Financial Analysis Masterclass

About the Course

The goal of financial analysis is to influence the future. Accurate financial analysis is vital to the development, strategy, and general success. Knowing how to use financial benchmarks and indicators will help manage the process and find new initiatives to yield the highest profits. The financial analysis allows to monitor the company's success and takes the uncertainty out of planning.

An essential component of a successful firm is financial analysis. It aids businesses in making wise investment and credit decisions. With the help of the Financial Analysis Masterclass training course, the delegates may acquire how to conduct a valuable analysis of financial statements. This Financial Statement Analysis thoroughly explains the procedures for realistic financial statement analysis. They will also know about the significance of financial accounting in organisations.

This training course will facilitate the delegate's demands to have a strong awareness of financial issues as they will examine and gain a solid understanding of when and how to employ tried-and-true analytical tools to increase the investment profit; and gain a thorough knowledge of GAAP regulations, appropriate timing, earnings management, and financial value. They will discover how to create and assess a financial analysis from both a credit and investment perspective and the procedures for creating capital structure.

Core Objectives

Delegates will achieve the following objectives:

• Evaluate the financial health of a business
• Evaluate the accuracy of the financial statements and find any room for inventive accounting
• Recognise and evaluate the relationship between working capital and operating cash flow
• Examine the important ratios for cash flow and working capital
• Produce financial forecasts that are highly trustworthy
• Evaluate the accuracy of the financial statements and find any room for inventive accounting
• Recognise and evaluate risk areas in a business

Training Approach

This training course is driven by a blended learning approach and draws on various adult learning techniques such as action learning, experiential exercises, group discussions, video case studies, role play and self-reflection activities. The resulting variety helps delegates stay engaged throughout the course, feel challenged and draw quick wins for their development. It also ensures delegates are exposed to ample opportunities to apply what they learn to the real-world challenges they face back in the workplace.

The Attendees

This training course is intended to provide professionals from various disciplines and industry sectors with applicable theories and practical skills. Still, it is especially beneficial for those who work in finance and other decision-making positions in the business.

This training course will be valuable to professionals, including (but not limited to) the following:

• Investors
• Investment Bankers
• Private Equity Analysts
• Finance Analysts
• Anyone interested in a career in Finance
• Anyone who wants to learn Financial Reporting & Analysis

Daily Discussion

DAY ONE: INTRODUCTION TO FINANCIAL ANALYSIS

• Overview
• The Role of Financial Accounting
• Types of Financial Statements
• Why we need Financial Analysis?
• The Uses, Value, and Restrictions of Financial Analysis

DAY TWO: REPORTING STANDARDS

• The Significance of Reporting Standards
• Generally Accepted Accounting Principles (GAAP)
• International Financial Reporting Standards (IFRS)
• Audit Report Function
• Financial Statement Manipulation

DAY THREE: FINANCIAL ANALYSIS

• Horizontal Analysis compared with Vertical Analysis
• Types of Ratios Analysis
• Ratios Analysis from a Credit Perspective
• Ratios Analysis from an Investment perspective
• Applications and Limitations of Ratio Analysis
• Graphical Presentation

DAY FOUR: COMPARISON OF PROFIT AND CASH

• Profit from an accrual perspective
• Cash Flow from a Cash Basis Perspective
• Ratios Analysis on a Cash Basis
• Working Capital and Working Investment
• Evaluating Financial Flexibility

DAY FIVE: CORPORATE FINANCE

• Cost of Capital and Risk Management
• Investment Decision Techniques
• Corporate Valuation
• Future Projection
• Sensitivity Analyses