Overview

Financial planning is a critical aspect of accounting that ensures an organization's financial health, stability, and long-term sustainability. It involves budgeting, forecasting, risk assessment, and investment strategies to optimize financial performance. Proper financial planning allows businesses to allocate resources efficiently, achieve financial goals, and comply with regulatory requirements. Understanding financial planning principles is essential for accountants, business owners, and finance professionals.

Join Jako Liebenberg CA(SA) on 19 March 2025 from 10:00 am - 12:00 pm to gain strategic insights and practical tools to transform your organization's financial planning approach. This webinar will equip you with the skills to create robust financial frameworks that drive sustainable growth and stability.

Learning objectives 

Attending this webinar will equip you with the following skills:  

• Understanding the key principles and importance of financial planning in accounting.
• Learning how to develop effective budgets and financial forecasts.
• Identifying financial risks and implementing mitigation strategies.
• Gaining knowledge on investment planning and capital management.
• Understanding the role of financial planning in business decision-making.

Content 

The webinar will cover the following topics:   

• Introduction to Financial Planning in Accounting
  • Definition and significance
  • Objectives of financial planning
  • Key components of an effective financial plan
• Budgeting and Forecasting
  • Importance of budgeting in financial management
  • Types of budgets (operating, capital, cash flow)
  • Financial forecasting techniques
• Financial Risk Management
  • Identifying financial risks in accounting
  • Strategies for managing liquidity and credit risks
  • Compliance with financial regulations
• Investment Planning and Capital Management
  • Basics of investment planning
  • Capital allocation strategies
  • Evaluating financial performance and return on investment (ROI)
• Financial Planning for Business Growth
  • Role of accountants in financial decision-making
  • Financial planning for small businesses vs. large corporations
  • Technology and automation in financial planning

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

Who should attend? 

The following persons will benefit from attending this webinar: 

• Registered auditors.
• Independent reviewers.
• Trainee accountants/ auditors. 

Price 

• R 450.00 - Online admission - Individual.
• Group Price 1 - From R184 per person (up to 5 users)
• Group Price 2 - From R121 per person (up to 10 users)
• Group Price 3 - From R109 per person (over 11 users) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation.
• Reference documents and/or course material where available.
• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions 

At SA Accounting Academy, we recognise 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 prioritise 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 organisational 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]