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Certified Finance Professional

The Certified Finance Professional Course is Career – oriented Program with 100% job Assistance designed to equip individuals with advanced skills in finance, accounting, taxation and banking. This Comprehensive Course covers a wide range of Training including financial accounting,  Advanced Practical accounting, business computer skills, tally prime with GST, Store Management, advance tally, GST Law, GST Registration, return filing & refunds, income tax law, income tax return filing, tax planning, TDS & TCS, banking reconciliation, banking, loan documentation & processing, formation of companies, corporate accounting & auditing, debtor & creditor management, advanced excel, busy with GST, Marg with GST After doing this course the student will be able to operate any accounting software of india job assistance will also be provide in this course, this course aim to prepare participant for successful career in finance and accounting, taxation and banking, many or our student already doing job at many managerial posts in companies or in banks mostly in credit department of NBFCs, Bank Loan Department or also work as a Senior Accountants

Minimum Eligibility

10+2 (Any Stream)

Course Criteria

CFP

Duration

1 Year
(1.5 Hours Daily) 

6 Months
(3 Hours Daily) 

Mode
Online / Offline

Certification
EDUHOME INSTITUTE

Optional Certification
Tally Company Bangalore
(Online Verifiable)

Objectives and Learning Outcomes

The CFP course aims to:

  • Develop expertise in financial accounting and advanced accounting practices.

  • Equip participants with skills in business computer applications and software.

  • Provide in-depth knowledge of GST laws, income tax regulations, and financial management.

  • Prepare Participant for various Returns Filing or GST and Income tax

  • Providing in-depth Knowledge of TDS and TCS

  • Provide Knowledge of Banking

  • Prepare bank Reconciliation Statements

  • Develop Knowledge Regarding Various Loans and also about the documentation process

  • Know how companies are formed

  • Excellent jobs in accounting, finance, taxation and banking

  • Prepare participants for various roles in finance through hands-on training and job assistance.

  • Enable proficiency in leading accounting software and tools, including Tally Prime and Advanced Excel.

Business Team

What You Will Achieve After Completing the Course

By the end of the course, participants will:

  • Master financial and advanced practical accounting techniques.

  • Be proficient in Tally Prime, GST compliance, and advanced Excel.

  • Understand and apply tax laws, planning, and financial management practices.

  • Gain practical experience in banking, loan processing, and company formation.

  • File Return of income tax and gst

  • Operate any accounting software of india

Importance of the Course

The CFP course provides a robust foundation in finance and accounting, essential for a successful career in the field. With practical training and job assistance, this course ensures that participants are well-prepared to meet industry demands and excel in various finance roles.

Applications Across Industries

Finance and Banking

Managing accounts, financial planning, and compliance.

Corporate Sector

Handling corporate accounting, auditing, and financial reporting.

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Retail and Manufacturing

Overseeing store management, inventory, and GST compliance.

Consulting

Providing financial advice, tax planning, and company formation services.

Credit Department

NBFCs, Bank Loan Departments

Course Curriculum

The CFP course includes the following modules:

Financial Accounting
  • Introduction to Financial Accounting

  • Understanding the Accounting Cycle

  • Double-entry System and Ledger Posting

  • Preparation of Trial Balance

  • Understanding and Preparing Financial Statements

  • Income Statements and Balance Sheets

Advanced Practical Accounting
  • Review of Basic Accounting Principles

  • Advanced Financial Statements Preparation

  • Advanced Topics in Accounts Payable and Receivable

  • Asset and Inventory Management

  • Recording and Posting from Actual Bills, Vouchers, and Cheques etc.

  • Bank Statement in Actual Books of Accounts

  • Analysis of Expenses Payments

  • Depreciation and amortization

  • Advance accounting techniques and practices   

  • Case Studies and Real-world Applications

Business Computer Skills
  • Introduction to Computers & Operating Systems

  • Basics of Microsoft Word: Creating and Formatting Documents

  • Advanced Word Processing Techniques

  • Introduction to Microsoft Excel

  • Sort and Filtering and Page Setting in Excel

  • Application of Conditional Formatting in Original Case Studies

  • Operational Functions Like Addition, Multiplication, Division, Percentage, Exponential & Many More 

