Advanced Financial and Statement Analysis for Business Planning and Decision Making
Finance & Accounting · 5 Days · Public · Al-Khobraa certified · From USD 3,900
Overview
This interactive course will update and develop your skills in analyzing business activities. It will guide you through the key steps of analyzing financial statements, evaluating new investments, and measuring the performance of your organization. It will develop your ability to generate growth and improve profitability, as well as pinpoint problem areas for remedial action. You will have the opportunity to acquire skills and technical knowledge that will enable you to manage more effectively.
Learning Objectives
Analyze and interpret an organization’s annual report and accounts
Use ratio analysis to evaluate the financial position and financial performance
Use analytical techniques to forecast future performance
Critically evaluate the impact on financial position and performance of the subjective nature of accounting policies
Identify the impact of profit, cash flow, and risk on capital investment projects and business valuations
Who Should Attend
This course is suitable for a wide range of personnel from companies, corporations, and governmental organizations. In addition to anyone working in the Finance, Accounting, Costing, Budgeting, and Planning departments, this course will greatly benefit:
Project managers and other professionals
CFOs, controllers, and treasurers
Professionals in Financial Accounting
Course Outline
Day 1 — Introduction to Advanced Financial Analysis
Why analyse financial data?
Who are the users of financial information?
Sources of financial information
Published annual report and accounts – what is their purpose?
Day 2 — Analysing the Annual Report and Accounts
Using ratio and other analyses of the annual report and accounts to assess financial position and financial performance
Profitability and cost-volume-profit (CVP) analysis
Efficiency and working capital
Liquidity and the short-term solvency
Day 3 — Analytical Tools, Cash versus Profit, and the Cash Forecast
The Dupont system of ratio analysis, and pyramids of ratios
Segmental analysis and value added analysis of the annual report and accounts
The fundamental statistical tools and graphical representations
Using statistical techniques to analyse and forecast financial data
Day 4 — Financing the Business, Capital Investment Project and Business Valuation
Analysis of the balance sheet to identify long-term debt and equity, and short-term financing
Capital cost models: cost of equity using dividend growth and capital asset pricing model (CAPM); cost of debt
Weighted average cost of capital (WACC)
Optimal capital structure models to minimise WACC
Day 5 — Analysing and Predicting Corporate Failure, Business, and Financial Risk
Predicting financial distress and corporate failure – the Altman Z-score model
Risk and uncertainty
Risk analysis using expected values, standard deviation, and coefficient of variation
Sensitivity, simulation, scenario and break-even analysis techniques
Accreditation
Al-Khobraa certified. On completion delegates receive an Al-Khobraa certificate of achievement.
What do Al-Khobraa finance and accounting courses cover?
The portfolio covers IFRS (International Financial Reporting Standards) and IPSAS, financial analysis and reporting, budgeting and forecasting, cost and management accounting, accounts payable and receivable, internal controls and audit, and finance for non-finance managers.
Who should attend a finance and accounting course?
These courses suit accountants and financial analysts, finance managers and controllers, budgeting and planning staff, internal auditors, accounts payable and receivable teams, and non-financial managers who own a budget or read financial statements.
How long are finance and accounting courses, and where are they held?
Most Al-Khobraa finance and accounting courses run over 5 days. The exact duration, dates and city for this course are listed in the dates section on this page. Public sessions run across Saudi Arabia — Riyadh, Jeddah, Al-Khobar, Jubail and Yanbu — as well as regional and international venues, with live virtual classrooms available on request.
What certificate will I receive?
Delegates who complete the course receive an Al-Khobraa certificate of completion, issued by a Saudi-registered training provider. Al-Khobraa also delivers internationally accredited programmes; where a course carries an external awarding body such as PMI, CIPS, ILM or IOSH, that body is named on the course's own page.
Can finance and accounting training be delivered in-house for our team?
Yes. Any Al-Khobraa finance and accounting course can be delivered in-house at your own premises anywhere in Saudi Arabia or the GCC, with the content, dates and language of delivery tailored to your team. Al-Khobraa is an approved HRDF (Hadaf) provider, so eligible Saudi employers can seek training support. Contact us for a quotation.