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Accounting and Financial Analysis for Decision Makers

Classroom based course with study materials, lecturer support and CPD Hours included


London Training For Excellence

Summary

Price
£4,320 inc VAT
Study method
Classroom
Duration
5 days · Full-time
Qualification
No formal qualification
CPD
20 CPD hours / points
Additional info
  • Tutor is available to students

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Location & dates

Location
Address
Templeton Place
South West London
London
SW59NB
United Kingdom

Overview

Effective financial analysis is critical in terms of managing growth and profitability. This course presents a range of models and techniques which will help delegates keep on top of their organisation's financial situation and help ensure sustainable growth and success.

CPD

20 CPD hours / points
Accredited by The CPD Standards Office

Description

Day 1

  • Introduction to advanced financial analysis:
  • Why analyse financial data?
  • What information and data to use?
  • How we should use it?
  • Understanding the cash flow cycle vs. the operating cycle.
  • Projecting and forecasting financial data to develop information on future needs.
  • The use of financial ratios.
  • Ratio & trend analysis of financial statements.
  • Case Study.

Day 2

  • Financial statements:
  • Sources of funds.
  • Common sizing-the how's & why's.
  • Pro forma financial statements.
  • Preparing projections for financing sources.
  • The three kinds of break-even analysis.
  • Does it make a difference whether we lease or buy?
  • When should we make versus buy.
  • Case study.

Day 3

  • Analytical & performance tools & techniques:
  • Finding and using data and information.
  • Easily available tools and techniques for financial analysis.
  • Using graphical representation.
  • The fundamental statistical tools.
  • Fitting statistical techniques to financial data.
  • Reports and reporting.
  • Financial distress.
  • Altman's Z-score analysis & its uses.
  • Case study.

Day 4

  • Capital project analysis:
  • Capital budget principles.
  • The Capital Asset Pricing Model versus Arbitrage Pricing Theory.
  • Capital cost model-building.
  • Various capital budgeting methods available.
  • Net present Value vs. Internal Rate of Return.
  • Other useful methods of evaluation.
  • How do you choose which method to use?
  • Is it correct to estimate the firm's capital structure?
  • Models to use.
  • Case study.

Day 5

  • Coming to terms with risk:
  • Financial risk-management principles – what can be done?
  • Methods for analysing financial risk.
  • Talking to your bankers about managing risk.
  • Which analytical tools are available?
  • How to develop the tools for your firm?
  • Case study.
  • Using scenario, sensitivity & subjective analysis techniques.
  • How to minimise the risk factors we find?
  • Case study.

Who is this course for?

  • Professionals responsible for their firm's financial future.
  • CFOs wanting to learn the latest techniques in analysis.
  • Controllers responsible for determining where the company is financially.
  • Professionals responsible for their company's financial future or those seeking a refresher in analytical techniques-including financial analysis.
  • Accountants, project professionals, budget analysts, vice presidents of finance, controllers and treasurers.

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.