An Intensive 3-day Training Course
Financial Analysis, Planning, Feasibility Study & Control
INTRODUCTION
This EuroMaTech Financial Analysis Planning Feasibility Study & Control 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 information to 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 metrics used by leading global companies
- Projecting with confidence the future performance of your firm and its investments through accurate, real-world budgeting
TRAINING 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 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
TRAINING SUMMARY
This EuroMaTech Financial Analysis, Planning, Feasibility Study & Control 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.
TRAINING OUTLINE
Day 1 - Getting started with financial analysis
- The role and responsibilities of financial management
- The relationship between 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-score and its meaning
- Dupont analysis and 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, footnotes and beyond: deriving signals
- Evaluating short-term success: process and measures
- Sourcing and using industry data
- Benchmarking for 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: control mechanism
- Elements of the budget framework
- Reporting: the key to control
CALL ME BACK
Do you wish for us to conduct this course at your premises?
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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]
