Policies

P C Finance Research is a lean and dedicated entity focused on informing and consulting in the areas of valuations, equity portfolio management and International Financial Reporting Standards.

Our mission is to inform participants of our workshops on:

The valuation of entities, financial instruments, provisions and other assets and liabilities
The construction and maintenance of a portfolio of equity shares listed on the JSE

Our workshops are designed to ensure that participants:

Enjoy the experience
Network with others in similar environments
Obtain clarity on complexities
Acquire application experience
Understand the concepts and principles of the topic
Take away useful material and computer models, not just a vague memory of the session

Valuations

Participants of these workshops are professionals who are involved in the valuation of businesses, companies and financial instruments for IFRS, fiscal, takeovers and mergers, investments and other purposes.

Two versions of this workshop are available to participants:

1. A one day update for those who have attended the workshop previously or are looking for an overview of the subject

2. A two day intensive hands on training experience

Portfolio Management

Two versions of this workshop are available to participants:

1. A one-day experience for accountants and non-accountants who wish to take control of their own financial destiny using a passive approach to portfolio construction.

2. A two-day experience for those with knowledge of accounting who wish to take control of their own financial destiny using an active approach to portfolio construction and who want to use the experience to improve their knowledge of finance generally.