Courses / Intermediate Finance

Intermediate Finance

Theme

Civil Society Strengthening

Type

Course

Languages

English

Course Content

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Module 1: Internal controls 3 Lessons Sample Module

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Module Content

0% Complete 0/3 Steps

Lesson 1 – What are internal controls?

Lesson 2 – Enforcing internal controls

Lesson 3 – Preventive controls

Module 1.1: Internal controls 7 Lessons | 1 Quiz

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Module Content

0% Complete 0/7 Steps

Lesson 4 – Detective controls – Reviews

Lesson 5 – Detective controls – Petty cash reconciliations

Lesson 6 – Detective controls – Bank and salary reconciliations

Lesson 7 – Detective controls – Circularisation

Lesson 8 – Detective controls – Physical counts

Lesson 9 – Detective controls – Audits

Lesson 10 – Corrective controls

Module 1.1 Quiz

Module 2: External grants and fund management 8 Lessons | 1 Quiz

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Module Content

0% Complete 0/8 Steps

Lesson 1 – What are grants?

Lesson 2 – MOUs, LOUs, and contracts

Lesson 3 – Restricted and unrestricted funds

Lesson 4 – Grant management system

Lesson 5 – Common donor requirements

Lesson 6 – Common challenges – Timelines

Lesson 7 – Common challenges – Multiple donors

Lesson 8 – Common challenges – Shared costs

Module 3: Revenue recognition 6 Lessons | 1 Quiz

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Module Content

0% Complete 0/6 Steps

Lesson 1 – Revenue recognition

Lesson 2 – Types of revenue

Lesson 3 – Restricted revenue

Lesson 4 – Unrestricted revenue

Lesson 5 – In-kind donations

Lesson 6 – Acknowledging donations

Module 4: Fixed assets and inventory 12 Lessons | 1 Quiz

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Module Content

0% Complete 0/12 Steps

Lesson 1 – What are assets?

Lesson 2 – Asset lifespan

Lesson 3 – Asset procurement and registration

Lesson 4 – Asset usage and depreciation

Lesson 5 – Calculating depreciation

Lesson 6 – Re-evaluation

Lesson 7 – Disposal

Lesson 8 – What are inventories?

Lesson 9 – Controlling inventory

Lesson 10 – Procedures for controlling inventory

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Module 5: Financial year end and closing 15 Lessons | 1 Quiz

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Module Content

0% Complete 0/15 Steps

Lesson 1 – Financial year end

Lesson 2 – Step 1 – Circularisation

Lesson 3 – Step 2 – Confirmation of bank accounts

Lesson 4 – Step 3 – Advances, petty cash reconciliations, and corrections of balances

Lesson 5 – Step 4 – Accruals

Lesson 6 – Step 5 – Provisions

Lesson 7 – Step 6 – Asset reconciliation

Lesson 8 – Step 7 – Record of year-end transactions and revision of service contracts

Lesson 9 – Step 8 – Summary of payments to employees

Lesson 10 – What are financial statements?

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Module 6: Filing 6 Lessons | 1 Quiz

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Module Content

0% Complete 0/6 Steps

Lesson 1 – Why is filing important?

Lesson 2 – What’s a good filing system?

Lesson 3 – Making a filing index

Lesson 4 – Staying organised

Lesson 5 – Cross-referencing

Lesson 6 – Digitising your filing system

Module 7: Audits 12 Lessons

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Module Content

0% Complete 0/12 Steps

Lesson 1 – What is an audit?

Lesson 2 – Types of audits

Lesson 3 – Why are audits important?

Lesson 4 – How are audits conducted?

Lesson 5 – Final financial report and auditor opinions

Lesson 6 – Preparing for an audit

Lesson 7 – Auditor checklist

Lesson 8 – Dealing with unforeseen questions

Lesson 9 – Project audits

Lesson 10 – Internal audits

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Only learners with access to the course can download the references

Only learners with access to the course can download the references

Course Description

Current Status

Not Enrolled

Price

Free

Get Started

Login to Enroll

Course Content

Expand All

Module 1: Internal controls 3 Lessons Sample Module

Expand

Module Content

0% Complete 0/3 Steps

Lesson 1 – What are internal controls?

