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accessUTS offers a range of accounting and finance programs that can help further your job opportunities or set you on a new career trajectory. All our courses are designed and presented by leading experts with practical experience in their field.

Our courses are open to all members of the public for enrolment.  We can also organise customised or private group training upon request, enabling your organisation to focus on specific requirements or needs. 

  • Accounting for Non-Accountants
  • Financial Analysis
  • Financial Analysis by Distance Learning (FADL)

LIMITED PLACES REMAINING


Enrol Online Now  ONLINE ENROLMENTS ARE CONDUCTED EXTERNALLY

Accounting based financial reports are an invaluable tool for the analysis and management of business operations. These are more than just summary statistics. Financial statements provide the tools for business analysis and performance evaluation.

Accounting for Non-Accountants focuses on accounting concepts and processes. By establishing a foundation of knowledge of the accounting process, participants will be better equipped to understand financial reports and how these reports enhance knowledge to enable better informed management decisions. 

Why Should You Consider This Course?

Accounting based financial reports are an invaluable tool for the analysis and management of business operations. It is more than just summary statistics as financial statements provide the tools for business analysis and performance evaluation.

Accounting for Non-Accountants focuses on accounting concepts and processes. By establishing a foundation of knowledge of the accounting process, participants will be better equipped to understand financial reports and how these reports enhance knowledge to enable better informed management decisions.

Who Should Choose This Course?

This program is particularly useful for:

  • Managers of larger organisations who want a good understanding of financial reports and the ability to utilise this information productively
  • Small to medium business owners who want more involvement with their company finances, enabling closer monitoring and control of its operating and financial performance
  • Bookkeepers or accounts clerks who want a greater appreciation of accounting terminology and processes
  • Professionals who are working in, or wish to work in general management and are required to use and understand financial reports. 

Fees & Course Length

1 day course - $695

For any enquiries regarding tailored private courses for your organisation, please contact accessUTS on +61 (02) 9514 5156 or email Laura.Jiew@uts.edu.au

View our current course schedule                           

 

Prerequisites

This open entry course has no pre-requisites specified.

Career Outcomes

This one-day course aims to facilitate participant knowledge and develop skills to:

  • Understand accounting terminology and how it relates to and supports business activity
  • Become aware of the impact of transactions on the financial performance and position of the business
  • Gain an insight into the processes used for the preparation of financial statements
  • Analyse and interpret financial statements to enhance knowledge of business operations
  • Identify ways of using financial statements to acquire an insight into improving business operations.

This discrete short course is not specifically linked to a UTS award course.

This training course may contribute to your CPD (Continuing Professional Development) requirements.

A certificate of attendance will be awarded on course completion. 

The Trainers

Greg Pazmandy is a senior lecturer in accounting at UTS specialising in the areas of business analysis and computer-based accounting.

He has been involved in accounting education at the tertiary level for over 30 years, Greg has extensive consulting experience and he has developed and presented accounting and finance programs for executive development programs in Australia and internationally. He has previously worked in the accounting profession with a chartered firm.

Course Content

Topics covered will include:

  • What is accounting and how does it support business operations
  • Accounting terminology
  • Transaction processing cycles and core business operations
  • Reporting operating/recurring and non-operating/non-recurring business transactions and what they mean
  • Preparing income statements, balance sheets and cash flow statements
  • Reading and interpreting balance sheets to pinpoint business strengths and weaknesses
  • Using income and cash flow statements to study operating performance.

Special Offer


Receive a 10% discount - Book 2 or more from the same company. Also available for undergraduates and the unemployed.

Enrol Online Now  ONLINE ENROLMENTS ARE CONDUCTED EXTERNALLY

Financial Analysis is designed for existing users of Excel or similar spread sheet programs needing to vastly increase their modelling and analytical skills especially in the disciplinary areas of Accounting, Finance and Management.

This is a unique and practical 48-hour hands-on course designed to improve the Excel modelling and analytical skills of finance professionals for the forecast, analysis and presentation of business and financial information.

Why Should You Consider This Course?

