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Finance Training

All Finance Training courses

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AAT Alumni new Mon 5 Feb 2018   13:30 Finished

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

Accountants' Update CPD session Wed 27 Sep 2017   13:30 Finished

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course will enable Shared Services staff members to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain VAT reliefs commonly available to universities and how they are claimed.

BUFDG: Introducing VAT in HE new Self-taught Bookable

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies to income specifically in the higher education sector but is not intended to be a fully comprehensive guide.

BUFDG: VAT on Purchasing in HE new Self-taught Bookable

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

It will provide you with an overview of how VAT applies to purchasing specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain the reliefs commonly available to universities and how they are claimed.

Cash Handling Self-taught Bookable

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First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Finished

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

iProcurement web based: Approvers Self-taught Bookable

This short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.

If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.

  • If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.
iProcurement web based: Buyers Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
iProcurement web based: Requisitioners Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
Modern Slavery Act Self-taught Booking not required

The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with, are free from any sort of modern slavery.

This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.

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