Finance Success

The Finance Success Programme is for serious business owners who want to build businesses that last. We will provide you with the tools to help you manage all financial and compliance risks for small businesses. This programme is all you need to manage your business efficiently.

Exit Level Outcomes

Upon completing this course, you should be able to:

Create, organise and manage your financial goals and key performance areas.

Assess and select the appropriate business structure, which suits your circumstances and industry

Examine and define the obligations and implement the Companies Act as the director and shareholder, which will help you to select appropriate fellow directors and shareholders

Examine and define the obligations and implementation in terms of Income Tax and Value Added Tax as a taxpayer, with the aim to organize administration and manage financial compliance and legal risks Examine and define the obligations and implement SARS and DOL as an employer with the aim to organise administration and manage financial compliance and legal risks.

Examine obligations as a trader (CPA and NCA) with the aim to create appropriate marketing materials, as well as terms and conditions for the business

Describe, differentiate and apply financial terminology and concepts to daily operations

Classify, allocate and calculate costs and selling prices for your products and services

Construct and formulate different types of budgets

Prepare and calculate cash flow projections required to perform services

Distinguish key financial role players as per competency, experience and qualification

Identify the groups of users of information, what information they need and when

Identify, compose and critique financial control systems

Design daily, weekly and monthly management accounts to assess performance

Assess and compare your financial performance and position

Learn how to analyse expenses by nature and by function

Evaluate and analyse your financial statements by identifying red flags and developing financial strategies

Discover the top six types of source funding, the pros and cons, where to find them and how to select the best option that suits your needs

Prepare and plan documentation to finance your business

Prepare and plan for funding opportunities


A Certificate of Competence will be awarded to all students


Free 1/2 day introduction

Continuation Cost: R8000

2-day contact time including facilitation and group activities

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Finance Success

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