  • Suits very experienced as well as relatively more recent users: no formal entry requirements
  • Equivalent to a one-semester course at UTS: 48 hours face-to-face tuition
  • Very practical tips-and-tricks followed by a systematic model building techniques
  • Conveniently packaged as a 4 weekend program: does not interfere with work
  • Taught by highly professionally qualified and highly experienced staff
  • Over 3000 highly satisfied graduates: average rating 4.5 out of 5
  • The course manual of over 350 pages is a useful reference to keep and refer to later.

Fees & Course Length

Full qualification (4 Days - 48hrs)             $3,575  

View our current course schedule

Prerequisites

At least 6 months practical Excel experience in a business setting and capable of assimilating new material at a fairly rapid pace.

Career Outcomes

  • Advanced spread-sheeting in accounting and finance
  • Leads to a well-recognised UTS certificate
  • Uniquely serves the finance, accounting, financial planning, banking, insurance and allied industries
  • Useful on a CV for promotion, career progression or career change
  • Hours can be claimed as Continuous Professional Development (CPD).

The Trainers

James Clarkson

Following an early career in both public and commercial accounting, James has more than twenty years experience as a presenter of professional programs and more than twenty five consulting and developing for blue chip clients.

James has gained wide experience in model design and development and application development using Microsoft Office, Visual Basic, Visual Basic for Applications (VBA). He is an outstanding educator and consistently rates very highly on student evaluations (averaging 4.5 on a 1 - 5 scale).

Course Content

KEY TECHNIQUES FOR IMPROVED MODEL BUILDING

  • Structure and model layout
  • Design rules for good layout
  • Pointing techniques (including cursor movement) to avoid errors
  • Keyboard techniques: non-rodent access to menus, cells etc.
  • Relative, mixed, absolute and 3D addressing
  • Naming ranges, using row and column labels
  • Intersection operator
  • Formula Palette, finding and using built-in functions
  • Working with lists and filling ranges
  • Lookup tables using VLOOKUP, INDEX, MATCH
  • Housekeeping and security
  • Spreadsheet security and distribution of models
  • Developing a planning model including variables and assumptions table
  • Incorporating a plant expansion into the planning model.

ADVANCED TECHNIQUES

  • Formula Palette, finding and using built-in functions
  • Working with lists and filling ranges
  • Lookup tables using VLOOKUP, INDEX, MATCH
  • Developing a planning model including variables and assumptions table
  • Incorporating a plant expansion into the planning model
  • Advanced cell formatting techniques
  • Custom formatting
  • Conditional formatting
  • Data validation
  • Array functions
  • Price break style lookups and discontinuities
  • Charting tools and techniques
  • Importing and opening non-spreadsheet files
  • Parsing text ranges
  • Transposing ranges
  • Workbook templates
  • Techniques for building consolidated reports by function
  • Techniques for building consolidated reports using Excel tools
  • Working with version data
  • Spreadsheet settings and preferences
  • Toolbar configuration.

SENSITIVITIES

  • Sensitivity analysis using Data Tables
  • Sensitivity analysis using Scenarios
  • Scenario summary report.

WORKBOOK LINKING

  • Building links
  • Building safe links using range names and intersection operator
  • Understanding link resolution
  • Locating and removing invalid links.

FINANCIAL ANALYSIS

  • Investment decision model
  • Advanced investment analysis including sensitivity to leverage
  • Financial functions such as NPV, IRR, RATE, PMT, PPMT, IPMT etc
  • Forecasting balance sheet and cash requirements
  • Sales variance analysis

STATISTICS

  • Regression analysis
  • Forecasting functions such as TREND
  • Statistical functions such as SLOPE, INTERCEPT, RSQ
  • Charting and forecasting based on regression analysis.

FREQUENCY DISTRIBUTION TABLES

  • Date and Time Functionality
  • Date and time based formulas and formatting issues
  • Excel date functionality
  • Elapsed and projected date and time formulas
  • Periodic Cashflows
  • Database functions and uses:
  • Worksheet databases - functions, advantages and limitations
  • Finding exact matches and unique entries
  • Database functions such as DSUM, DCOUNT, DAVERAGE, SUMIF
  • Pivot table reports, Pivot table settings.

