Evaluation and Interpretation of Financial Position and Fulfillment
Advanced Financial Statements Analysis
Advanced Financial Statements Analysis
Advanced Financial Statements Analysis
FB32
10.Aug.2026 to 14.Aug.2026
Rome
Cost5250 £ GBP
Course overview
Who Should Attend
Course Outline
Associations
Schedular and fees
Introduction
This training course will refresh and improve your skills in analyzing financial data, business projects, and the major risks encountered in today's uncertain economic, political, and physical global business conditions.
It will guide you through the key stages of analyzing financial statements, estimating new investments, and regulating your organization's performance.
During this course, delegates will be able to apply their knowledge to real-world issues and problems, promoting their ability to generate growth and increase profitability, as well as pinpointing problem areas for corrective action, and will have the opportunity to gain financial skills and technical awareness that will allow them to manage more efficiently.
All organizations distribute annual financial statements, which include income statements, balance sheets, and cash flow statements. But what exactly do they mean? Is what they're telling us true? How do they help us manage our organizations more effectively and successfully?
You may believe your financial knowledge and awareness are adequate and up to date - but they are not! Financial knowledge is essential for all non-financial supervisors, as well as accountants and financial directors.
This training course will highlight:
The utility of the annual report and accounts and other roots of key financial information
Advantage of a range of devices and techniques to analyze and judge the financial position and financial fulfillment
Efficient purchase and use of financial resources
Review and estimate of capital investment projects and businesses
Review and supervision of a business and financial risk
Objectives of Advanced Financial Statements Analysis
By the end of this training schedule, delegates will have acquired how to:
Explain and evaluate the organization’s annual report and accounts
Utilization ratio review to evaluate the financial position and financial achievement
Utilize analytic procedures to forecast expected performance
Critically evaluate the influence on the financial position
Performance of the subjective nature of accounting policies
Recognize the influence of advantage, cash flow and risk on capital financing projects and business judgments
Course Methodology of Advanced Financial Statements Analysis
This training program will be run in conjunction with workshop principles, with formal presentations that include practical illustrations and associated worked cases used to apply the financial tools and techniques in a real-world setting.
Interactive team-based activities and case studies reinforce the form of each of the enclosed training ideas and arguments.
These are reinforced with the Instructor's assistance and advice, as well as his extensive real-world experience and knowledge of financial statements and analysis. The replacement of expertise and ideas will be advanced through group discussion. Wherever possible, difficult mathematical concepts are reduced and worked in a visual, easy-to-understand manner - our goal is for this to be enjoyable training expertise.
Organizational Impact of Advanced Financial Statements Analysis
Delegates in this training course will provide gains for their organization within the magnified experience and set of skills that they will get back to the workplace:
Knowledge of the relevance and significance of financial statements
The utility of the devices and techniques to monitor and promote business performance
Description of the problem regions, and recommended realistic solutions
Financial analysis for better-informed decision-making
Appreciation of the impact of financing on the cost of capital, investment projects, and business valuations
Description, review, and management of a business and financial hazard
Personal Impact of Advanced Financial Statements Analysis
By attending this training course, you will greatly develop your Financial Analysis experiences and acquire:
Enhanced knowledge of the language of finance and accounting
Raised knowledge of the devices and techniques of financial analysis
A recognition of the significance of cash flow versus advantage
More excellent confidence to tackle new conditions
The capability to classify, analyze and maintain risk and other problem regions
An interchange of ideas and consciousness with other professionals
Who Should Attend
This training course is fitting for a wide range of personnel from businesses, corporations, and governmental organizations. In addition to anyone working in the Finance, Accounting, Costing, Budgeting, and Planning offices.
This training course will greatly serve:
Project Directors and other Experts
CFOs, Controllers, and Treasurers qualified for the Financial Management of the Organization
And any other Managers who wish to develop, stimulate and refresh their understanding of analysis of financial information, and application to efficient decision-making
Course Outline
DAY 1
Introduction to Advanced Financial Analysis
Why analyze financial data?
Who are the users of Financial Information?
Sources of Financial Information
Published Annual Reports and Accounts – What is their purpose?
The Structure and Contents of an Annual Report and Accounts
Creative Accounting, Financial Scandals, and the Agency Problem
Corporate Governance, Sustainability, Ethics, and Corporate and Social Responsibility (CSR) Reporting
The Three Main Financial Statements
Income Statement
Balance Sheet
Statement of Cash Flows
DAY 2
Analyzing the Annual Report and Accounts
Using Ratio and Other Analyses of the Annual Report and Accounts to Assess Financial Position and Financial Performance
Profitability and Cost-Volume-Profit (CVP) Analysis
Efficiency and Working Capital
Liquidity and the Short-term Solvency
Investment and Growth
Financial Structure and Long-term Solvency
Ratio Analysis using Excel
Excel Trend Analysis using Common-size Horizontal Analysis and Vertical Analysis for Comparability
DAY 3
Analytical Tools, Cash vs. Profit and the Cash Forecast
The DuPont System of Ratio Analysis and Pyramids of Ratios
Segmental Analysis and Value Added Analysis of the Annual Report and Accounts
The Fundamental Statistical Tools and Graphical Representations
Using Statistical Techniques to Analyze and Forecast Financial Data
The Impact of Alternative Asset Valuation Methods on the Balance Sheet and Profitability
Cash flow vs. Profit – The Best Measure of Financial Performance
Working Capital and the Cash Flow Operating Cycle
Direct and Indirect Cash Flow Analysis and the Cash Flow Forecast
DAY 4
Financing the Business, Capital Investment Project and Business Valuation
Analysis of the Balance Sheet to Identify Long-term Debt and Equity, and Short-term Financing
Capital Cost Models: Cost of Equity using Dividend Growth and Capital Asset Pricing Model (CAPM); Cost of Debt
Weighted Average Cost of Capital (WACC)
Optimal Capital Structure Models to Minimize WACC
Future Values, Present Values, and Discounted Cash Flow (DCF)
Using Net Present Value (NPV), Internal Rate of Return (IRR), Modified Internal Rate of Return (MIRR) and Equivalent Annual Cost (EAC) to Analyze and Evaluate Capital Projects
The Reasons for Business Valuations
Business Valuation Models
DAY 5
Analyzing and Predicting Corporate Failure, Business, and Financial Risk
Predicting Financial Distress and Corporate Failure – The Altman Z-score Model
Risk and Uncertainty
Risk Analysis using Expected Values, Standard Deviation and Coefficient of Variation
Sensitivity, Simulation, Scenario and Break-even Analysis Techniques
The Analytical Tools to Manage Risk
Systematic Risk, Unsystematic Risk, Business Risk, and Financial Risk
Financial Risk– Interest Rate and Foreign Currency Exchange Rate Exposures
Using Insurance, Hedging, and Derivatives to Mitigate and Minimize risk