Finance and Accounting

Training Course: Advanced Financial Statements Analysis


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FI2018

13 - 17 Jan 2025

Rome (Italy)

Cost : 5250 € Euro

Introduction

This interactive seminar will develop your skills in analyzing business activities. It will guide you through the key steps of analysing financial statements, appraising new investments and measuring performance at all levels of your organization. It will develop your ability to generate growth and improve profitability, as well as pinpointing problem areas for remedial action. Over the five modules, delegates will acquire skills and technical knowledge which will enable them to manage more effectively.

This seminar will also focus on the key risks that businesses face in today’s uncertain economic, political, and physical environment. Effective risk management is of vital importance in today’s business environment and the seminar will promote the understanding of risks and how to minimize the business exposure to them. Practical case studies will be used in each session, to ensure that delegates can relate their learning to real-world problems.

The highlights of this course will be:

  • The value of financial reports produced by your organization to managers, and other stakeholders.
  • Where to locate key items of financial information that are important to your management role.
  • How to use a range of tools and techniques to evaluate business performance at all levels.
  • The evaluation of new investment proposals – will they add value to your organization?
  • The identification, measurement, and control of financial risks.

Course Objectives of Advanced Financial Statements Analysis

At the end of this seminar participants will be able to:

  • Read and understand their organization’s Annual Financial Report
  • Evaluate their firm's financial performance
  • Understand and use analytical tools and techniques in practical case-study situations.
  • Identify business risks, and consider how these should be managed.
  • Appreciate the importance of new investments in maintaining growth and competitiveness, and how these investments should be evaluated.
  • Improve their management skills and increase their value to the organization.
  • Understand capital investment decisions

Training Methodology of Advanced Financial Statements Analysis

The seminar will be conducted along with workshop principles with formal lectures, case studies and interactive worked examples. Relevant case studies will be provided to illustrate the application of each tool in an operations environment. Each learning point will be reinforced with practical exercises. Discussion in groups will promote exchange of concepts and ideas.

Organisational Impact of Advanced Financial Statements Analysis

What will your organisation gain from sending employees to attend this seminar?

  • Awareness of the relevance and importance of financial statements
  • Understanding of the tools and techniques that can monitor and improve performance
  • Ability to identify problem areas, and suggest realistic solutions
  • Ability to identify and analyse financial risks, and how these can be effectively managed
  • The financial knowledge to make better, more informed, decisions

Personal Impact of Advanced Financial Statements Analysis

What will the employee gain from attending this seminar?

  • Exchange of ideas and knowledge with other professionals
  • Increased awareness of techniques in financial analysis and capital appraisal
  • Better understanding of the language of finance and accounting
  • Knowledge and understanding of business risk
  • Increased ability to identify problem areas
  • Increased confidence to tackle new situations

Course Outlines of Advanced Financial Statements Analysis

DAY 1

Introduction to Advanced Financial Analysis

  • Who are the users of financial data?
  • The three key financial statements, measuring performance, position, and cashflow
  • Why does financial data have to be analyzed?
  • Sources and types of financial information
  • Understanding the cash flow cycle vs. the operating cycle
  • Ratio & trend analysis of financial statements
  • Categories of ratios, and what they reveal about the company
  • Case Study

DAY 2

Financial Statements

  • How to use common sizing to compare performance and position
  • The format and structure of the Balance Sheet / Statement of Financial Position
  • Sources and types of finance
  • Preparing projections for financing sources
  • Break-even analysis
  • Should we lease or buy our equipment?
  • Should we consider ‘buying-in’ instead of ‘making’
  • Case study

DAY 3

Analytical & Performance Tools & Techniques

  • Finding and using data and information
  • Easily available tools and techniques for financial analysis
  • Using graphical representation
  • The fundamental statistical tools
  • Fitting statistical techniques to financial data
  • Reports and reporting
  • Financial distress
  • Altman's Z-score analysis & it's uses
  • Case study

DAY 4

Capital Project Analysis

  • How new investment projects can meet corporate objectives
  • Investment projects - model-building and forecasting
  • Basic techniques for appraisal of investments
  • Incorporating the value of timing - Net present Value vs. Internal Rate of Return
  • How do you choose which method to use
  • Measuring the company’s capital structure, and estimating the cost of capital
  • The dividend valuation model or capital asset pricing model, which is best?
  • Case study

DAY 5

Coming to Terms with Risk

  • Financial risk-management principles – what can be done
  • Methods for analyzing financial risk
  • How your bankers can help you to manage financial risk
  • Analytical tools for measuring risk
  • How to develop the tools for your firm
  • Using scenario, sensitivity & subjective analysis techniques
  • How to minimize the risk factors we find
  • Case study

Finance and Accounting

Training Course: Advanced Financial Statements Analysis


Register Now
Quick Inquiry
Discount Group Download Brochure (37)

FI2018

13 - 17 Jan 2025

Rome (Italy) -

Cost: 5250 € Euro


  About Rome

As cosmopolitan and diverse as it is rooted in its own history, Rome is one of the premier tourist destinations in the world. Featuring some of the best restaurants on the continent, some of the most iconic historic sites in Europe, the city is widely regarded as one of the most exciting and dynamic places to visit anywhere. The center of the Renaissance, the city houses some of the most famous works of art in the world and remains an important cultural hub to this day. Famous for art, fashion, it's delicious local cuisine, and superbly preserved monuments, Rome truly offers something for everyone.


  Things to do and places to visit in Rome

When disembarking, the first thing that can prove pleasantly challenging is deciding on what to do first! An exceptional array of hotels and inns are available to any weary traveler, as are a superb range of restaurants for those wanting to relax surrounded by the hustle and bustle of Rome in the evening. You can spend the day walking streets steeped in history, visiting galleries that contain works by Caravaggio and Michelangelo or exploring the awe-inspiring Colosseum. The city contains many beautifully maintained parks and gardens, as well as a vast collection of beautiful churches and cathedrals, ensuring that a trip to Rome will be a memorable experience for anyone.

Things to do when taking flights to Rome include:

  • Standing inside the magnificent Colosseum.
  • Gazing in awe at the stunning Castel Sant'Angelo.
  • Visiting the incredible Pantheon, one of the best-maintained buildings from the Roman era.
  • Stopping at the center of the Piazza del Popolo, one of the most beautiful squares in Europe.
  • Walking the beautiful gardens of Villa Borghese.
  • Admiring the vast, intricately carved Column of Marcus Aurelius.
  • Wandering the Forum Romanum, ruins from the Ancient Roman period.
  • Exploring some of the greatest art collections in Europe.
  • Crossing the river on the remarkably-constructed Bridge of Angels.
  • Sampling the world famous local cuisine.
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