APPLICATIONS

  • Traditional economic order quantity model
  • Improved economic order quantity model including price breaks
  • Financial distress forecasting using Z scores
  • Monitoring financial performance, using the DuPont model
  • Improving capital turnover and controlling asset base
  • Reporting to management.

Customisation Opportunities

In-house offerings of the Financial Analysis Certificate can be arranged anywhere in Australia and we can assist with the hire of suitable training facilities if they are not available in-house.

Contact us now to explore the flexible delivery options available.

More

DELIVERY METHODOLOGY

A set of review exercises are worked at regular intervals throughout the course that require the students to work in groups to implement the knowledge gained in solving the set problems. The results of these exercises are critiqued in class and alternative solutions which implement more flexible and dynamic solutions are canvassed to demonstrate those problem solving techniques.

ASSESSMENT

Final assessment (optional for in-house courses) is based upon a longer workshop during which the student demonstrates their knowledge and analysis skills through solving a set of problems based around the materials covered.

SPECIAL OFFER


10% discount applies for 2 or more enrolments from the same company

Enrol Online Now  ONLINE ENROLMENTS ARE CONDUCTED EXTERNALLY

The Financial Analysis Certificate by Distance Learning, using Excel is designed for professionals in the accounting and finance environment who need to enhance their professional skills. It appeals especially to accountants, bankers, finance managers, financial analysts, financial controllers, financial advisers and others who wish to add spreadsheet design, spreadsheet security and advanced modelling to their skill sets. Many students have been able to significantly enhance their careers based on what they have learnt in the course.

ABOUT THE COURSE

This course has the same content as FAC (Financial Analysis Certificate, using Excel) and leads to the same well-regarded qualification. The first part of FAC is a fast-paced comprehensive set of tools to tap into the full power of Excel. The second part of the course builds 'smart' analytical models, useful applications for more advanced techniques, which are transferable throughout an organisation.

Each student is provided with 500+ pages of materials and a CD-ROM with all working files and sample solutions. The course material is strictly copyright and may not be copied, or transferred to another person in any form.

This course may be commenced at any time after successful registration and may be done at your own pace. We recommend completion in 3 months and no later than 6 months. Another 6 months extension may be granted on application. If not completed within 12 months, an administration fee equal to one-quarter of the course fees becomes payable.

Applications for a transfer of enrolment to another person should be made by lodging another application for registration clearly stating the reasons for the application. No fee is payable, if the course is completed within 12 months from the date of the original enrolment.

Fees & Course Length

$1795 (distance-mode for non-Sydney residents only)

This course (FADL) is only available if you are resident outside Sydney. Exceptions to this rule are rare and are generally only granted where religious observance or physical disability prevents class attendance. Applications for exemption to this rule should be made to James Clarkson (see contact detail below).

ENROL NOW

To register as an international student living outside of Australia, please click here 

Prerequisites

At least 6 months practical Excel experience in a business setting and capable of assimilating new material at a fairly rapid pace.

Career Outcomes

  • Advanced spread-sheeting in accounting and finance
  • Leads to a well-recognised UTS certificate
  • Uniquely serves the finance, accounting, financial planning, banking, insurance and allied industries
  • Useful on a CV for promotion, career progression or career change.

The Trainers

James Clarkson

Following an early career in both public and commercial accounting, James has more than twenty years experience as a presenter of professional programs and more than twenty five consulting and developing for blue chip clients. He has gained wide experience in model design and development and application development using Microsoft Office, Visual Basic, Visual Basic for Applications (VBA) . He is an outstanding educator and consistently rates very highly on student evaluations (averaging 4.5 on a 1 - 5 scale).
 

Course Content

KEY TECHNIQUES FOR IMPROVED MODEL BUILDING

  • Structure and model layout
  • Design rules for good layout
  • Pointing techniques (including cursor movement) to avoid errors
  • Keyboard techniques: non-rodent access to menus, cells etc.
  • Relative, mixed, absolute and 3D addressing
  • Naming ranges, using row and column labels
  • Intersection operator
  • Formula Palette, finding and using built-in functions
  • Working with lists and filling ranges
  • Lookup tables using VLOOKUP, INDEX, MATCH
  • Housekeeping and security
  • Spreadsheet security and distribution of models
  • Developing a planning model including variables and assumptions table
  • Incorporating a plant expansion into the planning model.

