Financial Analysis Workshop Training Courses - Dubai | Meirc
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Financial Analysis Workshop

Financial Analysis Workshop Training Courses in Dubai
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Why Attend

Management frequently takes financial, investment and operational decisions, the outcome of which depends on the proper analysis of factors impacting their decisions. By attending this course, you will be able to prepare and understand financial analysis, add value to your organization's decision-making process and improve the outcome of these decisions.

Course Methodology

This course demonstrates theoretical core topics in addition to introducing Excel’s ability to help us perform various types of financial analysis. The course also features the use of a number of real-life case studies and presentations by participants followed by discussions.​

Course Objectives

By the end of the course, participants will be able to:
  • Apply the framework of financial statements analysis
  • Demonstrate ratio and financial analysis
  • Interpret company financials and industry position
  • Appraise the process of company evaluation and analysis
  • Analyze real-life financial statements from companies traded on the world and 'GCC' stock exchanges
  • Prepare financial analysis template models

Target Audience

Professionals in the field of finance and accounting, financial analysts, department heads, senior management team members, financial controllers, finance managers, chief and financial accountants who perform business analysis and provide financial recommendations.

Target Competencies

  • Understand audited financials and annual reports
  • Perform vertical analysis
  • Practice horizontal analysis
  • Understand and perform liquidity analysis
  • Understand and perform activity efficiency analysis
  • Understand and perform solvency analysis
  • Understand and perform profitability analysis

Note

This is a hands-on training course using laptops which will be made available by Meirc for the duration of the training. For courses outside the UAE, participants should bring their own laptops equipped with a fully functional version of MS Excel 2010/2013.

Associations

National Association of State Boards of Accountancy (NASBA) : Meirc Training & Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org

Location & Date

24 - 28 Sep, 2017
Dubai
Arabic
JW Marriott Marquis
Meirc reserves the right to alter dates, content, venue and trainer.

Fees: US$

Per participant
US$ 4,600
(including coffee breaks and a buffet lunch daily)
Discount Plans & Cancellations Policy

This course is worth 25 NASBA CPEs.

Course Outline

  • Required components of financial statement analysis
    • Role of financial reporting and analysis
    • Core financial statements and the importance of the annual report
    • The important role of notes and supplementary information
    • Objectives of financial statements audit
    • Types of audits
    • Financial statement analysis framework
    • The accounting cycle
    • Financial reporting mechanics
    • Relationship, elements and classification of financial statements
  • Financial reporting standards
    • Importance of reporting standards in security analysis and valuation
    • The standards setting bodies
    • International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)
  • An inside look at financial statements
    • Income statement components
    • The three important components of income statements
    • Revenue and expense recognition
    • Balance sheet components
      • Measurement and classification
      • The five important components of balance sheet
    • Statement of changes in owners equity
    • Cash flow statement:
      • Operating, investing, and financing activities
      • Direct versus indirect methods in cash flow preparation
      • Reading and interpreting cash flow
      • The cash rich standard
  • Mechanisms of financial analysis techniques
    • Vertical analysis and strategy: balance sheet and income statement approaches
    • Horizontal, trend analysis and growth
    • Liquidity analysis:
      • Current, quick, and cash ratios, defensive interval and cash conversion cycle
    • Asset management and activity ratios:
      • Total and fixed assets turnover
    • Solvency analysis:
      • Debt, equity, and times interest earned ratios
    • Profitability analysis:
      • Profit margin, gross margin, return on assets, return on equity
    • Market and valuation:
      • Price earnings and earnings-per-share ratios
    • DuPont analysis: the three-step and five-step models
    • Limitation of ratio analysis
  • Financial statement analysis: applications and presentations
    • Evaluating a company’s past performance
    • Comprehensive real life analysis of publicly traded companies