An Intensive 5-day Training Course
Corporate Analysis & Valuation
Forecast, Control & Financial Management
INTRODUCTION
This interactive Euromatech Corporate Analysis & Valuation training course will update and develop your skills of analysing financial information, business activities, and the key risks faced in today’s uncertain economic, political, and physical global business environment. It will guide you through the key steps of analysing financial statements, evaluating new investments, and measuring the performance of your organisation.
Throughout this training course, the participants will be able to relate their learning to real-world issues and problems and develop their ability to generate growth and improve profitability, as well as pinpointing problem areas for remedial action and will have the opportunity to acquire financial skills and technical knowledge that will enable them to manage more effectively.
Participants attending this training course will develop the following competencies:
- The value of key financial information
- Use of a wide range of tools and techniques to evaluate financial performance
- Effective acquisition and use of financial resources
- Analysis and valuation of capital investment projects and businesses
- Analysis and management of a business and financial risk
TRAINING OBJECTIVES
This training course aims to enable participants to achieve the following objectives:
- Analyse and interpret an organisation’s annual report and accounts
- Financial Performance Indicators
- CVP and sensitivity analysis
- Valuation methods
- CSR and corporate governance
WHO SHOULD ATTEND?
This EuroMaTech training course is designed specifically for those professionals who are new or relatively new to supervision, team leadership and management, or who have recently been promoted to a higher level or a bigger team. It will also help anyone who wishes to refresh and develop their Corporate Analysis and management skills.
- Team Leaders (new and experienced)
- Technical Staff making the transition to management
- Supervisors who wish to increase their financial effectiveness
- Team Leaders interested in further management development
- Managers who wish to evaluate and improve their financial performance
TRAINING METHODOLOGY
The EuroMaTech Corporate Analysis & Valuation training course will combine presentations with interactive practical exercises, supported by video materials, activities and case studies. Delegates will be encouraged to participate actively in relating the principles of corporate financial management to the particular needs of their workplace.
TRAINING SUMMARY
The EuroMaTech Corporate Analysis & Valuation training course covers essential skills such as ratio analysis and valuation to handle challenging situations and flexibility to adapt and being clear about the corporate financial situation.
TRAINING OUTLINE
DAY 1 - Introduction to Advanced Financial Analysis
- Sources of Financial Information
- Why analyse financial data?
- Published Annual Reports and Accounts – What is their purpose?
- Income Statement
- Balance Sheet
- Statement of Cash Flows
- Creative Accounting, Financial Scandals, and the Agency Problem
- Corporate Governance
- Sustainability, Ethics and Corporate and Social Responsibility (CSR) Reporting
DAY 2 - Corporate Financial Analysis
- Working Capital and the Cash Flow Operating Cycle
- Profitability
- Liquidity and the Short-term Solvency
- Asset Utilisation Ratios
- Financial Structure and Long-term Solvency
- Market Value ratios
- The Dupont System of Ratio Analysis and Pyramids of Ratios
DAY 3 - Analytical Tools and the Financial Forecast
- Ratio Analysis using Excel
- Excel Trend Analysis using Common-size Horizontal Analysis and Vertical Analysis for Comparability
- Segmental Analysis and Value Added Analysis
- CVP and Break even analysis
- Using Statistical Techniques to Analyse and Forecast Financial Data
DAY 4 - Capital Investment Project and Business Valuation
- The Reasons for Business Valuations
- Business Valuation Models: DCF, DDM , Asset Based and Relative value Models
- Capital Asset Pricing Model (CAPM)
- Weighted Average Cost of Capital (WACC) and Optimal Capital Structure
- Capital Budgeting
- Using Net Present Value (NPV),
- Internal Rate of Return (IRR),
- Modified Internal Rate of Return (MIRR), and
- Equivalent Annual Cost (EAC) to Analyse
DAY 5 - Analysing and Predicting Corporate Failure and Financial Risk
- Predicting Financial Distress and Corporate Failure – The Altman Z-score Model
- Sensitivity, Simulation, and Scenario Analysis Techniques
- Risk Analysis using Expected Values, Standard Deviation and Coefficient of Variation
- Systematic Risk, Unsystematic Risk, Business Risk and Financial Risk
- Financial Risk– Interest Rate and Foreign Currency Exchange Rate Exposures
- Hedging and Derivatives to Mitigate and Minimise risk
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
Do you provide assistance with hotel accommodation?
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
Do you offer customized training for organizations?
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
What types of training formats do you offer?
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Can you assist with visa arrangements?
Yes, we can help by issuing an official Letter of Invitation once you’ve confirmed your training registration, which can assist in your visa application process.
Who will be the senior consultant leading the training?
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
