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Quick Look Course Summary:Analysing Financial Information (Unit Standards 7468 + 117156) (3 days)
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Length: 3 day(s)
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Price (at your venue): 1 Person R 21,125 EX VAT 3 Person R 13,658 EX VAT 10 Person R 9,124 EX VAT
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Certification Type:Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Analysing Financial Information (Unit Standards 7468 + 117156) (3 days)
Staff who plan and control budgets, loans and investments with confident calculations, understand interest, costs and revenue, and read financial statements well enough to act on them – with 10 accredited credits.
Financial figures only help when people can calculate them correctly and see what they mean. This accredited financial analysis course combines two unit standards from the FETC: New Venture Creation (SAQA ID 66249), each taught and assessed on its own: unit standard 7468 on using mathematics to investigate and monitor money matters (NQF Level 4, 6 credits) and unit standard 117156 on interpreting basic financial statements (NQF Level 4, 4 credits). Because both belong to the same qualification, BOTI registers them together as one skills programme under its Services SETA accreditation.
Days one and two follow unit standard 7468: planning and controlling budgets, loans and investments, simple and compound interest, the link between costs, revenue and profit, and using figures to discuss inflation, exchange rates and the wider economy.
Day three follows unit standard 117156: the income and expenditure statement, the balance sheet, a personal statement of assets and liabilities, and drawing on the statements to decide what to do about costs, income, ratios and cash flow.
Why this course
For your organisation
- Staff who calculate and check financial figures with confidence
- Budgets, loans and investments planned and controlled properly
- Better decisions on costs, pricing and profit
- Ten accredited credits registered as one skills programme
For your delegates
- Ten accredited credits from two unit standards in one qualification
- Practical skills with interest, costs and revenue
- Confidence reading income statements and balance sheets
- Figures you can use to argue a business case
What delegates will be able to do
- Plan and control budgets, loans and investments using accurate calculations
- Explain and calculate simple and compound interest
- Show how a balance changes over time
- Calculate costs, revenue, break-even and profit
- Suggest practical ways to contain costs and lift profit
- Use figures to discuss inflation, exchange rates and the economy
- Analyse income and expenditure statements and balance sheets
- Use financial statements to assess strengths and weaknesses and make a decision
Who should attend
Administrators, supervisors, team leaders, small-business owners and others who work with budgets, costs and financial reports. Unit standard 7468 assumes mathematics and communication at NQF Level 3. Unit standard 117156 assumes communication, mathematical literacy and financial literacy at NQF Level 3.
Course outline
Day 1 – Unit standard 7468: budgets, instruments and interest
Outcome 1: Planning and controlling financial instruments
- Budgets, accounts, loans and investments as financial instruments
- Drawing up a plan that keeps spending under control
- Working with a calculator and a spreadsheet, then checking the answer
- Control measures that match the plan
Outcome 2: Simple and compound interest
- How simple and compound interest differ
- Where each kind appears: savings, loans, hire purchase and credit cards
- Choosing the right calculation for the problem
- Showing how a balance grows or shrinks over time
Day 2 – Unit standard 7468: costs, revenue and the economy
Outcome 3: Costs and revenue
- Fixed, variable and total costs
- Revenue, break-even and profit
- Using costing terms correctly
- Practical ways to contain costs and lift profit
Outcome 4: Figures in economic debate
- Inflation, interest rates, exchange rates and tax
- Comparing South African figures with other economies
- Building an argument on sound figures
Financial maths workshop
- Working through figures from your own workplace
- Portfolio of evidence for unit standard 7468
Day 3 – Unit standard 117156: interpreting financial statements
Outcome 1: The income and expenditure statement
- Purpose and frequency of the statement
- Sources of income and expenditure
- Judging financial viability
Outcome 2: The balance sheet
- Fixed and current assets
- Long-term and current liabilities
- Equity, net worth and two-year comparisons
Outcome 3: A personal assets and liabilities statement
- Compiling your own statement
- When one is needed and why records help
Outcome 4: Decisions based on the evidence
- Improving income and reducing costs
- The cost-to-income ratio
- Turnover, revenue, earnings and profit
- Cash flow and liquidity
- Portfolio of evidence for unit standard 117156
How it is delivered
Three days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Learner guide and workbook for each unit standard, practical workplace activities, and a portfolio of evidence that delegates complete after the course for assessment and moderation.
What our clients say
“The training was practical, engaging and relevant to our workplace environment, providing participants with valuable knowledge and practical skills that could be applied in their respective roles.”
“The facilitator was excellent and took time to ensure that the employee understood the content and was able to apply the learning in order to develop the portfolio of evidence.”
“The training was well received and we were impressed by the knowledge of the facilitators and the quality of overall training.”
Frequently asked questions
Is this course accredited?
Yes. It covers unit standards 7468 (NQF Level 4, 6 credits) and 117156 (NQF Level 4, 4 credits). Both belong to the FETC: New Venture Creation (SAQA ID 66249), so they are registered together as one skills programme under BOTI's Services SETA accreditation (12582).
Until when can delegates enrol?
Delegates can enrol until 30 June 2028.
Are there entry requirements?
Unit standard 7468 assumes mathematics and communication at NQF Level 3; unit standard 117156 assumes communication, mathematical literacy and financial literacy at NQF Level 3.
How are delegates assessed?
Each unit standard has its own portfolio of evidence, completed after the course and then assessed and moderated. Delegates found competent receive a statement of results.
Is there a shorter version without assessment?
Yes. The Budgets And Financial Reports Course and Finance For Non Finance Managers cover the practical skills, with a BOTI certificate of attendance.
Related courses
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