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Overview


Finance for Non Financial Managers: Understanding Financial Statements

2014-021
Duration: 6 hrs
$620.00 +GST Retail
$520.00 +GST Learning Partner
Registration Closed

Event Detail

 Every company has to prepare financial statements. For most SME's this is a necessary evil to keep the tax man happy. However if you understand how financial statements work you can;

- Use the information provided to assist in managing your business.
- Understand customers better enabling better provision of services including broking & advice.

Content:

Basic concepts underlying financial statements:

  • Hierarchy of reports. 
  • Balance Sheet - assets, liability and equity.
  • Income Statement - income, gross profit, expenses and net profit/loss
  • Cash Flow Statement - operating, investing and financing.
  • Major accounting issues and their impact on financial statements.

Financial Trend Analysis

  • Year on year, rolling 12 months, Quarterly 
  • Introduce budget comparisons.
  • Financial Ratios
  • Debt to Equity, Current Ratio, Quick Ratio, Return on Equity, Net Profit Margin, Receivable
  • Conversion Period, Payables Conversion Period

This course is recommended for:

  • Brokers, advisers wanting to understand their customer financial position better. 
  • SME business owners and managers looking to gain a practical understanding of financial statements.
  • Financial Services professionals wanting to understand their customers better. 

All Coming Instances

09:00a.m. - 03:00p.m., Tue, 22 Jul 2014
Registrations Close: 21 July 2014
Class Limit: 20
Venue: Professional IQ/IBANZ offices
Level 5,
280 Queen Street
Auckland
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Registration Closed
 

Terms and Conditions

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.

Full terms and conditions are available here
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