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Financial Documents 101 Certification
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Summary

Price
£20 inc VAT
Study method
Online
Duration
1 hour · Self-paced
Qualification
No formal qualification
CPD
1 CPD hours / points
Additional info
  • Tutor is available to students

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Overview

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CPD

1 CPD hours / points
Accredited by The CPD Certification Service

Description

Financial Documents 101

Financial documents play a critical role in running small and large companies. The documents help businesses of all kinds in different industries to communicate their financial information to external parties or entities such as investors and banks. The financial reports summarise a business’s accounting procedures and features cash and account title tabulations.

The financial reports also showcase the financial status or position and performance of a company or individual, including changes in finances over a specified period. Businesses aim at using the statements to share financial decisions with internal and external parties to help with economic decisions.

Data sourced from business financial systems are used to aggregate, condense and simplify the development of financial documents. The statements simply display results from a company’s accounting system. The financial documents are usually developed and released on an annual basis every financial year.

This course has been designed to introduce you to the basics of financial documents.

Firstly, we define financial documents and explain what they are. The course also briefly explains what goes into creating financial statements.

Next, we cover the four main types of financial statements that you should know about.

The course introduces each statement and explains what they do and feature. It also explains the role of each statement in the operation of a business and in the life of individuals.

Finally, we state several benefits of financial documents to the business, including external entities, such as lenders and investors.

You Will Learn:

What financial documents are

The purpose of financial documents

The four main types of financial documents

The features of different types of financial documents

The benefits of financial documents to business entities

Benefits of Taking This Course:

Taking this course will help you:

Know the different types of financial documents

Lean the function of each type of financial document

Know the different features of each financial document

Understand the role of financial documents in business

Gain basic knowledge of financial documents

Learn about the benefits of financial documents to businesses

Determine if you want to learn more about financial documents

Who is this course for?

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Requirements

The course does not require any pre-knowledge to pursue the course. And it is compatible with any kind of device. You will get the same experience in learning whether you are using Windows, Mac, a smartphone or tablet. You can access the course materials with any kind of connection, from anywhere, without any limitation!

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.