01. MICROSOFT 365 & PROFESSIONAL OFFICE AUTOMATION

Microsoft Word 365

• Corporate document preparation
• Business letters & official correspondence
• Professional reports & proposals
• Templates & document formatting
• Mail Merge
• CV & Resume development
• PDF documentation

Microsoft Excel 365 — Professional Level

• Advanced formulas & functions
• XLOOKUP, VLOOKUP, INDEX & MATCH
• IF, SUMIFS, COUNTIFS
• Data validation & conditional formatting
• Data cleaning & management
• Pivot Tables & Pivot Charts
• Advanced reporting
• MIS preparation
• Financial modelling fundamentals
• Dashboard development
• Business data analysis

Microsoft PowerPoint 365

• Corporate presentations
• Business reports
• Financial presentations
• Charts & data visualization
• Management presentations

Microsoft OneDrive & Collaboration

• Cloud document management
• File sharing
• Team collaboration
• Microsoft 365 productivity

02. PROFESSIONAL FINANCIAL ACCOUNTING

• Accounting principles & concepts
• Double-entry bookkeeping
• Journal & Ledger
• Trial Balance
• Cash & Bank Book
• Accounts Receivable & Payable
• Purchase & Sales Accounting
• Expenses & Income
• Depreciation
• Accruals & Prepayments
• Provision & Adjustment Entries
• Rectification of Errors
• Trading Account
• Profit & Loss Account
• Balance Sheet
• Financial Statement Analysis

03. TALLYPRIME — PROFESSIONAL ACCOUNTING

Core Accounting

• Company creation & configuration
• Groups & Ledgers
• Voucher management
• Purchase & Sales
• Receipt & Payment
• Contra & Journal
• Debit & Credit Notes
• Bill-wise accounting
• Cost Centre & Cost Category
• Interest calculation

Inventory Management

• Stock Groups
• Stock Categories
• Stock Items
• Units of Measurement
• Godowns
• Batch management
• Purchase/Sales Orders
• Stock Transfer
• Inventory valuation

Business Reporting

• Day Book
• Ledger
• Trial Balance
• P&L
• Balance Sheet
• Outstanding reports
• Cash Flow
• Financial reports

04. GST, TAXATION & STATUTORY ACCOUNTING

• GST fundamentals
• CGST / SGST / IGST
• Input Tax Credit
• HSN/SAC
• GST invoicing
• GST accounting in TallyPrime
• GSTR-1
• GSTR-3B
• GST reconciliation
• E-Invoice
• E-Way Bill
• TDS fundamentals
• TCS fundamentals
• Practical compliance-oriented accounting

05. CORPORATE PAYROLL MANAGEMENT

Payroll Processing

• Employee Master
• Salary Structure
• Basic Salary
• HRA & Allowances
• Deductions
• Attendance & Leave
• Overtime
• Salary Processing
• Payslip
• Payroll Register
• Salary MIS

PF — Provident Fund

• PF fundamentals
• Employee & employer contribution
• PF calculation
• PF accounting
• Payroll integration

ESI — Employees' State Insurance

• ESI fundamentals
• Contribution calculation
• ESI accounting
• Payroll integration
• Employee records

Practical: Payroll + PF + ESI processing using Excel and TallyPrime.

06. BANKING OPERATIONS & FINANCIAL SERVICES

Banking Fundamentals

• Banking structure & functions
• Savings & Current Accounts
• KYC fundamentals
• Banking documentation
• Cheque & banking instruments
• NEFT / RTGS / IMPS / UPI
• Bank reconciliation
• Interest calculation

Banking Operations

• Customer onboarding
• Account documentation
• Transaction processing
• Cash & bank operations
• Customer service
• Banking MIS
• Digital banking fundamentals

07. LOAN PROCESSING & CREDIT OPERATIONS

Loan Products

• Personal Loan
• Home Loan
• Vehicle Loan
• Education Loan
• Business Loan
• MSME Loan
• Working Capital
• Term Loan
• Loan Against Property

Credit & Loan Processing

• Loan application processing
• KYC & documentation
• Income assessment
• Bank statement analysis
• Credit score fundamentals
• CIBIL concepts
• Loan eligibility
• EMI calculation
• Interest calculation
• Amortization schedule
• Principal & interest analysis
• Basic credit appraisal
• NPA fundamentals
• Loan monitoring

Practical Excel Projects

EMI Calculator | Loan Eligibility | Amortization Schedule | Interest Analysis | Repayment Schedule

08. AI FOR ACCOUNTING, FINANCE & BUSINESS

AI Productivity

• Generative AI fundamentals
• ChatGPT for professionals
• Microsoft Copilot
• Effective prompt engineering

AI for Accounting & Finance

• AI-assisted Excel formulas
• Financial data analysis
• MIS report generation
• Accounting explanations
• Business report preparation
• Financial research
• Data cleaning
• Professional email drafting
• Presentation creation
• AI-assisted management reporting

09. FINANCIAL MARKETS

EQUITY / SHARE MARKET

• Indian capital market fundamentals
• NSE & BSE concepts
• Equity shares
• IPO fundamentals
• Demat & trading account
• Market indices
• Delivery & intraday concepts
• Market orders
• Dividends & corporate actions
• Fundamental analysis
• Basic technical analysis
• Risk management

COMMODITY MARKET

• Commodity market fundamentals
• Gold & Silver
• Crude Oil
• Natural Gas
• Base Metals
• Futures fundamentals
• Margin & settlement
• Price analysis
• Risk management

CURRENCY MARKET

• Currency market fundamentals
• Currency pairs
• USD/INR
• Exchange-rate fundamentals
• Factors affecting currency movements
• Currency futures
• Hedging concepts
• Currency analysis
• Risk management

Training focus: market knowledge, analysis and risk management—not guaranteed trading returns.

10. FINANCIAL ANALYSIS & MIS

• Financial statement analysis
• Ratio analysis
• Profitability analysis
• Liquidity analysis
• Working capital
• Cash-flow analysis
• Budgeting fundamentals
• Variance analysis
• Business MIS
• Management reporting
• Excel-based financial dashboards
• AI-assisted financial analysis