Home / Course catalog / Finance for Non-Finance Professionals


Get this course (RM375.00)

SIDC CPE COURSE

Finance for Non-Finance Professionals


Description
This course is *HRD Corp claimable*. If you wish to utilise your HRD levy for this course, please do not purchase it online. Contact us at 016-7562800 or email us at info@symphonydigest.com for assistance.

Accreditation:
10 SIDC CPE Points

ICF Competency Type / Title / Level:
*Functional – Technical / Fundamental Analysis / Level 2

Course Synopsis:
Finance is a crucial discipline that everyone, especially executives and managers, should understand to make informed business decisions and drive success. This course provides non-finance professionals with essential financial knowledge, covering key topics such as understanding financial statements, capital structure, and financial analysis.
Participants will learn how to read and interpret financial statements, grasp financial terminology, and explore how companies are financed using equity and debt instruments. The course also delves into financial analysis techniques, including horizontal, vertical, and ratio analysis, enabling participants to assess a company’s financial health effectively.
Designed for individuals with little or no prior financial knowledge, this course simplifies complex concepts and presents them in relatable, easy-to-understand scenarios, empowering participants to make confident, finance-informed decisions.

Learning Objectives:
1. Identify the financial ecosystem and its relevance to personal and professional contexts.
2. Demonstrate the application of the time value of money in financial decision-making.
3. Recognise the key components of financial statements and financial jargon
4. Describe the capital structure of a company
5. Apply various analytical techniques used in financial analysis

Trainer's Profile:
Saw Ann Ping

Saw Ann Ping has over 20 years’ experience in financial advisory, fund raising and consulting. Her areas of specialization are financial structuring, Islamic finance and privatisation. Her work has been recognised by various Malaysian and international bodies such as Euromoney and Islamic Finance News for its innovation. Her last position was head of wholesale banking for Hong Leong Islamic Bank. Prior to that, she was the head of corporate finance in RHB ISLAMIC Bank and head of corporate banking and debt securities in Utama Merchant Bank. Before becoming an investment banker, she was a management consultant with Arthur Andersen, involved in various advisory projects for the Asian Development Bank, KL International Airport and other Government agencies and the private sector. She was a speaker at China Development Bank’s Senior Policy Seminar in Beijing and at the Middle East Business Forum in Dubai on Islamic finance for infrastructure projects. She holds a Bachelor of Science (honours) degree from the University of Canterbury, New Zealand, majoring in Economics and Operations Research. She is the co-author of “The Islamic Finance and Sukuk Handbook – Where Shariah Meets Commercial Demands”.

Accreditation: 10 SIDC CPE points Price: 375.00

Content
  • 1.0 : Finance for Non-Finance Professionals – Understanding Financial Statement
  • 1.1 Notes
  • 1.2 Appendix – Household Budget
  • 1.3 For Own Self – Day To Day Needs, Capital Spending, Investment And Retirement
  • 1.4 For Companies – Funding, Operation, Strategy, Investment And Growth
  • 1.5 The Banking System
  • 1.6 Investments
  • 1.7 Pension And Provident Funds
  • 1.8 Insurance & Takaful
  • 1.9 Other Financial Entities
  • 1.10 Debrief
  • 1.11 Present Value vs. Future Value
  • 1.12 Users Of Financial Information
  • 1.13 Directors’ Report
  • 1.14 Independent Auditors’ Report
  • 1.15 Additional Information In Annual Report
  • 1.16 Statements Of Financial Position
  • 1.17 Statements Of Changes In Equity
  • 1.18 Statements Of Profit Or Loss
  • 1.19 Statements Of Cash Flow
  • 1.20 Group Financial Statements And Notes To The Financial Statements
  • 1.21 Working Capital
  • 1.22 Calculation Of Car Loan vs. Housing Loan
  • 1.23 Conclusion Of Course
  • Quiz
  • 2.0 : Finance for Non-Finance Professionals – Capital Structure and Financial
  • 2.1 Notes
  • 2.2 How A Company Is Financed?
  • 2.3 Types Of Equity Instruments
  • 2.4 Types Of Debts (Part 1)
  • 2.5 Types Of Debts (Part 2)
  • 2.6 Types Of Debts (Part 3)
  • 2.7 Types Of Debts (Part 4)
  • 2.8 Leasing
  • 2.9 Financial Analysis
  • 2.10 Breakeven Point (BEP)
  • 2.11 Payback Period
  • 2.12 Horizontal Analysis
  • 2.13 Vertical Analysis
  • 2.14 Ratio Analysis – Introduction (Part 1)
  • 2.15 Ratio Analysis – Introduction (Part 2)
  • 2.16 Ratio Analysis – Return On Assets (ROA) & Return On Equity (ROE)
  • 2.17 Ratio Analysis – Earnings Per Share, Cash Conversion Cycle
  • 2.18 Ratio Analysis – Owners (Part 1)
  • 2.19 Ratio Analysis – Owners (Part 2)
  • 2.20 Ratio Analysis – Owners (Part 3)
  • 2.21 Ratio Analysis – Lenders (Part 1)
  • 2.22 Ratio Analysis – Lenders (Part 2)
  • 2.23 Ratio Analysis – Lenders (Part 3)
  • 2.24 Ratio Analysis – Case Study
  • Quiz
  • Summative Assessment
  • Final Test
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Back