PortfolioFinance & Accounting

Finance & Accounting

Cash flow forecasts, ratio analysis, and financial memos tied to realistic South African SME scenarios. Interpretation and judgment matter more than calculation.

Cash Flow Forecasting

Build a defensible cash flow forecast for a small business. Tests financial modelling, assumption quality, and financial storytelling.

BeginnerIntermediateAdvanced
Open topic

Ratio Analysis

Interpret financial ratios and write a short credit memo. Tests financial analysis and the ability to explain numbers in plain English.

BeginnerIntermediateAdvanced
Open topic

Budgeting & Variance Analysis

Plan, track, and explain financial performance vs budget. Tests budget construction, variance decomposition, and zero-based thinking.

BeginnerIntermediateAdvanced
Open topic

Financial Statements & Reporting

Read, prepare, and interpret income statements, balance sheets, and cash flow statements. Tests financial literacy and reporting accuracy.

BeginnerIntermediateAdvanced
Open topic

Tax Compliance (South Africa)

Understand SARS obligations including VAT, PAYE, UIF, SDL, and provisional tax. Tests practical tax calculation and compliance awareness.

BeginnerIntermediateAdvanced
Open topic

Management Accounting

Internal reporting that drives operational decisions. Tests break-even analysis, cost allocation, and make-vs-buy decision-making.

BeginnerIntermediateAdvanced
Open topic

Audit & Internal Controls

Ensure financial accuracy and prevent fraud. Tests control design, audit trail tracing, and fraud risk assessment.

BeginnerIntermediateAdvanced
Open topic

Payroll & Statutory Returns

Process payroll and meet SARS filing obligations. Tests gross-to-net calculations, EMP201/501 preparation, and payroll system design.

BeginnerIntermediateAdvanced
Open topic

Investment Appraisal

Evaluate capital expenditure decisions using NPV, IRR, and payback period. Tests financial technique application and sensitivity analysis.

BeginnerIntermediateAdvanced
Open topic

Financial Modelling & Valuation

Build financial models and value businesses. Tests revenue driver modelling, three-statement linkage, and DCF valuation.

BeginnerIntermediateAdvanced
Open topic