Key Benefits

Analyse real companies

This course has been developed to provide you with financial statement analysis training of real companies, including Woolworths and Wesfarmers.

Enhance your decision making

The Navigating Financial Statements course will equip you with the knowledge, confidence and skills required to ensure you can use financial statements for decision making.

No accounting background required

This course provides a practical guide to successfully develop your understanding of financial statements, in order to make decisions about the financial health of an organisation.

Course Accreditation

This course is non-accredited training. However, at the conclusion of this course, you will receive a Statement of Completion.

Course Assessments

Our sector-leading academics and course trainers have developed a course assessment framework that is uniquely designed to help you gain a deep understanding of the course segments and, importantly, give you real-world insight, knowledge and skills.

Career Opportunities

Many organisations can appear successful despite having underlying structural problems. A simple financial assessment of the organisations key statements can reveal the strengths and importantly, weaknesses of an organisation. In a management role, knowing the critical pieces of information from financial statements is important for sound decision making. Management is an immensely satisfying career path, with varying levels of management and leadership roles, depending on the size of the business. Upon completing this course, there are a variety of career paths you can take:


Key opportunities include:

Pathways

This will assist in any further study you undertake in the financial planning or accounting and bookkeeping fields. You’ll learn some of the key terms you’ll use in everyday practice. This course is also a great way to experience our style of online learning, in preparation for a qualification like the Diploma of Accounting.

Entry requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:


What equipment will I need?

You will need access to the following equipment to successfully complete the course:

Course Topics

Segments include:
  1. Rationale for financial statement analysis
  2. The Balance Sheet
  3. Using the Balance Sheet to assess financial health
  4. The Profit and Loss Statement
  5. Asset Management
  6. Profitability and Debt Management
  7. Market Performance
  8. Cash Flow Statement
  9. Common-Size Statements

Course Duration

Is there a maximum course completion time?

Yes; up to three months for the whole course.


Is there a minimum course completion time?

No. Students can complete the course as quickly as they choose.


What is the average course completion time-frame?

Students who are highly motivated and well organised can often complete the full course in four to six weeks. Other students take the entire three months. The key factors that influence course completion are a student’s experience, time availability, and work rate.

How it works

Study online. With a difference.

You’ll get:


How does it work?

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.


What support will I get?

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.


Who are my trainers?

All our trainers are subject matter experts. View our trainer profiles now in the section titled “Course trainers” to meet them. At Monarch, you are extremely well supported by our trainers as you progress through your study. That is precisely why it’s called blended online learning.


Do you offer corporate workshops?

Yes. We’re the corporate training partner of choice for several large organisations. Our trainers can also conduct onsite training for groups of six staff or more. Corporate workshops can be scheduled for any location in Australia. Got a new satellite office with staff in need of training? Running a training retreat in an idyllic location (yes please!)? Our trainers can be there.

Corporate workshops are tailored to your organisation’s needs. Get in touch with our friendly course consultants for more information.

Course Price

$585 (total)

Payment options include electronic funds transfer (EFT), credit card (MasterCard or Visa), cheque, or cash.

Meet your trainers

Industry experts
Simon Slade-Betts
Trainer
"Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime."
– Chinese Proverb et al

I’m the Accounting/Bookkeeping Course Co-ordinator, and a trainer and assessor, here at Monarch Institute. I’ve got quite a few years’ experience as an accounting trainer and assessor with Australia’s largest RTO colleges.

As a Certified Practising Accountant (Fellow), I’ve got over 37 years’ accounting and business experience. I’ve worked both locally and overseas, across diverse industries, with some of the world’s largest multinational corporations. In these roles I have held directorships, senior financial management and company secretarial positions. This means I’ve had responsibility for all aspects of accounting and finance.

My experience in accounting and finance is complemented by more than 18 years’ involvement in the IT industry. I’m still working in the industry, with Australia’s leading software provider, to deliver specialised business software training to business operators in the SME sector.

What makes me jump out of bed each morning?

The opportunity to help make the world a better place through helping educate and encourage learners and business operators achieve their goals and consequently improve the living standards of millions of people worldwide. But just before I do all of that, I’m a coffee lover, so the enticement of a great morning coffee also helps a lot!

Cynthia Shannon
Trainer
"If you look at what you have in life, you’ll always have more. If you look at what you don’t have in
life, you’ll never have enough."
– Oprah Winfrey

I hold a Bachelor of Economics (Monash) and a Master of Commerce (Hons) (Uni Melbourne). I’ve lectured at the AGSM, University of Melbourne, RMIT University and Whittier College in California over a period of 35 years. I’ve taught accounting and finance in Australia, Hong Kong, Singapore and Malaysia, and financial planning in Australia and Singapore. I have worked for BBL Funds Management Ltd, a specialist index fund manager, providing training and education support to financial planners. To top that all off, I’ve also held a Certified Financial Planning (CFP) designation while practising as a financial planner.

I am currently the Head of Teaching and Learning at Monarch Institute. As a trainer, I hold a Certificate IV in Training and Assessment. I have written a chapter for an Australian text book titled Personal Finance, first published by John Wiley and Sons in 2001. My other publications include written course materials for the RMIT Master of Finance and Monarch Institute.

Nick Chapman
Trainer
"Perfection is not attainable, but if we chase perfection we can catch excellence."
- Vince Lombardi

I joined Monarch Institute in December 2015. Prior to joining the Monarch team, I was the General Manager of Rockwell Financial Services Group’s consumer investment business. I joined Rockwell after 10 years at the Bennelong Group, one of Australia’s leading private equity and funds management groups.

During my time at Bennelong, I held various positions including General Manager and Director of Aurora Media in Dubai, Director of i-comm Media in London, CEO of Crown Content in Melbourne. My time there culminated in my appointment to the position of Group General Manager.

I have also held positions at various charitable organisations, including the Bennelong Foundation and the Butterfly Foundation. I hold a double degree in Law and Commerce, and am a Member of the Australian Institute of Company Directors.

What makes me jump out of bed each morning?

I love sport and I’m passionate about fixing things myself. I’m pretty handy with a drill. I’m a half-glass full person, so I focus on the times my handy work results were “well received” by my partner. The time I needed to call out an emergency tradesman, … well I focus on the positives.  I love cooking, particularly I enjoy preparing slow cooked stews for my partner, family and friends.

Josh Wilson
Mentor
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my two girls first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and two girls, and I’m a mad (suffering) Carlton supporter.

Any questions? Ask away!

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Navigating financial statements training.
For the real world.

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Navigating Financial Statements

  • Gain real-world analytical knowledge and skills
  • Learn to assess the financial health of an organisation
  • Fit your learning neatly around existing commitments
Click to expand
DurationUp to three months
How it worksStudy online. With a difference.
Price$585
Career opportunitiesBusiness analyst | Manager
Course topicsNine segments
AccreditationNon-accredited | Statement of Completion
Course trainersIndustry experts
Pathways

Accredited courses

Entry requirements

No formal prerequisites | Some equipment needed

AssessmentsMultiple small assessments | No exams
Start dateImmediately, or whenever you’re ready.
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Payment Options There are two ways you can pay for your course...
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