Advanced Financial Analysis

Course schedule

Classroom Training:
DateVenueDurationPrice
24 Jun - 5 Jul 2024London10 days£7,250
23 Sep - 4 Oct 2024London10 days£7,250

Please note: prices shown above are exclusive of VAT (20%).

Course Overview

This course equips finance professionals with sophisticated analysis techniques, including cash flow analysis, investment appraisal, and corporate valuation, to support critical business decisions.

Who Should Attend

Managers and executives from all sectors who want to be able to assess investment opportunities and/or the performance of their own organisation or that of competitors, including:

  • Those who are non-specialists in finance
  • Budget holders who want to identify trends in expenditure
  • Operations managers who want to know more about how they compare with competitors
  • Senior managers who require greater financial literacy skills
  • Managers facing financial decisions or expect to make a contribution to a wider planning process
  • Increased probability of investing in successful organisation

Course Outcomes

  • Calculate and interpret key information
  • Interpret trends shown in each financial statement
  • Comment on their own and competitor’s liquidity, efficiency and funding
  • Explain the links between cash flow and other statements
  • Describe the framework and purpose of analysing financial statements – the importance and drawbacks

Course Topics

Introduction to Financial Analysis and Financial Statements

  • Short quiz exploring participant’s knowledge
  • What is financial analysis and who uses it for what
  • Sources of information
  • Efficient markets theory
  • International Financial reporting standards – the key statements explained
  • Financial performance in the public sector use of ratios

What Financial Analysis Can and Cannot tell you

  • Comparison of analysis techniques
  • Evaluation of performance – comparisons
  • Income statement ratios common size profit margin return on equity etc
  • Balance sheet ratios quick ratio current ratio debt to equity and more
  • Use of notes to the accounts

Return on Investments and Making Sense of Trends

  • The building blocks of ROI
  • Payback method
  • Net present value method (NPV)
  • Internal rate of return (IRR)
  • Historical comparisons and industry benchmarks

Technical Analysis

  • What is technical analysis and why it works
  • Crowd behaviour concepts
  • Behaviour economics
  • Types of technical indicators
  • Drawing and interpreting trend lines

More Ratios and Practical Exercises

  • Price to earnings ratio dividend yield dividend payout ratio
  • The importance of cash flow – how to measure and improve it
  • Gross profit operating profit net profit margin
  • Key investor ratios
  • End of course quiz to reinforce learning

Shareholders v. stakeholders

  • How The Shift from Shareholder to Stakeholder Value is Driving Strategy and Decision-Making
  • Value maximisation and stakeholder theory
  • The drivers of shareholder and stakeholder value
  • Linking decision-making to shareholder value – the long-term perspective
  • Ethical dimensions of decision-making

Funding the Business

  • Capital structure and the cost of capital
  • Funding with equity
  • Retaining profit – dividend policy
  • Funding with debt
  • The main instruments of the capital markets

The Impact of PESTLE on Strategy and Risk Management

  • The components of PESTLE and the impact on corporate finance
  • Porter’s generic competitive strategies
  • Mergers and acquisition – a corporate approach
  • Managing financial risks

An Effective Treasury Function

  • Expanding strategic role of treasury and its role in corporate decision making
  • Price to earnings ratio dividend yield dividend payout ratio
  • Leadership skills and training for treasurers
  • The areas where treasury takes a lead role including: bank relationship management; short-term and long-term borrowing; financial risk management
  • Defining treasury success – KPIs credit ratings etc

Review and Evaluation

  • Review and evaluation of topics covered during the week
  • Q and A session for advanced Financial Analysis
  • Revision Quiz

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