Course Catalogue
Browse and access CPD-accredited courses to maintain your designation.
403 coursesShowing 403 of 403
Online
Month End Reconciliation
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.
Online
Office of The Tax Ombud
Understanding the mandate of the Office of the Tax Ombud Information about how to use service of the Tax Ombud Understand taxpayer’s rights, entitlements and obligations in relation of other legislative, regulations including the Tax Administration Act Respond to the OTO survey on e-Filling profile hijacking.
Online
Stock Shock, Fix the Inventory Mess Before It Costs You, Effective Inventory Management: Accounting, Stock Levels, and IFRS for SMEs
How to apply IFRS for SMEs inventory rules without getting buried in the fine print The exact controls you need to stop stock losses from eating your profits Why most small businesses fail stock counts—and how to fix it How to turn stock variances into insight (and not just write-offs) Ways to advise clients or your business on smarter inventory systems that actually work
Online
Taxation of Trusts
Understand the nature and purpose of a trust. There are some many tax provisions that apply, but how to navigate these provisions. Practical steps that can be implemented to ensure the most tax efficient structures, while focusing on the key objective of the trust. Consider some of the most significant risks.
Online
Agreed Upon Procedures
When and why to use Agreed-Upon Procedures (AUPs) : Key scenarios where AUPs are helpful. Main steps in conducting AUP engagements : Understanding the client’s needs, agreeing on procedures, and reporting results. Important responsibilities and limitations of AUP engagements : Knowing what is and isn’t covered in an AUP. How to report findings effectively : Structuring your findings to align with ISRS 4400 requirements. Practical tips : Real-world insights on meeting client expectations and navigating common challenges.
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
Online
Basic Bookkeeping Techniques
The Accounting Cycle: From transactions to financial statements. Key Principles of Accounting: Building a reliable financial foundation. Practical Skills: Managing debtors, creditors, and bank reconciliations. VAT Essentials: Understand and apply basic VAT regulations. Real-Life Examples: Apply your knowledge in relatable scenarios.
Online
CIBA NPO Treasurer Short Course
Understand how NPOs operate in South Africa Know your legal and ethical duties as a treasurer Keep proper financial records Prepare reports for funders and the Department of Social Development Understand basic accounting, budgeting, and tax rules for NPOs Use simple tools to manage your NPO’s money better
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.
Online
Effective Communication
How to communicate with confidence and clarity. Techniques for active listening and understanding others. Ways to adapt your communication style to different people and situations. How to give and receive feedback effectively. The role of non-verbal communication and how it can strengthen your message.
Online
Innovation Management: Encouraging and managing innovation within the finance function
Understanding Innovation in Finance: The importance and potential impact of innovation within the finance function. Innovation Methodologies: Key innovation frameworks and tools suited for finance functions. Implementing Change: Strategies to foster an innovation-friendly culture and overcome resistance within teams. Data & Technology: Leveraging data analytics, automation, and emerging technologies like AI to optimize finance processes. Case Studies & Real-Life Examples: Insights from real-world applications of innovation in finance. Actionable Steps for Immediate Impact: Practical steps finance professionals can implement to initiate innovation today.
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.