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Ultimate Financial Management Training Bundle, 10 Courses

Financial Management Skills Suitable for any Business

Learn Key Financial Management Skills Suitable for any Business

The Ultimate Financial Management Training Bundle contains 10 key courses that will equip you with the knowledge, skills and confidence to not only find but get the most out of new career opportunties!

This comprehensive online course bundle includes resume writing, communication strategies, self confidence, goal setting, stress management and much more!

By working through this Financial Management Course package you will be able to take control of your finances or even take the performance of your accounts department to the next level.

Included in this bundle is both our Budget & Financial Reports and Basic Bookkeeping courses which will give you a powerful foundation to work from, these comprehensive courses are filled with knowledge you can put straight into practice in your workplace. The Time Management and Organizational Skills courses also will give you a massive boost in your productivity while building solid organizational skills that will help you prioritize and achieve your day to day and even career goals.

Finally this course bundle features a great set of Microsoft courses covering Excel 2013 & 2010 at beginner, advanced and expert levels so you can master the version of Excel you use in your workplace, you'll be the office Excel guru once you've completed these.

For a comprehensive list of all courses available simply click the units of study tab.

This is an incredible opportunity to invest in yourself and your future, Sharpen Your Financial Management Skills 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
  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 (IAOTS Accredited)

How to study online course?

Upon enrolment an automated email will be sent, advising you of our enrolment process (please check your junk email inbox if not received as this is an automated email), in order for you to access your online material, which is Available 24/7 on any computer or smart mobile device.

Recognition & Accreditation

These courses are internationally recognized and accredited by the International Association of Online Training Standards (IAOTS). The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Other Bundle Packages Courses

If you’re hoping to get more bang for your buck, check out the rest of the course bundle packages from the Courses For Success range!

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

The Ultimate Financial Management Training Bundle, 10 Courses, below is a summary of each course:

Course 1 - Certificate In Budget and Financial Reports Online Course

  • Back Your Business with Bulletproof Finance
  • Understanding Financial Statements
  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Annual Reports
  • Analysing Financial Statements
  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios
  • Long - Term Analysis Ratios
  • Calculating Return on Investment (ROI)
  • Understanding Budgets
  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?
  • Budgeting Made Easy
  • Computer based methods
  • Advanced Forecasting Technigues
  • 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
  • Making Smart Purchasing Decisions
  • A Glimpse into the Legal World

Course 2 -Certificate In Basic Bookkeeping Online Course

  • Understand and Implement Basic Bookkeeping Principles
  • Basic terminology
  • Accounts Receivable
  • Accounts Payable
  • Inventory
  • Payroll
  • Accounting Methods
  • Differences between Cash and Accrual
  • Cash Management
  • Keeping track of your business
  • Understanding the balance sheet
  • Types of Assets
  • Types of Liabilities
  • Equity
  • Other financial statements
  • Income Statement
  • Cash Flow Statement
  • Capital Statement
  • Budget vs Actual
  • Payroll accounting / terminology
  • End of period procedures
  • Financial Planning, budgeting and control
  • Reasons for Budgeting
  • Creating a Budget
  • Comparing Budget to Actual Expenses
  • Auditing

Course 3 - Certificate In Time Management Online Course

  • Better manage your time to be the highest achiever
  • Create SMARTER Goals
  • Prioritizing Your Goals
  • Visualize your Goals-Visualization
  • Setting SMART goals
  • Prioritizing your time
  • The 80/20 Rule
  • Being Assertive...Saying “NO” to Requests you can’t meet.
  • Planning wisely
  • Using To Do List
  • Tackling procrastination
  • Why We Procrastinate
  • Nine Ways to Overcome Procrastination
  • Crisis management
  • When Crisis Calls...do you have a Contingency Plan?
  • Creating a Plan
  • Executing the Plan
  • Organizing your workspace
  • De-Clutter
  • Managing Workflow
  • Dealing with E-mail...email etiquette
  • Using Calendars
  • Delegating made easy
  • Setting a ritual
  • Metting management
  • Alternatives to meetings

