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.

Specialisations

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:

Senior manager
Business analyst
Head of strategy
Head of product and service
Head of innovation
CEO
COO

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.

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:

Once we receive your enrolment, our friendly course consultants will touch base to undertake a pre-training review to ensure the training is right for you.
For students without an equal or higher level qualification, there’s a short language, literacy and numeracy quiz you complete online.

What equipment will I need?

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

Working computer with Microsoft Office (2009 or later)
Access to the internet

Course Topics

Segments include:

Rationale for financial statement analysis
The Balance Sheet
Using the Balance Sheet to assess financial health
The Profit and Loss Statement
Asset Management
Profitability and Debt Management
Market Performance
Cash Flow Statement
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:

Easy-to-follow course materials
Videos and webinars
Heaps of support from your course trainers (phone, email, Skype, Zoom)
A dedicated admin team on hand to guide you
Online assessments
Student Facebook group

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

Adrian Shaw
"To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

Learn more about Adrian

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.

Please complete the details below. Your dedicated course consultant will be in touch with you shortly.

* Required Fields

Name*

Surname*

Email*

Phone*

State*

Course Category*

Course*

Message (optional)

Prefer Email

Tick if you prefer we email you

*Required Fields

Comments

This field is for validation purposes and should be left unchanged.

Duration	Up to three months
How it works	Study online. With a difference.
Price	$585
Career opportunities	Business analyst \| Manager
Course topics	Nine segments
Units	Non-accredited \| Statement of Completion
Course trainers	Industry experts
Pathways	Accredited courses
Entry requirements	No formal prerequisites \| Some equipment needed
Assessments	Multiple small assessments \| No exams
Start date	Immediately, or whenever you’re ready. Get in touch about enrolling

Navigating financial statements training.
For the real world.