Advanced Financial Analysis
Increase your strategic and financial inputs
Accredited by: LONDON INSTITUTE OF SKILLS DEVELOPMENT SIGNATURE PROGRAMME
Who should attend?
Managers and executives from all sectors who input into strategic and financial planning for their organisation, including those:
- Newly appointed into a strategic planning role
- Treasury department managers who wish to increase the strategic role of the treasury function
Course Code: | F/A.4 |
Subject: | Finance |
Duration: | 1 week |
- Financial planning practitioners who want to update their skills
- Managers who want to review their organisation’s performance
- 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 contribute to a wider planning process
- Junior Managers, Fresh Graduates & Final Semester Students to acquire a promising career in a reputable organization.
Learning Objectives
By the end of the course delegates will be able to:
- Go beyond the description of financial performance to calculate and interpret key information
- Interpret trends shown in each financial statement
- Comment on their own and competitor’s liquidity, efficiency and funding
- 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 Content
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 week quiz to reinforce learning
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.
GROUP Package Highlights:
(prices applicable to a group of minimum 8 persons)
*Maximum 15 persons will be enrolled in each workshop
- 4 Days + 3 Nights Programme
- Programme Registration with the invoice
- 2 Scientific Knowledge-sharing sessions
- Certificate of Participation signed by the authorities
- 3 Night-accommodation in B&B (Double accommodation)
- 2 Networking Dinners
- 3 Lunches
- 3 Networking Tea/Coffee
- Airport Group-Pick & Drop Service
- City Crawl
- Group Excursion- Famous Tourist Attractions
Generic Schedule:
4 Days/ 3 Nights Programme
Day 1:
Hotel Group Pick-up Service from the nearest Airport to the Bed & Breakfast (Hotel)
Check-in: (between 2:00-4:00 pm)
City Crawl includes Takeaway Lunch and Coffee
(1st Night)
Day 2:
Interactive Learning Sessions: 9:00 am – 4:00 pm
Includes 2 Tea Breaks + Lunch
7:30 pm Networking Dinner
(2nd Night)
Day 3:
Interactive Learning Session/ Award Ceremony: 9:00 am- 1:00pm
Includes 1 Tea + Lunch
Excursion: 2:00-7:00 pm
Networking Dinner: 7:30 pm
(3rd Night)
Day 4:
Hotel Check-out at 10:00 a.m
Luggage can be Deposited in the Hotel
Free to Shop and Roam (independently)
Back to the Hotel at least 3.5 hours before the flight
Group Drop-off to the Airport
Register Per Person
Workshop Venue | Full 4 Days + 3 Nights Workshop Package PER PERSON IN GROUP inclusive all taxes | Credit/Debit Card | |
---|---|---|---|
University of Oxford, U.K | GBP 1350 | Register Now | Register Now |
University of Cambridge, U.K | GBP 1350 | Register Now | Register Now |
King’s College London, U.K (University of London) | GBP 1350 | Register Now | Register Now |
University of Edinburgh, U.K | GBP 1350 | Register Now | Register Now |
London Institute of SD – Learning Center | GBP 1145 | Register Now | Register Now |
Baku, Azerbaijan | GBP | ||
Istanbul, Turkey | GBP |