Welcome to your Financial Administrator skills development programme
Over the next twelve months you will build the full skill set of a working Financial Administrator, from the first invoice to the management accounts pack. This page explains how the programme runs, what you can expect from us, and what we will expect from you.
By the end, you’ll be able to
Every session is built around one question: what would an accountant actually do in a real South African workplace today? By the time you finish, you can walk into any business and do the job.
Process the full cycle
Capture, reconcile and close the bank, debtors, creditors and general ledger, every month.
Handle SARS end to end
Prepare and submit VAT201, EMP201, EMP501 and provisional tax on eFiling, correctly and on time.
Run payroll
Calculate PAYE, UIF and SDL, build a compliant payslip and file the returns.
Produce management accounts
Build a director-ready pack with variances, ratios and plain-language commentary.
Prepare for the AFS
Year-end adjustments, provisions, the PI-score framework and the road to CIPC compliance.
Work professionally
Ethics, confidentiality, POPIA, fraud red flags and the communication that turns a qualification into a career.
What to expect from each session
Twenty-six live teaching sessions run fortnightly on Tuesdays, 16:00 to 18:00 SAST, with a break from 9 December 2026 to 18 January 2027. The two-week gap is deliberate: it gives you time to apply each topic before the next one. Every session gives you the same four things.
Handout
A reference document you keep: checklists, templates and worked examples for the workplace.
Slide deck
Professionally prepared slides covering the definitions, the legislation and worked examples.
Live class
A two-hour trainer-led Zoom session with screen sharing, worked examples, exercises and live Q&A.
Knowledge check
A 20-question check after the session to confirm the content has landed before you move on.
What you can expect from us
- Live teaching every fortnight, Tuesdays 16:00–18:00 on Zoom
- A handout, slide deck and recording for every session
- Content grounded in South African law, SARS practice and real workplaces
- Individual written feedback on your case study within four weeks
- A completion certificate, 52 CPD hours and CFAdmin eligibility
- A trainer who has done the job and guides you through it
What’s expected of you
- Attend the live sessions, or watch the recording promptly if you miss one
- Complete the 20-question check after each session, before the next begins
- Reach at least 60% on each check (one resubmission allowed)
- Apply what you learn between sessions, not just during them
- Submit the summative case study by 15 July 2027, achieving at least 65%
- Work with professionalism, confidentiality and integrity throughout
Your learning journey
Your journey runs across 10 blocks and 26 sessions, ending with one integrated case study that pulls everything together. Click any block to see its sessions and dates.
AProfessional Foundations & Workplace Readiness
Sessions 1-4▾
BAccounting Foundations
Session 5▾
CRevenue, Invoicing & VAT
Sessions 6-8▾
DExpenses, Cost of Sales & Payroll
Sessions 9-11▾
ECreditors, Debtors & Bank
Sessions 12-14▾
FFixed Assets
Session 15▾
GMonth-End Close, Reporting & Controls
Sessions 16-18▾
HSouth African Taxation
Sessions 19-20▾
IYear-End, Financial Statements & Compliance
Sessions 21-23▾
JManagement Accounting, Advisory & Career Development
Sessions 24-26 + case study▾
Assessment & certification
Knowledge is checked after every session and consolidated in one integrated case study at the end.
Formative: after every session
- Questions per session20 MCQ
- Minimum pass mark60%
- Resubmissions1 permitted
- PurposeEvidence for FASSET reporting
Summative: integrated case study
- FormatTake-home, all 10 blocks
- Minimum pass mark65%
- FeedbackWritten, within 4 weeks
- On completionCertificate + 52 CPD hours
Your trainer
Leana van der Merwe
Over 18 years in business accounting, audit and corporate governance. Former Audit Director and professional-body Technical and Standards Executive, having guided more than 14,000 members through complex regulation. Serves on the PAFA Technical Advisory Group, the IFAC Anti-Money Laundering Committee and the IFRS Foundation SME Implementation Group.
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