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.​ This module will prepare you for what to expect with your online facilitated course.

  • Orientation
    00:00

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