Popular Courses

Brand
Awarding body image

Overview of Finance Assistant Level 1 & 2 - CPD Accredited Course

Are you thinking about starting a career in finance but not sure where to begin? You are not alone. In the UK, thousands of entry-level finance sector roles open every year, yet many employers look for candidates who understand basic accounting processes. Therefore, the right Finance Assistant Training can give you a clear advantage. This Finance Assistant Level 1 & 2 course is designed specifically for accounting for beginners, so you can build knowledge step by step without feeling overwhelmed.

From your very first lesson, this Finance Assistant Course introduces real-world bookkeeping fundamentals in simple language. You will learn how to record transactions properly and how to prepare a trial balance, income statement, and balance sheet with confidence. Moreover, you will explore key processes such as accounts receivable (AR) and accounts payable (AP), so you understand how businesses manage cash flow and financial records on a daily basis. As a result, accounting concepts start to feel practical rather than confusing.

In addition, this fully flexible online finance course covers essential financial management basics that employers value. You will understand stock movement in finance, how to calculate return on capital, and the purpose of transfer pricing in business operations. Therefore, by the end of this Finance Assistant Training, you will not only understand the theory but also feel prepared to pursue finance sector entry-level roles across the UK with greater confidence and clarity.

Finance Assistant Level 1 & 2

What You Will Learn in Finance Assistant Training

This Finance Assistant Level 1 & 2 programme focuses on practical accounting knowledge. Moreover, it connects theory to real workplace tasks. Therefore, you can apply your learning immediately.

By the end of this Finance Assistant Course, you will understand:

  • Accounting for Beginners: Core accounting principles explained clearly
  • Bookkeeping Fundamentals: Double-entry basics and T accounts
  • Trial Balance Preparation: Structure and purpose
  • Income Statement Creation: Revenue, expenses, and profit tracking

  • Balance Sheet Structure: Assets, liabilities, and equity explained
  • Accounts Receivable (AR): Managing incoming payments
  • Accounts Payable (AP): Tracking supplier obligations
  • Accrual Accounting: Why timing matters in finance
  • Stock Movement in Finance: How inventory affects financial statements
  • Return on Capital Employed (ROCE): Measuring business efficiency
  • Transfer Pricing Basics: Understanding international rules
  • Financial Management Basics: Cost control and reporting essentials

As a result, you will build job-ready confidence suitable for Accounts Assistant training or junior finance roles.

Why Choose Us?​

There are many finance courses available. However, this Finance Assistant Training focuses on clarity, flexibility, and employability. Moreover, it is structured to support beginners who want real accounting skills without complex theory.

In addition, the course includes:

  • Accredited Certificate: Strengthen your CV with recognised proof of learning
  • Flexible Online Finance Course: Study anytime, anywhere
  • Step-by-Step Lessons: Clear explanations for accounting for beginners
  • Short Focused Modules: Easy to follow and review
  • Mock Assessments: Test your understanding
  • Career-Relevant Content: Covers AR, AP, trial balance, and reporting
  • Affordable Learning: Transparent pricing
  • Instant Results: Immediate feedback after assessment

Therefore, if you are searching for a practical Finance Assistant Level 1 & 2 qualification, this course provides both knowledge and flexibility.

Certificate of Achievement

After completing this Finance Assistant Course, you will receive a CPD-accredited certificate to confirm your learning professionally. Moreover, this certificate demonstrates structured learning in bookkeeping and financial management basics.

You can typically choose:

  • PDF Certificate – £4.99
  • Hardcopy Certificate – £9.99

In addition, a certificate can help you:

  • Strengthen your CV and LinkedIn profile
  • Support applications for finance sector entry-level roles
  • Show competence in accounts receivable and accounts payable
  • Demonstrate understanding of balance sheet and income statement preparation

Nextgen Certificate

Who Is This Course For?​

This Finance Assistant Training is ideal for individuals who want to enter the finance sector with confidence. Moreover, it supports both career starters and professionals seeking structured Accounts Assistant training.

This course is suitable for:

  • Beginners with no accounting background
  • Career changers entering finance
  • Office administrators moving into finance roles
  • Small business owners learning bookkeeping fundamentals
  • Students preparing for Level 2 accounting pathways
  • Individuals exploring finance sector entry-level roles

Requirements​

There are no formal entry requirements for this Finance Assistant Level 1 & 2 course. However, you should have:

  • Basic English reading skills
  • Basic numeracy skills
  • A device with internet access

Because this is an online finance course, you can study at your own pace. Therefore, you can revisit modules, pause lessons, and learn around your schedule.

