Custom Courses Accounting and Finance

Strategic Planning and Financial Management Training

SAQA US AATICD-0263 | NQF 5 | Credits 6 | Duration 3 Days
From $967 per delegate

Description

This course equips learners with the skills to develop strategic plans and manage financial resources effectively within a corporate environment. Participants will learn to align financial planning with organisational goals, analyse financial statements, and make data-driven decisions to ensure long-term sustainability.

Learning Outcomes

  • Develop a comprehensive strategic plan aligned with organisational vision and mission.
  • Analyse financial statements to assess organisational performance and make informed decisions.
  • Apply budgeting techniques to allocate resources effectively and monitor financial performance.
  • Evaluate financial risks and implement controls to mitigate them.
  • Implement performance measurement systems to track progress against strategic objectives.
  • Demonstrate the ability to communicate financial and strategic information to stakeholders.

Target Audience

This course is designed for managers, team leaders, and aspiring executives who are responsible for strategic planning and financial oversight within their organisations.

Prerequisites

None — open enrollment

Course Outline

Day 1: Foundations of Strategic Planning and Financial Management

Objectives:
• Understand the principles of strategic planning and its role in organisational success
• Identify key components of a strategic plan and the planning process
• Analyse the external and internal environment using SWOT and PESTLE frameworks
• Recognise the link between strategic objectives and financial management
• Apply basic financial concepts to support strategic decision-making

Topics:
• Introduction to strategic planning: vision, mission, values and goals
• The strategic planning process: from analysis to implementation
• Environmental scanning: SWOT and PESTLE analysis
• Fundamentals of financial management: budgeting, cash flow and financial statements
• Aligning financial resources with strategic priorities
• Introduction to key financial ratios and performance indicators

Day 2: Strategic Financial Planning and Resource Allocation

Objectives:
• Develop a strategic budget aligned with organisational goals
• Evaluate investment options using capital budgeting techniques
• Apply cost-volume-profit analysis for strategic decisions
• Understand risk management and its financial implications
• Use financial forecasting to support strategic planning

Topics:
• Strategic budgeting: linking strategy to financial plans
• Capital budgeting: NPV, IRR, payback period and decision criteria
• Cost-volume-profit analysis for strategic pricing and product mix decisions
• Financial risk assessment and mitigation strategies
• Forecasting techniques: trend analysis, regression and scenario planning
• Performance measurement: balanced scorecard and financial KPIs

Day 3: Integration, Implementation and Performance Management

Objectives:
• Integrate strategic and financial plans into a cohesive organisational framework
• Monitor and evaluate strategic plan implementation using financial controls
• Apply corrective actions based on variance analysis
• Communicate strategic financial information to stakeholders effectively
• Develop a comprehensive strategic financial plan for a case study

Topics:
• Linking strategic objectives to operational and financial plans
• Variance analysis: identifying and addressing deviations
• Financial controls and governance in strategic implementation
• Reporting and communicating strategic financial performance
• Case study: developing an integrated strategic financial plan
• Review and action planning for continuous improvement

Practicals

No practicals for this training.

This course is made up of exercises and case studies delivered alongside the theory — no separate practical sessions are required to complete it.

Summatives

Each delegate is assessed continuously throughout the course and a final summative test at the end.

Daily Exercises — 30%

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 30% to the final total.

Final Test — 70%

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 70% to the overall mark.

Final Total
Component Out of Weight
Daily Average (multiple choice) 100% 30%
Final Test (multi-answer multiple choice) 100% 70%
Final Total 100%

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

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Daily Average 30% + Final Test 70%).

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.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Wed 09 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $967 Register
Mon 21 Sep 2026 Wed 23 Sep 2026 Virtual Spring 2026 $967 Register
Tue 06 Oct 2026 Thu 08 Oct 2026 Virtual Spring 2026 $967 Register
Wed 09 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $967 Register
Mon 04 Jan 2027 Wed 06 Jan 2027 Virtual Summer 2026 $967 Register
Tue 02 Feb 2027 Thu 04 Feb 2027 Virtual Summer 2026 $967 Register
Mon 01 Mar 2027 Wed 03 Mar 2027 Virtual Autumn 2027 $967 Register
Tue 02 Mar 2027 Thu 04 Mar 2027 Virtual Autumn 2027 $967 Register
Wed 03 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $967 Register
Wed 09 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $967 Register
Mon 21 Jun 2027 Wed 23 Jun 2027 Virtual Winter 2027 $967 Register
Tue 06 Jul 2027 Thu 08 Jul 2027 Virtual Winter 2027 $967 Register
Wed 08 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $967 Register
Mon 20 Sep 2027 Wed 22 Sep 2027 Virtual Spring 2027 $967 Register
Tue 05 Oct 2027 Thu 07 Oct 2027 Virtual Spring 2027 $967 Register
Wed 08 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $967 Register
Mon 20 Dec 2027 Wed 22 Dec 2027 Virtual Summer 2027 $967 Register
Tue 04 Jan 2028 Thu 06 Jan 2028 Virtual Summer 2027 $967 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 520 sessions across 26 venues
Start End Venue Season Price Action
Tue 07 Jul 2026 Thu 09 Jul 2026 Kampala, Uganda Winter 2026 $3,148 Register
Tue 07 Jul 2026 Thu 09 Jul 2026 Kinshasa, DRC Winter 2026 $3,148 Register
Wed 08 Jul 2026 Fri 10 Jul 2026 Kampala, Uganda Winter 2026 $3,148 Register
Wed 08 Jul 2026 Fri 10 Jul 2026 Kinshasa, DRC Winter 2026 $3,148 Register
Mon 13 Jul 2026 Wed 15 Jul 2026 Dar es Salaam, Tanzania Winter 2026 $3,148 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Sep 2026 Wed 16 Sep 2026 Your Premises Spring 2026 $1,258 Register
Tue 29 Sep 2026 Thu 01 Oct 2026 Your Premises Spring 2026 $1,258 Register
Wed 14 Oct 2026 Fri 16 Oct 2026 Your Premises Spring 2026 $1,258 Register
Mon 14 Dec 2026 Wed 16 Dec 2026 Your Premises Summer 2026 $1,258 Register
Tue 12 Jan 2027 Thu 14 Jan 2027 Your Premises Summer 2026 $1,258 Register
Wed 10 Feb 2027 Fri 12 Feb 2027 Your Premises Summer 2026 $1,258 Register
Mon 08 Mar 2027 Wed 10 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Tue 09 Mar 2027 Thu 11 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Wed 10 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,258 Register
Mon 14 Jun 2027 Wed 16 Jun 2027 Your Premises Winter 2027 $1,258 Register
Tue 29 Jun 2027 Thu 01 Jul 2027 Your Premises Winter 2027 $1,258 Register
Wed 14 Jul 2027 Fri 16 Jul 2027 Your Premises Winter 2027 $1,258 Register
Mon 13 Sep 2027 Wed 15 Sep 2027 Your Premises Spring 2027 $1,258 Register
Tue 28 Sep 2027 Thu 30 Sep 2027 Your Premises Spring 2027 $1,258 Register
Wed 13 Oct 2027 Fri 15 Oct 2027 Your Premises Spring 2027 $1,258 Register
Mon 13 Dec 2027 Wed 15 Dec 2027 Your Premises Summer 2027 $1,258 Register
Tue 28 Dec 2027 Thu 30 Dec 2027 Your Premises Summer 2027 $1,258 Register
Wed 12 Jan 2028 Fri 14 Jan 2028 Your Premises Summer 2027 $1,258 Register
Training Discounts
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% off per 5 delegates, up to 40% for 100+

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