Course 4 - Certificate In Organizational Skills Online Course

  • Achieve Your Goals By Being Organized and Productive
  • Just do it
  • You dont have to keep everything
  • Three boxes: Keep, donate and trash
  • A place for everything and everything in it's place
  • Prioritize
  • Write it down
  • Urgent / Important Matrix
  • Divide tasks
  • 80/20 rule
  • Scheduling your time
  • Have a master calendar
  • Setting deadlines
  • Remove or limit the time wasters
  • Coping with things outside of your control
  • To do lists
  • Use a day planner
  • Finish what you start
  • Focus on the important
  • Do quick tasks immediately
  • Paper and paperless storage
  • Find a system that works for you
  • Make it consistent
  • Make it time sensitive
  • Setting up archives
  • Organization in your work area
  • Tools to fight procrastination
  • Remove distractions
  • Give yourself a reward
  • Break up large tasks
  • Organising your inbox
  • Setting delivery rules
  • Folder and message hierachy
  • Deal with email right away
  • Flag and highlight important item
  • Avoid the causes of disorganization
  • Discipline is the key to staying organized
  • Stay within your systems
  • Learn to say No
  • Have organisiation be part of your life
  • Plan for tomorrow, today

Courses 5 & 6 - Certificate In Excel 2010 & Certificate In Essentials 2013 Online Course
View Certificate In Excel 2010 - View Certificate In Excel 2013

  • Learn the basics of the best version of excel for you
  • Opening Excel
  • Opening Excel
  • Understanding the Interface
  • Using Backstage View
  • Understanding Worksheets
  • Understanding Workbooks
  • Working with the interface
  • Your first worksheet
  • An Overview of Excel’s Views
  • Switching Views
  • Creating Custom Views
  • Using Zoom
  • Switching Between Open Files
  • Viewing Excel data
  • Building formulas
  • Using Excel funcations
  • Formulas vs. Functions
  • Using the SUM Function
  • Using Other Basic Excel Functions
  • Understanding the Formulas Tab
  • Using the Status Bar to Perform Calculations
  • Understanding the New Function Names
  • Using quick analysis
  • Formatting your data
  • Using styles, themes and effects
  • Printing and sharing your workbook

Course 7 & 8 - Certificate In Excel 2010 & Certificate In Advanced 2013 Online Course
View Certificate In Excel 2010 - View Certificate In Excel 2013

  • Learn advanced excel features
  • Insert SmartArt
  • Add text to a diagram
  • Resize and move a diagram
  • Reset a diagram
  • Understand the contextual tabs
  • Add pictures from your computer
  • Add Clip Art
  • Add text boxes
  • Draw shapes
  • Trace precedent cells
  • Trace dependents of a cell
  • Display formulas within the sheet
  • Work with comments
  • Insert a chart
  • Use the Chart Tools tab
  • Understand the parts of a chart
  • Change the chart style
  • Resize and move a chart
  • Insert a Pivot Table
  • Use the Pivot Table Tools tab
  • Choose fields and group data in a Pivot Table
  • Change Pivot Table data and refresh the view
  • Apply a Style to a Pivot table
  • Use Real-life examples in a Pivot Table
  • Create a Pivot Chart from a Pivot Table
  • Create a Pivot Chart from Data
  • Display the Developer tab
  • and much more.
  • Grouping and outlining data

Courses 9 & 10 - Certificate In Excel 2010 & Certificate In Expert 2013 Online Short Course
View Certificate In Excel 2010 - View Certificate In Excel 2013 

  • Working with Permissions and Options
  • Marking Workbook as Final
  • Protecting the Current Sheet or the Workbook Structure
  • Saving a Workbook as an Excel Template
  • Editing a Shared Workbook
  • Performing Advanced Formula and Function Tasks
  • About the Excel Calculation Process
  • Enabling or Disabling Automatic Workbook Calculations
  • Using the IFERROR Function to Evaluate Formulas
  • Working with Array Formulas
  • Creating One-Dimensional and Two-Dimensional Constants
  • Creating a Simple Array
  • Creating an Advanced Array
  • Working with Date and Time Functions
  • Working with Financial Functions
  • Working with Text Functions
  • Working with Cube Functions
  • Working with Statistical Functions
  • Running a Macro by Clicking an Area of a Graphic Object
  • Configuring a Macro to Run Automatically Upon Opening the Workbook
  • Changing a Macro
  • Using a Data Form
  • Using a List Box Control
  • Using a Combo Box Control
  • Using a Spin Button Control
  • Using a Scroll Bar Control
  • Applying Advanced Chart Features
  • Working with PivotTables and PivotCharts
  • Using the Automated Analysis Tools Add-In
  • And much more!

