Understanding and Analysing Financial Statements Workshop

A practical three-hour online interactive workshop designed for non-finance professionals who want to build the financial literacy required to grow professionally. Participants will learn how to interpret key financial statements and apply foundational ratios to better understand organisational performance.

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Workshop overview

STUDY MODE

100% online via Zoom

NUMBER OF SUBJECTS

N/A

NEXT INTAKE

6 May 2026

COURSE FEE

$300.00

AVAILABLE LOANS

N/A

AQF LEVEL

N/A

COURSE DURATION

Three hours workshop

ACCREDITATION

N/A

PROVIDER ID

N/A

Want to grow professionally but do not come from a finance background?

At some point in your career, technical expertise will not be enough.

To move into leadership roles, influence decisions, or manage larger responsibilities, you need to understand how organisations actually measure performance.

This workshop helps you build practical financial literacy that underpins commercial credibility. Delivered over three (3) hours, this workshop provides a practical introduction to the key financial statements used to analyse the financial position of an organisation. Participants will develop foundational skills in interpreting financial information and applying introductory financial ratios using real public company examples.

This workshop covers the main financial statements that can be used to analyse the financial position of an organisation, including:

Statement of profit and loss
Statement of financial position
Cash flow statement
Statement of comprehensive income

This is a structured workshop designed to meet continuing professional development (CPD) requirements across a range of Australian professions. A certificate of completion with contact hours will be provided. Participants should confirm eligibility with their professional body.

Workshop outcomes

On successful completion of this workshop, participants will have covered how to:

Identify and explain the purpose and key components of the financial statements used to assess the financial position of an organisation
Read and interpret basic financial information in financial statements
Explain the three stages of the analysis process, how ratios are used, and their limitations
Apply selected financial ratios to analyse profitability, liquidity and gearing at an introductory level, using public company examples
Understand the key differences between return on assets (ROA) and return on investment (ROI)

Who should attend?

This interactive workshop is ideal for professionals who want to grow their careers but may not have a finance background.

It is particularly suited to:

Emerging and aspiring leaders
Those responsible for budgets or business performance
Professionals seeking a move into more commercially focused roles such as project management (not necessarily in the finance sector)
High-performing technical specialists seeking broader business understanding
Anyone who wants to feel more confident in financial conversations

Presenter

Peter Pontikis is a Senior Learning Consultant with Kaplan Professional, specialising in financial advice, products and markets. He is also a Queensland-based director of private wealth services, providing private and institutional wealth management services, to Australasian high & ultra-high net worth investors and institutions. He also provides support in banking, Treasury and related sales functions. A specialist in derivative accounting, he has over four decades of investment, wealth management and financial markets experience.

A fellow of CPA Australia, he has recently retired from its Centre of Excellence Committee in Ethics and Professional Standards. Peter is also a senior fellow of CISI where he served on their Queensland state council. He also is currently an accreditation consultant with the Australian Financial Markets Association (AFMA) with their master’s program at the Business School of Macquarie University.

Peter’s main current role is a responsible manager and investment director for several mid-cap Indian equity funds, as well as advising to the board of a major philanthropic medical endowment fund. He has authored books into their second editions on foreign exchange, technical analysis, and trading in financial markets.

Dates

Date: 6 May 2026

Time: 1:00pm to 3.30pm (AEST)

Delivery: Online via Zoom. Participantsare encouraged to raise questions via the chat function throughout the workshop.

Price

Price: $300 (inc. GST) per person

Policies

Student policies

Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.