Professional Development for Accounting & Finance Portfolio

This portfolio showcases professional development for accounting and finance students, including a personal statement outlining career goals and skill development. It features a weekly schedule, a skills audit identifying strengths and weaknesses, and a professional development plan to enhance communication and teamwork. The portfolio also contains a class activity on the professional code of ethics (CIMA), a curriculum vitae, a sample job description for a junior accountant role, and potential interview questions. Furthermore, a reflective learning diary documents knowledge gained across several weeks, emphasizing self-learning and the importance of communication skills in achieving professional success. This resource provides a comprehensive overview of the steps involved in professional and personal development within the accounting and finance field.

Name: ABC
Module Name: Professional Development for Accounting and Finance
ID Number:
Tutor Name:
Academic Year:
Portfolio – Accounting & Finance

Portfolio Contents
1. Personal Statement
2. Weekly Schedule
3. Skills Audit
4. Professional Development Plan
5. Class Activity – Professional Code of Ethics
6. Curriculum Vitae
7. Job description
8. LinkedIn Profile
9. Interview Questions
10. Reflective Learning Diary

1. Personal Statement
Personal Statement
Professional and personal development basically involves the improvement in the set of skills for the
purpose to gain a desired position in the organisation for the purpose to maintain good relations
among the employees. The personal development basically involves the proper management,
knowledge, planning of time, proper management etc. In this report, I will be required to develop an
understanding of the Professional and personal professional development in order to under take a
degree level of study in the field of accounting and financial management (Anjum, 2021). For me
being a student of financial and accounting management, in the next five years I am looking myself
doing a well established job and using various types of skills for the purpose to succeed in my career.
The present report will further involve the skills and competencies against the professional standard
as well also involves the production of the personal development learning log for the purpose to
develop the skills and also involves the personal development plan that also involves a CV. The
personal learning is basically a way that helps in managing the needs and requirements for the
purpose to gain a particular position in the organisation and improving the skills set. The concept of
personal learning is basically applied as per the individuals and goals that could be achieved with the
help of personal and professional development(Vašiček and Roje, 2019).

2. Weekly Diary
Time Monday Tuesday Wednesda
y
Thursday Friday Saturday Sunday
8 Communi
cation
skills
Communi
cation
skills
Communi
cation
skills
Team
working
skills
Team
working
skills
Team
working
skills
Team
working
skills
9 Communi
cation
skills
Communi
cation
skills
Communi
cation
skills
Numeracy
skills
Numeracy
skills
Numeracy
skills
Numeracy
skills
10 Numeracy
skills
Numeracy
skills
Numeracy
skills
Communi
cation
skills
Communi
cation
skills
Communi
cation
skills
Communi
cation
skills

3. Skills Audit
Strengths Weaknesses
 Allocation of resources and capital.
 Good communication skills
 Numeracy Skills (Butler, Church and
Spencer, 2019).
 Weakness in management work flows
efficiencies
 Shortage of labourers and project
leadership managers.
 Lack of intangible assets, physical assets
and human valuable.
Opportunities Threats
 Account handling operations
 Employment opportunities
 Training campaigns
 Professional skill development
opportunities
 Improper time management
 Improper budget charter and disputes
Lack of reliability(Pelz, 2019).

4. Professional Development Plan
How will I
achieve this
Objective With the help
of working on
my vocabulary
and asking for
the support
and
establishing
communication
among team
members
Resources
Required
How will I
measure
success
Communication
Skills
With the help
of interacting
with my team
members in a
better way.
Books,
online
articles and
reference
videos.
With the
help of
comparing
my
interaction
and skills.
Team Working
skills
With the
help of
having
better
interaction
with the
members of
the
organisation.
With the
help of
comparing
my last
interaction
with the
present
ones.

5. Class Activity – Professional Code of Ethics

CIMA basically stands for Code of Ethics to all the registered students and members. The code
of ethics is divided basically into three sections that basically is further divided into Professional
behavior, Objectivity, integrity, Confidentiality and professional competence and due care. In
context to ACCA, it basically states the integrity implies not in honest manner but in context
truthfulness and fair dealing. The main objective of this code of conduct is that members should
not allow conflicts, bias and undue impact of others for the purpose to override business or
professional judgments (Skoog, 2020).

