Investing 101: Comprehensive financial analysis

  • Presenter: Graeme McLeish CA(SA)
  • Level: Intermediate
  • Study time: 1 hour
  • Date: 12 October 2023
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Course overview
Business and investment decision-making through in-depth financial analysis is an area that some entrepreneurs enjoy thoroughly, although many others remain weary. Investopedia defines “financial analysis” as the process of evaluating businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability. Typically, financial analysis is used to analyse whether an entity is stable, solvent, liquid, or profitable enough to warrant a monetary investment. In this session, CPD Campus is joined by an expert in the field to highlight the important principles underlying smart financial analysis, and having completed this learning with us will leave you with insights you did not have before regarding this very interesting evaluation process!

In joining us, you will develop the following professional competencies:
• Main competency group: Technical competencies
• Sub-competency group: Strategy and governance to create sustainable value
• Specific competency/ies: Financial management
• Main competency group: Technical competencies
• Sub-competency group: Stewardship of capitals: business process and risk management
• Specific competency/ies: Risk and asset management; Review, analyse and monitor
• Main competency group: Technical competencies
• Sub-competency group: Stewardship of capitals: decision-making to increase, decrease or transform capitals
• Specific competency/ies: Internal financial decision-making; Investment decisions; Resource mobilisation; Managing uncertainty; Operational decision-making
• Main competency group: Technical competencies
• Sub-competency group: Reporting on value creation
• Specific competency/ies: External financial decision-making; Providing advice
• Main competency group: Enabling and future competencies
• Sub-competency group: Decision-making acumen
• Specific competency/ies: Strategic thinking; Effective decision-making; Problem-solving; Integrated thinking; Critical thinking; Numerical reasoning; Entrepreneurial thinking; Problem-solving; Analytical thinking
• Main competency group: Enabling and future competencies
• Sub-competency group: Business acumen
• Specific competency/ies: Business internal environment; Business external environment

What's included?

  • Live event
  • Slide deck
  • Certificate of completion

Investing 101

Link with the SAICA Competency Framework

  • Main competency group: Technical competencies
  • Sub-competency group: Strategy and governance to create sustainable value
  • Specific competency/ies: Financial management
• Main competency group: Technical competencies
• Sub-competency group: Stewardship of capitals: business process and risk management
• Specific competency/ies: Risk and asset management; Review, analyse and monitor
• Main competency group: Technical competencies
• Sub-competency group: Stewardship of capitals: decision-making to increase, decrease or transform capitals
• Specific competency/ies: Internal financial decision-making; Investment decisions; Resource mobilisation; Managing uncertainty; Operational decision-making
• Main competency group: Technical competencies
• Sub-competency group: Reporting on value creation
• Specific competency/ies: External financial decision-making; Providing advice
• Main competency group: Enabling and future competencies
• Sub-competency group: Decision-making acumen
• Specific competency/ies: Strategic thinking; Effective decision-making; Problem-solving; Integrated thinking; Critical thinking; Numerical reasoning; Entrepreneurial thinking; Problem-solving; Analytical thinking
• Main competency group: Enabling and future competencies
• Sub-competency group: Business acumen
• Specific competency/ies: Business internal environment; Business external environment