ACTIVE© Financial Management for Non Finance Managers - Group Training (2 Days)

Course Overview

Whether you are preparing budgets, analysing financial statements, or making strategic decisions, this programme will equip you with the practical knowledge and tools to manage resources for improved profitability and sustainability.

Who is this course for?

This course is designed for non-financial managers, team leaders, and supervisors who are responsible for managing budgets, interpreting financial information, and making decisions that impact financial performance.

Training is conducted in real-time online via MS Teams. For on-location training or customised options, please contact us.

A minimum of 8 participants is required to form a cohort for this training.

When purchasing this course online, please select 8 or more participants. Course price is per person, and we will confirm your preferred training dates upon booking. 

What will you learn?

This course equips participants with the ability to understand financial statements, analyse performance using ratios, and make informed financial decisions to achieve organisational goals. You will also learn to prepare budgets, develop forecasts, and monitor financial performance effectively.

• Through interactive training, case studies, and practical exercises, participants will:
• Understand the accounting cycle, basic income tax principles, and key accounting conventions.
• Use financial reports to manage unit finances effectively.
• Analyse and interpret financial statements and conduct break-even analysis.
• Calculate the time value of money and ratios for profitability, return, liquidity, working capital, and asset utilisation.
• Make sound recommendations to improve financial performance and resource allocation.
• Identify data sources for financial forecasting and prepare viability analyses.
• Draft capital budgets aligned with operational and strategic objectives.
• Develop monitoring systems and reports to supervise financial management.

ACTIVE© Leadership Focus

This programme incorporates the ACTIVE© Leadership Framework, ensuring participants develop both technical and leadership skills. As an ACTIVE© Leader, you will:

Aware: Understand how financial decisions impact organisational performance.

Connecting: Collaborate effectively with finance teams and stakeholders.

Targeted: Focus on financial priorities that drive business results.

Innovative: Apply financial insights to support strategic initiatives and innovation.

Versatile: Adapt financial decision-making across different business contexts.

Engaging: Communicate financial insights clearly and persuasively to your team.

Topics Overview:

• Introduction to Financial Management: Understanding the accounting cycle and basic tax concepts.
• Financial Statement Analysis: Income statements, balance sheets, cash flow, and ratio analysis.
• Profitability and Liquidity Management: Using ratios to measure and recommend improvements.
• Budgeting and Forecasting: Preparing operational budgets and financial forecasts.
• Break-even Analysis: Assessing viability of projects and business units.
• Capital Budgeting: Linking budgets to strategic plans.
• Financial Monitoring and Control: Creating systems to track and report financial performance.
• ACTIVE© Leadership in Finance: Leading with confidence in financial discussions and decisions

Kindly note that this course is non-accredited and does not carry formal accreditation. 

What’s Included

• Facilitated training sessions
• Practical workplace examples and exercises
• Learning resources and templates
• Assessment guidance aligned to the unit standard

Course Certificate

A Certificate of Competence

Course Fee

R13 500 per person

A minimum of 8 people is required to run one cohort.