Financial analysis - Advanced Level

Overview:

Introduction:

Financial analysis is a crucial process that involves evaluating businesses, projects, budgets, and other finance-related entities to determine their performance and suitability. Advanced financial analysis equips professionals with the skills needed to interpret complex financial data, assess financial health, and make informed investment decisions. This training focuses on advanced techniques in financial analysis, including quantitative methods, financial modeling, and strategic financial planning, essential for high-level decision-making in corporate finance.

Objectives:

By the end of the training, participants will be able to: 

• To deepen understanding of advanced financial analysis concepts and techniques.

•  To equip participants with the skills to analyze financial statements critically and derive insights for decision-making.

•  To enhance proficiency in financial modeling and valuation methods.

•  To develop capabilities in interpreting market trends and economic indicators impacting financial performance.

•  To cultivate strategic thinking in financial planning and risk management.

Targeted Audience

•  Financial analysts and managers

•  Investment professionals

•  Corporate finance professionals

•  Accounting professionals seeking to enhance their analytical skills

•  Business executives involved in strategic planning and investment decisions

Outlines:

Unit 1

Advanced Financial Statement Analysis:

• Understanding Complex Financial Statements

• Ratio Analysis and Financial Metrics

• Trend Analysis

• Common-Size Financial Statements

• Earnings Quality and Management

Unit 2

Financial Modeling Techniques:

• Introduction to Financial Modeling

• Building a Dynamic Financial Model

• Valuation Techniques

• Scenario and Sensitivity Analysis

• Presentation and Communication of Financial Models

Unit 3 

Corporate Finance and Investment Analysis:

• Capital Budgeting Techniques

• Cost of Capital

• Risk Analysis and Management

• Mergers and Acquisitions (M&A) Analysis

• Portfolio Management Strategies

Unit 4

Macroeconomic Analysis and Market Trends:

• Understanding Economic Indicators

• Impact of Monetary and Fiscal Policy on Financial Markets

• Analyzing Industry Trends

• Global Financial Markets

• Regulatory Environment and Compliance

Unit 5

Strategic Financial Planning and Decision Making:

• Developing a Strategic Financial Plan

• Financial Decision-Making Frameworks

• Performance Measurement Systems

• Financial Crisis Management

• Ethical Considerations in Financial Analysis