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Financial services training.
For the real world.

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Navigating Financial Statements

  • Gain analytical knowledge and skills
  • Learn to assess the financial health of an organisation
  • Fit your learning neatly around existing commitments

Key benefits

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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.

This course has been developed to provide you with financial statement analysis training of real companies including Woolworths and Wesfarmers. To highlight key areas throughout the course, we also include companies such as Microsoft, Harley Davison, Ford Motor Company, Walt Disney and McDonalds. Learning aside, you’ll also enjoy unrivalled support and absolute flexibility at every stage of your journey with us. It’s all part of our commitment to invest in innovative, real-world learning.

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Expertise

  • Courses developed with leading academics and industry associations
  • Delivered by brilliant trainers who work with corporate leaders
  • Learn from professionals using real world case studies
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Flexibility

  • Fit study around work, family, life.
  • Start immediately, or down the track
  • Flexible payment options

Support

  • Dedicated team of trainers and support staff on hand to guide you
  • Up to date, easy to understand course materials.
  • Fast assessment turnaround times with comprehensive trainer feedback.
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Payment Options There are two ways you can pay for your course...
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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:

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:

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
Adrian Shaw
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
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.

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