Business Maths and Excel for Finance
Every business runs on numbers: prices, discounts, VAT, invoices, bank statements, budgets and petty cash. People who can work with these numbers quickly and accurately are valued in every office, shop and site, and they are trusted with more responsibility. This course teaches the business maths you will use every day: percentages, discounts, mark-up and margin, and how to calculate VAT correctly in both directions. You will learn to set up and use Excel for finance work, with formulas such as SUM, ROUND, IF, SUMIF and XLOOKUP, and to reconcile a bank account, a petty cash box and a supplier statement. You finish with budgets, variances and the difference between simple and compound interest. The course is fully online and self-paced. Each lesson has a short activity in your workbook. You finish with a practical task and a final assessment, and you receive a MetaCo Certificate of Completion that you can add to your CV.
What you will learn
Work confidently with percentages, VAT, reconciliations and simple Excel spreadsheets, the everyday maths of any finance or admin job.
- Module 1: Introduction
- Module 2: Percentages for Business
- Module 3: VAT Made Simple
- Module 4: Excel Basics for Finance
- Module 5: Excel Tools for Finance Work
- Module 6: Reconciliations
- Module 7: Budgets, Interest and Checking Your Work
- Module 8: Putting It into Practice
How it is assessed
Short quizzes as you go, a final assessment with three attempts (fresh questions each time) and a practical task.
Certificate
MetaCo Certificate of Completion, with your own number and a QR code employers can scan. This certificate confirms completion of a MetaCo short course.
Part of the pathway: Finance Clerk
What you get
- The lessons, quiz and practical task
- A downloadable workbook (PDF)
- The Finance toolkit
- A one-page cheat sheet to keep
- The MetaCo certificate with a QR verification link, and a "Copy to my CV" line
- The Career Starter Kit, free with your first purchase
More Finance courses
Read your first payslip, build a budget that works, save regularly, use credit wisely and protect yourself from loan sharks and scams.
R349
Record a small business's money correctly, from the first invoice to a trial balance that balances.
R449
Prepare quotes and invoices, send statements, control petty cash and pay suppliers correctly and on time: the everyday work of a finance or admin clerk.
R349
Work out pay correctly, from the timesheet to the payslip, and help with the month-end checks every employer must do.
R349
Understand your tax number, PAYE and IRP5, file a simple personal tax return on eFiling and understand VAT in plain language.
R349