Online Finance Training in New Zealand

The Cost Centre module covers routines and practices for managing overheads, calculating BOM costs, and determining product-level costing across manufacturing and service operations.

This instructor-led, live training (online or on-site) is aimed at intermediate-level practitioners who wish to configure, operate, and validate cost centre routines within enterprise environments.

Upon completing this course, participants will gain the ability to:

• Create, configure, and maintain cost centres aligned with organisational structures.
• Build and validate BOM costing using standard, activity-based, and overhead allocation methods.
• Integrate machine hours, operator hours, and labour metrics into cost centre calculations.
• Apply absorption costing principles to ensure accurate product and period-end valuations.

Format of the Course

• Guided instruction with case-based demonstrations.
• Hands-on costing exercises and spreadsheet-based modelling.
• Application-focused labs simulating real costing and reconciliation workflows.

Course Customisation Options

• For tailored content, industry-specific costing models, or ERP platform alignment, please contact us.

CONTPAQi Nóminas is a leading payroll management solution in Mexico, designed to automate salary calculations, deductions, and tax reporting in full compliance with labour and fiscal regulations.

This instructor-led, live training (delivered online or on-site) is aimed at intermediate-level payroll and HR professionals who wish to learn how to configure, manage, and maintain payroll operations using CONTPAQi, while ensuring adherence to Mexican labour and tax law.

Upon completing this training, participants will be able to:

• Understand core payroll concepts, including salary structure, benefits, and deductions.
• Configure and manage payrolls efficiently using CONTPAQi Nóminas.
• Ensure compliance with Mexican labour, IMSS, and SAT requirements.
• Generate reports, payslips, and electronic files for tax and auditing purposes.

Course Format

• Interactive lectures and demonstrations.
• Hands-on exercises using CONTPAQi Nóminas.
• Guided practice based on real-world payroll scenarios.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

This course provides a thorough overview of institutional due diligence frameworks for financial institutions, combining regulatory, financial, operational, and ethical dimensions of compliance. It integrates Common Reporting Standard (CRS) requirements with broader due diligence modules covering management, governance, technology, and business operations.

This instructor-led, live training (delivered either online or on-site) is designed for intermediate-level compliance, risk, and operations professionals who wish to implement a holistic due diligence programme aligned with international best practices and jurisdictional standards.

Upon completion of this training, participants will be able to:

• Understand and apply due diligence principles across institutional, financial, legal, and operational domains.
• Implement CRS and FATCA-aligned due diligence for tax-residency verification and reporting.
• Integrate governance, ESG, and business integrity measures into compliance systems.
• Develop risk-based due diligence frameworks that include management, marketing, and IT functions.
• Prepare internal teams for audits, regulatory reviews, and continuous improvement cycles.

Course Format

• Interactive lectures and discussions.
• Case studies and group exercises.
• Hands-on practice using mock due diligence documentation and workflows.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

CRS is the OECD standard for the automatic exchange of financial account information between jurisdictions, designed to combat cross-border tax evasion by obliging financial institutions to identify and report accounts held by foreign tax residents.

This instructor-led, live training (delivered online or on-site) is aimed at intermediate-level compliance and operational professionals seeking to implement robust CRS-focused policies, conduct accurate tax-residency due diligence, and align internal processes with FATCA-like reporting requirements.

By the end of this training, participants will be able to:

• Explain the CRS reporting framework, key definitions, and jurisdictional obligations under the OECD standard.
• Apply CRS due diligence procedures (including indicia searches and self-certification handling) to accurately identify reportable accounts.
• Map and align internal KYC/AML workflows to meet CRS requirements and related FATCA-like obligations.
• Design controls, data workflows, and reporting processes to produce compliant CRS submissions.

Course Format

• Interactive lectures and group discussions.
• Practical exercises and template-based labs (self-certification review, indicia assessment).
• Hands-on implementation examples for operationalising CRS within onboarding and reporting systems.

Course Customisation Options

• To request a customised version of this course (covering jurisdiction-specific rules, systems integration, or deeper FATCA comparison), please contact us to arrange.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner-level non-finance professionals who wish to gain a foundational understanding of the financial and accounting principles essential for effective business decision-making.

