Course Detail(BF298 : Interpreting Financials for Non-Finance Professionals (Classroom))
Not Available

UTAP Funding

BF298 : Interpreting Financials for Non-Finance Professionals (Classroom)

7.00 CPE Hours (Others)
Classroom

Programme Objective

Many managers and executives have the responsibility of preparing a budget and also monitoring and managing the financial information for their team or department. Therefore, it is important for them to understand the basics of accounting and the process to interprete and monitor their financials effectively.

This interactive workshop will help these non-finance executives to learn the components of the Balance Sheet, Income Statement and Cash Flow Statement, and help
them understand these financial statements in a simple and effective manner.

Programme Outline

▪   Understand basics of accounting

 

  • Users and purpose of financial statements
  • Components of Balance Sheet, Income Statement and Cash Flow Statement
  • Fundamental Accounting Policies
  • Computing and interpreting financial ratios
  • Analyse Financial Data and Performance
  • Liquidity management and financial options

 

Learning Outcomes

▪   Identify the components of a Balance Sheet, Income Statement and Cash Flow Statement
▪   Apply fundamental accounting policies to understand basics of financial statements
▪   Analyse financial transactions to determine how they impact the Cash Flow Statement

Training Methodology

Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge and skills throughout the workshop.

We use a variety of interactive and engaging activities, such as case studies and group discussions, to allow participants to apply their new knowledge to realistic scenarios in a safe learning environment.

As a result, participants will leave our workshop with the confidence to read basic financial statements.


Closing Date for Registration

1 week before programme or until full enrolment

Intended For

Finance and non-finance professionals who would like to attend a Foundation programme to understand more about basic financial policies and learn to read basic financial statements.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees
Date & Time

18 Sep 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 473.06
For Non-Members: $ 564.62

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members.

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 01 April 2024 and 31 March 2025. *This excludes miscellaneous fees such as GST and registration fee etc.
 
This course is approved for UTAP support for intakes conducted between 11 May 2024 – 31 March 2025.
 
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

To submit for UTAP claims, please visit http://skillsupgrade.ntuc.org.sg/. Terms and conditions apply.
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008

Programme Facilitator(s)


Julie Yeap
CPA (US), ISCA PBA, ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL
 
Julie is a qualified US Certified Public Accountant (CPA) and ISCA Professional Business Accountant (PBA). She started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.

Programme Objective

Many managers and executives have the responsibility of preparing a budget and also monitoring and managing the financial information for their team or department. Therefore, it is important for them to understand the basics of accounting and the process to interprete and monitor their financials effectively.

This interactive workshop will help these non-finance executives to learn the components of the Balance Sheet, Income Statement and Cash Flow Statement, and help
them understand these financial statements in a simple and effective manner.

Programme Outline

▪   Understand basics of accounting

 

  • Users and purpose of financial statements
  • Components of Balance Sheet, Income Statement and Cash Flow Statement
  • Fundamental Accounting Policies
  • Computing and interpreting financial ratios
  • Analyse Financial Data and Performance
  • Liquidity management and financial options

 

Learning Outcomes

▪   Identify the components of a Balance Sheet, Income Statement and Cash Flow Statement
▪   Apply fundamental accounting policies to understand basics of financial statements
▪   Analyse financial transactions to determine how they impact the Cash Flow Statement

Training Methodology

Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge and skills throughout the workshop.

We use a variety of interactive and engaging activities, such as case studies and group discussions, to allow participants to apply their new knowledge to realistic scenarios in a safe learning environment.

As a result, participants will leave our workshop with the confidence to read basic financial statements.


Closing Date for Registration

1 week before programme or until full enrolment

Intended For

Finance and non-finance professionals who would like to attend a Foundation programme to understand more about basic financial policies and learn to read basic financial statements.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Julie Yeap
CPA (US), ISCA PBA, ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL
 
Julie is a qualified US Certified Public Accountant (CPA) and ISCA Professional Business Accountant (PBA). She started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.

Upcoming Schedule

Date & Time

18 Sep 2024 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)

For Members: $ 473.06
For Non-Members: $ 564.62

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709


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