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Financial Planning and Business Partnering

Finance teams across South Africa are being asked to move beyond monthly reporting into genuine business partnering, advising operational managers on decisions before they are made. This course builds the analytical and communication skills finance professionals need to translate data into insight, challenge assumptions constructively, and influence non financial colleagues, strengthening finance's role as a trusted partner rather than a scorekeeper.

What you will be able to do

  • Distinguish business partnering from traditional financial reporting roles.
  • Translate financial data into insights relevant to operational decision makers.
  • Build rolling forecasts that support agile business planning.
  • Design management dashboards focused on decision useful metrics.
  • Facilitate constructive challenge sessions with non financial managers.
  • Communicate financial recommendations clearly to non specialist audiences.

Course outline

  1. 01The Shift From Reporting to Partnering
  2. 02Understanding the Operational Business
  3. 03Rolling Forecasts and Driver Based Planning
  4. 04Designing Decision Useful Dashboards
  5. 05Facilitating Business Review Meetings
  6. 06Constructive Challenge and Influence Skills
  7. 07Communicating Insight to Non Finance Managers
  8. 08Measuring the Impact of Partnering

Who should attend

Financial analysts, management accountants and finance business partners supporting operational departments.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Johannesburg3R13,000
31 Aug to 2 Sep 2026Mauritius3US$1,500
7 to 9 Sep 2026Dubai3US$1,500
14 to 16 Sep 2026Lagos3US$1,500
21 to 23 Sep 2026Harare3US$1,500
28 to 30 Sep 2026Kampala3US$1,500
5 to 7 Oct 2026Dar es Salaam3US$1,500
12 to 14 Oct 2026Pretoria3R13,000
19 to 21 Oct 2026Cape Town3R13,000
2 to 4 Nov 2026Online3US$900
9 to 11 Nov 2026Mozambique3US$1,500
16 to 18 Nov 2026Cairo3US$1,500
23 to 25 Nov 2026Accra3US$1,500
30 Nov to 2 Dec 2026Lusaka3US$1,500
7 to 9 Dec 2026Kigali3US$1,500
14 to 16 Dec 2026Nairobi3US$1,500
21 to 23 Dec 2026Durban3R13,000

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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