About this course
Functional analysis and TP documentation. 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 TP functional analysis and evidence index. Prerequisite: JQ-INT-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. Functions, assets and risks interviews
- Functions, assets and risks interviews
- Functions, assets and risks interviews — video
- Topic 1 knowledge check
- Decision Mission: Functions, assets and risks interviews
2. Transaction segmentation and comparability
- Transaction segmentation and comparability
- Transaction segmentation and comparability — video
- Topic 2 knowledge check
3. Method selection rationale
- Method selection rationale
- Method selection rationale — video
- Topic 3 knowledge check
4. Benchmark data quality and adjustments
- Benchmark data quality and adjustments
- Benchmark data quality and adjustments — video
- Topic 4 knowledge check
- Case Quest: Transaction segmentation and comparability
5. Local documentation and financial tie-out
- Local documentation and financial tie-out
- Local documentation and financial tie-out — video
- Topic 5 knowledge check
6. Year-end true-up and governance
- Year-end true-up and governance
- Year-end true-up and governance — video
- Topic 6 knowledge check
- Impact Simulator: a proposed support true-up
7. Case: Draft a functional analysis for a captive services entity
- Case: Draft a functional analysis for a captive services entity
- Case: Draft a functional analysis for a captive services entity — video
- Topic 7 knowledge check
- Practice Lab: prepare Mira's segment bridge
- Roleplay Studio: defend an evidence-led handover
Final assessment
- Final assessment