About this Course
This comprehensive course on financial analysis is meticulously designed to provide a deep dive into the essential aspects of financial analysis, aimed at fostering a robust understanding of financial statements, cash flow analysis, ratio analysis, and more. It begins with an "Introduction to Financial Analysis," where learners are introduced to the definitions, methods, and significant roles of financial statements, alongside the limitations these statements may present. This foundational knowledge sets the stage for a detailed exploration of financial data interpretation and assessment.
As the course progresses, it revisits the basics with a "Financial Statements Refresher," covering key components such as the Statement of Financial Position, Statement of Profit or Loss and Comprehensive Income, Statement of Changes in Equity, Cash Flow Statement, and accompanying notes. This section ensures that students are well-versed in the structure and significance of these critical financial documents, preparing them for more advanced analysis.
Delving deeper, the course addresses "Management Accounts, Consolidated Financials, and Creative Accounting," offering insights into the intricacies of managing accounts, analyzing group companies, and understanding the implications of tax management and creative accounting practices. This segment is crucial for students aiming to grasp the complexities of financial analysis within larger corporate structures and the ethical considerations therein.
The course culminates with detailed sections on "Cash-flow Analysis" and "Ratio Analysis," providing students with the tools to evaluate a company's financial health through various analytical techniques. Through engaging content, practical examples, and focused learning outcomes, this course empowers students to apply their knowledge in real-world scenarios, making it an indispensable resource for anyone looking to excel in the field of financial analysis.
Learning Objectives
- Understand the Fundamentals of Financial Analysis: Grasp the basic concepts, definitions, and methods of financial analysis, including the role and limitations of financial statements in evaluating a business's financial health.
- Master the Interpretation of Financial Statements: Gain in-depth knowledge of key financial statements such as the Statement of Financial Position, Statement of Profit or Loss and Comprehensive Income, Statement of Changes in Equity, and the Cash Flow Statement, along with the ability to interpret the notes and reports accompanying these statements.
- Analyze Management Accounts and Consolidated Financials: Learn to analyze management accounts, understand the intricacies of consolidated group accounts, and evaluate the financials of a group of companies, including recognizing the impacts of tax management, tax fraud, and creative accounting practices.
- Conduct Cash Flow Analysis: Develop the skills to perform detailed cash flow analyses, including understanding non-cash items and the two formats for Cash Flow Statements, to assess a company's liquidity, operational efficiency, and financial flexibility.
- Apply Ratio Analysis: Acquire the ability to use ratio analysis for evaluating a company's liquidity, profitability, activity, leverage, debt coverage, and stock valuation, and to interpret these ratios to make informed financial decisions.
- Ethical Considerations in Financial Reporting: Understand the ethical considerations in financial reporting and accounting practices, including the importance of transparency, accuracy, and integrity in financial analysis.
Delivery
The course is delivered through the SA Accounting Academy online learning platform. It is divided into modules that are easily digestible. In this way you can maintain a work-life balance whilst studying and improving your professional skills.
Is this for you?
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.
Lecturers
Nestene Botha CA(SA)
Nestene is a Chartered Accountant with a Masters Degree in Auditing Education. She has 8 years experience lecturing, training and building courses for various tertiary institutions. Her areas of expertise include entrepreneurship, auditing, corporate governance, integrated reporting and course building. She is passionate about creating learning journeys that transfers practical skills to accountants and makes theoretical knowledge come to life. She excels at creating meaningful learning experiences for practicing accountants. In this course she uses the knowledge gained from a lifetime in corporate accounting and management positions with her skills in educational design to deliver a jam-packed action oriented curriculum that will assist students in learning everything there's to know about financial analysis.
Charmaine Nadasan
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.
Prerequisites / Admission Requirements
Anyone can attend this course. There are no minimum entry requirements.
Accreditation
This course is aligned to the International Federation of Accountants (IFAC) International Education Standard (IES) 7 and is recognised for CPD / CPE by relevant accounting professional bodies which will give you 6 CPD / CPE hours.
This course is also accredited by the FPI with approval number FPI23014722 for 6 CPD Hours.
Assessments
This course includes formative assessments to test your knowledge throughout the modules. Learners must achieve all competencies of the course.
Assessment and Certification
On successful completion (i.e. competence in all modules) of this course the learners will be awarded:
- Confirmation of Completion Certificate from SA Accounting Academy
- FPI Approved CPD Programme Certificate
Curriculum
- Module 1: Introduction to Financial Analysis
- Module 2: Financial Statements Refresher
- Module 3: Management Accounts, Consolidated Financials, and Creative Accounting
- Module 4: Cash Flow Analysis
- Module 5: Ratio Analysis
For more information on what will be covered in the curriculum please download the prospectus.
About SA Accounting Academy
The SA Accounting Academy is an accredited private QCTO, SAICA - AT(SA), ICB and BANKSETA qualifications provider. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Qualifications and courses delivered are designed to ensure that you reach your professional goals and advance your career. With our experienced faculty, staff, and resources, you can be confident that you will receive the highest quality of training.
SAAA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 25% of your Skills Expenditure can be claimed on non-accredited training or courses.
Course Fees
The course fee is R 3 825.00.00 and consists of:
- Study material - Online course material
- Online Facilitator support
- Assessments
Course Fees
Invest in your future with our comprehensive course. Our fee is an all-inclusive investment in your future.
The course fee is R 3 825.00.00 and consists of:
Educational Resources:
- Online Materials: Access a wealth of online resources, from e-books to webinars, enhancing your learning experience.
Learning Support:
- Formative Assessments: Reinforce your understanding with assessments on different topics.
- Learner Forum: Engage in meaningful peer-to-peer interactions through our dedicated learner forum. Share insights, ask questions, and collaborate on projects to enhance your learning experience.
- Continuous Support: Our dedicated team is always on standby to assist with any academic or administrative queries, ensuring a smooth learning process.
Flexibility and Convenience:
- Study Online: Complete your course and take your assessments online, giving you the freedom to learn from anywhere.
Payment Methods
Debit / Credit Card or Instant EFT
You can pay directly on our website for an easy, secure, and instant transaction. During promotional periods, customers can take advantage of additional savings. This is the fastest and most efficient option, saving both time and money.
EFT / Bank Deposit
You can make a payment directly into our bank account using your Online Banking App, Online Banking services, or by visiting your local bank branch.
Your Company / Employer
It may be beneficial for your company to invest in training for its staff members. As there are financial and tax advantages for doing so, please speak with your employer or Training / HR manager about the possibility of paying for this training.
Third Party
If you have someone who is willing to pay for your studies, such as a parent or relative, they can either log in and pay on our website or they can pay via any of the payment options above on your behalf.
Payment Options
Option 1: Once off payment
- R 3 825.00
Corporate Training Solutions
At the SA Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.
Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.
Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.
Contact Us
Have any questions or need any assistance? Contact us today!
- Online chat through our website
- WhatsApp: Start chatting (+27635026114)
- Phone: 010 593 0466
- E-mail: [email protected]