  • Introduction to Microsoft PowerPoint: Designing Presentations

  • Advanced Presentation Skills

  • Add Motions in Slides

  • Apply Animation on Text and Shapes

  • Basic Computer Maintenance and Troubleshooting

  • Managing Files and Folders

  • Typing Training

  • Case Studies and Real-world Applications

Tally Prime With GST
  • Introduction to Tally Prime

  • Installation and Configuration of Tally Prime

  • Understanding the Tally Prime Interface

  • Master Data Creation: Ledgers, Groups, and Stock Items

  • Managing Inventory and Stroke

  • Recording Financial Transactions

  • Generating GST-compliant Invoices

  • Advanced Features: Tally Reports, Customization, and Data Security

  • Reconciliation of Accounts

  • Mouse Keyboard Conventions

  • Export of Accounts

  • Real-world Scenarios and Case Studies

Store Management
  • Introduction to Store Management

  • Inventory Management Basics

  • Stock Control Techniques

  • Procurement and Supplier Management

  • Creation of Stock Item

  • Defining of Stock Opening Balance

  • View Stock Summery

  • Material Requisition

  • Receipt Note / Rejection in/out

  • Bin Card Preparation

  • Debit Note and Credit Note on Software

  • Utilizing Store Management Software

  • Handling Returns and Exchanges

  • Case Studies and Real-world Scenarios

Advanced Tally Training
  • Advanced Features of Tally Prime

  • Customizing Tally Prime for Specific Business Needs

  • Handling Banking Transactions

  • Generating Detailed Financial Reports and Statements

  • Advanced Taxation and Compliance Management

  • Security and User Management in Tally Prime

  • Custom Reports

  • TDS Application

  • Production and Input Management

  • Checking of GST Reports

  • Record by using Different Modes

  • Case Studies and Real-world Applications

GST Law
  • Introduction to GST: Principles and Objectives

  • How to Apply for GST Number

  • GST Framework: Central GST, State GST, and Integrated GST

  • GST Registration: Process and Requirements

  • GST Tax Rates and Exemptions

  • Input Tax Credit: Eligibility and Utilization

  • GST Compliance

  • Handling GST Assessments

  • Amendments and Updates in GST Law

  • Case Studies: Practical Application of GST Laws

GST Registration, Return Filing & Refunds
  • Introduction to GST Registration

  • Eligibility and Requirements for GST Registration

  • Step-by-Step GST Registration Process

  • Understanding GST Returns: GSTR-1, GSTR-3B, and GSTR-9

  • Preparing and Filing GST Returns

  • Managing GST Refund Claims: Process and Documentation

  • Common Issues in Registration, Filing, and Refunds

  • Tools and Software for GST Compliance

  • Addressing Notices and Penalties

  • Case Studies and Practical Exercises

Income Tax Law
  • Introduction to Income Tax Law

  • Understanding the Income Tax Act and Its Applicability

  • Income Classification: Salaries, House Property, Business, and Capital Gains, Other Sources

  • Computation of Taxable Income and Tax Liability

  • Exemptions, Deductions, and Rebates

  • Tax Planning Strategies

  • Filing Income Tax Returns: Procedures and Requirements

  • Handling Income Tax Assessments

  • Amendments and Updates in Income Tax Law

  • Case Studies and Practical Exercises

Income Tax Return Filing
  • Overview of Income Tax Return Filing

  • Pan Card Application Process

  • Types of Income Tax Returns: Individual vs. Business Returns

  • Documentation Required for Filing

  • Assessment of Income Tax

  • Step-by-Step Process for Preparing and Filing Returns

  • Common Errors and Issues in Tax Return Filing

  • Utilizing Software Tools for Return Preparation

  • Understanding and Managing Deadlines

  • Updates and Amendments in Filing Procedures

  • How to Claim Exemptions, Deductions and Rebates

  • Case Studies and Practical Exercises

Tax Planning & TDS
  • Introduction to Tax Planning

  • Principles and Objectives of Tax Planning

  • TDS Overview: Applicability and Rates

  • Calculation and Deduction of TDS

  • When to file TDS return

  • TDS Compliance: Filing Returns and Documentation

  • TCS Overview: Applicability and Rates

  • Collection and Reporting of TCS

  • Tax Planning Strategies: Reducing Tax Liabilities

  • Case Studies and Practical Exercises

Banking
  • Introduction to Banking

  • Core Functions of Banks

  • Types of Banking Products and Services

  • Banking Operations and Procedures

  • Regulatory Environment and Compliance

  • Risk Management in Banking

  • Customer Service and Relationship Management

  • Banking Technologies and Innovations

  • Economic Role of Banks

  • Case Studies and Practical Exercises

Bank Reconciliation
  • Introduction to Bank Reconciliation

  • Understanding Bank Statements and Company Records

  • Principles and Objectives of Bank Reconciliation

  • Handling issues and catch errors

  • Step-by-Step Process for Performing Reconciliation

  • Identifying and Resolving Discrepancies

  • Reconciliation Techniques and Tools

  • Maintaining Accurate Financial Records

  • Compliance and Regulatory Considerations

  • Case Studies and Practical Exercises

Loan Documentation & Processing
  • Introduction to Loan Documentation and Processing

