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An Intensive 3-Day Online Training Course

Financial Analysis, Planning, Feasibility Study & Control


Date Venue Fees CPE Credits

20 - 22 Jun 2021

Live / Online

US $ 1,800

18

08 - 10 Aug 2021

Live / Online

US $ 1,800

18

INTRODUCTION

This EuroMaTech online training course will provide you with vital skills such as financial forecasting, formulation and analysis of different scenarios, and the confidence to speak persuasively and with assurance about your financial analysis with colleagues and clients, thereby enhancing your reputation as a finance expert. By applying these skills to the tasks and challenges you face in your work, you will experience breakthroughs you may never have thought possible.

Participants will develop and refine the following competencies:

  • Reading and understanding financial informationto evaluate performance and trends accurately
  • Embedding and applying present value concepts to expected future cash flows to make the best financial decisions
  • Using comparative ratio analysis to pinpoint areas of concern
  • Identifying key success factors, warning signals, negative and positive trends
  • Becoming familiar with key financial metricsused by leading global companies
  • Projecting with confidence the future performance of your firm and its investments through accurate, real-world budgeting
PROGRAMME OBJECTIVES

This EuroMaTech online training course will enable participants to achieve the following objectives:

  • Understanding the content of, and relationships between, primary financial statements (income statement, balance sheet, cash flow statement)
  • Utilizing financial statements to evaluate the financial and strategic performance of an organization
  • Appreciation of discounted cash flow (DCF) techniques and their application to financial decision making
  • Identifying key success factors, early warning signs, and financial momentum signals in your own industry sector
  • Understanding of EVA(Economic Value Added), RONA (Return on Net Assets) and other indicators, as performance metrics
  • Framing the value creation/destruction process in mergers and acquisitions from the market’s perspective and recognizing signals from the market to management
  • Building a realistic budget, under a base case, upside and downside scenarios
  • Identification and utilization of financial and business data sources that give insights into business and financial strategies
  • Constructing and using rigorous excel spreadsheets for financial analysis, from the basics to more complex models
  • Enhancing your professional and personal networks among colleagues of similar background, talent and potential
WHO SHOULD ATTEND?
  • Finance professionals from all sectors, who are keen to boost their performance and knowledge, skills and reputation in their firms and in the industry
  • Personnel related to, moving into or aspiring to roles in finance that require deeper understanding and intelligent interpretation of financial information
TRAINING METHODOLOGY

The Financial Analysis, Planning, Feasibility Study & Control online training course will combine presentations with interactive practical exercises, supported by visual materials, activities, discussions and examples.

In addition, delegates will be encouraged to participate actively by utilizing following blended learning techniques for an engaging online delivery of this course:

  • Interactive course delivery through live virtual training room
  • Whiteboards & screen sharing
  • PowerPoint presentations
  • Case Studies, exercises, problem solving
  • Infographics and videos
PROGRAMME SUMMARY

This EuroMaTech online training course covers essential financial skills such as understanding and interpreting numbers to build the bigger picture, utilizing tools to make rational financial decisions, and communicating analytical conclusions persuasively and with impact.

PROGRAMME OUTLINE
Day 1 - Getting started with financial analysis
  • The role and responsibilities of financial management
  • The relationshipbetween accounting and finance in analysis
  • Review of the primary financial statements and their purpose
  • The utility of ROI(return on investment) and similar metrics
  • Financial ratios: what they represent, and how they can be used effectively
  • Definitions of free cash flow (FCF)
  • Altman’s Z-scoreand its meaning
  • Dupont analysisand what it reveals
  • Trend analysis: identification thereof and implications
Day 2 - Evaluating information for feasibility analysis
  • Interpreting new information
  • Focusing on significant metrics
  • Annual reports, footnotesand beyond: deriving signals
  • Evaluating short-term success: process and measures
  • Sourcing and using industry data
  • Benchmarkingfor evaluation purposes
  • EVA, RONA, EBITDA, etc.: their meaning and utility
  • Calculating the results of analysis
  • Scenario analysis: deciding on calculations and interpreting output
  • Sensitivity analysis: identifying key variables and making assumptions
Day 3 – Planning & Control
  • Strategy: direction and vision
  • Implementing strategy: the operational planning process
  • Budgets: the financial expression of the operating plan
  • The purpose of budgets: controlmechanism
  • Elements of the budgetframework
  • Reporting: the key to control

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VAT Announcement: The Government of UAE have introduced Value Added Tax (VAT) on goods and services from 01-January-2018. In compliance with the legislation issued by the UAE Government, we will be applying a 5% VAT on the fees for all our programs and services offered from January 2018 as applicable and stipulated in the FTA circulars

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