Understand the Numbers. Strengthen Performance. Build Business Value.

Financial statements contain far more than historical figures. They provide critical insights into a business’s profitability, cash flow, operational efficiency, financial health and overall value.

This package combines four comprehensive self-study courses designed to help entrepreneurs, managers, professionals, bookkeepers and other users of financial information confidently understand, analyse and apply financial data.

Participants will learn how to interpret the three main financial statements, analyse performance using key financial ratios, improve the conversion of sales into profit and cash, and apply recognised methods to determine the value of a business.

Practical exercises, proprietary financial analysis workbooks, downloadable course material and real-world examples ensure that participants can apply what they learn directly within a business environment.

Courses Included

1. Advanced Understanding of Financial Statements Course

Develop a practical understanding of how to read and interpret the three main financial statements:

• The Income Statement
• The Statement of Financial Position
• The Cash Flow Statement

This course demonstrates how key financial information can be used to evaluate profitability, financial position and cash flow. Participants will learn how to connect the figures across the financial statements and develop a clear story of how effectively a business converts sales revenue into profit and, ultimately, cash.

Topics Covered

• Introduction and key financial definitions
• Understanding the Statement of Financial Position
• Non-current assets
• Inventory management
• Receivables and payables
• Taxation
• Equity and debt
• Understanding the Income Statement
• Understanding the Cash Flow Statement
• How to read and interpret financial statements
• Applying the Two-Step Tango model

2. Business Valuation Course

Learn how to determine what a business is worth using practical, easy-to-understand valuation principles.

Whether you are considering purchasing a business, preparing a shareholder agreement, planning for succession or simply want to understand the value of your own business, this course provides a clear and practical introduction to business valuation. Participants receive access to a proprietary valuation workbook that explains the valuation process step by step and assists with calculating the value of a business.

Topics Covered

• Why business valuation matters
• Understanding the drivers of business value
• Using free cash flow in business valuations
• Three valuation methods used to determine equity value
• The practical process of valuing a business
• Validating equity value using valuation multiples

3. Financial Statements Ratio Analysis Course

Go beyond reading financial statements and learn how to analyse the financial health and performance of a business using key ratios.

This course demonstrates how information from the Income Statement, Statement of Financial Position and Cash Flow Statement can be converted into meaningful business insights.

Using the proprietary Business Health Analyser Workbook and Financial Analysis Report Template, participants will learn how to calculate important ratios, interpret the results and prepare a professional written report on the financial health of a business.

Topics Covered

• Profitability analysis
• Cash flow generation
• Asset management
• Working capital management
• Operational efficiency
• Employee and asset productivity
• EBITDA analysis
• Operational ratios
• Financial ratios
• Interpreting financial results
• Preparing a financial health analysis report

Practical Resources Included

• Easy-to-follow video modules presented by an experienced practising accountant
• Comprehensive downloadable notes
• Business Health Analyser Workbook
• Financial Analysis Report Template
• Online self-tests and assignments
• Technical support for online access queries
• Email support for course-content queries

4. Manage Cash Flow & Profit Course

Profit does not automatically mean that a business has cash available.

This practical four-part course teaches entrepreneurs and managers how to use financial statements and key financial ratios to measure how effectively a business converts sales into profit—and then converts that profit into cash. Participants will learn how to identify areas of concern, evaluate possible improvements and use the accompanying Financial Health Workbook to assess how different adjustments could affect business performance.

Course Contents

Part 1: Introduction to Profit and Cash Flow

• Understanding profit and cash flow
• Why both are essential to business sustainability

Part 2: Converting Sales into Profit

• Measuring true profitability
• Identifying factors affecting margins and operating performance
• Improving the conversion of sales into profit

Part 3: Converting Profit into Cash

• Understanding cash flow conversion
• Identifying where cash becomes tied up
• Improving working capital and cash generation

Part 4: Summary and Practical Exercise

• Applying the concepts covered throughout the course
• Identifying areas of concern
• Testing the effect of potential improvements

What You Will Learn

By completing this self-study package, participants will be able to:

• Read and understand the main financial statements
• Connect information across the Income Statement, Statement of Financial Position and Cash Flow Statement
• Evaluate business profitability and cash flow generation
• Calculate and interpret key financial and operational ratios
• Identify financial risks, weaknesses and areas for improvement
• Assess working capital and operational efficiency
• Prepare a written report on the financial health of a business
• Understand the main drivers of business value
• Apply practical business valuation methods
• Use financial information to support better business decisions

Who Should Enrol?

This package is suitable for:

• Entrepreneurs and business owners
• Managers and supervisors
• Bookkeepers and accounting professionals
• Financial and administrative personnel
• Business consultants and advisors
• Professionals who work with financial information
• Anyone wanting to improve their financial and commercial understanding

Package Features

• Four comprehensive self-study courses
• Learn online at your own pace
• Video-presented course modules
• Comprehensive downloadable course material
• Practical examples and exercises
• Proprietary financial analysis and valuation workbooks
• Online self-tests and assignments
• Presenter support for course-related questions
• Practical tools that can be applied in the workplace

Take Control of Business Performance

Build the financial knowledge needed to understand what the numbers are saying, identify opportunities for improvement and make better-informed business decisions.

Enrol today and gain practical tools to analyse performance, improve profitability and cash flow, and understand the true value of a business.

Presented by:

Mr. Gavin Beretta (FCG (Acc), MBA - Group Financial Director)

Gavin has over 30 years’ experience (local and international) in both medium and large organisations, in which he provided financial leadership to various management teams and served on a number of boards, and currently over 10 years’ experience within the SME environment of South Africa. With strong experience in company valuations and operational finance, Gavin now manages financial and taxation services to business and professionals, both nationally and internationally, as Financial Director of the FinSolve Group of companies.