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Finance Training US252040




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:

  • Demonstrating an understanding of the key concepts of managerial finance
  • Interpreting financial statements
  • Drafting financial forecasts
  • Drafting budgets according to operational plans of the unit
  • Supervising the financial management of a unit against given requirements

Delivery Methods

Delivery Method Duration Price (excl. VAT)
Fulltime 3 Days R 8,697.00
Webinar 3 Days R 7,497.00
R 7,497.00

Discounts Available

Save up to 10% by booking and paying 10 business days before the course.


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Information may change without notice.


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:

  • Communication at NQF Level 4
  • Mathematical Literacy at NQF Level 4
  • Computer Literacy at NQF Level 4

Course Outline / Curriculum


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


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


Schedule Dates and Booking

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

Book Fulltime

Book Webinar

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