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About This Course
What you will learn - Back Your Business with Bulletproof Finance
  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets8u
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances
Get BIG Savings with our Budget and Financial Reports Online Bundle, 5 Certificate Courses
  1. Budget and Financial Reports
  2. Budgets and Managing Money
  3. Writing Reports and Proposals
  4.  Archiving and Records Management
  5.  Presentation Skills
1. Budget and Financial Reports: Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

2. Budgets and Managing Money: Review The Fundamentals Of Finance

We all play a role in our organization’s financial health, whether we realize it or not. This course will give you the skills that you need to speak knowledgeably about budgets and managing money, and to contribute to the bottom line. We recommend also studying “Accounting Skills for New Supervisors” before beginning this course.

To start this course, you will review the fundamentals of finance (including basic terms, generally accepted accounting principles, and financial roles in an organization). Then, you will learn about different types of budgets and a six-step budgeting process. You will also learn how to monitor budgets, perform basic ratio analysis, and compare investment opportunities.

3. Writing Reports and Proposals: Learn about the four stages of report writing

Reports and proposals come in a variety of formats. All formats, however, rely on good writing skills and a solid framework. We recommend that you complete “Business Writing That Works” before beginning this course.

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

5. Presentation Skills: Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

Receive Lifetime Access to Course Materials, so you can review at any time.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today

Course Fast Facts:

  1. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Show More Hide
Units of Study

Receive Lifetime Access to Course Materials, so you can review at any time.

The Budget and Finance  5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Requirements

Entry requirements:

Students must have basic literacy and numeracy skills.


Minimum education:

Open entry. Previous schooling and academic achievements are not required for entry into this course.


Device requirements:

Students will need access to a computer/any device and the internet.

FAQS

1.  Who are Courses For Success?

Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund policy.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

Free Personal Success Training Course

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!

Today, we are providing it for Free with all Course Purchases, as a special offer!

Benefits:

• How to layout a Success Plan.

• Get where you want to be in life.

• How to unclutter your mind to succeed.

• Achieve your dreams using your imagination.

• How to have faith in yourself.

Features:

• Life time access

• Complement your individual course purchase.

• Click here Personal Success Training Program to see thousands of positive reviews,

Hurry - offer - ends today!

Course Bundles

Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.

Course Bundles

3-DAY SALE - ENDS 24 NOV

Budget and Financial Reports Online Bundle, 5 Certificate Courses

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Original price USD $1,995
Original price $1,995 - Original price $1,995
Original price USD $1,995
Current price USD $299
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Current price USD $299

The Most Comprehensive Budget and Financial Reports Bundle

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Course Summary

  • Delivery: Online
  • Access: Unlimited Lifetime
  • Time: Study at your own pace
  • Duration: 6 to 8 hours per course
  • Assessments: Yes
  • Qualification: Certificate
About This Course
What you will learn - Back Your Business with Bulletproof Finance
  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets8u
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances
Get BIG Savings with our Budget and Financial Reports Online Bundle, 5 Certificate Courses
  1. Budget and Financial Reports
  2. Budgets and Managing Money
  3. Writing Reports and Proposals
  4.  Archiving and Records Management
  5.  Presentation Skills
1. Budget and Financial Reports: Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

2. Budgets and Managing Money: Review The Fundamentals Of Finance

We all play a role in our organization’s financial health, whether we realize it or not. This course will give you the skills that you need to speak knowledgeably about budgets and managing money, and to contribute to the bottom line. We recommend also studying “Accounting Skills for New Supervisors” before beginning this course.

To start this course, you will review the fundamentals of finance (including basic terms, generally accepted accounting principles, and financial roles in an organization). Then, you will learn about different types of budgets and a six-step budgeting process. You will also learn how to monitor budgets, perform basic ratio analysis, and compare investment opportunities.

3. Writing Reports and Proposals: Learn about the four stages of report writing

Reports and proposals come in a variety of formats. All formats, however, rely on good writing skills and a solid framework. We recommend that you complete “Business Writing That Works” before beginning this course.

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

5. Presentation Skills: Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

Receive Lifetime Access to Course Materials, so you can review at any time.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today

Course Fast Facts:

  1. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Show More Hide
Units of Study

Receive Lifetime Access to Course Materials, so you can review at any time.

The Budget and Finance  5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Requirements

Entry requirements:

Students must have basic literacy and numeracy skills.


Minimum education:

Open entry. Previous schooling and academic achievements are not required for entry into this course.


Device requirements:

Students will need access to a computer/any device and the internet.

FAQS

1.  Who are Courses For Success?

Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund policy.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

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Course Bundles

Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.

Course Bundles