The “Obtain Data and Resources for Financial Calculations” course is designed to equip finance professionals with the essential skills to manage financial data, perform accurate calculations, and support strategic decision-making. The course begins with foundational lessons on collecting and verifying financial data, ensuring the accuracy and integrity of the information used in analyses. Participants will learn systematic approaches to gathering data from various internal and external sources, and how to implement robust verification procedures to maintain data quality.

As the course progresses, participants will delve into interpreting task specifications to determine the required outcomes for financial calculations. This includes understanding how to align calculations with organisational goals and stakeholder expectations, and how to document assumptions and validate results. The course also covers the identification and acquisition of necessary resources and equipment, with a focus on utilising simple spreadsheet software for streamlined and repeated calculations. By the end of the course, participants will be proficient in leveraging financial data and tools to perform routine and complex financial calculations, ultimately enhancing their ability to support informed decision-making within their organisations.