An Intensive 5-day Training Course
The Executive Corporate Financial Planning and Analysis Professional
Mastering Strategic Financial Planning, Analysis & Decision-Making
INTRODUCTION
The Executive Corporate Financial Planning and Analysis Professional Training Course by EuroMaTech equips participants with advanced financial planning and analytical skills to support sustainable growth, profitability, and strategic decision-making within their organizations.
This highly practical course bridges the gap between strategic vision and financial execution. Participants will learn to create robust financial plans, conduct in-depth performance analyses, and design actionable strategies to enhance liquidity, control risk, and drive value creation. Through hands-on exercises, real-world case studies, and expert guidance, delegates will gain the capability to interpret financial data, assess investment opportunities, and make recommendations that align financial performance with business objectives.
This Corporate Financial Planning and Analysis Course will cover:
- Advanced tools and techniques for corporate financial planning and forecasting
- Analytical frameworks for evaluating financial performance and investments
- Methods to manage liquidity, cash flow, and working capital efficiently
- Strategies to identify, assess, and mitigate financial risks
- Communication skills for presenting financial insights to senior leadership
TRAINING OBJECTIVES
By the end of this Corporate Financial Planning and Analysis Training Course, participants will be able to:
- Understand the role and strategic importance of financial planning and analysis (FP&A) in modern organizations
- Manage short-term liquidity and optimize working capital to ensure operational stability
- Identify suitable financing sources and raise capital effectively
- Evaluate investment projects using advanced capital budgeting techniques
- Develop robust financial forecasts and budgets aligned with strategic goals
- Assess, measure, and manage financial risk to safeguard corporate assets
- Interpret financial statements and performance indicators to improve decision-making
WHO SHOULD ATTEND?
This Corporate Financial Planning Course is designed for professionals responsible for driving financial performance and supporting strategic initiatives across business units. It is ideal for:
- Finance and Treasury Professionals seeking to enhance their analytical and planning skills
- Strategic Managers involved in evaluating financial implications of major business decisions
- Operational, Marketing, and Production Managers who collaborate with finance teams
- Risk and Investment Managers aiming to strengthen their financial strategy expertise
- Professionals aspiring to lead FP&A, finance, or treasury functions in their organizations
This course benefits anyone seeking to enhance their financial acumen and contribute to the long-term growth, profitability, and financial resilience of their organization.
TRAINING METHODOLOGY
The EuroMaTech Corporate Financial Analysis Course blends interactive learning with practical financial modeling and analytical exercises. Participants will engage in instructor-led presentations, real-world case studies, and collaborative discussions to reinforce practical understanding.
- Expert-led presentations on corporate financial management concepts
- Group exercises on liquidity management, forecasting, and capital budgeting
- Real-life case studies analyzing financial performance and risk scenarios
- Interactive workshops on financial strategy, decision-making, and reporting
- Use of advanced analytical tools and frameworks to strengthen applied skills
This experiential learning approach ensures participants can immediately implement the techniques and strategies gained throughout the training.
TRAINING SUMMARY
The Executive Corporate Financial Planning and Analysis Professional Training Course provides participants with the knowledge and tools needed to master financial planning, budgeting, and performance evaluation at a strategic level. Through a blend of analytical rigor and practical application, delegates will gain the expertise to make informed, data-driven decisions that enhance profitability, liquidity, and financial control.
By the end of the course, participants will be equipped to design financial plans that support strategic objectives, evaluate investment opportunities, and develop solutions that improve financial performance and organizational resilience. This EuroMaTech course is an essential step for professionals seeking to advance their leadership and financial management capabilities in a competitive global environment.
TRAINING OUTLINE
Day 1: Financial Planning
- Strategic Planning
- Project Planning & Management
- Financial Plans to Support Strategic Objectives
- Finance & Investment Planning
- Cash Flow, Liquidity & Working Capital Management
Day 2: Investment Planning & Analysis
- Financial Management: The Roles & Scope
- Financing Investment Projects
- Cost of Debt
- Cost of Equity
- Weighted Average Cost of Capital (WACC)
- Optimal Capital Structure
- Capital Investment Appraisal
- Payback
- Net Present Value
- Internal Rate of Return
- Modified IRR
- Financial Analysis of the Project
- Management & Control of the Project
Day 3: Financial Analysis
- The Analysis of Business Performance using multiple methodologies
- Common Size Statements
- Trend Analysis
- Ratio Analysis
- Dupont Analysis
- Z Scores
- Investment Ratios
- Cash Flow Ratios
- Peer Group and Industry Comparisons
- The Analysis of Market Data & Analysts Reports
- Interpreting Financial Statements
- Analysing Accounting Policies & IFRS
- Using Financial Reports to aid Decision Making
Day 4: Financial Risk Management
- Identifying Financial Risk
- Measuring Risk
- Evaluating Risk: Probability & Impact
- Methods of Managing Financial Risks including Derivatives: Forwards, Options, Futures & Swaps
- Determining the Risk Management Strategy
Day 5: Summary Case Study & Presentation
- The Analysis of Financial Statement’s & Market Data
- Establishing Financial Plans
- Designing Effective Internal Financial Reports
- Incorporating Excel graphics & Dashboards in Internal Reports
- Making effective Financial Presentations
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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
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
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.
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]
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.
