About this course
Approval pathways and monitoring. For Practising CAs; finance managers; controllers and specialists. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided RPT approval matrix. Prerequisite: JQ-RPT-B01. Original fictional cases develop practical finance and governance decisions. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Ordinary-course and arm’s-length fact gathering
- Ordinary-course and arm’s-length fact gathering
- Ordinary-course and arm’s-length fact gathering — video
- Topic 1 knowledge check
2. Board, audit committee and shareholder pathways
- Board, audit committee and shareholder pathways
- Board, audit committee and shareholder pathways — video
- Topic 2 knowledge check
- Case Quest: Board, audit committee and shareholder pathways
3. Prior approval, omnibus approval and monitoring
- Prior approval, omnibus approval and monitoring
- Prior approval, omnibus approval and monitoring — video
- Topic 3 knowledge check
4. Materiality and aggregation concepts
- Materiality and aggregation concepts
- Materiality and aggregation concepts — video
- Topic 4 knowledge check
- Decision Mission: Ordinary-course and arm’s-length fact gathering
- Impact Simulator: cumulative approval headroom
5. Transaction limits and exception escalation
- Transaction limits and exception escalation
- Transaction limits and exception escalation — video
- Topic 5 knowledge check
6. Evidence of decision and abstention
- Evidence of decision and abstention
- Evidence of decision and abstention — video
- Topic 6 knowledge check
7. Case: Route four service, loan and asset transactions for approval
- Case: Route four service, loan and asset transactions for approval
- Case: Route four service, loan and asset transactions for approval — video
- Topic 7 knowledge check
- Practice Lab: four-proposal approval matrix
- Roleplay Studio: explain the approval hold
Final assessment
- Final assessment