Advanced Financial Analysis
Course Information:
Venue: | Duration: | Date: | Price: |
---|---|---|---|
Online | £2,500.00 | 20 hrs | Flexible |
In-House | Agreed with client | Flexible | POA |
London | 10 days | 3-Jan | £5,900.00 |
London | 10 days | 28-Mar | £5,900.00 |
London | 10 days | 27-Jun | £5900.00 |
London | 10 days | 26-Sep | £5900.00 |
Who should attend?
- 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
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:
Accreditations
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 pay-out 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