Name: Accounting & Finance Policies & Procedures Training Course
Rating: 4.7 (1076 reviews)

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Introduction

The most efficient way to establish company-wide effective internal control tools in any firm is through accounting and finance policies and procedures. Furthermore, accounting and finance rules and procedures are necessary for the board of directors and senior management to express the constraints and authorities delegated to various managers and staff within the firm.

The participants in this training course will be encouraged to create and implement operational policies and procedures using risk-based methods. They will learn to assign tasks to different individuals based on effective job separation and to use software to properly apply controls. This Accounting & Finance Policies & Procedures training course also includes examples of financial statements prepared in accordance with the International Financial Reporting System (IFRS).

This COPEX training course will feature:

Understanding business cycles
Creating policies and processes
Putting financial policies into action
Planning accounting processes
Task separation for employees
Setting up internal controls
Adherence to International Financial Reporting Standards (IFRS)

Objectives

By the end of this training course, participants will be able to:

Create comprehensive policies and procedures to streamline accounting for assets
Develop policies and procedures for liabilities
Plan the required resources for the department
Apply accounting concepts and International Financial Reporting Standards
Set the chart of accounts in detail to suit the business model

Training Methodology

This COPEX training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes various exercises and case studies to provide practical application of the tools and techniques. A wide range of key topics will be discussed – and tips and proven techniques will be shared to enable the process to be challenged and the service optimised – so that senior management’s expectations are exceeded.

Who Should Attend?

This COPEX training course is suitable to a wide range of professionals but will greatly benefit:

Financial Accountants
Receivables and Payables Team Members
Planning and Budgeting Managers
Corporate Reporting and Investor Relations Staff
Investment Analysts
Procurement Team Members

Course Outline

Day 1: Understanding the Accounting Principles and their Implications

Key Accounting assumptions
Accrual vs. cash basis
Going Concern
Assets, liabilities & Equity
Revenues and expense concepts
Accounting chart

Day 2: Setting Up Accounting and Finance Department: Policies & Manual

The need for proper planning in the reporting process
Human Resource Planning
Cost Centers and Accounts
Process Mapping Chart and measurement accuracy
Manual purpose and structure
Financial authorities and duties

Day 3: Assets Policies

Clients’ approval process
Invoicing: Collections & Allowance for uncollected receivables
Production and inventory processing
Assets capitalization costs
Depreciation, depletion and amortization (DDA)
Impairment procedure

Day 4: Liabilities Policies

Approval of supplies
Receiving invoices and accounting for inventory
Accrual policies
Processing of payment orders
Dividends payable

Day 5: Other Accounting Policies and Reporting

Notes receivable and payable
reporting for Payroll
Budgeting policies
Financial statement reporting process
Essentials of Financial analysis

Certificate

COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Finance & Accounting

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

Yes, and we'd love to make that happen. COPEX specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Accounting & Finance Policies & Procedures Training Course runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Accounting & Finance Policies & Procedures Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Phone/Whatsapp : +971 50 106 2750
Email: [email protected]
Website: copextraining.com

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Accounting & Finance Policies & Procedures Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Accounting & Finance Policies & Procedures Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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