By the end of this training, participants will be able to:

• Understand core financial and accounting concepts critical to business decision-making.
• Interpret and analyse financial statements, including income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets, and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

IFRS 17 is the International Financial Reporting Standard governing the accounting treatment of insurance contracts, superseding IFRS 4. It establishes a consistent framework for the recognition, measurement, presentation, and disclosure of insurance contracts.

This instructor-led, live training (available online or on-site) is designed for intermediate to advanced-level finance and insurance professionals seeking to apply IFRS 17 for reporting, compliance, and performance analysis.

By the conclusion of this training, participants will be able to:

• Apply IFRS 17 principles in the preparation of financial statements.
• Interpret and analyse the impact of IFRS 17 on insurance contracts and organisational performance.
• Implement measurement models and disclosure requirements effectively.
• Ensure compliance with IFRS 17 while enhancing reporting transparency.

Course Format

• Interactive lectures and facilitated discussion.
• Case-based exercises and financial analysis practice.
• Practical application to real-world reporting scenarios.

Course Customisation Options

• To request a customised training session for this course, please contact us to make arrangements.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level professionals who wish to utilise QuickBooks to optimise accounts payable, receivable, payroll, and financial reporting tailored to their specific industry needs.

By the end of this training, participants will be able to:

• Navigate QuickBooks features relevant to financial and administrative tasks.
• Manage accounts payable and receivable efficiently.
• Generate and track invoices for various client and vendor workflows.
• Automate payroll processes and manage employee benefits.
• Create customised financial reports for analysis and decision-making.
• Optimise QuickBooks features to improve organisational efficiency.

This instructor-led, live training in New Zealand (available online or on-site) is tailored for intermediate-level legal professionals seeking a comprehensive understanding of the FATF Recommendations, blending theoretical knowledge with practical application.

By the end of this training, participants will be able to:

• Understand the history, purpose, and structure of the FATF and its Recommendations.
• Identify and explain the core concepts of money laundering and terrorist financing.
• Analyse and interpret the 40 FATF Recommendations and their implications.
• Develop and implement effective compliance programmes and risk assessments.
• Navigate the challenges of international cooperation and compliance monitoring.

This instructor-led, live training in New Zealand (delivered online or on-site) is designed for advanced-level cloud financial management professionals seeking to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Acquire the advanced knowledge required to sit the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimisation, budget management, and reporting.
• Develop practical skills in applying FinOps strategies to real-world scenarios.
• Prepare effectively for successful completion of the FinOps Certified Professional exam.

This instructor-led, live training in New Zealand (online or onsite) is aimed at intermediate-level legal professionals who wish to gain a deep understanding of the mutual evaluation process, from preparation to follow-up, with practical applications and real-world case studies.

By the end of this training, participants will be able to:

• Gain an in-depth understanding of the FATF Recommendations, including technical compliance and effectiveness criteria.
• Learn how to effectively prepare for a mutual evaluation, including organising national efforts, gathering documentation, and engaging stakeholders.
• Develop skills to conduct thorough and accurate on-site evaluations, including interview techniques, data collection, and stakeholder engagement.
• Utilise advanced analytical techniques and tools to support the mutual evaluation process.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level finance professionals who wish to gain comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimisation strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate across finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimisation.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner-level banking professionals who wish to gain in-depth knowledge and practical skills in using the SWIFT network to handle international bank transfers.

By the end of this training, participants will be able to:

• Understand the SWIFT network and decode SWIFT codes.
• Navigate SWIFT messages and execute international transfers.
• Learn about the potential risks associated with international transfers and how to mitigate them.
• Explore advanced SWIFT services and understand how they enhance the speed, transparency, and traceability of cross-border payments.

This instructor-led, live training in New Zealand (online or on-site) is designed for finance and legal professionals seeking to master the principles and practices of extrajudicial and judicial collection, empowering them to effectively manage and resolve collection challenges.

By the end of this training, participants will be able to:

• Understand the strengths and limitations of extrajudicial and judicial collection.
• Apply the key methods and techniques of extrajudicial and judicial collection.
• Evaluate the effectiveness and efficiency of extrajudicial and judicial collection.
• Address the legal and ethical issues associated with extrajudicial and judicial collection.
• Integrate extrajudicial and judicial collection in a comprehensive and coherent manner.

