Financial Practices and Ratio Analysis Training

Learning Outcomes

• Apply the principles of financial management to ensure sound financial practices within an organisation.
• Analyse financial statements to assess the financial health and performance of a business.
• Calculate and interpret liquidity, profitability, and solvency ratios to inform business decisions.
• Evaluate financial data to identify trends and areas for improvement.
• Implement financial controls and procedures to safeguard assets and ensure compliance.
• Demonstrate the ability to communicate financial information effectively to stakeholders.

Target Audience

This course is ideal for managers, supervisors, and team leaders who need to understand and apply financial principles in their roles. It is also suitable for entrepreneurs and small business owners looking to improve financial management.

Prerequisites

None — open enrollment. However, a basic understanding of mathematics is recommended.

Course Outline

Practicals

Overview

Practical sessions provide hands-on experience in extracting data from financial statements, calculating ratios, and interpreting results. Learners work on real company case studies and use spreadsheet tools to perform analysis.

Practical Activities

• Practical 1: Extracting Data and Preparing Financial Statements — Learners extract data from trial balances and prepare simplified income statements and balance sheets. (3h)
• Practical 2: Liquidity and Solvency Ratio Calculation — Using case study financials, learners calculate liquidity and solvency ratios and interpret the results. (4h)
• Practical 3: Profitability and Efficiency Analysis — Learners calculate profitability and efficiency ratios and compare them against industry benchmarks. (4h)
• Practical 4: Cash Flow Statement Analysis and Final Report — Learners prepare a cash flow statement from given data and compile a comprehensive ratio analysis report. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.