Financial Analysis

Course Information:

Venue:	Duration:	Date:	Price:
Online	20 hours	Flexi-date	£2,750.00
In-House	Agreed with client	Flexible	POA
London	5 days	1 January 2024	£4,250
Dubai	5 days	25 March 2024	£4,250
London	5 days	16 June 2024	£4,250
London	5 days	24 June 2024	£4,250

If you are unable to attend this course on the dates above, please contact us to discuss alternative options.
Please note that prices shown above are exclusive of VAT (20%).

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

Accreditations

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