GoFund Academy
Funding-Ready Financial Statements Preparation
Learn how South African banks and finance houses assess an application, and how to prepare financial statements and supporting information that present your client clearly for financing. Pass the assessment and become a GoFund Accredited Funding Preparer, with a certificate anyone can verify and the accredited badge on every quote you send through GoFund.
Course fee, paid upfront, excl. VAT
R 5 000
- 9 modules, about 3.5 hours, at your own pace
- 24-question assessment, pass mark 75%
- Verifiable certificate on passing
What you'll learn
- 1
How South African banks and finance houses decide
Who makes the decision, what they check, and why the same file gets different answers.
30 min - 2
How a credit desk reads your client
What a finance house is actually testing, and why the numbers must tell one story.
25 min - 3
Annual financial statements that pass a credit desk
Framework, assurance level, signatures and the notes lenders read first.
35 min - 4
Management accounts lenders trust
Bridging the gap between year-end and today.
20 min - 5
Reading bank statements the way a lender does
Six months of statements say more than the financial statements do.
20 min - 6
Tax compliance as evidence
Turning the SARS profile into a supporting document.
20 min - 7
Cash flow forecasts and business plans
Showing how the money comes back.
25 min - 8
Home loans for the self-employed
Making business income visible to a bank's affordability test.
25 min - 9
Ethics, law and the introducer's line
Where preparing ends and advising or misrepresenting begins.
20 min