Company Registration nr:  2015 / 366333 /07

Level 2 BBBEEE Contributor

Identifying Opportunities from a Client’s Financial Statements

Your Name and Surname
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1. Please rank the topics covered during the workshop from very applicable to less applicable to your role:

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  • Overview of the Annual Financial Statements
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Overview of the Annual Financial Statements
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  • Relevant Financial Ratios
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Relevant Financial Ratios
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  • Introduction to Power Query
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Introduction to Power Query
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  • Analysing and visualising trends
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Analysing and visualising trends
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  • Identifying specific opportunities from the Financial Statements
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Identifying specific opportunities from the Financial Statements
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  • Linkage of financial information to banking products
  • Very applicable
  • Applicable
  • Neutral
  • Less applicable
  • Not applicable
Linkage of financial information to banking products
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2. The insights from this masterclass will add value to the following of my day-to-day activities:

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3. I plan on applying the insights from this masterclass in the following interactions with my clients:

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4. I would like to learn more about the following topics or course content:

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5. The content of the masterclass was well-researched and presented in sufficient detail:

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  • - select an option -
  • Strongly agree
  • Agree
  • Neutral
  • Disagree
  • Strongly disagree
- select an option -
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6. The masterclass was presented at the correct level and pace:

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  • - select an option -
  • Strongly agree
  • Agree
  • Neutral
  • Disagree
  • Strongly disagree
- select an option -
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7. The facilitator displayed expert knowledge of the topics presented and content covered:

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  • - select an option -
  • Strongly agree
  • Agree
  • Neutral
  • Disagree
  • Strongly disagree
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8. I would recommend this masterclass to my colleagues:

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  • - select an option -
  • Strongly agree
  • Agree
  • Neutral
  • Disagree
  • Strongly disagree
- select an option -
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9. Please share any other relevant feedback.

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