About this course
Month-end close workflow. For CA associates; finance executives; directors new to the topic. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Close calendar and owner matrix. Prerequisite: None. Original fictional cases develop practical finance and governance decisions. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Close calendar and dependency map
- Close calendar and dependency map
- Close calendar and dependency map — video
- Topic 1 knowledge check
- Decision Mission: Close calendar and dependency map
2. Source-system completeness
- Source-system completeness
- Source-system completeness — video
- Topic 2 knowledge check
- Case Quest: Source-system completeness
3. Subledger-to-GL interfaces
- Subledger-to-GL interfaces
- Subledger-to-GL interfaces — video
- Topic 3 knowledge check
- Impact Simulator: close progress and blockers
4. Cut-off and accrual ownership
- Cut-off and accrual ownership
- Cut-off and accrual ownership — video
- Topic 4 knowledge check
5. Review checkpoints and evidence
- Review checkpoints and evidence
- Review checkpoints and evidence — video
- Topic 5 knowledge check
- Roleplay Studio: resist a cosmetic green close
6. Post-close adjustments and lock
- Post-close adjustments and lock
- Post-close adjustments and lock — video
- Topic 6 knowledge check
7. Case: Prepare a five-day close plan for a medium company
- Case: Prepare a five-day close plan for a medium company
- Case: Prepare a five-day close plan for a medium company — video
- Topic 7 knowledge check
- Practice Lab: build the five-day Meera close
Final assessment
- Final assessment