Project Management

Project Management for Accountants

Project Lifecycle, Triple Constraint, Team Roles, and a Worked Example

2 CPD credits on completion
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Certificate on completion
Downloadable resources
Self-paced learning

About This Course

Course Information

This CPD course will examine what is needed to plan and achieve a goal by use of Project Management Techniques. It will be followed by a working example that can be used as a guide for your future projects.

Certificate on Completion

This course is made up of videos, questions and additional reading materials, and accounts for 2 units of CPD. One unit is the equivalent of one hour of learning.

Course Sections

This course is made up of the following sections:

  • Project formulation and review (video)
  • Project formulation and review (quiz)
  • Project examples (video)
  • Project examples (quiz)

What You Will Learn

  • Define what a project is and explain the triple constraint of scope, schedule, and budget
  • Compare Waterfall and Agile methodologies and when each is suited to different project types
  • Identify the five phases of project management: initiation, planning, execution, monitoring and control, and close-out
  • Describe the project governance hierarchy from client and sponsor through steering committee to project team members
  • Explain how to create a Work Breakdown Structure (WBS), Gantt chart, and communication plan for a project
  • Apply the five-phase framework to a worked example, including project charter, scope and budget definition, and RAG status reporting

Who This Course Is For

  • Accountants who participate in or support projects and want to understand the full project lifecycle
  • Finance professionals who need to communicate with project managers using standard project management terminology
  • Accounting trainees or newly qualified accountants looking to build foundational project management skills

Prerequisites

  • No prior project management knowledge is required
  • Basic professional experience in accounting or finance is helpful for context

Frequently Asked Questions

Course Details

CPD Credits2
CertificateYes

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CPD certificate on completion
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Project Management for Accountants | CPD | Learnsignal