Financial Management: October 2023

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About Course

This learning programme is intended for all persons who need to develop, implement and evaluate an operational plan and manage the finances of a unit. This applies to those in the role currently or aspring to enter the field.

This programme is run over 4 days and is virtually facilitated on the following dates:

12 and 13 October 2023
25 and 26 October 2023


Important to note: The dates may change should there not be a minimum of 5 students registered for this specific date.

This is a SETA Accredited course consisting of 2 Unit Standards:

  • US 252032: Develop, implement and evaluate an operational plan: NQF 5 with 8 credits which consists of the following modules
    • Module 1: Develop Operational Strategies for a Unit
    • Module 2: Develop an Operational Plan for a Unit
    • Module 3: Implement an Operational Plan
    • Module 4: Monitor, Measure and Evaluate the Achievement of Goals and Objectives
  • US 252040: Manage the finances of a unit: NQF 5 with 8 credits which consists of the following modules
    • Module 1: Demonstrating an understanding of the key concepts of managerial finance
    • Module 2: Interpret financial statements
    • Module 3: Describe and prepare financial forecasts
    • Module 4: Draft budgets according to the operational plan of the unit


To successfully complete the programme, the following requirements must be met and delivered to deadline for each unit standard:

  • Submission of your Portfolio of Evidence
  • Accurately completed supporting documentation
  • Fully completed Learner Workbook
  • 100% attendance for all training days


You will be provided with 6 weeks to submit your Portfolio of Evidence once you have completed the 2 days of facilitated training for each unit standard. Your submissions will be assessed and moderated. If you are found competent, you will be issued with a Certificate of Competence and a Statement of Results from the Services Seta.

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Course Content

Welcome to Financial Management
Welcome, and thank you for choosing Surgo Learning Academy where together, we ignite the potential within you.‚Äč This module will prepare you for what to expect with your online facilitated course.

  • Orientation

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