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Finance & Accounting for office Administrators & secretaries course


This Finance and Budgeting training seminar provides an introduction to finance and accounting for those who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Those attending this training course will gain a clear understanding of the essential terminology of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.

The overall aim of this Finance & Accounting for Office Administrators & Secretaries programme is to ensure that those who attend will be able to perform their roles more effectively and efficiently within the workplace.


5 Days


  • Secretaries
  • Office Administrators
  • Personal Assistants and Executive Assistants
  • Administrative Professionals and Support Staff
  • Production and Marketing Professionals
  • Anyone wishing to increase or update their awareness and understanding of finance and accounting methods and terminology


At the end of this IRES training seminar, you will learn to:

  • Appreciate the importance of the accounting and finance function
  • Understand accounting for routine business transactions
  • Be able to prepare simple financial statements
  • Be able to analyse company performance using basic ratios
  • Be aware of costing and budgeting techniques to maintain efficiency and profitability


Module 1: Introduction to Finance and Accounting 

The Three Meanings of Finance

How Finance supports the Roles of Office Administrators and Secretaries?

The Two Types of Accounting – financial (external) and management (internal)

The Basic Principles of the Double-entry Financial Accounting System

How to Record Transactions in the Financial Accounting System?

The Contribution made by Office Administrators and Secretaries                                                                        

Module 2: the Financial Statements

Understanding the Income Statement

The Four Levels of Profit, and What they Signify

Understanding the Balance Sheet

Measuring the Consumption of non-current assets by Depreciation, Amortization, and Impairment

What is Inventory, and How is it Valued?

The Cash Flow Statement – Why We Need it, and How it is Prepared 

Module 3: Evaluation of Financial Statements

The Annual Reports of Public Companies – format and content                                      

Who are the Company Stakeholders and What are their Information Needs?                

Why we need to Analyse these Reports in order to understand them?          

How to Calculate Accounting Ratios?                                                 

How to Use Ratio Analysis to Assess Performance?                       

Module 4: Introduction to Management Accounting

Collecting and Analysing Costs for the Management Accounting Database                                                                

Understanding Direct Costs and Indirect Costs                         

Preparing Cost Structures for our Products and Services               

Using Cost Structures to determine our Break-Even Point

Making Cost-Effective Decisions using Cost-Volume-Profit Analysis 

Module 5: Budgets

Why do we need budgets? – The Link between Corporate Strategy and Operations at All levels of the Organisation

The Budget Preparation Process – Timetables, Documentation and Procedures

Preparing a Departmental Budget 

Preparing the Cash Budget  

Comparing Actual Performance with the Budget using Variance Analysis    

The Essential Role of Office Administrators and Secretaries in Budget Preparation



The instructor led trainings are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.


The training is residential and will be held at IRES training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.   

Mob: +254 715 077 817

Tel: 020 211 3814


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254(020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to IRES account through bank on or before C.O.B. 11th May 2020.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment for all courses includes a registration fee, which is non-refundable and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Event Duration 5 Days
Event Date 18-05-2020
Event End Date 22-05-2020
Cut off date 11-05-2020
Individual Price(Kenyan) KES 69,000
Individual Price (International) EUR 790
Individual Price(International in Dollars) USD 920
Location Nairobi, Kenya
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