ACCOUNTING CLERK/ADMIN ASSISTANT CERTIFICATION PROGRAM

Transcription

1 Education & Training Plan ACCOUNTING CLERK/ADMIN ASSISTANT CERTIFICATION PROGRAM MyCAA Information Tuition: $2, (1 exam included) MyCAA Course Code: LIT-AC01 Program Duration: 12 Months (Please note these courses are approved as one course block) Program Description Our experts have designed the accounting certificate with the challenges, duties, and required skill sets of modern-day accounting practices in mind. This program is for those who want to qualify for entry level positions in accounting, and is tailored to help them meet the demands of today s fastpaced and high-tech business environment. Includes training on QuickBooks, the leading small business software, using the official training program from Intuit (the makers of QuickBooks). Also includes Microsoft Certified Application Specialist (MCAS) courses for Office 2007 in Excel, Word and Outlook. According to the US Bureau of Labor Statistics, accounting clerk job opportunities are expected to be very good in the coming years. Program Outline Subject Title Clock Hours Microsoft Excel 2007 Level 1 30 Microsoft Excel 2007 Level 2 30 Microsoft Outlook Level 1 30 Microsoft PowerPoint 2007 Level 1 30 Microsoft Word 2007 Level 1 30 Microsoft Word 2007 Level 2 30 Microsoft Word 2007 Level 3 30 Business Correspondence Level 1 30 Business Correspondence Level 2 30 Customer Service 30 Office Procedures Level 1 30 Office Procedures Level 2 30 Business Math 30 Principles of Accounting I 30 Principles of Accounting II 30 QuickBooks Pro 30 Job Search and Resume Writing 30 Total Hours 510

2 Subject Descriptions EXC07M1 Microsoft Excel 2007 Level 1 This course teaches students to create and manage worksheets and workbook files; enter data and create basic formulas to perform calculations. They learn to edit and manipulate cell content, modify worksheet structure, view and format worksheets, and use Excel s predefined functions. Students use the Find and Replace feature, use themes to format workbooks and practice preparing, previewing, and printing worksheets. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given step-by-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the skills covered in the course. EXC07M2 Microsoft Excel 2007 Level 2 This course teaches students intermediate to advanced-level concepts and features of the Microsoft Excel 2007 application. In this course, students learn to customize Microsoft Excel and streamline workflow by building upon the basic skills learned in the Microsoft Excel 2007 Level 1 course. They learn to use named references, validate and consolidate data, use links and hyperlinks, and reference external data. Students learn to use cell comments, custom and conditional formatting, styles, and templates. They also practice working with graphics, charts, diagrams, and databases (lists). [Prerequisite: Microsoft Excel Level 1] OTL07M1 Microsoft Outlook Level 1 This course teaches students how to use both the program and the personal information manager components of Microsoft Outlook. The skills learned in this course will help students use Microsoft Outlook effectively both at work and in your personal life. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given stepby-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the skills covered in the course. A practice exercise and review questions are included at the end of each lesson to measure progress and reinforce the skills learned. There is also a lab exercise at the end of the course to provide further practice and review to reinforce the topics learned throughout the course, and to help prepare students for the exam. PPT07M1 Microsoft PowerPoint 2007 Level 1 This course teaches students the fundamentals of this application and its usage within the Windows environment. Students learn to create, modify, and deliver electronic presentations. They learn to create slides containing text, tables, charts, diagrams, and graphics. Students practice customizing slides and finalizing presentations, and then learn to print and deliver slide shows. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given step-by-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the Microsoft PowerPoint skills covered in the lesson. A practice exercise and review questions are included at the end of each lesson to measure progress and reinforce the skills learned. There is also a lab exercise at the end of the course

