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Accounting and Financial Analysis for Decision Makers
London Training For Excellence

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

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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