Enhance Your Financial Skills: Bank Reconciliation & Services

This comprehensive course focuses on the critical process of bank reconciliation, teaching learners how to accurately complete this essential financial task. We emphasize the significance of bank reconciliation in maintaining financial integrity and internal control over cash flow. Through a series of engaging presentations and practical Excel worksheets, students will learn about cash management strategies and the various financial services available to individuals. Moreover, the course includes a downloadable Excel workbook with two tabs—answers and a preformatted worksheet for hands-on learning.

Learners will also delve into essential financial concepts such as marginal versus average tax rates, as well as distinctions between tax deductions and credits. By gaining a thorough understanding of tax management and planning strategies, students can navigate their personal finances with greater confidence. We’ll cover the various tax filing statuses and explore tax preparation options, helping students assess which methods are best suited to their unique financial situations.

In addition to the bank reconciliation process, we’re committed to helping learners identify the right financial services and institutions for their needs. This course outlines the importance of tracking cash accurately, as it plays a crucial role in overall financial health. By the end of the course, students will be well-equipped to complete personal bank reconciliations and make informed financial decisions that will support their personal and professional growth.

What you will learn:

• How to apply money management strategies
• How to apply tax management strategies
• Explain the difference between marginal tax rate and average tax rate and how to use the proper rate when planning
• Describe the difference between tax deductions and tax credits and how to use this information when doing tax planning
• List the different tax filing statuses and their impact on the tax calculation
• Explain the different tax preparation options and the pros and cons related to them
• List common financial services needed by individuals
• List financial institutions and the services they provide
• Describe what a bank reconciliation is
• Complete a personal bank reconciliation

Course Content:

• Sections: 4
• Lectures: 46
• Duration: 10h 39m

## Requirements:

Who is it for?

• Anybody who want to improve their personal financial planning
• Students

What are you waiting for to get started?

Enroll today and take your skills to the next level. Coupons are limited and may expire at any time!

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