Financial Analysis

Course schedule

Classroom Training:
DateVenueDurationPrice
16 - 20 Jun 2024London5 days£4,250
23 - 27 Sep 2024London5 days£4,250

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

Course Overview

Learn the principles of financial analysis, focusing on interpreting financial statements, ratio analysis, and cost-volume-profit analysis to evaluate business performance and opportunities.

Who Should Attend

Managers and executives from all sectors who input into strategic and financial planning for their organisation, including:

  • Those who are new appointed into a strategic planning role
  • Treasury department managers who wish to increase the strategic role of the treasury function
  • Financial planning practitioners who want to update their skills
  • Those who want to be able to look at their organisation’s performance and that of competitors
  • Audit personnel
  • Financial risk managers

Course Outcomes

  • Go beyond the description of financial performance to calculate and interpret key information
  • Assess the influential role of all stakeholders
  • Develop a business funding policy to manage financial risk
  • Evaluate the growing influence of corporate finance on strategy
  • Exploit the growing strategic role in developing competitive advantage

Course Topics

Introduction to Financial Analysis and Financial Statements

  • International Financial Standards for Private and Public Sectors
  • The key statements format and content
  • Financial Analysis – the essential ratios based on the income statement
  • Financial Analysis – the essential ratios based on the balance sheet and/or income statement combined

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

Enquire About an Online Course

Please fill out all the fields below so we can provide the best support we can.

Your Details

Enquire About an In-House Course

Please fill out all the fields below so we can provide the best support we can.

Your Details

Register below for this course

Please ensure all fields are filled out.

Enquire About our Course

Please fill out all the fields below so we can provide the best support we can.

Your Details

Download Our 2024 Brochure

Please fill out all the fields below to download our brochure.

Your Details
× Available on SundayMondayTuesdayWednesdayThursdayFridaySaturday