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:


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


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

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash 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

21 September 2017 11:54:25 AM

Good study material.

21 September 2017 12:40:30 AM

Good class !

20 September 2017 10:05:18 PM

Very good course and help me a lot to practice the good habit and avoid procrastination.

20 September 2017 03:02:07 PM

Great course for people every day

20 September 2017 02:28:04 PM

Interesting but very much based around commerce. Requires more thought for industrial projects

20 September 2017 04:26:39 AM

very imformated

19 September 2017 06:05:08 PM

Easy to follow and could relate this to what I am currently doing in work,

19 September 2017 11:54:37 AM

good summary

19 September 2017 01:05:13 AM

Short course with a very useful information, helps to understand how to prioritise the most important task at work, set the main goal and how to achieve it in the timely manners.

18 September 2017 05:16:05 AM

This course really helped me get a deep insight on the organization skills, on how I can increase productivity, help me declutter the space at the workplace and at home and also fight procrastination with effective means. Thank you!

18 September 2017 04:29:19 AM

Very informational! gave me a better sense on how to create a better budget for my company and personal expenses.

17 September 2017 11:24:51 PM

It was good

17 September 2017 10:39:51 PM

Great tips on organizing from our lives to our work.

17 September 2017 08:00:56 AM

Very Knowledgeable course
highly recommended

16 September 2017 08:21:11 PM

Factual, informative & motivational.

16 September 2017 05:09:20 PM

I enjoyed the course. Very good information.

16 September 2017 03:02:58 PM

I totally recommend this course as it is simple to follow with effective tools.

14 September 2017 12:22:38 PM

The course is quite good and detailed. Very good format and review tests.

13 September 2017 07:40:48 PM

This was a wonderful and helpful course, loved every moment working on it.
The information was easy and fun to follow.

12 September 2017 10:01:53 AM

This course was very helpful and the website was easy to navigate.

11 September 2017 10:20:54 PM

It was good, made me understand how to improve myself

11 September 2017 02:44:30 PM

Was a good course, thank you

10 September 2017 09:24:46 PM

Very informative

10 September 2017 04:58:52 AM

The course is well-structured and effective in presenting sufficient information.

8 September 2017 03:29:45 AM

Good course

8 September 2017 12:58:23 AM

I enjoy this self paced course! It is very informative and helpful.

7 September 2017 10:07:53 PM

The course was informative and I learnt a lot.

6 September 2017 11:48:36 AM

Easy to use.

6 September 2017 11:32:13 AM

Very informative.

5 September 2017 04:56:42 PM

good refresher

4 September 2017 12:38:38 PM

good format

4 September 2017 12:13:53 AM

Very interesting course. I learnt lots of new things

3 September 2017 06:00:37 PM

everything is good

1 September 2017 05:22:21 AM

Thank you very much for this course ... I have learned the terminology and the financial concepts both individually ...

31 August 2017 11:21:49 PM

Overall the course is good

31 August 2017 09:43:40 AM

I found the Time Management course to be very informative and useful. I thoroughly enjoyed it. And will definitely use this is my current and future jobs.

31 August 2017 01:13:13 AM

The course was a great step forward to successfully upgrading my time management skills.

29 August 2017 03:34:42 PM


29 August 2017 05:26:28 AM

.Very helpful and informative

29 August 2017 04:17:04 AM

Great course!

28 August 2017 10:04:41 PM

Good course context

26 August 2017 05:39:49 PM

it is easy to navigate around

25 August 2017 06:43:26 PM

very helpful, thank you so much

23 August 2017 09:59:40 PM

Found this course extremely rewarding and appreciated the simplicity of the modules a written.

22 August 2017 04:12:45 PM

great course

22 August 2017 06:42:54 AM

Loved the humour

21 August 2017 10:28:59 AM

Very good and helpful

20 August 2017 07:07:41 PM

Easy to understand, seems to be US based but can be applied in Aus mostly as well

19 August 2017 07:12:18 PM

Well designed course easy to understand. Thank you.

