Advanced Financial Analysis - Virtual Learning

Advanced Financial Analysis - Virtual Learning

Why Attend

This course brings together the key elements of financial statement analysis. It will enable participants to ask the right questions, see the real risks facing businesses and investors, feel more confident in their ability to comment on business activities and performance, and analyze financial health for management. These skills and the required technical knowledge will be put into practice throughout the course using interactive examples and case studies, putting theory and technique into context.

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Course Methodology

Live online course where participants will be able to interact with instructor (video and audio), view slides, collaborate with others, comment on discussions, complete assessments, activities and case studies.

Course Objectives

By the end of the course, participants will be able to:

  • List and differentiate between the important components of basic financial statements
  • Explain financial statements' ratios and design Excel sheets and graphs for financial statements analysis
  • Analyze the financial position and performance of a company over a period of time and draw conclusions regarding its sustainability
Target Audience

Chief accountants, accounting managers, senior accountants, finance directors, finance managers, financial analysts, financial controllers, financial accounts managers, heads of finance departments, credit controllers, corporate financiers, credit risk analysts, bankers, and relationship managers.

Target Competencies
  • Understanding financial statements
  • Reading annual reports
  • Financial analysis
This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.
Course Outline
  • Introduction to advanced financial analysis
    • Users of financial data
    • Content of the annual financial report
    • Non-financial elements of the annual financial report and their importance
    • Understanding the income statement, balance sheet and cash flow statement
    • Other comprehensive income components
  • Basics of industry analysis and analyzing ratios using Excel
    • Top-down approach for analysis
      • Macroeconomic factors to assess country exposure
      • Industry analysis: understanding Michael Porter's five forces shaping an industry's long term profitability
    • Calculating trends and growth patterns
    • Ratio analysis to assess key aspects of company performance:
      • Profitability
      • Liquidity
      • Efficiency and working capital management
      • Financing structure and risk
    • Altman Z-score to assess potential bankruptcy
    • Using graphical representation
  • Financial cosmetics and creative accounting
    • Signals to read from inventory balances
    • Valuing inventory at net realizable value: looking for signals of obsolete inventory
    • Evaluating how capitalizing versus expensing costs affect financial statements and ratios
      • Interest capitalization
      • Research and development costs capitalization
    • Impairment of business units and operating segments
    • Revaluation of long-lived assets
Schedule & Fees