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Financial Services

Bookkeepers, accountants and financial service providers play a vital role in helping to manage a business. From the preparation of financial reports to balance sheet stage to the preparation of business activity statements (BAS) that need to be sent to the Australian Tax Office, to responding to customer enquiries, sales and service, maintaining financial records, and performing clerical duties.

National ID State ID Title Qualification level Campus
FNS30115 AWA5 Financial Services Certificate III Geraldton Campus

Kick start your career in financial services with this entry-level course.

Develop the practical skills required to gain employment in a variety of administrative roles within the financial service industry. The Accounting Services industry has grown over the past five years on the back of steady economic growth and increasing demand for industry-specific expertise.

During this course you will learn to work effectively in the financial services sector, gain skills to utilise technology in the workplace, and develop an understanding of how to effectively participate in safe work practices.

Successful completion of this course will qualify you to work in a range of administrative, clerical, and customer services roles within the financial services sector.

Our Focus on Flexible Options

Many of our courses offer flexible learning options that provide you with the opportunity to study whenever and wherever suits you.  Flexible options can include online learning, workplace assessment, recognition of prior learning and correspondence type programs that can sometimes be supplemented by block or focussed delivery.

We strive to offer a mix of flexible options that suit your needs.  Typically flexible learning options are open for enrolment all year round, allowing you to start any time and completed within 6 months of your start date.  Choose the right amount of units for you to study at any given time. 

Our Self Paced External courses can be accessed anywhere and anytime, regardless of your geographical location! 

G009P G009P MYOB AccountRight Advanced Short Course Kalgoorlie Campus
MYOB, Accounting, Computers, Finance

A Short course in MYOB AccountRight (Advanced) will extend your basic knowledge of MYOB and help to develop skills in more complex areas of the software.

Learn a variety of techniques to help manage your expenses and payments more efficiently, including applying passwords to restrict unauthorised access to data, controlling petty cash and credit card expenses and payments, generating letters in Microsoft Word, sending information from MYOB to Microsoft Excel and creating sophisticated forms such as invoices, statements and purchase orders.

Course Content

  • Customising MYOB

  • File management

  • Security in MYOB

  • Data mining in MYOB

  • Petty cash

  • Credit cards

  • Point of sales

  • Fixed assets

  • Job Tracking

  • MYOB and word processing

  • MYOB and spreadsheets

  • End of month

  • End of year

  • Customising forms

Certification

Upon completion of this course you will receive a Certificate of Participation.

 

To find out more about studying with us please refer to our Course Guide and Student Information Pack.

G008P G008P MYOB AccountRight Introduction/Intermediate Short Course Kalgoorlie Campus
Computers, Computer, MYOB, Accounting

This course will equip you with the practical skills and knowledge to perform day to day bookkeeping operations using MYOB AccountRight.

You will learn to create a company data file complete with historical and opening balances, produce and manage purchase orders and invoices, manage accounts payable and accounts receivable, and produce BAS documentation.

Course Content

  • Modify an existing chart of accounts to suit your business needs.

  • Make changes to customer and supplier details in the card file.

  • Create an inventory in MYOB AccountRight of items for sale.

  • Purchase items for a business in MYOB AccountRight.

  • Enter payments for purchases.

  • Produce complex invoices.

  • Apply customer payments to open invoices.

  • Use MYOB AccountRight's cheque facility for making purchases.

  • Reconcile MYOB AccountRight data against company bank statements.

  • Work with the reporting system.

  • Understand how MYOB AccountRight is setup and works with the GST.

  • Set up and complete a Business Activity Statement.

Certification

Upon completion of this course you will receive a Certificate of Participation.

 

To find out more about studying with us please refer to our Course Guide and Student Information Pack.

G004P G004P Microsoft Excel Advanced Short Course Kalgoorlie Campus
excel, advanced, microsoft, 365, cloud, spreadsheet, office, bookkeeping, finance, administration, management, G004P

Learn the more advanced features of Microsoft Excel including analytical tools, pivot tables, Solver, outlining and summarising plus some key automation features such as Macros. This course assumes a good general understanding of the software and experience in the construction and modification of workbooks including the ability to copy within Excel, create charts and create basic formulas.

Participants will:

  • use a range of formula techniques,
  • protect data in worksheets and workbooks,
  • use an advanced filter to analyse data in a list,
  • use a variety of data validation techniques,
  • apply conditional formatting to ranges in a worksheet,
  • use goal seeking to determine the values required to read a desired result,
  • create, use and modify data tables,
  • create and work with scenarios and Scenario Manager,
  • understand and create simple PivotTables,
  • construct and operate PivotTables using some of the more advanced techniques,
  • use data linking to create more efficient workbooks, and
  • use the Data Consolidation feature to combine data from several workbooks into one.

Upon completion of the course you will receive a Certificate of Participation.

Please refer to the Student Fact Pack for additional College and support information.

G003P G003P Microsoft Excel Intermediate Short Course Geraldton Campus
Kalgoorlie Campus

This course assumes the learner has the skills and knowledge required to create, edit, print and chart simple worksheets including understanding ranges and the copying process.

You will learn how to:

  • use the fill operations available to fill a data series,
  • use a range of formula techniques,
  • use a range of logical functions,
  • apply a range of number formatting techniques to data,
  • apply conditional formatting in a worksheet,
  • apply borders to cells and ranges,
  • work with various elements of a worksheet,
  • use a range of find and replace techniques,
  • sort data in a list in a worksheet, and
  • filter data in a table.

CERTIFICATION 

Upon successful completion students will be issued with a certificate of participation.

ENROLMENT & ENQUIRIES

For more information about this course and to enrol contact: 1800 672 700 or complete the course enquiry form below.
To find out more about studying with us please also refer to our Course Guide and Student Information Pack.

G002P G002P Microsoft Excel Introduction Short Course Kalgoorlie Campus

Our basic Excel course offers initial training in one of the most commonly used computing applications of today. In this course you will gain the skills and the knowledge required to utilise excel in the home and the workplace.

 

Course content:

  • Create spreadsheets

  • Format data

  • Incorporate charts and objects and much more

 

To find out more about studying with us please refer to our Course Guide and Student Information Pack.

KAB31 Xero Basic Skill Set Skill set Geraldton Campus
xero, accounting, business, finance, bookkeeping, small business, invoicing

This course will provide students with a working knowledge of Xero.
This course covers setting up and operating a computerised accounting system, processing transactions and producing reports, from invoicing on the run to helping keep you Single Touch Payroll compliant, Xero accounting software has all the features you need to manage your numbers effortlessly.

CERTIFICATION

Upon successful completion students will be issued with a Certificate of Participation.

ENROLMENT & ENQUIRIES

For more information about this course and to enrol contact: 1800 672 700 or complete the course enquiry form below.

To find out more about studying with us please also refer to our Course Guide and Student Information Pack.

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Page last updated October 03, 2019