18 August 2017 12:19:38 PM

The course is very helpful in understanding the basic principles of financial reports.

18 August 2017 06:09:59 AM

Been good so far, need to see how I get on with the assessment

15 August 2017 05:29:39 PM

The course was my first online course and I found it easy to follow instructions.

15 August 2017 02:46:01 PM

Great learning on Time Management

15 August 2017 04:43:28 AM

The course is very helpful

14 August 2017 01:42:32 PM

It's great if you don't want to go to deep into a course and want to learn all the terminology and how things work.

13 August 2017 09:45:02 PM

Start using my journal and stop procrastinating

12 August 2017 12:52:09 AM

Useful information

11 August 2017 03:36:29 PM

So far so good

11 August 2017 02:41:26 PM

Very helpful

11 August 2017 02:42:42 AM

Definitely recommend this course as it is very flexible!

10 August 2017 11:31:03 AM


8 August 2017 10:13:19 PM

It was an interesting experience. :)

6 August 2017 12:13:30 PM


5 August 2017 07:42:21 AM

Good Course

4 August 2017 11:32:29 AM

Great course. Very informative.

2 August 2017 10:41:50 PM

I loved doing this course as I could complete in my own time. it was easy to understand and very well laid out.

2 August 2017 06:24:41 PM

Amazing course!

2 August 2017 06:39:08 AM

Great course, I was able to gain a lot of useful knowledge so far.

2 August 2017 12:26:06 AM

Very informative course

28 July 2017 04:44:57 PM

Good course

27 July 2017 01:09:51 AM

Very good course and learned some things to help me better with my job.

23 July 2017 12:17:33 AM

Very clear and easy to follow.

21 July 2017 04:55:06 PM

Great course

20 July 2017 07:32:30 AM

Very informative course

20 July 2017 04:23:55 AM

Well written module.

19 July 2017 04:58:53 PM

Hammer Time

15 July 2017 02:02:36 PM

Very Understandable

10 July 2017 10:52:53 PM


10 July 2017 06:33:06 PM

everything makes so much sense. I hope this helps to nail my next job.

9 July 2017 08:42:03 PM


5 July 2017 08:52:11 AM

Very easy. Very helpful.

4 July 2017 03:49:48 PM

Good intro to basics

4 July 2017 11:52:59 AM

Great course, This sums up the basics pretty well! learnt a lot. Thanks.

4 July 2017 10:51:46 AM

I found this brought back ideas that I had forgotten about which I had learnt when working. It was a great refresher course for me

1 July 2017 03:43:27 PM

good and simple course text, good to learn.

1 July 2017 12:28:40 PM

Time management is important in all aspects of life to ensure smooth running of things

29 June 2017 04:40:34 PM

The course has been very informative and easily understood.

27 June 2017 10:49:21 PM

This course has a lot of great information

27 June 2017 05:14:53 AM

excellent course

25 June 2017 06:46:09 AM

Learned alot, excited for the next step!

24 June 2017 07:07:36 PM

Discovered a few new ideas.

24 June 2017 05:48:40 AM

This is a great way to get a basic understanding of finances for a business.

22 June 2017 06:06:13 AM

Love this course! Give a lot of information with a touch of humor!! I would recommend this course to anybody and everybody!

20 June 2017 07:50:40 AM

Valuable suggestions for time management. I like that examples of applications were used and that this short course is answering all the questions that newbie chairpeople and notetakers might have.

13 June 2017 05:28:16 AM

This a good module which has given me some foundation in financial management

12 June 2017 10:00:30 PM

I found this module very easy to follow. With great Ideas, simple to implement .

8 June 2017 04:09:45 AM

Great course for beginner or a refresh for accounting terms. Wish course had assignment to learn how to apply what was learned.

7 June 2017 06:27:36 PM

Good basic over view of book keeping

7 June 2017 01:55:42 AM


5 June 2017 09:04:59 AM

The course was a great review of accounting and bookkeeping.

1 June 2017 11:48:18 PM


25 May 2017 08:12:52 PM

Good introductory course for initiating book-keeping beginners.

23 May 2017 02:20:50 PM

enjoyed this course, it was informative and not too long.

