Uploaded by Sam Gravell

Accountants Syllabus

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Syllabus: B1 Accountants January- June 2023
Unit
Tasks
Exit Task
Key Lexis
Financial Reporting
1. Read and comprehend a simple
financial report
2. Identify key components of a
financial report
3. Write a summary of a financial
Prepare a
report
comprehensive
4. Prepare a simple financial report financial report
Financial statement, balance sheet, income statement, cash flow, assets, liabilities,
equity, revenue, expenses
Communication with
Stakeholders
1. Listen to a recorded conversation
with a stakeholder
2. Role-play a conversation with a
stakeholder
3. Write an email to a stakeholder Conduct a live
4. Present a financial summary to
meeting with
stakeholders
stakeholders
Stakeholder, investor, board member, financial summary, return on investment,
profit margin, fiscal year
Audit Processes
Participate in a live
1. Read and understand an audit
audit process
report
2. Discuss audit findings in a group
Audit, internal control, compliance, financial statement, materiality, risk
assessment, audit evidence
Syllabus: B1 Accountants January- June 2023
Unit
Tasks
Exit Task
Key Lexis
3. Write a response to an audit
finding
4. Conduct a mock audit
Budget Planning
1. Analyze a sample budget
2. Discuss budget constraints and
goals
3. Prepare a departmental budget
draft
4. Present a budget proposal
Prepare and present a
comprehensive
Budget, forecast, variance, fixed costs, variable costs, revenue, expenses, fiscal
budget plan
year
Regulatory Compliance
1. Read and comprehend a
regulatory document
2. Discuss implications of noncompliance
3. Write a compliance report
4. Conduct a mock compliance
review
Conduct a live
compliance review
Compliance, regulation, non-compliance, financial regulation, audit, internal
control, risk management
Syllabus: B1 Accountants January- June 2023
Unit
Tasks
Exit Task
Key Lexis
Financial Analysis
1. Analyze a financial statement
2. Discuss financial trends and
anomalies
3. Write a financial analysis report
4. Present a financial analysis
Conduct a live
financial analysis
Financial analysis, financial ratios, profitability, liquidity, solvency, operational
efficiency
Tax Preparation
1. Read and understand a tax
document
2. Calculate tax liabilities
3. Prepare a mock tax return
4. Discuss tax strategies
Prepare a live tax
return
Tax, income tax, corporate tax, tax liability, tax return, tax deduction, tax credit
Business Meetings
1. Listen to a recorded business
meeting
2. Role-play a business meeting
3. Write meeting minutes
4. Conduct a mock business
meeting
Conduct a live
business meeting
Agenda, minutes, action items, follow-up, decision-making, consensus,
negotiation
Syllabus: B1 Accountants January- June 2023
Unit
Tasks
Exit Task
Key Lexis
Training and Development
1. Participate in a mock training
session
2. Discuss training needs and goals
3. Prepare a training plan
Conduct a live training Training, development, learning objectives, training materials, feedback,
4. Conduct a mock training session session
evaluation
Software Usage
1. Watch a tutorial on a financial
software
2. Practice using a financial
software
3. Discuss software features and
issues
Conduct a live
4. Train others on using a financial software training
software
session
Software, interface, features, troubleshooting, user guide, technical support
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