SAQA Unit Standards

15236  Apply financial analysis.

252026  Apply a systems approach to decision making.

Who should do this course?
Any person responsible for managing a business unit needing to analyse the business performance and make decisions, based on the financial information provided.

Assessment required for competency.

• Analysing the basic elements of an income and expenditure statement.
• Analysing the basic elements of a balance sheet.
• Compiling a personal assets and liabilities statement.
• Using the evidence in financial statements to make a financial decision.
• Explaining financial analysis.
• Calculating ratios to measure profitability and resource utilisation
• Calculating ratios to measure viability
• Identifying growth opportunities through financial results and reporting the results of financial analysis.
• Applying critical and analytical skills to analyse an issue or problem.
• Engage with stakeholders in analysing the issue/problem and developing solutions.
• Selecting feasible solutions through a systems approach.
• Formulating and communicating the decision.