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112 Scott Street, Schoemansville, Hartbeespoort, 0126

COURSE OVERVIEW

Every business needs to keep accurate financial records.  It can be required of a Secretary to do or help with the finances of a business.  You will add so much more value to your skills by knowing how to do financial record keeping. 

This course is an introduction to bookkeeping fundamentals and will suit those with no bookkeeping experience or knowledge. You will cover manual bookkeeping concepts and processes.  In this easy to understand self-study course, we cover the concepts, modules and activities associated with bookkeeping, section by section. At the end of the programme, you will understand what you are doing as well as why you are doing it.  The course starts with the different terminology used in bookkeeping, and the definitions of the various books used and entries made in the books.  The course then moves on to an extremely practical learning process. 

On completion of this course, the learner will be capable of starting off a set of books for a small to medium sized business, enter all the transactions in the various books of first entry, post the entries to the general ledger, balance accounts at month-end or year-end, and draw up a Trial Balance.

The course can be successfully completed within approximately 6 – 12 weeks, depending on the learner’s ability to assimilate and interpret the very reader-friendly instructions included in the study material. The learner is required to complete practical exercises which are submitted to the college for adjudication.  Marks are allocated for the assignment and learners who have obtained an average of 50% for all assignments and the examination will be awarded a Certificate in Financial Secretarial Studies.

DURATION

12 - 18 Weeks Self-study programme. Assignments for completion. Examination upon completion of studies.

LEARNING CONTENT

The course will cover the following bookkeeping terms and key concepts:

MODULE 1 - BASIC FUNDAMENTALS OF BOOKKEEPING
1. Introduction
2. Objectives
3. Book keeping
4. Double Entry System
5. Main Accounting Terms
6. Accounting Equation
7. Advantages of Double Entry System.
8. Journal Entries
9. Accounts
10. Rules Regarding Dr. And Cr. Entry
12. Journal
13. Ledger
14. Trial Balance
15. Methods of Preparing Trial Balance
16. Objectives of preparing Trial Balance
17. Limitations of Trial Balance
18. Cash Book
19. Types of Cash Book
20. Simple Cash Book
21. Two Column Cash Book
22. Three Column Cash Book
23. Petty Cash Book.
24. Imprest System of Petty Cash Book.
25. Advantages of Petty Cash Book
26. Pass Book
27. Bank Reconciliation Statement
28. Causes for difference between Cash Book Balance and Pass Book Balance.
29. Need and importance of Bank Reconciliation Statement
30. Procedure for preparation of Bank Reconciliation Statement.
31. Single Entry System
      1. Meaning
      2. Features
      3. Advantages
32. Ascertainment of Profit under single entry system
33. Defects of single entry system
34. Ascertainment of Profit under double entry system
35. Final Accounts
36. Trading Account
37. Profit and Loss Account
38. Balance sheet

MODULE 2 - PROFESSIONAL SKILLS FOR EXECUTIVE SECRETARIES

  1. The Qualities of a Professional Secretary
  2. The Role of a Secretary in a Company
  3. Diary Management
  4. Business Letter Writing
  5. Telephone Etiquette
  6. Decision Making
  7. Creative Problem Solving
  8. Communication Skills
  9. Project Planning
  10. Composing Faxes, Memorandums and E-mails
  11. Client Care
  12. Work planning
  13. Conflict Resolution
  14. Making Travel/Hotel Arrangements
  15. Filing Systems
  16. Time Management
  17. Organising meetings
  18. Taking minutes at meetings
  19. Petty cash
  20. Assertiveness
  21. Document Presentation

 

 

FEES / ENROLMENT OPTIONS

 

We have the following payment options available for our student to choose from. Choose a payment option that best suits your style:

OPTION A: R3 490, 00.

Includes Comprehensive training material, Certificate, Examination and Shipping of material as well as a CD containing business templates, supplementary readers and Audio E-Books.

 

OPTION B: R1 990, 00

WE ARE NOW GOING GREEN: This course is now available on CD which means that you will receive all your course content on CD and not as printed material.  Help us save the planet by choosing this option.   

OPTION C: R1 290, 00

Easy and convenient: Course content will be sent to you via email.

Kindly note:  There are no payment terms. Training material is released within 3 - 14 working days after payment has been received as the cost is inclusive of all your training material, supplementary readers, assignments as well as the courier charges so we need to ensure that all costs are covered prior to the release of training material.

 

 DELIVERY PERIOD

Delivery of training material is between 3 – 14 days depending on stock availability.

ENROLMENT FOR THIS PROGRAMME

 

To enrol your delegate for this course, kindly contact (012) 376 4282 or e-mail Julie at info@secretarialstudies.co.za