Financial Skills for Non-Financial Trustees/Principal Officers
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Financial Skills for Non-Financial Trustees/Principal Officers

Financial Skills for Non-Financial Trustees or Principal Officers

Non-financial managers must have basic financial management knowledge and skills

The Financial Skills for Management (Finance for Non-Financial Managers) training programme is ideally suited to non-financial medical scheme trustees, principal officers and other officers of the scheme  who wish to increase their financial knowledge with the purpose of analysing the medical scheme financial statements and making informed business decisions. 

Get the know-how you need to become more financially confident. Participate more fully in your medical scheme’s financial discussions, decisions and planning.


This programme will introduce you to:

The legislative requirement for financial soundness in a medical scheme.

Understanding and analysing financial statements and use the information to make the necessary decisions.

o    Accounting concepts

o    Balance sheets and income statements

o    Financial health assessment

o    Cash flow analysis

o    Budgets

Evaluate the financial viability of a medical scheme by making use of basic financial ratios.

Empowering you to better understand the financial aspects of the medical scheme and management decisions.

Who should attend?

Medical scheme brokers, trustees, principal officers and fund managers that require an understanding of basic financial management knowledge and skills.


Date: Tuesday 29 June 2021

Time: 09:00 to 15:00

Contact Bongi or Irene at to schedule training

FSCA CPD Points = 6


R2 800 exclusive of VAT per delegate

Click here to download the registration form

IHRM is facilitating the programme via Teams Microsoft online meetings. You can attend from the comfort of your home or office. 

You do require internet connectivity. You can access the training material via an eLearning platform, and are further supported by WhatsApp groups and email. 

This programme is also offered as an in-house customised programme. 

Contact us on  or on 011 726 7482 for more information