Newsletter August 2016

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22 August 2016 Share this...
Newsletter August 2016


Deal Training

19 - 23 SEPTEMBER 2016








Only R8500 excl. VAT per person attending

Assessment as an additional option R2200 excl. VAT per person

Programme Overview

This five-day training programme is intended to assist non-financial managers and office professionals to gain insight in the financial aspects of related to their day-to-day job functioning and to be more effective in their managerial role. This training will provide delegates with the most important spectrum of skills required to process documents for financial and banking process, interpret financial statements and managing the budget.  The aim is to create a better understanding of how the organisation works with its finances, to make better business decisions and provide a grounding in key financial documents and processes. Most managerial roles involve the review of financial documents, analysis of financial performance and budgeting and this course can be a tool to achieve this.

Programme Contents:

Preparing and processing documents for financial and banking processes

  • Following the petty cash procedures according to organisational requirements.
  • Processing petty cash transactions.
  • Conducting the banking procedures within the organisational context.
  • Processing payments and invoicing.
  • Processing banking transactions.

Interpreting basic financial statements

  • Analysing the basic elements of an income and expenditure statement.
  • Analysing the basic elements of a balance sheet.
  • Compiling a personal assets and liabilities statement.
  • Using the evidence in financial statements to make a financial decision:
    • The financial strengths and weaknesses of an entity are analysed and suggestions are made of ways to improve income and reduce costs.;
    • Understanding the concept of a cost to income ratio;
    • Exploring relationship between turnover, income, revenue, sales/earnings and profit;
    • Understanding the concept of cash flow in terms of liquidity.

Managing a Budget

  • Explaining the concept of budgeting pertinent to an area of responsibility.
  • Determining the elements of a budget in an area of responsibility:
    • Identifying the elements of the budget for the resources required to meet the objectives;
    • Identifying internal and external constraints on a budget in terms of own organisational context.
  • Monitoring and controlling actual expenses against the budget:
  • Monitoring actual expenses according to Standard Operating Procedures;
  • Identifying variances and corrective measures are proposed and/or taken according to Standard Operating Procedures.

Assessment of Learners

Learners who attend this training will receive a “Certificate of Attendance” directly after the training. Additionally, to attending this course, learners can also participate in the assessment process as an additional option.  Assessment entails the completion of a Portfolio of Evidence and if being assessed as competent, the learner will be awarded 15 credits on NQF Level 4. In this case, a “Certificate of Competence” will be issued representing the credit values and NQF Level. Entry-level requirements for assessment according to the Unit Standard: Learners should be competent in Communication, Mathematical Literacy and Computer Literacy at NQF Level 3.

* All prices shown exclude VAT

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Exta Info



Muret van der Colf
Office Administrator

Tel: 021 945 1595


Thilana Rossouw
Founder & Director

Mobile: 083 630 6636
Email: • Tel: 021 - 9451595 • Fax: 0880219451595 • Mobile: 0836306636

22 Bloem Street, Boston, Bellville, 7530

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Registration Number: 2000/057693/23

D.E.A.L Training is an accredited provider of education and training at the Services SETA awarded full accreditation: Registration No: 9962