Budgeting is probably the most important tool a business has to measure growth and identify problem areas. The most effective way to set up a budget is to involve the staff in key areas, yet what very often happens is that the financial department ends up setting the budgets simply because key people within the business feel they do not have the expertise, knowledge and therefore time to get involved. We have developed a two day, ground breaking course, specifically aimed at providing these key staff members with the confidence to get involved in the budgeting process.

Budgeting for Supervisors and Managers covers six modules:

• the Budgeting Process
• How to Compile a Meaningful Budget
• the Master Budget Industry Specifics
• the Practise of Successful Budgeting
• Practical Examples and Tips
• Attendance Certificate

In terms of the requirements set out, you will receive a credit bearing attendance certificate if you satisfactorily attend the classes and practical sessions of the course, and satisfactorily perform the learning tasks Need to reduce staff loans? We also offer budgeting for salary and wage earners.

Upon completion of the modules you will earn the following credits:

• Being able to apply the budget function in a business unit (NQF level 4) and you will earn 4 credits.
• You will be able to present information in report format (NQF level 4) and you will earn 6 credits.

TOTAL CREDITS 10

Download the brochure or contact us for more information or to book.

Are you petrified of tax time? Take matters into your own hands and see how the professionals do it!

The course outline is as follows:

GENERAL

• Who must complete & submit a return?
• Documentation that may be required to complete your return.

COMPLETING THE RETURN

• Income received items
• Salaries & Wages
• Service & Fringe Benefits
• Allowances
• Overtime
• Bonuses
• Commission Income
• Deductions & Contributions
• Tax withheld & Employers Contributions
• Investment Income
• Capital Gain or Loss
• Local Business, Trade and Profession (including rental)
• Medical
• Retirement Annuity and Pension Fund Contributions
• Travel Claims
• Donations
• Home Office Expenses
• Company Car
• Allowable Accountancy Fees
• Statement of Local Assets and Liabilities

UPON COMPLETION OF THE MODULE

You will receive an FBI certificate in Preparing personal tax return (NQF level 5) and you will earn 10 credits.

Based on a four hour class and tutorial, followed by revision. The final assessment will be the completion of your own income tax return.

Do you have more month at the end of your money? We will show you how to have more money at the end of the month!

The course outline is as follows:

UNIT ONE - WHAT IS BUDGETING AND HOW CAN IT BE USED EFFECTIVELY

• Introduction
• What is income?
• What are expenses?

UNIT TWO - THE EFFECTS OF BUYING ON CREDIT

• Interest
• Repayments
• The effects of buy now pay later
• 0% interest and how it works

UNIT THREE - COMPILE YOUR OWN BUDGET

• How to use the template supplied to compile your own budget

UPON COMPLETION OF THE MODULE

You will receive an FBI certificate in Budgeting for Individuals
(NQF level 4) and you will earn 4 credits.