Finance Essentials

The Fundamentals

 

Building on from the basics, this course looks aims to enhance your evaluation skills through an understanding and application of market and entity trends, variances and risk. We explore, explain and develop KPI’s relevant for your business and apply the techniques and methods for effective budgeting, forecasting and capital decision-making. Participants are also taught the basics of financial risk identification and management.

    REGISTER INTEREST




    COURSE BENEFITS

    160620_FigureEight_Icons_V2-25

    ENHANCE

    your assessment and evaluation skills

    160620_FigureEight_Icons_V2-26

    UNDERSTAND

    and interpret key trends

    160620_FigureEight_Icons_V2-27

    RECOGNISE

    key risks and opportunities

    160620_FigureEight_Icons_V2-20

    IMPROVE

    your financial relevance within your team

    COURSE
    OUTLINE

    Following the foundations built from Finance Demystified this course is aimed at those with a basic understanding of financial management but wish to build on the fundamentals to improve their financial decision making capability and add to their overall ‘toolkit’.

     

    Topics covered:

    • The planning process > strategic plan > business plan > financial plan
    • Budgets and forecasts – What is the difference?
    • Performance management tools, tips and tricks: –
      – KPI’s, ratio’s, benchmarking, trend analysis
    • The Financial Management Report – What’s important and what to look for?
    • Financial risk and financial risk management
    • Investment analysis – project and capital investment evaluation.

    DATES &
    LOCATIONS

    Dates and locations to be confirmed shortly. In the meantime, register your interest.

     

    [button size=’large’ style=” text=’REGISTER INTEREST’ icon=” icon_color=” link=’/contact’ target=’_self’ color=’#ffffff’ hover_color=’#F37C57′ border_color=’#ffffff’ hover_border_color=’#ffffff’ background_color=” hover_background_color=’#ffffff’ font_style=” font_weight=’700′ text_align=’center’ margin=”]

    WHAT PEOPLE ARE SAYING

    169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

    David Thomas brings clarity and simplicity to financial and accounting concepts. His coaching has given me the skills and confidence to do the same in project based work and in communications with CEOs and Boards.

    KYLIE MANSON

    Project Director

    169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

    I am a medium sized business owner who always seems to be working long hours but not showing any money in the bank. David provided a clear picture of how to price my services profitably, improve cash flow and ensure that my business is ready to expand. Thanks, so much David you are fantastic at what you do.

    AARON KEMP

    Owner – AOK Property Services

    169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

    David is a disciplined thinker and an expert facilitator in strategy, problem solving and decision making. He is a skilled diplomat in a team and is able to draw out people’s views to reach sound, credible solutions.

    CHERYL WALMSLEY

    Chair of Lifeline Northern Beaches

    169918024517764.iN6nCwW1VpN3hl9qaKkk_height640

    I enjoyed using Figure Eight Finance. David was very good at understanding my learning needs and supported me through an important finance project. The assisted learning that he provided enabled me to feel confident when applying key financial management concepts.

    ELIZABETH ADENIJI

    Head of Platform Sales – Brightroll

    Proud Members