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COURSE TRAINERS
Dr Noah Marutlule
Russell Jackson
Russell Jackson
Business & Life Coach, Management Consultant
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:
- Isolate and remedy toxic corporate culture
- Facilitate coaching and leadership training programmes
- Restructure departments in line with business strategy
- Identify and resolve bottlenecks
- Optimization of cash flow
- Resolve backlogs in management reporting
- Prepare annual financial statements and budgets
- Compile staff role profiles and job descriptions
- Succession planning
- Coaching to maintain a healthy, flourishing business.
Previous Experience
Chief Financial Officer Hogan Lovells (formerly Eversheds)
Finance Partner of the firm consisting of 60 partners, 250 staff, 16 bookkeepers and annual revenue of R240m. His roles included the following:
- Responsible for the full financial functioning of the firm
- Catch up three annual audits in 18 months
- Restructure the financial department into functional units
- Prepare annual financial statements in accordance with IFRS
- Automate monthly management accounts for Litigation, Commercial and Property Departments
- Present financial information at monthly board meetings
- Key bank executive relationship contact
- Member of Finance, Fica and Outstandings committees.
Group Accountant African Alliance
- Responsible for group and company financial accounts
- Participate in group strategy sessions
- Implement daily processing and month end procedures for asset management companies in Botswana, Swaziland, Kenya and Uganda
- Responsible for finance team in South Africa and accountants in Africa offices
- Coordinate group month end process
- Review month end files, Prepare Exco packs and commentaries
- CATS super user and “A†signatory on all bank accounts
- Executive Development Programme participant.
Details
A firm foundation in managing finances can give any manager the confidence and competence to lead their business unit to success. This accredited finance course aims to give managers from any field the knowledge they need to perform basic accounting functions and manage their budgets effectively.
NQF Level: 5
Credits: 8
By the end of this course, you will be able to:
- Demonstrate an understanding of the key concepts of managerial finance
- Interpret financial statements
- Draft financial forecasts
- Draft budgets according to operational plans of the unit
- Supervise the financial management of a unit against given requirements
Delivery Methods
Leading Training is focusing on providing virtual training courses for the foreseeable future and will only consider in-person and classroom training on request, with a required minimum group size of six delegates. We remain committed to offering training that is fast, focused and effective.
| Delivery Method | Duration | Price (excl. VAT) | ||
|---|---|---|---|---|
| Classroom | 3 Days | ZAR 8,250.00 | Get a Quote | |
| Live Virtual Training | 3 Days | ZAR 6,750.00 | Get a Quote |
Discounts Available
Save up to 10% by booking and paying 10 business days before the course.
Brochure:
Audience
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.
Pre-Requisites
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
Course Outline / Curriculum
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Section 1:
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Getting the Facts Straight
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Starting with the Basics
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General Accepted Accounting Principles (GAAP)
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Getting to Know the Players
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Identifying the Key Players in Your Organization
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Governing Organizations
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The Accounting Cycle
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Underlying Principles
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Overview of the Accounting Cycle
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Case Study: (Accrual Basis vs Cash Basis of Accounting)
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Understanding Debits and Credits
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The Accounting Model
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The Accounting Equation
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Working with Debits and Credits
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A Review of Financial Terms
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Structure of Annual Financial Statements
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Sample Income Statement
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The Balance Sheet
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Sample Balance Sheet
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The Cash Flow Statement
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Statement of Retained Earnings
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Keeping Score
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Understanding the Chart of Accounts
-
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Section 2:
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Your Financial Analysis Toolbox
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Identifying the Relevant Data
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Analyzing the Data
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Reading Annual Reports
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Case Studies 1
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Case Studies 2
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Case Studies 3
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Sir John Templeton
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Problem Solving Quotes
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Seven Habits of Highly Creative Problem Solvers
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1.Comfortable with uncertainty – and even seek it out
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2. Failure is part of the process, and not taken personally
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3. Reverse engineer problems
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4. Ask great questions, and listen to as many (open minded) people as possible
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5. Understand your best contribution in the problem-solving process
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6. Get on the balcony
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7. Don’t believe your first answer, and don’t believe you have found the best answer
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Section 3:
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Value Added Tax - Basics
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VAT Exempt products and services:Who should register for VAT?
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How often is a VAT return completed and paid?
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How VAT works – the big picture:
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Ethics 101
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Ethical Relativism
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CODE OF PROFESSIONAL CONDUCT FOR CHARTERED ACCOUNTANTS
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7 Brilliant Things Emotionally Intelligent People Do When Their Buttons Are Pushed
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10 Behaviours You Never See in Successful People
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The Basics of Budgeting
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Defining a Budget
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Types of Budgets
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Just Do It!
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Case Studies
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General Budget Scenarios
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More Complex Budget Scenarios
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Budget Case Study 2
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Budgeting Tips and Tricks
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Getting Your Budget Approved
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Environmental Analysis
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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.
Leading Training is focusing on providing virtual training courses for the foreseeable future and will only consider in-person and classroom training on request, with a required minimum group size of six delegates. We remain committed to offering training that is fast, focused and effective.
| Start Date | End Date | Branch | Status | |
|---|---|---|---|---|
| Wed 12 Jun 2024 | Fri 14 Jun 2024 | Fourways | Scheduled | |
| Wed 9 Oct 2024 | Fri 11 Oct 2024 | Fourways | Scheduled |