Career Path of Finance Assistant Level 1 & 2

Career Path of Finance Assistant Level 1 & 2 Course

Completing this Finance Assistant Course can support entry-level opportunities within accounting and finance. Moreover, the skills align with common UK finance roles.

Typical career directions include:

Finance Assistant – £22,000 to £30,000 annually
Support bookkeeping, AR/AP processing, and financial reporting tasks.

Accounts Assistant – £23,000 to £32,000 annually
Prepare trial balances, assist with income statements, and manage reconciliations.

Finance Administrator – £21,000 to £28,000 annually
Handle invoices, track stock movement, and maintain financial records.

Junior Financial Analyst – £25,000 to £35,000 annually
Assist with financial reports, return on capital calculations, and performance analysis.

Salaries vary by region and experience. Therefore, treat them as guidance rather than guarantees.

Order Your Certificate

To order your Certificate, we kindly invite you to visit the following link

FAQs About Finance Assistant Training

Finance Assistant Training is an entry-level accounting course designed to teach bookkeeping fundamentals and financial management basics. Moreover, it covers trial balance, income statement, and balance sheet preparation. Therefore, it prepares learners for finance sector entry-level roles across the UK.

You will learn the core skills covered in Finance Assistant Training, including bookkeeping fundamentals, double-entry basics, and accounting for beginners. Moreover, you will understand how to prepare a trial balance, income statement, and balance sheet. In addition, the course explains accounts receivable (AR), accounts payable (AP), stock movement in finance, and return on capital. Therefore, you will build practical knowledge for entry-level finance roles.

There are no formal entry requirements for this Finance Assistant Level 1 & 2 course. However, you should have basic English and numeracy skills. Because this is a fully online finance course, you can study at your own pace. The total video duration is approximately 1 hour and 15 minutes, but you may take longer if you review and practise.

After completing this Finance Assistant Training, you may apply for roles such as Finance Assistant, Accounts Assistant, or Finance Administrator. Moreover, the course supports progression into further accounting qualifications. Therefore, it can act as a stepping stone into finance sector entry-level roles in the UK.

Yes, this is an accredited Finance Assistant Course with certificate options. Moreover, you can upgrade to a QLS endorsed certificate. Therefore, it provides recognised proof of your skills.

Course Curriculum

Module : 01
Chris Moore – Accounting for Beginners Promo FREE 00:01:00
Chris Moore – 1. Introduction 00:03:00
Chris Moore – 2. First Transactions 00:05:00
Chris Moore – 3. T Accounts introduction 00:03:00
Chris Moore – 4. T-Accounts conclusion 00:03:00
Chris Moore – 5. Trial Balance 00:02:00
Chris Moore – 6. Income Statement 00:03:00
Chris Moore – 7. Balance Sheet 00:03:00
Module : 02
Chris Moore – 8. Balance Sheet Variations 00:03:00
Chris Moore – 9. Accounts in practise 00:05:00
Chris Moore – 10. Balance Sheets what are they 00:05:00
Chris Moore – 11. Balance Sheet Level 2 00:03:00
Chris Moore – 12. Income Statement Introduction 00:06:00
Chris Moore – 13. Are they Expenses, or Assets 00:03:00
Chris Moore – 14. Accounting Jargon 00:02:00
Module : 03
Chris Moore – 15. Accruals Accounting is Fundemental 00:03:00
Chris Moore – 16. Trial Balance 3 days ago More 00:04:00
Chris Moore – 17. Fixed Assets and how it is shown in the Income Statement 00:03:00
Chris Moore – 18. Stock movements and how this affects the financials 00:03:00
Chris Moore – 19. Accounts Receivable 00:03:00
Chris Moore – 20. How to calculate the Return on Capital Employed 00:05:00
Chris Moore – 21. Transfer Pricing – International Rules 00:02:00
Order Your Certificate
Order Your Certificate 00:00:00

Related Courses

A product of

© 2026 NextGen Learning. All rights reserved

Home Search Cart Offers
Select your currency
GBP Pound sterling