Finance for Engineers & Technical Managers

About This Class

This hands-on Finance for Engineers, Project & Technical Professionals training course will focus on practical financial skills directly relevant for understanding, planning and presenting persuasive project evaluations for investment decision-making.

The course consists of a solid principle-based grounding, followed by a wealth of practical examples, case studies and exercises. The exercises can either be done on Excel or manually, and will form a portfolio of examples to which delegates can refer back to.

Local Fee

R 12,999

International Fee

$ 900

Book my seat

Download Brochure

Day 1

01 Financial Statement Elements

02 Classification of Expenses and Break-even Analysis

03 Cost-Volume-Profit Analysis

04 Job Costing and Process Costing

05 Marginal Costing and Absorption Costing

Day 2

01 Transfer Pricing

02 Activity-based Costing

03 Allocation of Joint Cost

04 Flexible Budgets for Management and Control

05 Budgeting Techniques and Budget Variances

06 Relevant Costing for Decision-making

Day 3

01 Capital Budgeting and Sensitivity Analysis

02 Time-value of Money

03 Inventory Management and Inventory Costing

04 Managing Working Capital

05 Financing of Assets (Short-term vs Long-term)

06 Sources of Finance (Equity vs Debt)

Who should attend

This 3-day training course is specifically designed for:

Engineering Managers
Project Managers
Project Engineers
Project Developers
Electrical Engineers
Mechanical Engineers
Maintenance Engineers
Consulting Engineers

Civil Engineers
Planning Engineers
Mining Engineers
Environmental Engineers
Technical Team Members
Investment Department Staff
Procurement / Supply Chain Professionals

The trainer for this course is a Chartered Accountant (SA), Associate Chartered Management Accountant, Chartered Global Management Accountant, with strong academic and industry experience. She holds a Master’s degree in Management Accounting and has more than nine years of lecturing experience at the University of Pretoria and North-West University respectively, for which she has received distinctive teaching awards.

As a lecturer, she specialised in Management Accounting, Costing, Financial Management and Business Strategy to students of various levels. This is besides providing business simulations, supervising research projects and external moderation and reviewing of other universities’ exam papers and study guides.

She has been delivering training to both government institutions and private sector companies in similar subject areas, including Microsoft Excel, financial and business skills training, as well as consultation in fields related to financial modelling in Excel, optimising power tools in Excel and Power BI.