Fundamentals of financial statement analysis


Date: Feb 13, 2025 - Feb 13, 2025

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Constance Kawelenga CA(SA)
CEO

Financial statements tell the story of a business. As accountants, our role extends beyond just reading numbers

Overview   

Financial statements tell the story of a business. As accountants, our role extends beyond just reading numbers—we must interpret them to understand our clients' financial health, strengths, and weaknesses. This webinar will equip participants with the skills to analyse financial statements effectively, translate key insights, and empower clients to make informed business decisions.  

Join Constance Kawelenga CA(SA) on 13 February 2025 from 10:00 a.m. to 12:00 p.m. for an insightful session on unlocking the story behind financial statements. Gain practical techniques to analyse financial data, identify key business drivers, and translate insights into strategic advice for your clients.  


Learning objectives  

By attending this webinar, you will gain the following competencies: 

  • Understanding the big picture from each financial statement and how they connect. 

  • Understand the Purpose of Financial Statements. 

  • Understanding Key Financial Ratios and Metrics associated with each financial statement. 

  • Identifying financial red flags and business risks. 

  • Practical application of financial analysis in real-world decision-making. 


Content  

The webinar will cover the following topics:  

  • Understanding the big picture from each financial statement and how they connect 

    • What each financial statement reveals about a business 

    • How the statements connect (Income → Balance Sheet → Cash Flow) to give a full financial picture.  

  • Understand the Purpose of Financial Statements 

    • The role of the Income Statement, Balance Sheet, and Cash Flow Statement in evaluating a business’s financial health  

  • Understanding Key Financial Ratios and Metrics associated with each financial statement 

    • Essential ratios for profitability, liquidity, solvency, and efficiency  

    • How to use these ratios to assess financial performance.  

  • Identify Financial Red Flags and Business Risks 

    • Warning signs in financial statements (e.g., declining cash flow, rising debt, revenue manipulation). 

    • Understand common accounting tricks and how to spot them  

  • Practical application of  Financial Analysis in Real-World Decision-Making 

    • Essential ratios that provide quick insights into financial health. 

    • How to track trends over time instead of analyzing numbers in isolation. 


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 crtificate available in an online profile.   


About the presenter 

Constance Kawelenga CA(SA) 

Constance Kawelenga is a chartered accountant with a broad proficiency in finance, taxation and auditing. She has attained a diverse range of experience - from Big 4 audit experience, commercial multinational exposure, to running an audit and consulting boutique over the past 8 years.  

In 2013, Constance founded the Zuva Group of entities, focusing on audit, financial management, taxation, secretarial, business mentorship as well as business valuations.   


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. 

  • Accounting officers. 

  • Financial analysts. 

  • Bookkeepers. 

  • 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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