31 Mar - 4 Apr 2025
Cape Town (South Africa)
Hotel : DoubleTree by Hilton Cape Town - Upper Eastside
Cost : 5950 € Euro
This training program will provide participants with a comprehensive overview of financial statement analysis, covering both the theory and practical application of key concepts. Through a mix of lectures, case studies, and interactive exercises, participants will learn how to analyze financial statements and use the information to make informed decisions.
Understand the purpose and importance of financial statement analysis
Identify the key elements of financial statements and their interrelationships
Apply key financial ratios and metrics to evaluate a company's financial health
Interpret financial statements to make informed investment, credit, and other business decisions
Communicate financial analysis results effectively to stakeholders
Financial analysts and managers
Investment analysts and portfolio managers
Credit analysts and lenders
Corporate finance professionals
Accounting and auditing professionals
Business owners and entrepreneurs
Day 1:
Introduction to Financial Statement Analysis
Overview of financial statement analysis and its purpose
Key elements of financial statements: balance sheet, income statement, cash flow statement
Linkages between financial statements
Overview of financial ratios and metrics
Day 2:
Analyzing Financial Statements
Techniques for analyzing balance sheets and income statements
Understanding cash flow statement and cash flow analysis
Ratio analysis: liquidity ratios, solvency ratios, profitability ratios, and efficiency ratios
Limitations of financial statement analysis
Day 3:
Using Financial Statement Analysis for Investment Decisions
Overview of investment analysis
Fundamental analysis: evaluating a company's growth prospects, competitive position, and financial health
Using financial statement analysis to make investment decisions
Case studies: analyzing financial statements of publicly traded companies
Day 4: Using Financial Statement Analysis for Credit Decisions
Overview of credit analysis
Creditworthiness evaluation: assessing a borrower's ability to repay debt
Using financial statement analysis to make credit decisions
Case studies: analyzing financial statements of borrowers
Day 5:
Communicating Financial Analysis Results
Importance of effective communication in financial analysis
Techniques for presenting financial analysis results to stakeholders
Best practices for written and oral communication
Case studies: preparing and presenting financial analysis reports to management, investors, and lenders