Advanced Finance Management Course in Navsari | CDMI

The Advanced Finance Management – 5 Months Professional Accounting & Finance Program is a practical, career-focused course designed for students, graduates, working professionals, business owners, and anyone who wants to build strong skills in accounting, taxation, financial analysis, business reporting, and finance management. The program combines accounting concepts with industry-relevant software and analytical tools such as TallyPrime, Advanced MS Excel, Power BI, and Financial AI tools.

Unlike a purely theoretical accounting course, this program focuses on hands-on practical training, real-world business transactions, financial reports, MIS dashboards, taxation, payroll, banking operations, inventory management, and complete accounting projects. By the end of the course, learners can develop the skills required for entry-level roles in accounts, finance, taxation, MIS, payroll, and banking operations.

Advanced Excel for Financial Analysis

The course begins with Advanced MS Excel, an essential tool for modern accounting and finance professionals. Students learn how to work with Excel formulas and functions to prepare, analyze, and manage financial data efficiently.

The Excel module covers advanced functions and formulas, financial functions, data validation, conditional formatting, advanced filtering, data cleaning, Pivot Tables, Pivot Charts, What-If Analysis, and Goal Seek. Students also learn how to organize financial information and automate repetitive reporting tasks.

Special emphasis is given to financial report automation, allowing learners to create professional reports that can be updated efficiently when new data is added. Practical exercises include expense analysis, sales and revenue analysis, loan and EMI calculations, financial summaries, and MIS reports.

Power BI – Dashboard Management

Modern finance professionals increasingly need the ability to convert large amounts of business data into meaningful visual reports. The Power BI module introduces learners to professional dashboard development and business intelligence.

Students learn how to connect Power BI with different data sources, clean and transform data, create relationships between tables, build data models, and use DAX for calculations and analysis.

The visualization section focuses on creating interactive financial dashboards using charts, cards, tables, KPIs, filters, slicers, and other visual elements. Learners also study report design, dashboard interactivity, publishing, sharing, and Power BI Service.

Practical projects include a Financial Dashboard, Sales & Revenue Dashboard, Expense Analysis Report, and Complete Business Financial Dashboard.

Accounting Foundation and Advanced Accounting

A strong understanding of accounting is essential for anyone pursuing a career in finance. The program therefore starts with the fundamentals of accounting before moving into advanced practical concepts.

Students learn accounting terminology, types of accounts, debit and credit rules, accounting equations, transactions, ledgers, trial balance, Trading Account, Profit & Loss Account, and Balance Sheet.

The advanced accounting section covers important adjustments such as outstanding expenses, prepaid expenses, accrued income, depreciation, bad debts, provisions, capital and revenue transactions, rectification of errors, receivables, and payables.

This helps students understand how business transactions ultimately affect financial statements and how accurate accounting records are prepared.

TallyPrime – Professional Accounting

The program provides extensive practical training in TallyPrime, one of the widely used accounting solutions for business accounting and financial management.

Students learn TallyPrime from company creation and configuration through advanced accounting and reporting. Topics include groups, ledgers, stock items, units, stock categories, voucher types, accounting features, and complete voucher entry.

Practical voucher training includes Contra, Payment, Receipt, Journal, Sales, Purchase, Debit Note, Credit Note, Memorandum Voucher, Optional Voucher, Post-Dated Voucher, Purchase Order, Sales Order, Receipt Note, Delivery Note, and Rejection In/Out.

The course also covers Cost Centres, Cost Categories, Bill-wise Details, Interest Calculation, Outstanding Receivables and Payables, Trial Balance, Profit & Loss, Balance Sheet, Cash Flow, Ratio Analysis, and MIS reports.

Advanced Inventory Management

Inventory plays an important role in retail, wholesale, and manufacturing businesses. Students learn to manage inventory using TallyPrime, including Stock Groups, Stock Categories, Stock Items, Units, Godowns, Batch Management, Expiry Dates, Stock Transfers, Stock Journal, and Physical Stock.

The practical approach helps learners understand how inventory transactions affect purchases, sales, stock valuation, and financial reporting.

GST and Taxation

The program provides practical exposure to GST accounting and taxation. Students learn GST fundamentals, including CGST, SGST, IGST, GST registration, GSTIN, HSN, SAC, and GST rates.

The practical GST module includes GST configuration in TallyPrime, GST purchase and sales transactions, Input Tax Credit, Reverse Charge, GST expenses, Credit Notes, and Debit Notes.

