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Finance Training

Finance Training course timetable

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Sat 22 Sep – Tue 6 Nov

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Tuesday 25 September

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (3 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (2 of 7) Not bookable 09:30 - 16:30

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

Wednesday 26 September

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This session is only suitable for those with a good working knowledge of Excel and formulas, ideally having completed How to Excel previously

Pre course work will be sent prior to the course which will assess the base level of understanding

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

Thursday 27 September

14:30
Getting Started in COGNOS [Places] 14:30 - 16:00 University Information Services, 17 Mill Lane Training Room

COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2 COGNOS Reporting
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

Tuesday 2 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (4 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (3 of 7) Not bookable 09:30 - 16:30

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

Tuesday 9 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (5 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (4 of 7) Not bookable 09:30 - 16:30

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

Thursday 11 October

09:30
Managing the Budget new [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 09:30 - 16:15 University Information Services, 17 Mill Lane Training Room

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

Tuesday 16 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (6 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (5 of 7) Not bookable 09:30 - 16:30

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

Wednesday 17 October

09:30
AR Part 2: Adjustments and Set Up in Accounts Receivable [Places] 09:30 - 12:30 University Information Services, 17 Mill Lane Training Room

This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.

Thursday 18 October

13:00
How to Excel new (1 of 2) [Places] 13:00 - 16:00 University Information Services, 17 Mill Lane Training Room

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Friday 19 October

09:30
Grants Part 3: Viewing Grants in CUFS [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

Tuesday 23 October

14:30
COGNOS: Refresher Training new [Places] 14:30 - 16:00 University Information Services, 17 Mill Lane Training Room

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2 COGNOS Reporting
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

Thursday 25 October

13:00
How to Excel new (2 of 2) [Places] 13:00 - 16:00 University Information Services, 17 Mill Lane Training Room

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Tuesday 30 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (7 of 26) Not bookable 09:30 - 12:30 University Information Services, 17 Mill Lane Training Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

Wednesday 31 October

09:30
Grants Part 4: Administration of Grants in CUFS [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

Thursday 1 November

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) [Places] 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) [Places] 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

Tuesday 6 November

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (8 of 26) Not bookable 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme