Practical Numeracy for a Career in Finance


This course is designed for individuals aspiring to enter the fields of accounting, bookkeeping, and financial services, particularly those in junior, unskilled, or non-professional roles.

It focuses on building fundamental numeracy skills essential for a successful career in these sectors.

This course is delivered as a small-group activity using a range of practical approaches to learning:
  • Interactive Lectures
  • Hands-on Exercises and Practical Demonstrations
  • Group Discussions and Case Study Analysis
  • Q&A Sessions

  1. Understand basic arithmetic and its application in financial contexts.
  2. Develop skills for accurate calculation and management of financial transactions.
  3. Learn the fundamentals of bookkeeping.
  4. Gain an introductory understanding of financial statements and their components.
  5. Understand the basics of budgeting and financial forecasting.

1. Basic Arithmetic in Financial Contexts
  • Review of fundamental arithmetic (addition, subtraction, multiplication, division)
  • Understanding percentages, fractions, and decimals in financial calculations
  • Practical exercises focused on financial scenarios
2. Managing Financial Transactions
  • Techniques for accurate financial calculation
  • Understanding invoices, receipts, and financial records
  • Basic principles of cash handling and reconciliation
3. Fundamentals of Bookkeeping
  • Introduction to double-entry bookkeeping
  • Recording financial transactions in ledgers
  • Understanding the principles of debits and credits
4. Introduction to Financial Statements
  • Overview of balance sheets, income statements, and cash flow statements
  • Understanding the basic components and terminology
  • Reading and interpreting simple financial statements
5. Budgeting and Financial Forecasting Basics
  • Principles of creating a basic budget
  • Introduction to financial forecasting concepts
  • Understanding the impact of budgeting and forecasting on business decisions

Funded places are available for eligible adults.
  • Aged 19+
  • Live or work in Essex
  • No existing maths qualification at Grade C or above
  • UK or EEA national

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