ADVANCED TECHNIQUES

  • Formula Palette, finding and using built-in functions
  • Working with lists and filling ranges
  • Lookup tables using VLOOKUP, INDEX, MATCH
  • Developing a planning model including variables and assumptions table
  • Incorporating a plant expansion into the planning model
  • Advanced cell formatting techniques
  • Custom formatting
  • Conditional formatting
  • Data validation
  • Array functions
  • Price break style lookups and discontinuities
  • Charting tools and techniques
  • Importing and opening non-spreadsheet files
  • Parsing text ranges
  • Transposing ranges
  • Workbook templates
  • Techniques for building consolidated reports by function
  • Techniques for building consolidated reports using Excel tools
  • Working with version data
  • Spreadsheet settings and preferences
  • Toolbar configuration.

SENSITIVITIES

  • Sensitivity analysis using Data Tables
  • Sensitivity analysis using Scenarios
  • Scenario summary report.

WORKBOOK LINKING

  • Building links
  • Building safe links using range names and intersection operator
  • Understanding link resolution
  • Locating and removing invalid links.

FINANCIAL ANALYSIS

  • Investment decision model
  • Advanced investment analysis including sensitivity to leverage
  • Financial functions such as NPV, IRR, RATE, PMT, PPMT, IPMT etc
  • Forecasting balance sheet and cash requirements
  • Sales variance analysis

STATISTICS

  • Regression analysis
  • Forecasting functions such as TREND
  • Statistical functions such as SLOPE, INTERCEPT, RSQ
  • Charting and forecasting based on regression analysis.

FREQUENCY DISTRIBUTION TABLES

  • Date and Time Functionality
  • Date and time based formulas and formatting issues
  • Excel date functionality
  • Elapsed and projected date and time formulas
  • Periodic Cashflows
  • Database functions and uses:
  • Worksheet databases - functions, advantages and limitations
  • Finding exact matches and unique entries
  • Database functions such as DSUM, DCOUNT, DAVERAGE, SUMIF
  • Pivot table reports, Pivot table settings.

APPLICATIONS

  • Traditional economic order quantity model
  • Improved economic order quantity model including price breaks
  • Financial distress forecasting using Z scores
  • Monitoring financial performance, using the DuPont model
  • Improving capital turnover and controlling asset base
  • Reporting to management.

More

HOW TO USE THE MATERIALS

Although some of the material may appear familiar to you, from a brief reading of the introduction, it will still prove beneficial to work all the exercises as presented, and read the commentary and notes associated with each exercise. In addition to the pure Excel knowledge involved, there is considerable discussion and demonstration of technique and style, which is an important part of the content of the course. 

Students who skip through the material, only working exercises that appear unfamiliar do not gain as much from the course and then have difficulty in completing the review exercises, since much of the technique and approach presented is overlooked.

Our experience with in-class students who have vast experience with Excel and modelling is that they profess considerable satisfaction in working even the simpler exercises, as it provides very useful input as to how to solve common problems and highlights techniques and knowledge that they have not previously encountered.

Within the notes there are four review exercises for completion and marking at the appropriate stage of the course. Exercises and all feedback by the lecturer are by email. Completion of all six exercises demonstrating the knowledge in the course qualifies for a certificate of completion.

Alternatively, at the end of the course, there are assessable exercises. By sumitting these, a certificate graded at Pass, Credit, Distinction or High Distinction grades may be earned.

 

WHAT OUR STUDENTS SAY

"This course is not just about “Formulas”. James challenges our entrenched way of building models through technique and planning. A tremendous value-add for any employee using Excel" - John E.

“I found this course incredibly helpful and would highly recommend it as a good investment of time and money to anybody requiring advanced skills in the use of Excel.” - Rob E

"I just wanted to take this opportunity to thank you once more for this course. I learnt an immense amount, and am so glad I did it!" - Alex M

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