This course provides a practical introduction to managing municipal investments and maintaining accurate investment records within the system. It is designed to guide users through the complete investment register process, from capturing and managing investment information to monitoring transactions, interest, maturities and related financial activities.
Throughout the course, you will work through step-by-step videos and practical demonstrations that explain how to use the Investment Register module effectively. The course also highlights the importance of maintaining accurate investment information to support financial reporting, monitoring and municipal financial management.
By completing this course, you will gain a better understanding of how to:
- Capture and maintain investment records.
- Manage investment details and related financial information.
- Process investment transactions.
- Record and manage investment interest.
- Monitor investment maturities and movements.
- Perform investment enquiries and access relevant information.
- Generate investment reports and extracts.
- Maintain accurate records to support municipal financial reporting and compliance.
The course is structured to provide a practical learning experience, enabling users to follow each process within the system and apply the knowledge gained in their day-to-day municipal finance activities.
- Manager: John Mosweu