The IEAA offers a range of Finance for Executive Assistants Courses. A senior Executive Assistant often supports higher-level management. The executive managers can include C-level management and other director-level managers. Most executive-level meetings will likely discuss strategic, financial, and other high-level themes. This requirement to focus on financial reports and information means that Executive Assistants must familiarise themselves with the financial terms in financial reports.

Finance for Executive Assistants Courses

Many Executive Assistants will admit that the financial terms are a barrier to performing to their true abilities in high-level meetings. If you are requested to carry out the Minute Taking at a high-level meeting or attend one of these meetings, you must understand the financial concepts and terms to perform confidently. Additionally, when booking meetings, prioritising your work and delivering daily tasks such as diary management, you will need familiarity with financial terms. This is because it will help you recognise the most important issues and reflect the requirements of high-level management.

We offer our core Finance for Executive Assistants Course, which is very similar to a Finance for non-financial professionals course but has been adapted to the needs of an Executive Assistant. We offer both a one-day and two-day version, depending on your interest in the subject. Additionally, we offer a Budgeting Course for EAs with budgeting requirements in their role. Finally, we also offer a Company Secretary for Executive Assistants Course, which provides an overview of the financial and legal framework to deliver company secretary practices effectively.

Finance for an EA

Most of our finance courses are available as part of the Level 5 – Executive Assistant Diploma, but you can take any courses individually. This is ideal for anyone who prefers focusing only on these more advanced financial courses. CPD Standards additionally accredits all of our financial training courses. CPD Standards is a body that is recognised by CIMA, ACCA, ICEAW and other financial bodies for Chartered Accountants.