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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management

Retention Schedules for Financial Records

Duration
2 Days
Delivery
In-house, public or online
From
R10,000 per delegate
Certificate
On completion
Course overview

Financial records carry retention periods driven by tax, audit and company law that differ from other records. This course covers building and applying schedules for financial information specifically.

What you will be able to do
  • Identify retention drivers for financial records
  • Distinguish tax, audit and statutory requirements
  • Build a schedule covering financial record series
  • Handle records supporting long lived assets
  • Apply holds during audit, dispute or investigation
  • Dispose of financial records defensibly
Who should attend
  • Finance and accounting staff
  • Records managers
  • Internal auditors
  • Company secretarial and compliance staff
Course outline
01
Why financial records follow different retention rules
02
Tax, audit, company law and contractual drivers
03
Building a schedule by financial record series
04
Records supporting long lived assets and projects
05
Holds during audit, dispute or investigation
06
Electronic accounting records and system migration
07
Defensible disposal and certificates of destruction
Upcoming public sessions
DatesVenueDurationFee per delegate
26 to 27 Oct 2026London2 DaysUS$1,100
9 to 10 Nov 2026Dubai2 DaysUS$1,100
1 to 2 Dec 2026Pretoria2 DaysR10,000
11 to 12 Jan 2027Durban2 DaysR10,000
1 to 2 Mar 2027Cape Town2 DaysR10,000
3 to 4 May 2027Johannesburg2 DaysR10,000
12 to 13 Jul 2027London2 DaysUS$1,100
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za