About this course
Loans to directors, guarantees and investments: Foundations. For CA trainees; finance executives; new directors. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Recipient and transaction classification. Prerequisite: None. Original fictional cases explain the Companies Act and applicable governance controls. 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. Different purposes of sections 185 and 186
- Different purposes of sections 185 and 186
- Different purposes of sections 185 and 186 — video
- Topic 1 knowledge check
- Decision Mission: Different purposes of sections 185 and 186
2. Loans, guarantees, security and investments
- Loans, guarantees, security and investments
- Loans, guarantees, security and investments — video
- Topic 2 knowledge check
- Case Quest: Loans, guarantees, security and investments
3. Recipient and director-interest screening
- Recipient and director-interest screening
- Recipient and director-interest screening — video
- Topic 3 knowledge check
- Impact Simulator: Section 186 exposure and limit comparison
4. Board and member approval concepts
- Board and member approval concepts
- Board and member approval concepts — video
- Topic 4 knowledge check
- Practice Lab: Board and member approval concepts
5. Registers, disclosures and interest conditions
- Registers, disclosures and interest conditions
- Registers, disclosures and interest conditions — video
- Topic 5 knowledge check
- Roleplay Studio: brief the decision-maker
6. Group treasury examples and common red flags
- Group treasury examples and common red flags
- Group treasury examples and common red flags — video
- Topic 6 knowledge check
7. Case: Classify five proposed loan and guarantee recipients
- Case: Classify five proposed loan and guarantee recipients
- Case: Classify five proposed loan and guarantee recipients — video
- Topic 7 knowledge check
Final assessment
- Final assessment