1
Financial Records, Source Documents & Bookkeeping Cycle
2–4 hours incl. practical work
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PCT-PC-001 · Professional Certificate Programme · School of Business, Finance & Management
Financial Management & Bookkeeping
Develop practical financial-management and bookkeeping skills for small organisations, offices and growing businesses, from source documents and cashbooks to budgets, reconciliations and management reports.
2 Months DurationIntermediate LevelOnline / Self-Paced FormatPloutos Certificate of Completion Award
Course overview
Develop practical financial-management and bookkeeping skills for small organisations, offices and growing businesses, from source documents and cashbooks to budgets, reconciliations and management reports.
What you will learn
- Maintain accurate day-to-day bookkeeping records
- Prepare cashbooks, ledgers and basic reconciliations
- Build and monitor practical budgets
- Understand basic financial statements and cash flow
- Apply internal controls and responsible financial record keeping
Programme structure
This programme includes 8 structured lessons, practical activities, portfolio evidence and a final online knowledge check. Complete all lessons and achieve the required assessment mark to unlock the course certificate.
Learning Outcomes
- Maintain accurate day-to-day bookkeeping records
- Prepare cashbooks, ledgers and basic reconciliations
- Build and monitor practical budgets
- Understand basic financial statements and cash flow
- Apply internal controls and responsible financial record keeping
Programme Information
- Programme type: Professional Certificate Programme
- Course code: PCT-PC-001
- Study load: 8 structured weekly lessons plus practical portfolio work
- Award: Ploutos Certificate of Completion
Open online enrolment. Any tuition or programme fee must be set by Ploutos administration before billing; no fee is pre-filled in this package.
Curriculum
8 Structured Lessons
2
Cashbook, Petty Cash & Daily Transactions
2–4 hours incl. practical work
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3
Sales, Purchases, Debtors & Creditors Records
2–4 hours incl. practical work
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4
Ledgers, Trial Balances & Error Correction
2–4 hours incl. practical work
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5
Bank Reconciliation & Cash Control
2–4 hours incl. practical work
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6
Budgeting, Forecasting & Cash-Flow Planning
2–4 hours incl. practical work
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7
Basic Financial Statements & Management Reporting
2–4 hours incl. practical work
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8
Internal Controls, Record Retention & Practical Capstone
2–4 hours incl. practical work
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