Students are also introduced to GSTR-1, GSTR-3B, GST reports, GST reconciliation, ITC reconciliation, E-Invoice, and E-Way Bill basics.

The Income Tax section covers PAN, TAN, Financial Year, Assessment Year, residential status, five heads of income, deductions, taxable income, advance tax, and TDS fundamentals.

TDS and TCS

Learners develop practical knowledge of TDS and TCS, including important TDS concepts, applicable sections, professional fees, contractor payments, salary TDS, TDS configuration in TallyPrime, calculations, voucher entries, and reports.

The course also introduces TCS concepts and transactions, helping students understand tax deduction and collection processes used in business accounting.

Payroll Management

The payroll module prepares students to manage employee salary processes. Topics include Employee Master, Employee Groups, Attendance, Pay Heads, Salary Structure, Basic Salary, HRA, DA, Bonus, Overtime, deductions, payroll processing, payslips, and payroll reports.

Students also receive an introduction to PF, ESI, and Professional Tax basics, giving them a practical foundation for payroll-related accounting responsibilities.

Banking and Loan Accounting

The course covers practical banking operations such as Bank Ledger, Bank Reconciliation, Cheque Management, Post-Dated Cheques, Bank Charges, Interest, Day Book, Online Banking Transactions, and Payment Processing.

A dedicated section focuses on Bank Loan and EMI Accounting, including loan account creation, loan setup, loan receipts, EMI entries, principal repayment, interest calculation, outstanding loan reports, loan statements, loan adjustments, and loan closure.

Students can also practice Loan & EMI Financial Analysis using Excel and financial reporting tools.

Manufacturing and Multi-Branch Accounting

For learners interested in manufacturing businesses, the program includes Raw Material Management, Inventory Management, Bill of Materials (BOM), Manufacturing Journal, Production Entry, Production Costing, and Manufacturing Reports.

The multi-branch accounting module covers branch management, branch-wise inventory, stock transfers, branch-wise purchases and sales, accounting, expenses, and branch-wise Profit & Loss and financial reports.

Students also explore advanced business requirements such as multiple pricing, multiple branches, purchase and sales funnels, data import/export, Excel integration, backup and restore, and report finalization.

Practical Projects and Financial Analysis

Practical project work is an important part of the program. Students work on realistic business scenarios such as:

• Trading Business Accounting Project
• Retail Shop Accounting & Inventory Project
• Manufacturing Company Accounting Project
• Multi-Branch Business Accounting Project
• GST Accounting & Taxation Project
• TDS Accounting Project
• Bank Loan & EMI Accounting Project
• Wholesale Business Accounting Project
• Job Work Accounting Project
• Complete Business Accounting & Financial Analysis Project

Students also practice Personal Finance Management, Expense Analysis, Sales & Revenue Analysis, Investment Portfolio Analysis, Loan & EMI Analysis, Financial Dashboards, and MIS Reporting.

Software and Tools Covered

The program provides practical exposure to multiple tools used in accounting and finance:

TallyPrime – Accounting, inventory, GST, taxation, payroll, and financial reporting.

Advanced MS Excel – Financial calculations, data analysis, reporting, automation, and MIS.

Power BI – Interactive financial dashboards, data visualization, business intelligence, and reporting.

Financial AI Tools – Data analysis, financial management support, reporting, and productivity enhancement.

Career Opportunities

After completing this professional program, learners can explore opportunities such as:

• Accountant
• Accounts Executive
• Finance Executive
• GST Executive
• Tax Assistant
• Payroll Executive
• MIS Executive
• Junior Finance Analyst
• Banking Operations Executive
• Accounts & Finance Assistant

Why Choose This Program?

The Advanced Finance Management Program is designed to bridge the gap between accounting knowledge and practical workplace skills. Instead of learning individual subjects separately, students develop an integrated understanding of Accounting + TallyPrime + GST + TDS + Payroll + Banking + Advanced Excel + Power BI + Financial Analysis.

With practical assignments, business-based projects, financial dashboards, accounting software training, and reporting exercises, learners gain the confidence to work with real-world financial data and business transactions.

Whether your goal is to start a career in accounting, improve your existing finance skills, manage business accounts, or move toward financial analysis and MIS reporting, this 5-month professional program provides a structured pathway to develop job-ready accounting and finance skills.