This instructor-led, live training in New Zealand (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use OneStream for financial analysis, reporting, and data-driven decision-making, and prepare for relevant OneStream certifications.

By the end of this training, participants will be able to:

• Understand the core functionalities of OneStream XF.
• Navigate the OneStream interface and workspace.
• Load, transform, and validate financial data.
• Build and analyse financial reports and dashboards.
• Use OneStream's workflow automation features for financial planning and consolidation.
• Prepare for OneStream certification exams (e.g., OneStream Certified Professional - Financial Modeler (OCP-FM), OneStream Implementation Consultant, etc.).

This course is designed for organisations seeking to optimise their processes by integrating the various digital platforms used in day-to-day operations, such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led, live training (available online or on-site) guides participants through connecting and automating workflows, strengthening project and financial control, and centralising information to enhance decision-making.

By the end of this training, participants will be able to:

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate communication via the WhatsApp API with operational workflows.
• Design multi-platform automation systems focused on efficiency and control.
• Implement security and monitoring policies for active integrations.
• Document and maintain automated processes in operation.

Course Format

• Conceptual explanations and guided demonstrations.
• Practical exercises applied to real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Course Customisation Options

• Adapting the content to the organisation's specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analysing and designing real data integration flows.

This Excel training for financial analysis equips finance professionals with advanced spreadsheet techniques, including lookup functions, search formulas, and Pivot Charts, alongside conditional formatting, external data workflows, and securities analysis. The course explores practical approaches to evaluating time value of money concepts, identifying market trends, constructing financial forecasting models, and utilising Excel's comprehensive analytical toolkit for complex financial computations and reporting.

Python is a programming language that has gained immense popularity within the financial sector. Adopted by leading investment banks and hedge funds, it is now used to build a broad spectrum of financial applications, ranging from core trading systems to risk management platforms.

In this live, instructor-led training, participants will learn how to leverage Python to develop practical solutions for a variety of finance-specific challenges.

By the conclusion of this course, participants will be able to:

• Grasp the fundamentals of the Python programming language
• Download, install, and maintain the most effective development tools for creating financial applications in Python
• Select and apply the most appropriate Python packages and programming techniques to organise, visualise, and analyse financial data from diverse sources (CSV, Excel, databases, web, etc.)
• Build applications that address issues related to asset allocation, risk analysis, investment performance, and more
• Troubleshoot, integrate, deploy, and optimise Python applications

Audience

• Developers
• Analysts
• Quants

Course Format

• A blend of lecture, discussion, exercises, and extensive hands-on practice

Note

• This training is designed to address some of the key challenges faced by finance professionals. However, if you have a specific topic, tool, or technique you would like to explore further, please contact us to arrange.

Audience

All senior management requiring a working knowledge of AML and CTF prevention, along with an awareness of other relevant and current financial crime issues.

Course Format

A combination of:

• Facilitated discussions
• Slide presentations
• Case studies
• Practical examples

Course Objectives

By the end of this course, delegates will be able to:

• Explain how AML and CTF can be prevented
• Understand the key aspects of AML and CTF as they apply to their organisations, including national and international efforts to combat these crimes
• Define the measures companies and staff should adopt to protect themselves against the risks of money laundering and terrorist financing
• Detail how a company might become a target for money laundering and terrorist financing, and identify the "red flags" that help detect, prevent, and report any suspicious or actual criminal activity
• Understand some of the other emerging "hot spots" in financial crime

Finance / Management

This instructor-led, live training (online or on-site) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

This instructor-led, live training (delivered online or on-site) is designed for managers who wish to identify and reduce the risk of fraud faced by eCommerce businesses.

By the end of this training, participants will be able to:

• Understand how eCommerce fraud occurs.
• Analyse vulnerabilities in their organisation's eCommerce platform and processes.
• Assess an organisation's 'readiness' for adopting new anti-fraud measures.
• Communicate and implement appropriate anti-fraud policies.

