Financial Sales & Skills






Introduction to Financial Management

Rules of Double Entry / Value added Tax- Rules and regulations / Recording of Transactions into subsidiary books, taking account of VAT / Posting to the General Ledger in accordance with the rules of double entry / Drafting of a Trial Balance / Drafting of an Income Statement / Drafting of a Balance Sheet / Analysing and interpretation of an Income Statement and Balance Sheet

2 Days

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Introduction to Bookkeeping

Bookkeeping concepts: Familiarise yourself with different types of accounts, the double entry system, trial balance, income statement, balance sheet and types of companies / Dealing with Cash, Customers and Suppliers: Understand, practice completing and recording receipts, deposit slips, cheques and EFT payments. Working with the Cashbook, posting journal transactions to the General Ledger. Completing VAT returns. Complete purchase orders and briefly explore customer credit policies / Petty Cash and Customer Processing: This lesson will show you how to work with petty cash, draw accounts as well as petty cash withdrawals, balancing and processing the sales journal / Bank and Stock: This will help you to overview the bank statements, the inventory, the quotation, sales order and fill in a tax invoice / Value Added Tax: This lesson will explain what VAT is, how to register for VAT, how to cancel a registration, and how to do your tax periods.

2 Days

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Conduct Sales

Unit 1: Identify Sales opportunities - identifying clients; identifying client needs; identifying a client's disposable income; using appropriate sales opportunity presentation methodology

Unit 2: Present products and services to prospective customers - present products and services in a manner that grabs the customer's interest; provide accurate information in a conducive manner; explain the features and benefits to the customer; explain the concepts of quantity and quality to the customer

Unit 3: Negotiate the terms and conditions of the sale - identify the items that requires agreement from the customer; reach an agreement that meets the requirements of all parties; formalize the agreement and document it; agree on the terms of sale in line with the law and your company's requirements

Unit 4: How to handle customer objections and concerns - tactfully question the client; relay the customer's objections and concern by making an applicable proposal; refer objections and concern to the relevant person

Unit 4: Closing a sales deal and gaining your customer's commitment - identify the different types of closes; identify a customer's buying signals; confirm the client's willingness to buy; secure future sales with the customer.

1 Day

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