Managing Workload for Finance Professionals

Online Course on Managing Workload for AccountantsManaging Workload for Finance Professionals Online CPD Training Course

The accounting and finance industry is a fast-paced environment, where there are tight deadlines that regularly need to be met. On top of that, for many accounting and finance professionals there is often too much to do and not enough time to do it.

This course helps learners in this busy industry develop techniques for managing workload through identifying their priorities correctly, setting effective goals and making the best use of their time. It also looks at what they can do when their workload really does become excessive.

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Rating: 5 Stars for online course 100% thought this course met their cpd needs
“An excellent reminder of setting daily goals and time management. These are areas that can and do get pushed aside in a busy environment.”
“Cool – but hard to search for advice on specific questions (eg how to say “No” without implying the request just isn’t important enough). Agree with a lot of your tips which gives me faith in new ideas (eg Deconstruct problem before Analysing). Thanks very much!!”

“Generally I found this really helpful and encouraging. I do some of the organisational activities well already but it has given me some useful ideas for improvement and encouragement that I am on the right track. Sometimes workload stresses arise because the work/home balance is not working well…!

“It made me consider my own working methods and see where I am going wrong. Also showed me what I am doing right. Useful tips too!”

“It helped with getting me focused on what needs to be done regarding workload and prioritising my tasks.”

“It made me think about priorities and how to tackle the problem of too much to do and too little time.”

“Challenging and engaging”

“Made me think of how to approach my problem and how to find solutions.”

“Well presented format and easy on the eyes which retains interest. The quiz and various questions are welcome as continuous reading can be tiresome!”

You can review this course using the questionnaire in the course completion area.

Managing Workload for Accountants enables learners toUpdated online course


  • Stop time-wasting and focus on the tasks that deliver greatest value to them,
    their clients and their organisation
  • Set clear, workable goals and achieve them
  • Reduce frustration and stress by ensuring their workload is manageable and
    their contribution adds value to their organisation
  • Experience a sense of achievement when they reach their goals
  • Be more efficient at work and find more time for his or her self
  • Learn how to say no to unimportant tasks
  • Recognise a truly unmanageable workload and ask for help in a constructive way
  • Learning outcomes of Managing Workload for Accountants

    Balancing personal workload

  • How do I balance my own work with the needs of the team?
  • How should I delegate?
  • How do I make sure I am effective?
  • How should I manage my time?
  • Managing workload setting

    Setting goals

  • Why should you set goals?
  • How do you set good goals?
  • How do you achieve your goals?
  • Do your goals ever become irrelevant?
  • Managing workload time

    Time management

  • Why do I need to manage my time?
  • What are the basic principles of time management?
  • How should I plan my work?
  • How should I schedule my work?
  • What techniques can help me focus?
  • Managing workload priorities

    Identifying priorities

  • Why should you prioritise?
  • How do you decide on priorities?
  • Excessive workloads

  • How do you avoid an excessive workload?
  • How do you recognise an excessive workload?
  • How do you cope with too much to do?
  • Managing workload excessive

    Target audience of Managing Workload for Accountants

    We all, from time to time, have problems managing our workload. Accounting and finance professionals at all levels will profit from thinking again about this key organisational skill.

    Flexible learning

    Learners take their own route through the topics covered in the course. They will learn at their own pace through a variety of activities designed to accommodate a range of learning styles.

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    Length of courses

    Each course takes approximately 4 hours to complete.

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