Course Format

• Interactive lecture and discussion.
• Abundant exercises and practice opportunities.
• Hands-on implementation within a live-lab environment.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

This instructor-led, live training in New Zealand (online or onsite) is aimed at financial professionals in US and non-US institutions who wish to understand the legal, compliance and enforcement aspects of FATCA so as to maintain compliance with US tax authorities (IRS).

By the end of this training, participants will be able to understand:

• The impact of FATCA on global tax compliance and financial transparency.
• FATCA's due diligence and reporting requirements.
• The most important legal aspects of FATCA and how to ensure compliance.

The CGMA Finance Leadership Program (FLP) is an innovative online learning pathway that helps finance and business professionals develop the technical, business, leadership, and digital skills required to succeed in today's dynamic business environment.

Developed by the Chartered Institute of Management Accountants (CIMA), the program combines interactive learning, real-world business simulations, and competency-based assessments to prepare participants for the CIMA Professional Qualification and the prestigious CGMA (Chartered Global Management Accountant) designation.

Unlike traditional classroom-based qualifications, FLP offers the flexibility to study anytime, anywhere, allowing professionals to balance learning with their career and personal commitments.

Whether you are looking to strengthen your finance expertise, transition into a business partnering role, or prepare for senior leadership positions such as Finance Director or CFO, the CGMA Finance Leadership Program provides a practical and engaging learning experience aligned with the needs of modern businesses.

This introductory course is designed to equip participants with first-class, detailed working knowledge of key financial markets, including their purpose, function, main activities, and regulatory frameworks. The programme blends refresher content, educational depth, and challenging insights to ensure all delegates derive maximum benefit. Active feedback and discussion are encouraged throughout, fostering an interactive rather than purely reactive and factual learning environment.

Upon completion, the primary aim is that all course delegates will be significantly better equipped to engage with clients and their evolving needs, while also placing the services and markets in which they operate and participate into a clear, practical context.

This instructor-led, live training in New Zealand (online or on-site) is designed for cloud administrators, cloud architects, technology leaders, and financial analysts who wish to record, manage, monitor, and process an organisation's financial assets within the cloud.

By the end of this training, participants will be equipped to apply FinOps practices within their organisations to forecast costs, streamline processes, and carry out financial management operations in the cloud.

This instructor-led, live training (onsite or remote) is aimed at accountants and bookkeepers who wish to use Xero for bookkeeping.

By the end of this training, participants will be able to:

• Get a real-time view of cashflow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and check VAT (Value Added Tax) returns in Xero.
• Create reports for sharing amongst team members.

Audience

This course is designed for all staff who need a practical grasp of Compliance and effective Risk Management.

Course Format

Training is delivered through a blended approach that includes:

• Facilitated discussions
• Slide-based presentations
• Case studies
• Real-world examples

Course Objectives

By the end of the course, participants will be able to:

Develop a solid understanding of the key aspects of Compliance, as well as national and international initiatives aimed at managing associated risks.

Explain how organisations and their teams can establish an effective Compliance Risk Management Framework.

Describe the responsibilities of the Compliance Officer and the Money Laundering Reporting Officer, and understand how these roles integrate within a business structure.

Identify critical risk areas in Financial Crime, particularly in the context of international operations, offshore centres, and high-net-worth clients.

Your engineers are the architects of the digital transformation journey for your clients. This proposal outlines a 3-Day Technical Deep Dive designed specifically for developers and technical architects. We move beyond the "why" and focus on the "how": how to architect decentralised ledgers, how to write secure Smart Contracts for Supply Chain Finance (SCF) logic, and how to integrate these decentralised layers with existing enterprise ERPs.

By the end of this training, participants will be able to:

• Architect DLT Solutions: Distinguish between and select the appropriate Layer-1/Layer-2 solutions (Ethereum, Hyperledger Fabric, Polygon) for enterprise SCF use cases.
• Develop Smart Contracts: Write, compile, and deploy Smart Contracts (e.g. Solidity or Chaincode) that automate factoring, invoice approval, and settlement.
• Implement Tokenisation: Engineer the ERC-20/ERC-721/ERC-1155 token standards to represent real-world assets (invoices/inventory) on-chain.
• Bridging Web2 & Web3: Design the integration layer using Oracles (e.g. Chainlink) to fetch off-chain data (logistics APIs) to trigger on-chain payments.