22 May 2017 11:51:59 PM

good overview

21 May 2017 02:43:30 AM

enjoying this course, and learning a lot.

18 May 2017 01:08:45 PM

Throughly enjoyed this couse

17 May 2017 05:58:23 PM

Thank you

14 May 2017 10:59:45 AM

I found this course very useful; it was well written and had a lot of good techniques.

9 May 2017 02:09:06 PM

Thank you.

8 May 2017 09:22:37 PM

informative and interesting course, easy to follow.

8 May 2017 10:50:33 AM

Have been empowered by the content of this course. It will without doubt help me manage both my personal and business life.

7 May 2017 11:40:15 AM

Well structured and informative topics

5 May 2017 11:10:47 PM


5 May 2017 01:10:35 AM

Great course

29 April 2017 12:30:12 AM

Learnd alot

26 April 2017 06:53:12 PM

excellent content and easy to follow

18 April 2017 08:09:31 PM

Great Beginner Course covering high level understanding and methods.

16 April 2017 12:04:14 PM

This course was well put together and had great points

9 April 2017 08:51:55 PM

I really enjoyed this course, and found it very helpful.

6 April 2017 03:38:20 PM

Very easy to read and learn off.

Thank you

21 March 2017 12:49:42 AM

I'm enjoying the courses and plan to put them to good use. I will recommend the courses to others as well.

15 March 2017 10:02:21 PM

Thank you the course structure was easy to follow. :)

15 March 2017 01:32:49 PM

Succinct & informative

9 March 2017 02:52:29 AM

Awesome! Learned a lot. Clear and concise information.

6 March 2017 07:37:27 AM

Lots of good time-management techniques that allow you to work more effectively!

2 March 2017 09:18:02 PM


1 March 2017 11:40:37 AM

Found this course interesting and educational

25 February 2017 03:18:06 AM

Found the course content helpful and a timely refresher to my time management skills

21 February 2017 04:46:40 AM

Really good information. Concise. I liked it!!

16 February 2017 12:54:59 PM

Time management course is for the people have no Procrastination.If people do have procrastinattion, I don't know if this helps.

14 February 2017 03:07:34 PM

Decent tips

10 February 2017 09:56:29 PM

great and efficient course

29 January 2017 10:50:22 PM

Good course. Quick and easy.

23 January 2017 07:59:49 PM

very happy with this course

18 January 2017 04:02:16 PM

Well balanced introduction to time management concepts.

12 January 2017 11:07:24 PM

course very educational

12 January 2017 02:40:14 AM

No practise questions

11 January 2017 07:44:24 PM

Very Good

6 January 2017 12:06:52 AM

I found the course useful and informative and easy to follow.

3 January 2017 05:30:35 PM

Good information to keep!Helpful with everyday life!

28 December 2016 08:35:22 PM

Overall a good little informative course that is easy to follow and understand

17 December 2016 10:29:18 AM

very comprehensive

10 December 2016 04:05:35 AM

This was a pretty decent course with good tips and advice.

6 December 2016 02:05:41 PM


29 November 2016 12:26:19 AM

I found it helpful.

27 November 2016 11:39:50 AM

great course

23 November 2016 11:56:58 AM

The course is educational and covers a wide area of Time Management

4 November 2016 06:17:48 AM

I like the quotes. I am motivated to start doing what it takes to manage my time and my life.

3 November 2016 03:45:21 AM


18 October 2016 07:55:11 AM

Very good information to help one keep on track.

27 June 2014 03:50:58 PM

This was good

25 June 2014 02:52:00 PM

Great and informative coarse.

24 June 2014 02:30:24 PM

Thanks guys. This was a good intro.

12 June 2014 10:19:32 AM

This course was very interesting and beneficial.

5 June 2014 12:42:43 PM

Thank you very much!

19 May 2014 02:02:11 PM

This was very helpful. Hopefully it will help me with my business.

Now Only NZ$1790 Save NZ$1200 (40%)
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Course Summary

Course ID No.: 001JOSECBP
Delivery Mode: Online
Course Access: Unlimited lifetime access to course material
Time required: Study at your own pace
Assessments: Yes
Qualification: Certificate (IAOTS Accredited)