How to Read your Annual Financial Statements

This course has been developed to assist trustees (and other interested parties) with understanding retirement fund annual financial statements – not merely where and how the numbers are generated but more importantly assisting trustees in how they can use these statements as information, compliance and, critically, a governance tool.

Key concepts

The course is designed to help you:

Understand annual financial statements, including the various components, structure, and purpose.
Develop the necessary skills and knowledge to read, interpret, and analyse annual financial statements effectively. This enhances your financial literacy and ability to make informed decisions based on financial information.
Equip you with practical skills that are directly applicable to your role.
Teach you about the regulatory requirements and compliance considerations associated with annual financial statements, ensuring you understand the legal obligations and standards that must be followed.
Give participants a better understanding to make better-informed decisions related to investments, business operations, budgeting, strategic planning, and risk management.

Click to download brochure here.

Syllabus

The course consists of 3 modules and will take approximately 4 - 5 hours of learning time to complete, including assessments and exercises.

Modules 1 - 3

What you earn

CPD Hours

Course fees

Fund Bookings

All costs are per learner and exclusive of VAT. Bulk discounts are available for groups of 5 or more.

This course will provide you with valuable skills and knowledge that are applicable across various professional and personal contexts, ultimately empowering you to make better financial decisions and achieve your goals.