About this course

Private placement and preferential fundraising: Application. For Practicing CAs; finance managers; company secretariat. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Private placement execution checklist. Prerequisite: CA13-04-B01. 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. Build a section 42 transaction timetable

Build a section 42 transaction timetable
Build a section 42 transaction timetable — video
Topic 1 knowledge check
Decision Mission: Build a section 42 transaction timetable

2. Document offeree identification and offer circulation

Document offeree identification and offer circulation
Document offeree identification and offer circulation — video
Topic 2 knowledge check
Case Quest: Document offeree identification and offer circulation

3. Review valuation, special resolution and disclosures

Review valuation, special resolution and disclosures
Review valuation, special resolution and disclosures — video
Topic 3 knowledge check
Impact Simulator: face value, issue price and funding

4. Control receipt and use of application money

Control receipt and use of application money
Control receipt and use of application money — video
Topic 4 knowledge check
Practice Lab: Control receipt and use of application money

5. Prepare allotment, PAS-3 and register updates

Prepare allotment, PAS-3 and register updates
Prepare allotment, PAS-3 and register updates — video
Topic 5 knowledge check
Roleplay Studio: brief the decision-maker

6. Check overlapping rounds and sequencing risks

Check overlapping rounds and sequencing risks
Check overlapping rounds and sequencing risks — video
Topic 6 knowledge check

7. Case: Prepare an approval-to-allotment workflow for a private placement

Case: Prepare an approval-to-allotment workflow for a private placement
Case: Prepare an approval-to-allotment workflow for a private placement — video
Topic 7 knowledge check

Final assessment

Final assessment