Advanced Financial Statement Analysis & Evaluation WorkshopFinance and Accounting

In any city around the world 00447455203759 Course Code: AC/2024/319

Course Description

Course Duration: Five Training Days

Course Language: Arabic or English

Include:

-Scientific material with TAB

-Workshops

-Reception and farewell at the airport

-Coffee Break


Introduction

-This advanced financial statement analysis course is designed as the best financial statement analysis course for professionals who aim to master advanced financial statement analysis techniques.

-The financial statement analysis course will empower participants with the skills necessary to delve deep into the financial statements in accounting, providing a comprehensive understanding of what financial statements are and how they can be effectively utilized to gauge a business's financial health.

-This financial statements course outline has been carefully crafted to help participants engage with the material and obtain substantive knowledge and practical skills.

-The financial statement analysis course also addresses the critical aspects of financial risk and how to manage it, ensuring participants are well-equipped to identify and minimize risks to their organizations.

-Participants in the financial statement analysis course can take on new challenges and make informed business decisions by understanding how to perform a financial statement analysis and evaluate financial statements.

Targeted Groups

-CFOs.

-Finance professionals.

-Controllers and treasurers are responsible for the financial management of the organization.

-In this financial statement analysis course, professionals who wish to improve, refresh, and update their understanding of the analysis of financial information and application

Course Objectives

Upon completion of this financial accounting training course, attendees will be equipped to:

-Please read and understand their organization's annual financial report.

-Conduct an advanced evaluation of their firm's financial performance.

-Utilize analytical tools and techniques in practical case-study situations.

-Identify business risks and manage them effectively.

-Appreciate the strategic role of new investments in growth and competitiveness.

-Enhance their management skills and increase their value to the organization.

-Grasp the intricacies of capital investment decisions.

-Apply advanced techniques in financial analysis and capital appraisal.

-Identify and address problem areas within their organizations.

-Approach new situations with increased confidence and insight.

Targeted Competencies

Upon completion of this financial accounting training course, the target competencies attendees will be equipped to:

-Understanding and interpreting financial statements

-Reading and analyzing annual reports

-Processing and utilizing financial data for strategic benefits

-Proficiency in advanced financial analysis

-Strong risk management capabilities

-Analyzing financial reporting standards used globally

Course Content

Unit 1: Introduction to Advanced Financial Analysis

-Identifying the users of financial data.

-Reviewing the three critical financial statements: performance, position, and cash flow.

-Examining the necessity of financial data analysis.

-Exploring the sources and types of financial information.

-Cash flow cycle vs. the operating cycle.

-Comprehensive ratio trend analysis of financial statements.

-Categories of ratios and their contribution to company insights.

Unit 2: Financial Statements

-Utilizing standard sizing to compare performance and position.

-The format and structure of the balance sheet/statement of financial position.

-Different sources and types of finance.

-Preparing financial projections for potential financing sources.

-Break-even analysis fundamentals.

-Evaluating the lease vs. buy decision for equipment.

-Consider outsourcing production through buying instead of making.

Unit 3: Analytical & Performance Tools & Techniques

-Sources for financial data and information.

-Accessible tools and techniques for financial statement analysis.

-Employing graphical representation for data interpretation.

-Fundamental statistical tools for financial data.

-Applying statistical techniques to financial data.

-Reporting and effective communication of financial information.

-Identifying factors of financial distress.

-Understanding and using Altman Z-score analysis.

Unit 4: Capital Project Analysis

-Aligning new investment projects with corporate objectives.

-Model-building and forecasting for investment projects.

-Basic appraisal techniques of investment projects.

-Time value in investment appraisal: net present value vs. internal rate of return.

-Selecting the most appropriate appraisal method.

-Evaluating the company's capital structure with cost of capital estimations.

-Comparing the dividend valuation model and capital asset pricing model.

Unit 5: Coming to Terms with Risk

-Principles of financial risk management.

-Methods for analyzing and assessing financial risk.

-Collaborating with bankers to manage financial risk.

-Analytical tools for measuring various types of risk.

-Custom tool development for specific firm needs.

-Techniques such as scenario, sensitivity, and subjective analysis.

-Strategies to minimize discovered risk factors.