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Financial Skills for the Proactive PA

Demystify finance and help you enhance your effectiveness as a PA

18 - 19 October 2017

London, UK, Venue TBC

Do you understand the jargon that is ‘accounts speak’? Can you make sense of a set of financial figures? Are you confused by cash flow statements? Do you control your budget or does your budget control you? Would you like to budget successfully? These issues are all covered in this inspirational two day course.

It will give you:

  • An insight into the financial workings of your company
  • Practical skills in the use of financial information
  • The tools you need to budget for both income and costs
  • The ability to help a busy boss and take over a key part of their job if necessary

View agenda

Dates: 18-19 October 2017, 18-19 April 2018 & 18-19 October 2018
Venue: Central London
Course Leader: Jane Allan
Course Fee: £995 + VAT @ 20%  = £1194

View the agenda

Firstly, we will ensure that you are comfortable with the vocabulary & concepts. You will learn to read a set of financial figures either in the management accounts format or in the published accounts format and understand the messages trapped within. Finally, you will be able to budget for both income & costs, enabling you to convince the finance function that your predicted budgets are vital to the organisation.

grad hat

Jane Allan has run her business giving advice & training to other companies since 1981, when they ceased to be a partner in a firm of chartered accountants in the city.

She has worked with directors, senior management and all levels of staff across a variety of sectors including: telecoms, legal, finance, area health trusts, construction services & government departments. She was also one of the first two elected to the Council of the ICAEW.


Did you know, this course can be tailored just for your team?

We have a team of consultants working on tailoring our programmes for our clients, to suit their specific requirements. We work closely with clients, as part of the development process, to focus on the business issues that surround the training; this is to design programmes that focus entirely on helping our clients improve their business performance. Find out more here or email Jeff Hearn.

The leader was really good… Good debates and conversation… The exercises were excellent

Tarah Maclachlan Holloway, 

Executive Assistant, APAX Partners UK Ltd

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