Fundamentals of Financial Statement Analysis


Date: Nov 21, 2024 - Nov 21, 2024

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Jako Liebenberg CA(SA)
Director

The role of accounting professionals is to monitor the financial health of their clients' businesses and advise the directors through effective financial statement analysis.

Overview 

The role of accounting professionals is to monitor the financial health of their clients' businesses and advise the directors through effective financial statement analysis. In addition, section 129 of the Companies Act 71 of 2008 requires directors to initiate business rescue for financially distressed companies. 

In this webinar, we will provide an introduction to essential techniques and principles for evaluating an organisation's financial standing. Attendees will gain valuable insights into analysing key financial reports, including the income statement, statement of financial position, and statement of cash flow.  

Join Jako Liebenberg CA(SA), on the 21st  of November 2024, from 10h00 to 12h00 for an exploration of the interpretation of financial ratios, trends, and performance indicators, enabling you to make informed decisions and confidently assess the viability of your clients' businesses. 


Learning objectives 

Attending this webinar will equip you with the following skills:  

  • Gain a deep understanding the core components of financial statements. 

  • Know how to interpret financial ratios to assess a company’s financial health and make informed decisions based on the insights they provide. 

  • Understand what each line item of the financial statements represents, how to spot trends, and how to identify areas of strength and weakness in a company’s financial structure. 

  • Develop the skills to identify warning signs of financial trouble, such as declining profitability, cash flow issues, increasing liabilities, or unusual fluctuations in key financial ratios. 

  • Apply the principles and techniques of financial statement analysis to real-world business scenarios. 


Content 

The webinar will cover the following topics:   

  • Introduction to financial statements. 

    • Overview of financial statements. 

    • Key elements of balance sheets. 

    • Components of income statements. 

    • Structure and importance of cash flow statements. 

  • Financial ratios and their analysis. 

    • Liquidity ratios. 

    • Profitability ratios. 

  • Interpreting financial data. 

    • Analysing trends and patterns. 

    • Assessing financial health and stability. 


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.  


About the presenter    

Jako Liebenberg CA(SA) 

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012. 

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.  


Who should attend? 

The following persons will benefit from attending this webinar: 

  • Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

  • Registered auditors. 

  • Independent reviewers. 

  • Trainee accountants. 


Price 

  • R 450.00 - Online admission - Individual. 

  • Group Price 1 - From R337 per person (up to 5 users)  

  • Group Price 2 - From R260 per person (up to 10 users)  

  • Group Price 3 - From R224 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!   

 

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Venues & Dates

The following venues and dates are available for this event.


Discounts available

The following discounts are available for this event

Discount Promo Code: Access to the webinar / recording

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