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LJ Financial Analysis Training & Consulting

Demystifying Numbers, Empowering Decisions

About

Hi, I am Lucy Jones, the founder of LJ Financial Analysis Training and Consulting.  I have over 30 years experience as a financial analyst, having worked in asset management, corporate finance and stockbroking. I have analysed companies in numerous sectors and geographic areas, enabling me to take a broader strategic view of markets. I have a B.Com Investment Management degree and am a Chartered Financial Analyst (CFA) Charterholder.


I believe anyone — not just accountants — can learn to confidently read, interpret and apply financial information. I make that possible. I specialize in providing practical, hands-on training, tailored  to your needs.


If you need to make smart financial decisions — or advise others who do — you need a clear grasp of financial statements, company valuation, and how the South African financial system works. 

Expert Guidance

Practical Insights

We provide hands-on training to help you grasp essential financial concepts.

Customized Programs

Our courses are designed to meet the specific needs of all professionals involved in finance.

Stay Ahead

Make decisions with clarity and confidence

Transform Your Financial Skills

Comprehensive Financial Training

  • Who could benefit from our training services?
    • Entrepreneurs, company executives and board members, young professionals entering the financial markets industry and those working in financial adjacent industries such as legal and regulatory, investor communications and advisory roles. 
  • Key topics include: 
    • The three major financial statements - how do they work and how are they linked
    • Profitability ratios
    • Working capital management
    • Financing - Debt vs. Equity
    • Liquidity and Solvency ratio
    • Returns analysis
    • Strategic decisionmaking based on the numbers
    • Financial forecasting 
    • Equity valuations
    • Architechture of SA financial markets (Regulatory bodies and financial institutions)
  • Training sessions are designed for your role and experience to keep it relevant and maximise impact.  

Consulting

  • Who could benefit from our consulting service?
    • Companies and business owners
  • Key services:
    • Stakeholder value analysis - understand if your business is creating wealth and which factors are driving it. Together, we will assess your current situation, identify potential areas for improvement, and implement strategic initiatives that promote growth and profitability.
    • Valuations - Thinking about selling your business or raising capital? We provide professional valuations of businesses.


Get in Touch with Us

Email: Lucy@LJFinancialAnalysis.co.za


Mobile: +27 82 448 0590