Finance

US 7456 – Financial Aspects I

Plan and control personal household budgets and income and expenditure. Familiarise yourself with simple and compound interest. Learn about investments, stokvels, inflation, appreciation, and depreciation. Explore various aspects of financial transactions including costs, prices, revenue, cost price, selling price, loss and profit.

US 7468 – Financial Aspects II

Plan and control financial instruments. Calculate simple and compound interest. Explore the various aspects of costs and revenue. Debate aspects of the national and global economy.

US 7469: Financial Awareness

Use mathematics to investigate and monitor the financial aspects of personal and community life, NQF Level 2, 2 Credits

US 10385 – Compile Your Own Business Plan

Participants attending this two-day workshop at NQF Level 4 (5 Credits), will be empowered to:

Describe the different types of small business that is legal in South Africa;
Explain the registrations required for a small business;
Identify the importance of market research;
Understand the financial aspects of starting a small business;
Compile a basic business plan based on a budget for a SMME (New Venture Creation).

US 10386 – SMME Feasibility Studies

This New Venture Creation two-days workshop is pitched at NQF Level 4 (three credits). The workshop is in particular aimed at potential SMME owners, managers of small business, first line managers, and persons with employees reporting to him/her. The workshop covers the following study schools: a) How to identify and research the potential for a SMME as an own business; b) How to identify the risk associated with a SMME; c) The financial aspects involved in running a SMME; d) How to make and support a decision on whether to establish a SMME.

US 10388 – Introduction to Financial Statements

This workshop is aimed at team leaders, supervisors, first line managers, potential SMME owners, and managers of small business. The workshop is pitched at NQF Level 4, and carries three credits. Participants will learn how to: a) Analyse the Income & Expenditure Statement; b) Analyse the Balance Sheet; c) Compile a personal Assets and Liabilities Statement; d) Use the evidence in financial statements to make a financial decision.

Participants wanting to study further in the field of financial statement and budgets will benefit from Unit Standard 252040, Finance for Non-Financial Managers. This three-day workshop deals intensively with financial ratios, budgets and forecasting.

US 11241: Accounting Principles

Apply basic invoicing and accounting principles, NQF Level 3, 6 Credits

US 12417 – Measurements, Estimates & Calculations

In this two-day workshop you will learn about measuremets, estimates, and the calculations of physical quantities. Participants will explore, analyse & critique, describe and represent, interpret and justify geometrical relationships. The fundamental workshop is registered at NQF Level 4, with 4 credits.

US 13426 Credit Policies & Procedures

Develop and implement credit policies, procedures and control systems, NQF Level 4, 10 Credits

US 13440 Micro-Finance & Ethics

Understand the legal, ethical and professional needs of the micro-finance industry, NQF Level 3, 6 Credits

US 13941 – Introduction to Budgets

This workshop is aimed at team leaders, supervisors, first line managers, potential SMME owners, and managers of small business. The workshop is pitched at NQF Level 4, and carries five credits. Participants will study: a) The concept of budgeting; b) How to analyse budget needs; d) How to present and justify a proposed budget for a business unit; d) How to monitor and control actual expenses and revenue against projected expenses and revenue.

US 13945 – Stock & Asset Management

This two-day workshop on NQF Level 4 (2 Credits) will guide participants to: a) Differentiate between fixed assets and stock; b) Explain the influence that stock management can have on the profitability of a business; c) Explain the management of fixed assets; d) Apply the basic principles of stock and fixed asset management to a business unit.

US 110027 – Micro-Finance: Loans

Recommend the financing decision and pay out the loan, NQF Level 3, 6 Credits

US 110028 – Micro-Finance Principles

Understand Micro-Finance Business Principles, NQF Level 3, 6 Credits

US 117156 – Financial Statements

Interpret basic financial statements, NQF Level 4, 4 Credits

US 117241 – SMME Business Plans

Develop a business plan for a small business, NQF Level 4, 5 Credits ( SMME / NVC )

US 117244 – Setting up a SMME / NVC

Investigate the possibilities of establishing and running a small business enterprise , NQF level 4, 3 Credits ( SMME / NVC )

US 119670 – SMME Business Plans

Produce a business plan for a new venture NQF Level 2, 8 Credits ( SMME / NVC )

US 242810 – Budgets

Manage Expenditure against a budget, NQF Level 4, 6 Credits

US 243189 – Personal Finance, Money Matters

Any person who needs to manage his/her budgets, salary etc will benefit from this one-day workshop, accompanied by a three-month post workshop guide to further assist you in the application of the daily financial disciplines. Amongst other topics participants will plan and prepare a personal budget, learn what to look out for when opening a personal bank account, and identify his/her role and responsibilities within personal financial management.

US 252040 – Finance for the Non-Financial Manager (Budgets & Forecasts)

This three-day workshop on NQF Level 5 (8 credits) will empower participants in terms of knowledge, understanding, and application on the following five subject matters: a) The key concepts of managerial finance; b) Interpreting financial statements; c) Drafting financial forecasts; d) Drafting budgets according to operational plans of the unit; e) Supervising the financial management of a unit against given requirements

US 252435 – Accounting Principles