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Quick Look Course Summary:Analysing Financial Information (Unit Standards 252036 + 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 252036 + 117156) (3 days)
Managers who collect and organise financial and economic data, analyse it with sound mathematical techniques, present it clearly in graphs, and read financial statements well enough to base decisions on them – with 10 accredited credits.
Numbers only help a manager when they are collected properly, analysed correctly and presented so that others understand them. This accredited financial analysis course combines two unit standards, each taught and assessed on its own: unit standard 252036 on applying mathematical analysis to economic and financial information (NQF Level 5, 6 credits), part of the National Certificate: Generic Management (SAQA ID 59201), and unit standard 117156 on interpreting basic financial statements (NQF Level 4, 4 credits), part of the FETC: New Venture Creation (SAQA ID 66249). BOTI delivers both under its Services SETA accreditation.
Days one and two follow unit standard 252036: choosing how to collect and record financial and demographic data for a unit, working out averages, standard deviations and lines of best fit, calculating the time value of money, and showing results and economic relationships in graphs that support sound projections.
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
- Managers who base decisions on properly analysed data
- Clear graphs and summaries that others can act on
- Projections grounded in evidence rather than guesswork
- Ten accredited credits at management level
For your delegates
- Ten accredited credits from two unit standards
- Practical skills with averages, trends and the time value of money
- Confidence reading income statements and balance sheets
- A toolkit for presenting financial information in graphs
What delegates will be able to do
- Select methods to collect, record and organise financial and economic data for a unit
- Calculate averages, standard deviations and lines of best fit
- Work out the time value of money for different transactions
- Present data and economic relationships in suitable graphs
- Make projections based on mathematical analysis
- Analyse income and expenditure statements and balance sheets
- Compile a personal statement of assets and liabilities
- Use financial statements to assess strengths and weaknesses and make a decision
Who should attend
Heads of department, section heads, divisional heads and other second-level managers, as well as analysts and administrators who work with financial and economic figures. Unit standard 252036 assumes communication, mathematical literacy and computer literacy at NQF Level 4; unit standard 117156 assumes communication, mathematical literacy and financial literacy at NQF Level 3.
Course outline
Day 1 – Unit standard 252036: collecting and calculating
Outcome 1: Collecting and organising data
- Methods for collecting financial and economic data
- Financial and demographic data that matter to your unit
- Recording data in a format you can use
- Organising data in a spreadsheet
Outcome 2: Calculating and showing financial data
- Averages and what they hide
- Standard deviation and what it tells you
- Fitting a line of best fit to your data
- Time value of money for different transactions
- Histograms, pie charts and bar charts
- Line graphs and stacked bar charts
Day 2 – Unit standard 252036: economic relationships and projections
Outcome 3: Showing economic relationships
- Graphing the relationship between economic variables
- Keeping graphs and summaries true to the data
- Choosing a presentation that suits the situation
- Making projections from your analysis
- Explaining the limits of a projection
Analysis workshop
- Analysing a data set from your own unit
- Presenting findings to management
- Portfolio of evidence for unit standard 252036
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 252036, Apply mathematical analysis to economic and financial information (NQF Level 5, 6 credits, National Certificate: Generic Management, SAQA ID 59201), and 117156, Interpret basic financial statements (NQF Level 4, 4 credits, FETC: New Venture Creation, SAQA ID 66249), delivered under BOTI's Services SETA accreditation (12582).
Until when can delegates enrol?
Delegates can enrol until 30 June 2027.
Are there entry requirements?
Unit standard 252036 assumes communication, mathematical literacy and computer literacy at NQF Level 4. 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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