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Financial Analysis Short Course


Date: Mar 9, 2022 - Dec 31, 2022

Once-off: R1,410.00

Lecturer: Charmaine Nadasan

Financial analysis is applied to better understand the performance of a company. It is a critical tool with a wide range of applications in the financial services sector.

Overview

Financial analysis is applied to better understand the performance of a company. It is a critical tool with a wide range of applications in the financial services sector.

Credit officers use financial analysis to determine if a loan applicant is financially stable and will be able to repay a loan. In Securities and Insurance Companies, financial analysts need to assess the prospects for profitability, dividends, and capital appreciation from an investment. Regulatory authorities use financial analysis to determine whether to grant an operating license to a company operating in a regulated industry.

The focus of this course is understanding the ratios to better understand the business. Ratios help analysts and management to identify parts of the business that are changing, and to understand better what's going on with the company. Ratios are useful in assessing profitability, liquidity, and risk. They highlight sources of competitive advantage for the company as well as any potential trouble spots.

Ratios on their own are meaningless unless they are compared, either through different time periods for the same company; or one company to another in the same industry. This is important because business trends often could really be driven by trends in the economy or the industry. So, to figure out whether it's the company that's doing something well or poorly, or if it's an industry wide phenomenon, we must look at that company compared to its industry or its competitors. We therefore recommend that you also take the Business Analysis Course.

The areas covered in this Financial Analysis course include:

  • Introduction to Financial Analysis
  • Financial Statements Refresher
  • Management Accounts, Consolidated Financials, and Creative Accounting
  • Cash flow Analysis
  • Ratio Analysis

Why do you need to register?

Individuals with accounting and financial knowledge who want to deepen their understanding of the fundamentals of financial analysis will benefit from this course. Case studies and exercises are used to illustrate key learning points, allowing participants to apply the concepts acquired during the course to real-life scenarios.


About the presenter

Charmaine Nadasan has been working in the Training field since 2012. She is the holder of a B. Com (Unisa), Post Graduate Certificate in Education (Unisa), and Advanced Credit Diploma (Institute of Bankers SA) . Charmaine is a seasoned Facilitator and is registered as an Assessor and Moderator for the Generic Management qualification as well as various other unit standards. In addition she has 10 years banking experience and has been a franchisee for two popular franchise businesses where she managed the daily operations of these businesses.


Competencies developed in the course

  • Analysis of the Statement of Financial position of companies
  • Analysis of the statement of comprehensive income
  • Analysis of Cash flow statements
  • Identifying tax fraud and creative accounting
  • Calculating and analysing ratios

Curriculum

  • Unit 1: Introduction to financial analysis
  • Unit 2: Financial statements refresher
  • Unit 3: Management accounts, consolidated financials, and creative accounting
  • Unit 4: Cash flow analysis
  • Unit 5: Ratio analysis

For more information on what will be covered in the curriculum please download the prospectus.


Delivery

This short course is delivered through the SA Accounting Academy online learning platform. The course is divided into five units and can be completed within five hours. Participants will have six months access to the course content.


About SA Accounting Academy

SA Accounting Academy is an online platform, where professionals have access to the best and latest knowledge. Each one of our courses are taught by knowledgeable and experienced instructors, and every course is available on-demand, so students can learn anything, anywhere, and at any time.


Course Fees

The fee is R 1 410.00 and consists of:

  • Online course material
  • Online Facilitator support
  • Assessment

Payment Methods

There are various payment methods available that you can securely pay through your profile which include Credit / Debit Cards and Instant ETF.


Contact us for more information
Phone: 010 593 0466 / E-mail: [email protected]


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