A Business and Life Coach, Chartered Accountant, Management Consultant and Teacher. Russell has Commercial, Coaching and Training experience across a wide range of industries including banking, law, insurance, industrial, automotive and marketing. He has travelled widely in the United Kingdom, Europe, the Middle East and Africa. He is passionate about releasing untapped potential in people and organizations.
Russell describes himself as a Corporate General Practitioner. He coaches unhealthy businesses back to wellness and prosperity. His roles are diverse and include the following:
Finance Partner of the firm consisting of 60 partners, 250 staff, 16 bookkeepers and annual revenue of R240m. His roles included the following:
This is an accredited Finance course, aligned to cover the outcomes of unit standard 252040 - Manage the finances of a unit, at NQF level 5 for 8 credits.
The qualifying learner will be capable of:
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| Delivery Method | Duration | Price (excl. VAT) | |
|---|---|---|---|
| Fulltime | 3 Days | R 8,697.00 | |
| Webinar | 3 Days |
R 7,497.00 |
Save up to 10% by booking and paying 10 business days before the course.
This unit standard is intended for managers in all economic sectors and is suitable for anyone needing an accredited course that covers the fundamentals of finance.
Learners enrolling for this course need to be competent in:
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1. Course Overview
a. Learning Objectives
b. Introductory Group Discussion
2. Getting the Facts Straight
a. Starting with the Basics
b. General Accepted Accounting Principles (GAAP)
c. Getting to Know the Players
d. Identifying the Key Players in Your Organization
e. Governing Organizations
3. The Accounting Cycle
a. Underlying Principles
b. Overview of the Accounting Cycle
c. Case Study: (Accrual Basis vs Cash Basis of Accounting)
d. Understanding Debits and Credits
e. The Accounting Model
f. The Accounting Equation
g. Working with Debits and Credits
4. A Review of Financial Terms
5. Structure of Annual Financial Statements
a. Sample Income Statement
b. The Balance Sheet
c. Sample Balance Sheet
d. The Cash Flow Statement
e. Statement of Retained Earnings
6. Keeping Score
a. Understanding the Chart of Accounts
7. Your Financial Analysis Toolbox
a. Identifying the Relevant Data
b. Analyzing the Data
c. Reading Annual Reports
d. Case Studies 1
e. Case Studies 2
f. Case Studies 3
g. Sir John Templeton
h. Problem Solving Quotes
8. Seven Habits of Highly Creative Problem Solvers
a. 1.Comfortable with uncertainty – and even seek it out
b. 2. Failure is part of the process, and not taken personally
c. 3. Reverse engineer problems
d. 4. Ask great questions, and listen to as many (open minded) people as possible
e. 5. Understand your best contribution in the problem-solving process
f. 6. Get on the balcony
g. 7. Don’t believe your first answer, and don’t believe you have found the best answer
9. Value Added Tax - Basics
a. VAT Exempt products and services:
b. Who should register for VAT?
c. How often is a VAT return completed and paid?
d. How VAT works – the big picture:
e. ACTIVITY
10. Ethics 101
a. Ethical Relativism
b. CODE OF PROFESSIONAL CONDUCT FOR CHARTERED ACCOUNTANTS
c. 7 Brilliant Things Emotionally Intelligent People Do When Their Buttons Are Pushed
11. 10 Behaviours You Never See in Successful People
12. The Basics of Budgeting
a. Defining a Budget
b. Types of Budgets
c. Just Do It!
d. Case Studies
13. General Budget Scenarios
14. More Complex Budget Scenarios
a. Budget Case Study 2
15. Budgeting Tips and Tricks
16. Getting Your Budget Approved
17. Environmental Analysis
18. Personal Action Plan
19. Recommended Reading List
To apply for a booking, click on the relevant "Book Now" button below.
Note: places are only fully secured once payment has been made.
| Start Date | End Date | Branch | Status | |
|---|---|---|---|---|
| Mon 24 May 2021 | Fri 28 May 2021 | Woodmead | Scheduled | |
| Mon 19 Jul 2021 | Fri 23 Jul 2021 | Woodmead | Provisional | |
| Mon 13 Sep 2021 | Fri 17 Sep 2021 | Woodmead | Provisional | |
| Wed 8 Dec 2021 | Fri 10 Dec 2021 | Woodmead | Provisional |
For clients who want to enjoy the convenience of public transport, consider the Gautrain.
For more information you can download the official Gautrain brochure.