  • Types of Loans and Documentation Requirements

  • Know about KYC

  • Preparing Loan Applications and Supporting Documents

  • Reviewing and Verifying Loan Documentation

  • Loan Approval Procedures and Compliance

  • Preparation of various Loan Files

  • Handling Common Issues in Loan Processing

  • Regulatory and Compliance Considerations

  • Understanding about CIBIL Score

  • Utilizing Software Tools for Loan Processing

  • Case Studies and Practical Exercises

Formation of Companies
  • Introduction to Company Formation

  • Types of Business Entities (Private Limited, Public Limited, LLP, etc.)

  • How Companies Raise Funds

  • Tools and Resources for Company Formation

  • Legal and Regulatory Requirements for Company Formation

  • Preparing and Filing Formation Documents

  • Company Registration Process

  • Understanding Digital Signature

  • Initial Setup and Operational Considerations

  • Post-Formation Requirements and Ongoing Compliance

Corporate Accounting & Auditing
  • Introduction to Corporate Accounting

  • Principles of Corporate Financial Reporting

  • Preparation and Analysis of Financial Statements

  • Internal Controls and Procedures

  • Auditing Standards and Regulations

  • Understanding Ledger Scrutiny

  • Identifying and Addressing Financial Discrepancies

  • Compliance and Regulatory Considerations

  • Tools and Techniques for Accounting and Auditing

  • Case Studies and Practical Exercises

Debtor & Creditor Management
  • Introduction to Debtor and Creditor Management

  • Principles of Accounts Receivable Management

  • Preparation of Debtor Reconciliation Statement from Actual Data

  • Managing Accounts Payable

  • Developing Payment Plans and Credit Policies

  • Analyzing Cash Flow and Financial Stability

  • Tools and Techniques for Managing Receivables and Payables

  • Preparation of Creditor Reconciliation Statement from Actual Data

  • Compliance and Regulatory Considerations

  • Case Studies and Practical Exercises

Advanced Excel
  • Introduction to Advanced Excel Features

  • Advanced Formulas and Functions

  • Data Analysis with Pivot Tables

  • Creating and Customizing Advanced Charts

  • Use of Advance Lookup functions

  • Automating Tasks with Macros

  • Managing and Analyzing Large Datasets

  • Creating Dynamic Reports and Dashboards

  • Data Validation and Error Checking

  • Advanced Data Filtering and Sorting

  • Preparation of Spreadsheets

  • Protection of Information using advance security features

  • Data analysis & Visualization in Excel

  • Case Studies and Practical Exercises

Busy with GST
  • Introduction to GST and Busy Software

  • Configuring GST Settings in Busy

  • Master Data Creation : Ledger, Groups and Stock Items

  • Recording GST Transactions and Invoices

  • Generating GST-Compliant Reports

  • Compliance Checks in Busy

  • Checking of all Accounts

  • Mouse and keyboard Conventions

  • Preparation of Financial Statements

  • Stock management in Busy

  • Troubleshooting Common GST Issues in Busy

  • Case Studies and Practical Exercises

Marg with GST
  • Introduction to GST and Marg Software

  • Configuring GST Settings in Marg

  • Recording GST Transactions and Invoices

  • How to crate Units, Stocks and Groups

  • Generating GST-Compliant Reports

  • Handling GST Audits and Compliance Checks

  • Preparation of Financial Statement

  • Troubleshooting Common GST Issues in Marg

  • Stock management in Marg

  • Case Studies and Practical Exercises

  • What are the prerequisites for this course?
    No prior accounting knowledge is required. The course starts from the basics, making it suitable for beginners.
  • How long is the course duration?
    The Course typically Lasts for 25 Hours, depending on the pace od learning
  • Will I get practical experience during the course?
    Yes, the course includes practical assignments and case studies to provide hands-on experience.
  • Can this course help me in preparing for accounting certifications?
    Absolutely, this course lays a solid foundation that is helpful for certifications like CPA, ACCA, or CA
  • Will I receive a certificate after completing the course?
    Yes, you will receive a certificate from Eduhome Institute upon successful completion of the course.
  • Can business owners benefit from this course?
    Definitely, business owners can learn how to manage their finances effectively and make informed business decisions.
  • Do you provide online classes for this course?
    Yes, the course is available both online and offline, offering flexibility to our students.
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