Financial Statement Analysis

Global Courses

Certificate of completion

Digital certificate - Included

Certificate of completion

Hard copy certificate - Included

These Financial Statement Analysis courses were meticulously crafted by the industry specialists who collaborated on them. You'll get a comprehensive overview of the material in-depth for each and every course subject. After finishing this package, Financial Statement Analysis skills will help you start and succeed in your professional life.

Learn new skills with Global Courses’ excellent training courses now.

Course Curriculum

*** Financial Modelling for Beginners in Excel ***

Lecture 1: Introduction

• Modules in the Course
• What is a Financial Model?
• Financial Model Design
• Scenario Analysis
• Documentation

Lecture 2: Core excel concepts

• Cell References
• IF Formula
• AND Formula
• OR Formula
• Nested Formulas
• Conditional Formatting
• Data validation

Lecture 3: Your first financial model

• Inputs and assumptions
• Your first financial model – revenue
• Your first financial model – expenses
• Your first financial model – profit and loss
• Your first financial model – cashflow
• Your first financial model – adding scenarios
• Your first financial model – charts
• Your first financial model – conditional formatting
• Your first financial model – protect the workbook

*** Financial Modelling for Intermediate ***

Lecture 1: Introduction

• Modules in the Course
• Design Principles

Lecture 2: Core excel concepts

• Aggregate Functions
• Lookup Functions
• Forecasting
• Mixed References and Named Ranges
• External Links

Lecture 3: Skills

• Error Checks
• Goal Seek
• WACC
• NPV and IRR

Lecture 4: Your first financial model

• Introduction
• Staff Expenses
• Staff Expenses Summary
• Revenue
• Market Analysis
• Profit and Loss
• NPV IRR
• Payback Period
• Scenario Analysis

***Finance and Cash management for Hospitality***

Module 1: Fundamentals and understanding concepts

• Introduction and Basis of Projections

Module 2: Making future plans and potential revenue generating activities

• Making future plans and potential revenue generating activities

Module 3: Operational Plans that need to be looked at

• Operational Plans that need to be looked at

Module 4: Cost management Practices at hotel and ABC system

• Cost management Practices at hotel and ABC system

Module 5: Other Matters before practical exercise

• Other Matters before practical exercise

Module 6: Financial Model and Working on Financial model

• Room Revenue Budget Template
• F&B Revenue Budgeting Template
• Banquet and Other operating Departments
• Headcount Budget
• Payroll and Other Cost Budgeting
• Other hotel operational Expenses
• Cash Budgeting Exercise

***Financial Statements Understanding and Analysis***

Module 1: Overview of FInancial Statements

• Course Conents
• Introduction to Financial Statements
• Basic Accounting Concepts
• Assumptions and requirements
• Elements of financial statements

Module 2: Balance Sheet

• 1. Overview of Balance Sheet
• 2. Elements - Assets 1
• 3. Elements - Assets 2
• 3. Elements - Assets 3
• 4. Elements - Liabilities
• 5. Control Aspects
• 6. Itens not in Balance Sheet

Module 3: P&L

• P&L Intro
• P&L - Income
• Trends Analysis
• Expenses
• Pitfalls and concerns

Module 4: Ratio

• Ratio Analysis Part 1
• Ratio Analysis Part 2
• Summarised concerns

Module 5: Cash Flows

• Intro to Cash Flow Statement
• Cash Flow Activities

Module 6: Balance Score Card

• Intro to Balanced Score Card
• Steps in Balance Score Card
• Balance Score Template

