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Essential Finance for Office and Administrative Staff
Cambridge Open Academy

Big Sale Event | CPD Accredited | New On-Demand Course- February 2026 | FREE Reed Certificate | Lifetime Access

Summary

Price
£19 inc VAT
Study method
Online, On Demand 
Duration
2 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

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Overview

Finance is one of the key functions in every organisation, and having a strong foundation in this area can make administrative staff significantly more effective in their roles. The Essential Finance for Office and Administrative Staff course provides a clear and structured approach to learning how financial activities support day-to-day operations. With many office roles involving budgeting, expense tracking, invoice management, and report assistance, this course ensures that learners are better prepared to support management and contribute to smoother financial operations. It helps build knowledge of budgeting principles, cost control techniques, and how to work with basic financial statements and systems commonly used in the workplace.

As businesses increasingly seek administrative staff who can do more than just clerical work, having a strong grasp of workplace finance adds value to your CV. From managing petty cash and processing purchase orders to interpreting financial summaries, the topics covered in this course reflect real responsibilities that office professionals handle regularly. You’ll also explore how technology supports finance processes and how improving your skills can make you more confident in your role. This course is ideal for those already in administrative positions or those looking to move into them, with content that is accessible and relevant for learners at any level.

Learning Outcomes:

  • Understand the key terms and functions in workplace finance.

  • Learn how to support basic budgeting and expense planning.

  • Develop confidence in reviewing financial reports.

  • Apply cost control techniques in an office setting.

  • Recognise how to use finance tools and software.

  • Identify how to support financial procedures in compliance with company policies.

  • Strengthen your role as a valuable support team member.

Why People in the UK Should Learn This Topic:

  • 82% of UK office jobs require at least basic finance support skills (ONS, 2023)

  • £5,000 average salary boost for admin roles with finance training (Reed, 2023)

  • Over 90% of SMEs in the UK handle finance tasks in-house, making versatile staff essential

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

7
sections
7
lectures
1h 59m
total

Course media

Description

The Essential Finance for Office and Administrative Staff course is designed to support those working in or aiming for office roles that include financial tasks. The course begins with Module 1: Foundational Finance for Administrators, covering key financial concepts. In Module 2: Core Financial Process, learners will explore how day-to-day financial operations are carried out in the workplace. Module 3: Budget Essentials breaks down how to support budget creation and monitor expenses.

Module 4: Understanding Cost Control introduces learners to techniques for managing spending efficiently. Module 5: Financial Reporting and Analysis focuses on interpreting basic reports and supporting financial decisions. In Module 6: Technology in Workplace Finance, students are introduced to digital tools that streamline finance tasks. Finally, Module 7: Professional Development highlights how finance knowledge supports career growth and adds value to administrative roles.

Whether you’re a beginner or someone looking to improve your current skill set, this course helps you build confidence and supports real office responsibilities. It is suitable for professionals across sectors and offers transferable skills that employers look for.

Who is this course for?

  • Office administrators and assistants

  • Receptionists and front office staff

  • Job seekers looking to enter administrative roles.

  • Team leaders want to refresh their financial knowledge.

  • Career switchers are moving into business support roles.

  • Professionals supporting management or finance teams

Requirements

  • No prior finance experience required

  • Suitable for beginners, intermediate, and advanced learners

  • Engaging content for self-paced learning

  • Access to a device with an internet connection

  • Basic English reading and writing skills

Career path

  • Administrative Assistant: £18,000 – £25,000
  • Office Administrator: £20,000 – £28,000
  • Accounts Assistant: £22,000 – £32,000
  • Payroll Coordinator: £25,000 – £35,000
  • Office Manager: £30,000 – £45,000
  • Finance Administrator: £32,000 – £50,000

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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