Law, Military Science and Security Sovereignty of the State

Financial Management For Mission Driven Organisations Training

SAQA US 114870 | NQF 6 | Credits 8 | Duration 5 Days
From $1,242 per delegate

Description

This course equips mission-driven organisations—such as non-profits, NGOs, and social enterprises—with the financial management skills needed to ensure sustainability, accountability, and compliance. Participants will learn to apply financial principles in a mission-focused context, enabling them to make informed decisions that align with organisational goals.

Learning Outcomes

  • Apply financial management principles to support the strategic objectives of a mission-driven organisation.
  • Analyse financial statements to assess organisational performance and sustainability.
  • Evaluate budgeting and cash flow management techniques to ensure effective resource allocation.
  • Implement internal controls and governance frameworks to ensure accountability and compliance.
  • Demonstrate the ability to prepare and present financial reports for diverse stakeholders.

Target Audience

Finance officers, programme managers, and executive leaders in non-profit, NGO, and social enterprise sectors who are responsible for financial planning, budgeting, and reporting within their organisations.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Financial Management for Mission-Driven Organisations

Objectives:
• Understand the unique financial challenges faced by mission-driven organisations.
• Explain the role of financial management in achieving organisational goals.
• Identify key financial statements and their purposes.
• Recognise the importance of financial accountability and transparency.

Topics:
• Overview of financial management in non-profit and mission-driven contexts.
• Differences between for-profit and non-profit financial management.
• Introduction to financial statements: income statement, balance sheet, cash flow statement.
• Basic accounting principles: accrual vs. cash basis.
• The concept of fund accounting.
• Stakeholder expectations and fiduciary duty.

Day 2: Budgeting and Financial Planning

Objectives:
• Develop a comprehensive budget aligned with organisational strategy.
• Apply forecasting techniques to estimate revenues and expenses.
• Distinguish between operating and capital budgets.
• Monitor budget performance and implement corrective actions.

Topics:
• Strategic planning and budgeting cycle.
• Types of budgets: operating, capital, cash flow.
• Revenue forecasting for grants, donations, and earned income.
• Cost behaviour and cost allocation.
• Participatory budgeting and stakeholder involvement.
• Variance analysis and budget revisions.

Day 3: Financial Reporting and Analysis

Objectives:
• Prepare and interpret financial reports for internal and external stakeholders.
• Calculate and analyse key financial ratios.
• Assess financial health and sustainability.
• Communicate financial information effectively to non-financial audiences.

Topics:
• Internal vs. external financial reporting.
• Statement of financial position, activities, and cash flows.
• Key performance indicators (KPIs) for mission-driven organisations.
• Liquidity, solvency, and efficiency ratios.
• Break-even analysis.
• Dashboards and visual reporting.

Day 4: Internal Controls and Risk Management

Objectives:
• Design and implement internal control systems to safeguard assets.
• Identify and mitigate financial risks.
• Ensure compliance with legal and regulatory requirements.
• Prepare for audits and donor reporting.

Topics:
• Principles of internal control.
• Segregation of duties and authorisation procedures.
• Fraud prevention and detection.
• Risk assessment and management strategies.
• Compliance with tax laws (e.g., SARS) and NPO regulations.
• Audit preparation and responding to audit findings.

Day 5: Strategic Financial Management and Sustainability

Objectives:
• Develop a long-term financial sustainability plan.
• Evaluate investment and funding strategies.
• Apply financial decision-making tools to support mission impact.
• Create an action plan for continuous financial improvement.

Topics:
• Financial sustainability models: earned income, endowments, social enterprise.
• Capital structure and financing options.
• Cost-benefit analysis and social return on investment (SROI).
• Scenario planning and financial modelling.
• Board and management reporting for strategic decisions.
• Developing a financial action plan.

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
Mon 07 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $1,242 Register
Mon 28 Sep 2026 Fri 02 Oct 2026 Virtual Spring 2026 $1,242 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Virtual Spring 2026 $1,242 Register
Mon 07 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $1,242 Register
Mon 11 Jan 2027 Fri 15 Jan 2027 Virtual Summer 2026 $1,242 Register
Mon 15 Feb 2027 Fri 19 Feb 2027 Virtual Summer 2026 $1,242 Register
Mon 01 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 15 Mar 2027 Fri 19 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 07 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $1,242 Register
Mon 28 Jun 2027 Fri 02 Jul 2027 Virtual Winter 2027 $1,242 Register
Mon 19 Jul 2027 Fri 23 Jul 2027 Virtual Winter 2027 $1,242 Register
Mon 06 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $1,242 Register
Mon 27 Sep 2027 Fri 01 Oct 2027 Virtual Spring 2027 $1,242 Register
Mon 18 Oct 2027 Fri 22 Oct 2027 Virtual Spring 2027 $1,242 Register
Mon 06 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 27 Dec 2027 Fri 31 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 17 Jan 2028 Fri 21 Jan 2028 Virtual Summer 2027 $1,242 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 492 sessions across 26 venues
Start End Venue Season Price Action
Mon 10 Aug 2026 Fri 14 Aug 2026 Durban, South Africa Winter 2026 $2,916 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Abu Dhabi, UAE Winter 2026 $5,238 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Pretoria, South Africa Winter 2026 $1,863 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Dubai, UAE Winter 2026 $5,238 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Cape Town, South Africa Winter 2026 $3,078 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 Fri 18 Sep 2026 Your Premises Spring 2026 $1,615 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 26 Oct 2026 Fri 30 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 14 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,615 Register
Mon 18 Jan 2027 Fri 22 Jan 2027 Your Premises Summer 2026 $1,615 Register
Mon 22 Feb 2027 Fri 26 Feb 2027 Your Premises Summer 2026 $1,615 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 15 Mar 2027 Fri 19 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 22 Mar 2027 Fri 26 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 14 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,615 Register
Mon 05 Jul 2027 Fri 09 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 26 Jul 2027 Fri 30 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 13 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,615 Register
Mon 04 Oct 2027 Fri 08 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 25 Oct 2027 Fri 29 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 13 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,615 Register
Mon 03 Jan 2028 Fri 07 Jan 2028 Your Premises Summer 2027 $1,615 Register
Mon 24 Jan 2028 Fri 28 Jan 2028 Your Premises Summer 2027 $1,615 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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