Module 7: MIS

• MIS Intro
• Sample of Reports

***Finance Career development Using Blue Ocean Strategy***

Module 1: Introduction

• What is Blue Ocean Strategy

Module 2: Methods used in Blue Ocean Strategy - Value Innovation and $ Actions

• Methods used in Blue Ocean Strategy - Value Innovation and $ Actions

Module 3: Applying Blue Ocean Strategy for Career, Future Business Trends

• Applying Blue Ocean Strategy for Career, Future Business Trends

Module 4: How you can apply 4 Point Action for career planning

• How you can apply 4 Point Action for career planning

Module 5: What is Personal Brand and Step1 in creating PB

• What is Personal Brand and Step1 in creating PB

Module 6: Steps 2 to 8 in Personal Branding

• Steps 2 to 8 in Personal Branding

Module 7: Example of a Linked in Profile for personal Branding

• Example of a Linked in Profile for personal Branding

Module 8: Summarising the way forward in career development

• Summarising the way forward in career development

*** Financial Modelling for Making Business decisions and plans ***

Module 1: Introduction

• Introduction to the Business Process
• What is Financial Modelling
• Starting Point of a Financial Model
• Key Features of Clear Financial Model and How to get Started
• First Steps before Starting to create Financial Model and Linking Business Model

Module 2: Case Study - Restaurant - Basic Model for Selecting initial Location

• CS-1. Starting with end in mind-Comparative P&L
• Customer Acquisition Model
• CS-3. Revenue and Cost Models
• CS-4. Adding Product and modelling labour and other Costs
• CS-5. Modelling Capital Investments and ROI calculations

Module 3: Business Planning and Financial Model

• BP-1 Detailed Customer Acquisition Model and Revenue Model
• BP-2 Cost of Sale Model
• BP-3 Modelling Labor cost
• BP-4 Modelling Other Operating Expenses
• BP-5 Modelling Income Statement and Cash Flows
• BP-6 Modeling Balance Sheet
• BP-7. Fixing the errors in Financial Model and brief of IRR

***Corporate Finance- Working Capital Management***

Module 1: Working Capital Management

• Introduction to working capital management
• What is working capital and What are working capital elements
• What are the benefits and cost of various working capital elements 1
• Operating and Cash Conversion Cycle with Practical example
• Cash Conversion Cycle of Different companies
• Working Capital Impact on Company Value
• Understanding working capital requirements and different approaches in management
• Understand Trade Credits in Business
• How do we manage Receivables
• Understanding how to change credit policies and evaluate the impact
• Monitoring Receivables
• Payables Management
• Inventory management and Pro and Cons of high inventory
• Inventory management EOQ, Reorder levels, lead time
• ABC system of managing inventory
• Cash Management Process

***Corporate Finance MBA User Avatar***

Module 1: Working Capital Management

• Introduction to working capital management
• What is working capital and What are working capital elements
• What are the benefits and cost of various working capital elements 1
• Operating and Cash Conversion Cycle with Practical example
• Cash Conversion Cycle of Different companies
• Working Capital Impact on Company Value
• Understanding working capital requirements and different approaches in management
• Understand Trade Credits in Business
• How do we manage Receivables
• Understanding how to change credit policies and evaluate the impact
• Monitoring Receivables

Plus More

Certification

You will get an immediately recognised e-certificate upon successful completion of the Financial Statement Analysis courses. Our courses are completely approved and include the most up-to-date industry information and abilities, allowing you to become an expert in the area. The certificate is also available in physical form and may be sent to your address. There will be a £5.99 delivery fee inside the UK and £16.99 for international delivery.

A highly driven person who wants to improve their professional abilities and train for the career they desire can benefit from the Financial Statement Analysis bundle. Individuals who want to get in-depth knowledge about Financial Statement Analysis and stay up to speed with the most recent information may benefit from taking this Financial Statement Analysis courses.
Invest in yourself now by taking the Financial Statement Analysis bundle and expanding your professional skillset from the convenience of your own home!

The Financial Statement Analysis bundle has no official entrance criteria, and anybody may join! This bundle is open to anybody who enjoys learning and is willing to put in the effort.
You may learn online using any internet-connected device, such as a computer, tablet, or smartphone. You may study whenever it is convenient for you and finish the Financial Statement Analysis courses at your own speed.
All students must be above the age of 16 and have a love for learning and reading.

This Financial Statement Analysis bundle can help you land the career you want in the field. Regardless of your current job situation, the training will help you advance your career. As you complete this Financial Statement Analysis courses, you may be able to explore a variety of professional opportunities.

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