Lesson 2 – Enforcing internal controls

Lesson 3 – Preventive controls

Module 1.1: Internal controls 7 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/7 Steps

Lesson 4 – Detective controls – Reviews

Lesson 5 – Detective controls – Petty cash reconciliations

Lesson 6 – Detective controls – Bank and salary reconciliations

Lesson 7 – Detective controls – Circularisation

Lesson 8 – Detective controls – Physical counts

Lesson 9 – Detective controls – Audits

Lesson 10 – Corrective controls

Module 1.1 Quiz

Module 2: External grants and fund management 8 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/8 Steps

Lesson 1 – What are grants?

Lesson 2 – MOUs, LOUs, and contracts

Lesson 3 – Restricted and unrestricted funds

Lesson 4 – Grant management system

Lesson 5 – Common donor requirements

Lesson 6 – Common challenges – Timelines

Lesson 7 – Common challenges – Multiple donors

Lesson 8 – Common challenges – Shared costs

Module 3: Revenue recognition 6 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/6 Steps

Lesson 1 – Revenue recognition

Lesson 2 – Types of revenue

Lesson 3 – Restricted revenue

Lesson 4 – Unrestricted revenue

Lesson 5 – In-kind donations

Lesson 6 – Acknowledging donations

Module 4: Fixed assets and inventory 12 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/12 Steps

Lesson 1 – What are assets?

Lesson 2 – Asset lifespan

Lesson 3 – Asset procurement and registration

Lesson 4 – Asset usage and depreciation

Lesson 5 – Calculating depreciation

Lesson 6 – Re-evaluation

Lesson 7 – Disposal

Lesson 8 – What are inventories?

Lesson 9 – Controlling inventory

Lesson 10 – Procedures for controlling inventory

1 of 2

Module 5: Financial year end and closing 15 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/15 Steps

Lesson 1 – Financial year end

Lesson 2 – Step 1 – Circularisation

Lesson 3 – Step 2 – Confirmation of bank accounts

Lesson 4 – Step 3 – Advances, petty cash reconciliations, and corrections of balances

Lesson 5 – Step 4 – Accruals

Lesson 6 – Step 5 – Provisions

Lesson 7 – Step 6 – Asset reconciliation

Lesson 8 – Step 7 – Record of year-end transactions and revision of service contracts

Lesson 9 – Step 8 – Summary of payments to employees

Lesson 10 – What are financial statements?

1 of 2

Module 6: Filing 6 Lessons | 1 Quiz

Expand

Module Content

0% Complete 0/6 Steps

Lesson 1 – Why is filing important?

Lesson 2 – What’s a good filing system?

Lesson 3 – Making a filing index

Lesson 4 – Staying organised

Lesson 5 – Cross-referencing

Lesson 6 – Digitising your filing system

Module 7: Audits 12 Lessons

Expand

Module Content

0% Complete 0/12 Steps

Lesson 1 – What is an audit?

Lesson 2 – Types of audits

Lesson 3 – Why are audits important?

Lesson 4 – How are audits conducted?

Lesson 5 – Final financial report and auditor opinions

Lesson 6 – Preparing for an audit

Lesson 7 – Auditor checklist

Lesson 8 – Dealing with unforeseen questions

Lesson 9 – Project audits

Lesson 10 – Internal audits

1 of 2

This free online course builds on the Introduction to Finance course, also available on The Learning Hub. The course is aimed at both the civil society organisation (CSO) programme and finance staff seeking to strengthen their financial management skills.

Topics covered in this course include:

Internal controls
Fund management
Revenue recognition
Asset and inventory management

The course can be completed in a blended format by first completing the video lessons, and then enrolling in a synchronous in-person workshop. A Facilitator Guide is available for the workshop and templates and tools are available for download.

This course was produced as part of the Aga Khan Foundation’s Civil Society programme.

This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives License. To view a copy of this license, go here.

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