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Manage Finances SAQA US252040


Manage Finances SAQA US252040


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Dr Noah Marutlule
Russell Jackson

Thabiso Visagie


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.


Download Brochure

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 


Course Outline / Curriculum

  • Section 1:

    • Getting the Facts Straight

    • Starting with the Basics

    • General Accepted Accounting Principles (GAAP)

    • Getting to Know the Players

    • Identifying the Key Players in Your Organization 

    • Governing Organizations

    • The Accounting Cycle

    • Underlying Principles

    • Overview of the Accounting Cycle

    • Case Study: (Accrual Basis vs Cash Basis of Accounting)

    • Understanding Debits and Credits

    • The Accounting Model

    • The Accounting Equation

    • Working with Debits and Credits

    • A Review of Financial Terms

    • Structure of Annual Financial Statements

    • Sample Income Statement

    • The Balance Sheet

    • Sample Balance Sheet

    • The Cash Flow Statement

    • Statement of Retained Earnings

    • Keeping Score

    • Understanding the Chart of Accounts

  • Section 2:

    • Your Financial Analysis Toolbox

    • Identifying the Relevant Data

    • Analyzing the Data

    • Reading Annual Reports

    • Case Studies 1

    • Case Studies 2

    • Case Studies 3

    • Sir John Templeton

    • Problem Solving Quotes

    • Seven Habits of Highly Creative Problem Solvers

    • 1.Comfortable with uncertainty – and even seek it out

    • 2. Failure is part of the process, and not taken personally

    • 3. Reverse engineer problems

    • 4. Ask great questions, and listen to as many (open minded) people as possible

    • 5. Understand your best contribution in the problem-solving process

    • 6. Get on the balcony

    • 7. Don’t believe your first answer, and don’t believe you have found the best answer

  • Section 3:

    • Value Added Tax - Basics

    • VAT Exempt products and services:Who should register for VAT?

    • How often is a VAT return completed and paid?

    • How VAT works – the big picture:

    • Ethics 101

    • Ethical Relativism


    • 7 Brilliant Things Emotionally Intelligent People Do When Their Buttons Are Pushed

    • 10 Behaviours You Never See in Successful People

    • The Basics of Budgeting

    • Defining a Budget

    • Types of Budgets

    • Just Do It!

    • Case Studies

    • General Budget Scenarios

    • More Complex Budget Scenarios

    • Budget Case Study 2

    • Budgeting Tips and Tricks

    • Getting Your Budget Approved

    • Environmental Analysis

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

Book Live Virtual Training

Wed 9 Oct 2024 Fri 11 Oct 2024 Fourways Scheduled

Book Live Virtual Training

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