3 to provide further practice and review, to reinforce the topics learned throughout the course, and to help prepare students for the final exam. WRD07M1 Microsoft Word 2007 Level 1 In this course, students learn to create, navigate, and organize documents and use the help functions. They learn to edit and manipulate text, view and format documents, and use Word s predefined functions. Students use the Find and Replace feature, use proofing and language tools, create, format and modify tables, work with hyperlinks and cross references, and learn how to preview and print a document. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given step-by-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the skills covered in the course. A practice exercise and review questions are included at the end of each lesson to measure progress and reinforce the skills learned. There is also a lab exercise at the end of the course to provide further practice and review to reinforce the topics learned throughout the course, and to help prepare students for the exam. WRD07M2 Microsoft Word 2007 Level 2 This course teaches students intermediate- to advanced-level concepts and features of the Microsoft Word 2007 application. In this course, students learn to customize Word and build upon the basic skills learned in the Word 2007 Level 1 course. They learn how to increase their productivity and enhance their documents using some of Microsoft Word s intermediate to advanced level features. They will be given ample opportunity to explore and practice these techniques throughout the course. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given step-by-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the Word skills covered in the lesson. A practice exercise and review questions are included at the end of each lesson to measure progress and enforce the skills learned. There is also a lab exercise at the end of the course to provide further practice and review, to reinforce the topics learned throughout the course, and to help prepare students for the final exam. [Prerequisite: Microsoft Word 2007 Level 1] WRD07M3 Microsoft Word 2007 Level 3 This course teaches students advanced-level concepts and features of the Microsoft Word 2007 application. In this course, students learn to use mail merge, and work with fields, macros, large documents, and forms. They learn to merge form letters, s, envelopes, and labels using a data source. Students work with fields and macros, and learn to use features that facilitate working with large documents, including generating an index, table of contents, and tables of figures and authorities. They also learn to create forms using form fields such as drop-down lists and check boxes. Students accomplish the learning objectives for each lesson through a series of hands-on tasks, for which they are given step-by-step instructions and desired result checkpoints. The tasks provide ample opportunity for students to practice, apply, and develop the Word skills covered in the lesson. A practice exercise and review questions are included at the end of each of the six lessons to measure progress and enforce the skills learned. There is also a lab exercise at the end of the course to provide further practice and review, to reinforce the topics learned throughout the course, and to help prepare students for the final exam.

4 [Prerequisite: Microsoft Word 2007 Level 1, Microsoft Word Level 2] BSC03E1 Business Correspondence Level 1 This course places emphasis on the acquisition of skills and style mechanics needed to produce personal and office correspondence. The parts of a business letter are examined in detail, as are the guidelines for organizing and writing a letter. Students will learn how to write neutral and inquiry letters, as well as positive and negative letters. Proper punctuation and word usage skills are also addressed. The latter part of the course deals with creating envelopes and labels using Microsoft Word, as well as writing and managing using Microsoft Outlook. Writing and creating memos, fax cover sheets, and forms using Microsoft Word templates are also covered. [Prerequisite: Microsoft Word Level 1, Microsoft Outlook Level 1] BSC03E2 Business Correspondence Level 2 This course places emphasis on editing and proofreading business letters covered in Level 1, as well as additional documents required in business. This course is designed specifically for the correspondence required in a corporate environment. Students will learn how to create form letters using Microsoft Word s Mail Merge Wizard, how to prepare, organize and write a report using various report styles and supplementary parts, how to prepare proposals and quotations using boilerplates, how to plan meetings and prepare agendas for various types of meetings, and how to take and prepare minutes at a meeting. The course is designed so that tasks can be completed using a PC or directly in the workbook. A PC will be used to complete the final exam. [Prerequisite: Business Correspondence Level 1] CSR04E1 Customer Service This course teaches students the fundamentals of customer service, and help them to develop core competencies for providing excellent customer service. Students learn the definition of customer service, who their customers are, and how to be customer service oriented through description and examples. They learn tips for managing time and stress, communicating effectively with customers, and managing customer relationships. The course highlights being prepared, and dealing professionally with customer conflicts and complaints. It identifies common customer service pitfalls and explains how to avoid making them. It also emphasizes the importance of gathering and responding to customer feedback, and maintaining a professional image. Students are given ample opportunity to practice, apply and develop their customer service skills through the completion of hands-on tasks. The tasks focus on identifying good and bad customer service techniques, by analyzing and responding to various customer service scenarios. OFP03E1 Office Procedures Level 1 This course will assist students in learning and practicing important office procedures, such as basic banking, records management, postal and courier services, telephone and fax services, dealing with the public, and using the Internet to research information. This course consists of six Lessons and a Final Exam. Each Lesson is divided into Sections with related Tasks. There are questions at the end of each Lesson designed to reinforce the concepts the student has learned in the Lesson. OFP03E2 Office Procedures Level 2

