The Executive PA

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Executive PA School


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£499 inc VAT (was £999)
Or £55.44/mo. for 9 months... Read more
Offer ends 30 November 2020
Study method
Online, self-paced
160 hours
Access to content
12 months
No formal qualification
90 CPD hours / points
Additional info
  • Tutor is available to students
  • Certificate of completion available and is included in the price

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A comprehensive on-line course giving you a great foundation for a career as an Executive PA. The CPD accreditation means that employers will recognise the value of this course and reassures you that the course content will enhance your career prospects.

You do not need any prior skills or experience but the structure of the course allows you to move quickly through topics with which you are familiar so that you can focus on those areas where you are encountering new knowledge and skills.

The course is entirely on-line delivered via our state of the art cloud learning platform. Access the course whenever and wherever you want to from any device. Our learning platform is easy to use and keeps track of your progress allowing you to study the course modules in whatever order you choose, several at the same time if you wish.

We provide tutor support throughout the course and as an Executive PA School student you are eligible for the XO Student Discount card.

PLUS - as an Executive PA School learner you will also have access to the Executive PA School Talent Library at no extra cost. This is an ever-expanding collection of organisational life skills courses to help you further your career at no extra cost.


90 CPD hours / points
Accredited by The CPD Certification Service

Course media


The course covers the following subject areas::

  • Microsoft 365 (formerly Microsoft Office 365) including Excel, Word, PowerPoint, Outlook, Publisher & Access (Publisher & Access are optional at no extra cost).
  • Organising and supporting business critical administrative functions such as meetings, executive travel, letter (& email) writing and managing diaries.
  • Developing your personal effectiveness through networking, effective use of social media, making presentations, communication, active listening and building interpersonal relationship.

Some of the key topics covered in each module are shown below but each module contains much, much more!

Excel 1

  • Formulas & Functions
  • Formating with Colours, Styles & Borders
  • Sorting & Filtering
  • Charts

Excel 2

  • Security to Protect Cells & Worksheets
  • Import & Export Data
  • Pivot Tables & Data Analysis
  • Complex Functions & Formulas

Word 1

  • Paragraphs, Sections & Page Breaks
  • Bullets, Numbering, Columns & Tabs
  • Headers, Footers & Margins
  • Tables, Fields, Forms & Mail Merge

Word 2

  • Templates, Preferences and Properties
  • Document Security
  • Macros
  • Import and Edit Objects such as Charts, Tables & Images
  • Tables of Contents, Indexes, Bookmarks and Hyperlinks


  • Folders, Rules, Archiving & Alerts
  • Format Emails & manage signatures
  • Priority & Sensitivity Flags, Attachments, Receipts & Votes
  • Address Books, Lists & Groups


  • Themes, Colour Schemes, Slide Master & Templates
  • Images, Objects, Clipart, Charts, Tables & Text
  • Sound, Buttons & Hyperlinks
  • Screenshows, Transitions, Builds & Animation


  • Set up and manage an Access database.
  • Create & edit tables, fields, records, queeries & forms.
  • Enter and edit data.
  • Create, format & print reports for presenting data analysis.


  • Design, Layouts, Schemes & Styles
  • Enter, Import and Edit Text
  • Format Text using Columns, Allignments, Margins & Best-Fit functions
  • Enter and Edit Pictures & Shapes
  • Create and Edit Tables, Hyperlinks & other Objects
  • Manage Page Layout & Format

Business Travel

  • Research business travel options and alternatives.
  • Plan itineraries that minimise travel time and stress for your executive.
  • Understand different booking options, make and manage bookings.
  • Destination guides covering essential additional information for the business traveler.
  • Create comprehensive travel packs for your executive
  • Manage the travel process once your executive is on their way.

Business Meetings

  • Planning business meetings.
  • Create and publish agendas.
  • Understand and create meeting policies.
  • Supporting the chair during the meeting.
  • Take comprehensive, accurate notes and create minutes as a record of the meeting.
  • Manage delivery of delegate's actions after the meeting

Diary Management

  • Electronic calendar tools such as task managers, sharing calendars, flags, alerts and codes.
  • The 6 dimensions of good diary management.
  • Preparing and briefing for your executive's meetings.
  • Prioritising competing demands for your executive's time and decide what goes in the diary and what does not!

Business Writing

  • Understand modern communication styles.
  • Compose professional business letters.
  • Learn effective layout and structure.
  • Fully Blocked style and Open Punctuation.

Petty Cash Management

  • Understand the role and importance of petty cash in the modern office.
  • Security of cash and records.
  • Understand and implement the process for ensuring accurate recording and management of petty cash.
  • Develop the skills to be the petty cash officer in your workplace.

Office Procedures

  • How to observe, analyse and record procedures.
  • Use flowcharts to graphically illustrate processes.
  • Track, monitor and modify processes & procedures.
  • Use version control.

Understanding Organisations

  • Recognise and compare dIfferent types of organisation.
  • Understand concepts such as vision, mission, goals and objectives and how they impact organisational life.
  • Recognise different aspects of organisational structure and culture.
  • Understand organisational stakeholders and their role.

Effective Presentations Part 1

  • Create engaging slides to help you make effective presentations.
  • Use images and drawn objects.
  • Use charts, tables and imported material.
  • Apply multi-media and create slide shows.
  • Use basic design concepts.

Interpersonal Relationships

  • Understand the importance of strong interpersonal relationships.
  • Understand someone else's point of view using some powerful yet simple techniques.
  • Build rapport as a foundation to developing a relationship.
  • Recognise emotional intelligence and the role it plays in relationships.
  • Assertiveness techniques to ensure that you get your point across.
  • Confidently deal with difficult interpersonal situations such as giving tough feedback.

Networking & Social Media

  • Define and understand different types of network.
  • Understand the personal skills that will enable you to make more, better contacts.
  • Know when and where to network and how to make the most out of "networking events".
  • Use the "Sow, Tend, Harvest" model to get the best out of your networks.
  • Learn how to use social media appropriately to support your networking.
  • Start to build your personal "brand" and develop a supportive and productive professioanl network.

Communication & Active Listening

  • Communication as an active 2-way process.
  • Recognise and overcome barriers to effective communication.
  • Effective verbal communication.
  • Body-language and non-verbal communication.
  • Be an active listener to fully undertsand and engage other people.

Effective Presentations Part 2

  • Preparation & Planning
  • Understand different styles of presenting and how to select the appropriate one for any given situation.
  • Write and structure a presentation.
  • Overcome nerves and use that nervous energy positively.
  • Use props and audio-visual aids.
  • Personal presentation and stagecraft.
  • Tone, emphasis and timing.
  • Deal with questions.

Who is this course for?

  • Existing PAs in the first few years of their role.
  • Anyone aspiring to a career as a PA.
  • Secretarial and administrative staff wanting to develop their career.
  • Without any prior knowledge of PA, office or administrative skills you can take this course and in addition to this, there are no age restrictions. Thus, anyone who is passionate and ambitious about a career as a PA, secretary or office professional can take the course. There are no specific deadlines for admission, and you can enrol anytime on this course.


  • There are no specific educational or experience requirements to study this course.
  • You will need access to Microsft 365 software (including MS Access & MS Publisher apps if you wish to study these 2 options).
  • The course material is presented in English.

Career path

Having taken this course you will have the skills, knowledge and confidence to embark on a career as an Executive PA.

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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 ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


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