Description

The Bookkeeping Diploma provides a thorough understanding of basic manual bookkeeping principles and Excel for Finance. Together, these skills provide a strong foundation for working effectively in an accounts department and building a career in finance and bookkeeping.

Bookkeeping Diploma Switzerland

Participants from across Switzerland and further afield can join this programme through a combination of Virtual Classroom training and flexible online learning.

Course Format

The programme begins with a tutor-led two-day Virtual Classroom course that concludes with an assessment. Participants may choose to complete the assessment at a later date following revision and practice, or opt not to take the assessment if preferred.

This course is CPD Accredited. The training is highly practical and incorporates workplace simulations to maximise learning and build confidence in applying bookkeeping principles.

Course Content

Invoicing and Basic Bookkeeping Entries

  • Completion of financial documents, including invoices and credit notes
  • Recording cash and credit transactions
  • Practical explanation of the double-entry bookkeeping system
  • Posting ledgers and understanding the relevance of T-accounts
  • Preparing and balancing a bank reconciliation
  • Petty Cash

Introduction to Accounting

  • Year-end adjustments, including accruals, depreciation and prepayments
  • Journals

Trial Balances and Financial Statements

  • Preparing a trial balance from raw data
  • Extended trial balances and year-end adjustments
  • Producing straightforward Profit and Loss and Balance Sheet reports from a trial balance

Microsoft Excel for Finance Training Course

Practical Excel training designed to support bookkeeping and financial administration activities.

Additional Training Information

The course teaches the fundamentals of bookkeeping by explaining the underlying principles in detail.

Participants learn not only how bookkeeping processes work, but why. The programme shows how this knowledge applies within computerised accounting systems and includes computerised bookkeeping training as part of the Diploma.

This approach helps finance and accounts professionals understand their role more deeply, rather than simply following procedures, supporting long-term career progression and professional development.

Dates and Duration

The classroom-based component runs over two days, from 11:30 to 17:30.

You can complete the assessment later, after revision and practice.

Course dates are available in the booking section.

You complete the Computerised Bookkeeping and Microsoft Excel training modules online in your own time.

The associated assessments must be completed within three months of starting the course.

Suitable For

The programme is suitable for a wide range of participants, including:

  • School leavers
  • Administrative professionals
  • Office staff
  • Business owners
  • Career changers
  • Individuals seeking entry-level finance and bookkeeping roles
  • Anyone wishing to build a foundation in bookkeeping and accounting

Course Requirements

  • A good basic education, including mathematics
  • Practical common sense
  • A willingness to learn

Benefits

  • Gain an understanding of the underlying building blocks of finance
  • Develop practical bookkeeping and accounting skills
  • Improve readiness for entry-level finance and accounts roles
  • Build a strong foundation for progression to higher-level finance qualifications
  • Learn both manual and computerised bookkeeping principles
  • Gain practical Microsoft Excel skills relevant to finance and accounting
  • CPD Accredited training recognised internationally

Outcome

Upon successful completion, participants will receive:

CPD Accredited Bookkeeping Diploma

Successful participants receive full CPD certification.

CPD Certification

CPD (Continuing Professional Development) is a recognised form of accredited training valued by employers and professional bodies worldwide.

CPD courses are highly respected internationally and are often required in specific industries. A CPD-accredited qualification on your CV can significantly strengthen your professional profile and future career opportunities.

Switzerland and International Participants

This programme is suitable for participants based across Switzerland and internationally. Whether you are in Zurich, Geneva, Basel, Lausanne, Bern, Zug, Lucerne, St. Gallen, or elsewhere, you can access both live Virtual Classroom training and flexible online learning modules.

The combination of bookkeeping, computerised accounting and Microsoft Excel training provides a practical foundation for individuals seeking careers in finance, accounts administration and bookkeeping.