5 This course covers a variety of topics as it simulates an office environment and challenges students with tasks that they would typically perform. Students develop an understanding of the various levels of management and associated responsibilities. They also learn about the various forms used in an office and how to complete these forms. A section on organizing workspace, planning work activities, and using a scheduling system to plan events is included. Students also learn about reprographics, preparing for a meeting, procedures to follow in a meeting, and requirements when making travel arrangements. This course consists of six Lessons and a Final Exam. Each Lesson is divided into Sections with related Tasks. There are questions at the end of each Lesson designed to reinforce the concepts the student has learned in the Lesson. [Prerequisite: Office Procedures Level 1] BMA06E1 Business Math This course is designed to introduce students to helpful tools that will enable them to perform quick, easy, and accurate basic math functions such as addition, subtraction, multiplication, and division. They will also learn to round numbers, calculate percentages, fractions, and decimals, as well as calculate interest, payments on loans, net present values, and returns on investments. Finally, students will compare leasing and purchasing options, look at break-even points, explore statistical terminology, and calculate and display various statistics. BUS212 Principles of Accounting I This course examines the principles of financial accounting. The steps in the accounting cycle, the preparation of financial statements for corporations, and the handling of financial data for service and merchandising firms will be covered. BUS213 Principles of Accounting II This course is a continuation of Accounting I. The recording, classification, and analysis of economic transactions of the corporation are the focus of the course. The student will analyze transactions, use journals and ledgers, prepare financial statements, and summarize results at the close of the fiscal period. The students will be introduced to decision making and financial analysis. [Prerequisite: Principles of Accounting I] QBK07E1 QuickBooks Pro This course is designed for students who wish to use a computer system, i.e., QuickBooks Pro 2007, to handle daily bookkeeping transactions. It uses the training book developed by the makers of QuickBooks and includes a free 140 day trial of the software. The course reviews the fundamentals of computerized accounting and includes a brief section on "everything you need to know about accounting". Students learn how to use the EasyStep Interview to create a company file, how to customize the Chart of Accounts for the company, manage lists (customer, vendor, item, employee and payroll), create business forms (invoices, checks, cash sales receipts, credit memos and refunds), use registers, pay bills (using checks, credit cards and petty cash), create reports (balance sheet, profit and loss, customer and vendor balance detail), and manage a payroll (add/edit employees, process pay checks, run payroll reports, and manage the payroll liabilities). Students also perform several account reconciliations (checking, credit card, and petty cash). A Lab Exercise at the end of the course provides students with the opportunity to practice using the program. The course is

6 presented using a combination of conceptual material, how-to procedures, and practical tasks, and emphasizes hands-on use and exploration of QuickBooks Pro In addition, a media component assists the student in quickly grasping the written concepts and performing the tasks with greater ease, thus retaining the knowledge gained. [Prerequisite: Principles of Accounting I, Principles of Accounting II] JSR04E1 Job Search and Resume Writing This course provides students with both traditional and innovative job-search techniques and résumé writing skills required to gain employment in today s global marketplace. The course combines theoretical, how-to information with hands-on practical applications. Students are required to draw on their own experiences; to identify work preferences, accomplishments, technical and transferable skills; to research, organize, and analyze information; and to apply their knowledge in a series of job search preparation and implementation tasks. During the course, students will develop and apply such skills as setting goals; developing job search strategies; using planning and organizing tools; maintaining records; communicating; decision making; and negotiating. This course follows a job search process in which, among many other things, the student is provided with the opportunity to create effective résumés and covering letters using traditional and innovative methods, as well as develop and refine skills in organization, time management and communication. In addition, students will set up a tracking system, create a budget, identify a support system, identify goals, set up a home office, and monitor their time and schedules.