Course Catalogue

Browse and access CPD-accredited courses to maintain your designation.

34 courses

Showing 34 of 403

CPD CourseLEARNCONNECTGROW

Online

Analytical procedures for sustainable growth

Spot unusual patterns in client financials before they become problems Use trend and ratio analysis to give valuable, billable advice Back your recommendations with clear data—not gut feel Improve the quality and speed of your management accounts Add real value during independent reviews and earn client trus

• 2 CPD 3 Apr 2025Financial ReportingR 345
CPD CourseLEARNCONNECTGROW

Online

Directors Duties

Understand the main rules in the Companies Act about what directors are required to do. Learn what happens if directors don’t follow these rules, including personal consequences like being held responsible for company losses. Explore the key ideas in the King Code (King IV) about good governance. Learn why ethical leadership, honesty, and accountability are essential for directors. Discover how directors can connect their duties to the company’s goals and ensure everything runs smoothly. Look at real-life examples where directors failed in their duties and the lessons learned from these situations. Fiduciary Duties : Acting in good faith and always in the company’s best interests. Avoiding decisions that benefit themselves over the company. Duty of Care, Skill, and Diligence : Making informed and thoughtful decisions based on facts. Using their knowledge and skills to guide the company effectively. Managing Conflicts of Interest : Knowing how to handle situations where personal interests clash with company interests. Oversight of Risks : Keeping a close eye on financial and operational risks to prevent problems. Making sure the company is prepared to handle challenges. Sustainability and Stakeholders : Promoting long-term success by balancing the needs of the business, employees, and stakeholders. Ensuring the company acts responsibly toward the environment and society.

• 3 CPD 27 Jan 2025Financial ReportingR 345
CPD CourseLEARNCONNECTGROW

Online

Introduction to Business Valuations and Due Diligence

What Business Valuation Is and Why It Matters Understand the concept of business valuation and its purpose, such as assessing a business’s worth for sales, mergers, or investments. Learn the importance of valuations in making informed business decisions and negotiations. Explore scenarios where valuations are critical, such as funding, restructuring, or legal disputes. Key Steps in Valuing a Business Discover the common approaches to valuation: Income-Based Approach: Estimating value based on future earnings or cash flow. Market-Based Approach: Comparing the business to similar businesses in the market. Asset-Based Approach: Determining value based on assets and liabilities. Learn to analyse financial statements to extract meaningful insights for valuations. Gain an understanding of how external factors (e.g., market conditions, industry trends) impact valuation. What Due Diligence Involves and Why It Is Important Explore the concept of due diligence and why it’s a key step in business transactions. Learn about the different types of due diligence: Financial Due Diligence: Verifying financial data and performance. Operational Due Diligence: Assessing processes, resources, and infrastructure. Legal Due Diligence: Ensuring compliance and identifying potential legal risks. Understand the role of due diligence in identifying risks, uncovering opportunities, and protecting stakeholders. Tools and Techniques to Apply These Skills in Real-Life Scenarios Learn about software, templates, and frameworks that streamline valuations and due diligence. Understand how to structure valuation and due diligence reports to present findings effectively. Participate in a guided walkthrough of a real-world example to see the steps in action. Build confidence in applying these skills to your work or client interactions.

• 2 CPD 21 Jan 2025Financial ReportingR 230
CPD CourseLEARNCONNECTGROW

Online

Business Plans

The essential parts of a business plan and why they matter. How to set clear goals and financial targets. Ways to understand your market, customers, and competitors. Simple tips to manage risks and stay flexible when things change. How to make a business plan that looks professional and communicates well.

• 2 CPD 31 Jan 2025Financial ReportingR 230
CPD CourseLEARNCONNECTGROW

Online

Advanced Bookkeeping Techniques

Enhanced Reconciliation Methods: Attendees will learn advanced techniques to reconcile complex accounts and transactions, ensuring accuracy and identifying discrepancies more effectively. Handling Complex Transactions: They will gain insights into managing accruals, deferrals, inter-company transactions, and multi-currency accounting to improve financial record-keeping precision. Cash Flow Management: Attendees will learn advanced methods for monitoring and forecasting cash flow, helping businesses maintain liquidity and make informed financial decisions. Advanced Use of Accounting Software: They will discover how to leverage accounting tools for automation, improving efficiency and minimizing errors in daily bookkeeping tasks.

• 3 CPD 5 Feb 2025Financial ReportingR 345
CPD CourseLEARNCONNECTGROW

Online

Compilation of Annual Financial Statements

The key requirements of the Companies Act related to the compilation of Annual Financial Statements. How to accurately calculate the Public Interest (PI) Score and understand its implications for financial reporting. The application and importance of relevant Accounting Frameworks in the preparation of financial statements. Best practices for ensuring compliance with statutory requirements and accounting standards. The impact of the PI Score on audit requirements and other compliance obligations. How to effectively apply accounting frameworks to different types of entities, considering size, structure, and industry. The significance of aligning financial statement preparation with both legal and ethical standards.

• 2 CPD 2 Dec 2024Financial ReportingR 230
CPD CourseLEARNCONNECTGROW

Online

Fixed Asset registers and depreciation

The fundamentals of fixed asset registers and why they are crucial for your financial reporting. Step-by-step guidance on maintaining and updating your fixed asset register. Key depreciation methods and how to apply them correctly. Practical tips for ensuring compliance with accounting standards. How to streamline the process of tracking assets throughout their lifecycle.

• 2 CPD 2 Dec 2024Financial ReportingR 230
CPD CourseLEARNCONNECTGROW

Online

Maintaining Working Papers

Importance of Working Papers : Why maintaining thorough and accurate working papers is crucial for supporting financial statements and ensuring compliance with accounting standards. Key Components : What essential elements must be included in well-organized working papers, including documentation of transactions, calculations, and analysis. Best Practices : Practical tips for organizing, reviewing, and storing working papers efficiently. Compliance and Standards : How to ensure that working papers meet professional and regulatory requirements. Defensibility : How well-maintained working papers help protect the integrity of financial reports during audits, reviews, and investigations. Practical Tools : Useful tools and techniques to streamline the preparation and management of working papers.

• 2 CPD 2 Dec 2024Financial ReportingR 230
CPD CourseLEARNCONNECTGROW

Online

Basic Principles of Compilation Using ISRS 4410

Delegates will understand the functions and responsibilities of key role players in the accounting profession. They will gain insight into how different entities influence the standards, ethics, and practices that govern the industry. Attendees will also learn about the importance of maintaining ethical standards and regulatory compliance in their professional roles.

• 3 CPD 5 Mar 2025Financial ReportingR 345
CPD CourseLEARNCONNECTGROW

Online

Month End Close Procedures

Understanding the importance of an organized and structured month-end close process. Key objectives and outcomes of the month-end close for financial reporting. Steps to reconcile bank accounts, accounts payable, accounts receivable, and other key balance sheet accounts. Identifying and resolving discrepancies in financial records. How to manage accruals for expenses and revenue recognition to ensure accuracy. Making appropriate adjusting journal entries for prepayments, deferred income, and other adjustments. Best practices for reviewing the trial balance, income statement, and balance sheet for accuracy. Common mistakes to look out for during the review process. Compiling and organizing working papers that support financial entries and adjustments. Ensuring proper documentation for audit and compliance purposes.

• 2 CPD 2 Dec 2024Financial ReportingR 230