6. Curriculum Vitae
Patricia Popovici
54 Keats Way, Greenford, UB6 9HE
T: -12345678 E: - [e-mail]
PERSONAL SUMMARY
Looking for a hard working and dedicated young professional, with polished customer service.
Looking for a position as a Junior accountant or similar financial oriented position with a
forward-thinking company.
AREAS OF EXPERTISE
 Cash management
 Numeracy
 Customer service
 Till operative
 Inventory count
KEY SKILLS
 Time management
 Analytical thinking
 Science and maths skills
 Ability to maintain a positive
attitude
 Good Listener
 Ability to multitask
Work experience
Junior Accountant in Greenford
Responsibilities
 Serve customers making sure to provide good customer service in order to maintain the good
image of the store.
 Assist in maintaining a clean and safe work environment.
 Work as a team to make sure business remains linear
 Assist in maintaining inventory counts and refill the shelves
 Count and maintain record of the cash in the till at the end of the day

7. Job Description
We are looking for an ambitious Junior Accountant for the purpose to provide support to

the financial department through managing he daily accounting tasks. You will be a part of a team
of professional working for the purpose to maintain transparency and order for the finances of the
organization. The main objective is to contribute towards the overall efficient operation and also
helping the organization to be fully aware about the financial condition
(Demirag, Fırtın and Bilbil, 2020).
Main Responsibilities
 Assists with other accounting projects.
 Process and post journal entries for the purpose to ensure all the various transactions are
recorded. Prepare and submit monthly and weekly reports
Requirements and skills
 Qualifications( ACA, CIMS and ACCA) is a plus.
 Good with figures and numbers and an analytical acumen
 Proven experience as a junior accountant
 Great Attention to detail
 Excellent knowledge of MS Office
Job Interview Questions
Q1. What steps have you taken in order to become a junior accountant?
Q2. How does this job role with your career goals?
Q3. What measures do you carry out in order to minimize the errors in your work?
Q4. Are you friendly with the accounting software?
Q5. Why do you want to work in the accounting industry?
Q6. How will you able to maintain confidentiality when required?

8. LinkedIn Profile
Please create a professional LinkedIn profile which you can then include in your portfolio.

9. Interview Questions
please create five interview questions that you are likely to be asked in your designated
future role.
Interview Questions
1. . What steps have you taken in order to become a junior accountant?
2. . How does this job role with your career goals?
3. What measures do you carry out in order to minimize the errors in your
work?
4. Are you friendly with the accounting software?
5. How will you able to maintain confidentiality when required?

10. Reflective Learning Diary
Date: Week 1 – Lecture 1
Area of Learning:
What knowledge did
you receive?
What parts did you
already know?
What did you find
hard to understand?
Reflection:
(Detail what you
have learnt about
the topic and how
learning will assist in
future studies and
career)
From the above report, it helps in identifying the needs of
development which is considered to be a very tough task and the
major development opportunities basically involves setting up
goals. In addition to that after setting up goals it is important for me
to develop academic skills in the personal life and workplace.
Date: Week 2 – Lecture 2
Area of Learning:
What knowledge did
you receive?
What parts did you
already know?
What did you find
hard to understand?
Reflection:
(Detail what you
have learnt about The high quality and standardization basically helps in developing

the topic and how
learning will assist in
future studies and
career)
the ability of the communicating with team members and
individuals. Through self evaluation I have analyzed various skills
against the professional standard of junior accountant. With the help
of evaluation there has been a strong command on the decision
making that involves planning of operations, different financial
terms, high position and various other financial areas for the
purpose to achieve high position and meeting the objectives of the
organization. In addition to that, it helps in enhancing team work,
utilization of resources for the proper management of time in
accordance to the day to day financial transactions(Mnif Sellami,
and Gafsi, 2019).
Date: Week 3 – Lecture 3
Area of Learning:
What knowledge did
you receive?
What parts did you
already know?
What did you find
hard to understand?
Reflection:
(Detail what you have
learnt about the topic
and how learning will
assist in future studies
and career)
Self learning is basically a approach that support the mangers in pace,
control and procedure the content of their personal learning. It
involves various approaches for the purpose to maintain the self
managed learning. It also further helps in acquisition of transferable
skills that basically involves those skills which are required in various
job roles and occupations. It further involves skills such as problem
solving, self control and communication skills. In addition to that I
got to learn about the high quality and standardization that helps in
developing the ability of communication in a person which are
required for the purpose to develop professional in the field of
accounting and business and also helps in motivating the staff and
utilization of the resources.

Date: Week 4 – Lecture 4
Area of Learning:
What knowledge did
you receive?
What parts did you
already know?
What did you find
hard to understand?
Reflection:
(Detail what you have
learnt about the topic
and how learning will
assist in future studies
and career)
With the help of personal and professional development it helped me
a lot in improving my skills for the purpose to gain a desirable
position in the working environment and also establishing healthy
and better relationships with the individuals. With the help of
personal development it helps in having deep understanding and
knowledge about the management of fiances, operations in the
finance field, time management for the purpose to gain position in the
organization and improving the set of skills (Al-Muhanadi, Al-Fadhel
and Al-Jalahma, 2020).