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AccountingFinancial Analysis Evaluation, Budgeting and Decision Making


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  • United KingdomLondon
  • 20 - 24 Feb 2023
  • 20 CPD hours
  • $4,500.00
  • Overview
  • Course Outline
  • Scheduled Dates

Course Overview

This programme will challenge delegates to:

    Learn how to use financial statements to evaluate the financial / strategic performance of an organization
    Understand discounted cash flow (DCF) techniques and their application to financial decision making
    Use ratios to quickly pinpoint areas of concern
    Identify key success factors, weak financial signals, and strong financial signals in your own industry sector
    Learn the metrics used by the world’ leading companies, how to use them, & why
    Confidently project your firm’s future performance through real-world budgeting

Objective:

  • Statements (income statement, balance sheet, and statement of cash flows) 
  • Learn how to use financial statements to evaluate the financial / strategic performance of an organization 
  • Understand discounted cash flow (DCF) techniques and their application to financial decision-making 
  • Identify key success factors, weak financial signals, and strong financial signals in your own industry sector 
  • Understand how EVA® (Economic Value Added), SVA (Shareholder Value Added), RONA (Return On Net Assets), and more 
  • Define the value creation/destruction process in mergers and acquisitions from the market perspective and signals to management from the market 
  • Learn how to build a budget that’s works and the variations 
  • Identify sources of financial and business data that provide insights into business and financial strategies 
  • Use and build EXCEL spreadsheets for financial analysis: from the basics through complex models 
  • Enhance personal networks of similarly minded high potential managers
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Course Outline

Day 1 - Getting started with Financial Analysis

 

  •   The role & responsibilities of financial management 
  •   The relationship between accounting & finance in analysis 
  •   A review of the basic financial statements and their roles 
  •   Why ROI is still a good place to start 
  •   Identifying key success factors in your industry sector 
  •   Ratios: what they are, which ones to use, & why 
  •   Financial review compared to targets and expectations 
  •   Financial performance measurement systems 
  •   Key accounting assumptions 
  •   Case study – Beginning to analyse example 

 

Day 2 – Moving beyond the basics in financial analysis 

 

  •   The two kinds of Free cash flow (FCF) 
  •   Altman’s Z-Score and what it really means 
  •   Du Pont analysis and what it tells us 
  •   Scenario analysis: how to calculate it & what it tells us 
  •   Sensitivity analysis: how to calculate it & what it tells us 
  •   Trend analysis: when is a trend a trend? What to do? 
  •   Improving Return on Equity (ROE) 
  •   Case study – Continue the example analysis 

 

Day 3 – Evaluation of the information

 

  •   How do I interpret these details? 
  •   What are the important metrics & why? 
  •   Annual reports, footnotes and beyond; what can they signal? 
  •   Short-term success evaluations process and measures 
  •   Industry data, sources, & uses 
  •   Benchmarking for evaluation purposes 
  •   EVA, RONA, EBITDA, etc.: what do they mean & how to use them? 
  •   Calculating the results of analysis 
  •   Case study – Complete the example analysis 

 

Day 4 – Budgeting and the Management Process

 

  •   Strategy - direction and vision 
  •   Implementing strategy - the operational planning process 
  •   Budgets - the financial expression of the operating plan 
  •   The purpose of budgets - control 
  •   The human side of budgeting 
  •   Elements of the budget framework 
  •   Advantages and limitations of budgets 
  •   Reporting - the key to control 
  •   Case study – Beginning to prepare the budget 

 

Day 5 – Completing the budget using the tools we have learned 

 

  •   Assumptions 
  •   Master budget 
  •   Proforma financial statements: Income statement, balance sheet, cash flow statement 
  •   Capital expenditure (CapEx) budget 
  •   Sales & marketing budget 
  •   Production budget 
  •   General & Administrative budgets 
  •   Case study: Complete the budget
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Schedule & Fees

2+1Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

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Dubai

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5 Days 20 CPD hours

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London

$4,500.00

  • Finance

5 Days 20 CPD hours

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London

London

$4,500.00

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Financial Analysis Evaluation, Budgeting and Decision Making

  • United KingdomLondon
  • 20 - 24 Feb 2023
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  • United KingdomLondon
  • 20 - 24 Feb 2023
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