  7. Cash management
    1. Fundamentals of cash
    2. Bank reconciliation
    3. Maintaining control of cash
  8. Analysis of financial statements
    1. Importance of analyzing statements
    2. Ratio analysis of a Balance Sheet
  9. Analysis of Income Statements
    1. Profitability from Income Statements
    2. Comparative and percentage analyses
  10. Inventory and depreciation
    1. Basics of inventory and depreciation
    2. Inventory costing methods
    3. Depreciation methods
  11. Application of accounting methods
    1. Calculate inventory
    2. Calculate depreciation

InterSource Geneva, a premier Information Technology training firm, offers over 400 different courses on server, database and programming technologies, as well as end-user classes for the most popular office, graphics and design applications. We serve clients in Switzerland (Geneva, Lausanne, Bern, Basel, Zurich) and throughout Europe (France, Germany, Austria, Finland, Sweden, England, Netherlands, Spain, etc.).


InterSource offers custom, private courses at client sites, standard public courses in our Geneva classroom, and online training via live Web conference. Training is offered in English and many other languages (Francais, Deutsch, Espanol, Italiano.)


For an overall view of our offerings, please visit us at www.intersource.ch.