Financial Analysis and Management Course

Jun 06, 2022 - Jun 10, 2022

Financial Analysis and Management Course

Time Mon Jun 06 2022 at 09:00 am to Fri Jun 10 2022 at 04:00 pm

Upskill Development Training Center, Nairobi, Kenya

Financial Analysis and Management Course

INTRODUCTION

In the globally competitive world of the 21st century business decision-makers face unprecedented levels of risk and uncertainty - to survive and flourish in this challenging environment organizations need the right tools with which to analyses problems and anticipate and manage the many opportunities and threats that may emerge.

Traditional forms of financial analysis and forecasting no longer meet these needs and the most progressive firms are using the power of financial models to help them analyses the challenge and take a more powerful approach to manage risk in their planning and forecasting.

Financial management is the planning organising directing and controlling an organisation’s financial activities such as procurement and the utilisation of funds. The purpose of this course is to provide participants with the fundamental financial knowledge and skills to enable them to participate in business activities such as financial planning financial control and to make savvy financial and investment decisions.

DURATION

5 Days

WHO SHOULD ATTEND?

Finance Professionals
Budgeting and Planning Managers
Commercial Managers
Divisional Managers
Purchasing and Supply Chain Managers
Project Managers
Chief Financial Officers and Financial Controllers
Treasury Team Members
Capital Investment and Project Staff
Managers involved in Financial Decision-Making

LEARNING OBJECTIVES

At the end of the course participants will be able to:

Appreciate the importance of the accounting and finance function
Understand accounting for routine business transactions
Be able to prepare simple financial statements
Be able to analyses company performance using basic ratios
Be aware of costing and budgeting techniques to maintain efficiency and profitability
Distinguish between financial accounting and financial management;
Detail the definitions and terminology used in financial management;
Underline the various accounting principles and definitions in order to build a foundation in accounting terminology on which to better understand financial management;
Prepare a set of financial statements;
Perform financial analysis of a set of financial statements;
Establish the purpose of working capital management;
Discover the role of budgeting in short-term financial planning;
Explain the meaning of time value of money and calculate its impact on investment decisions;
Explain the relationship between risk and return on an investment.

TOPICS TO BE COVERED

Module 1

Introduction to financial analysis
Identifying the relationship between cash flow and profit
Development of an integrated cash flow model
Recognising it’s all about cash
Understanding the relationships between the three main accounting statements
Exercise 1 - Accounting terminology

Fundamentals of accounting statements-the profit and loss account

How the P&L has changed over the last 25 years
Detailed review of the Profit and Loss account including explanation of all significant accounting terminology
Profit types - trading asset and business
Inventory depreciation capitalised interest
Minority interests and consolidation
Exceptional and material items

Fundamentals of accounting statements-the balance sheet

Detailed review of the balance sheet including explanation of all significant accounting terminology
Understanding the fixed assets note
Accounting goodwill – what is it?
Liabilities pension fund accounting
Debt and other liabilities like debt
Deferred tax contingent liabilities

Financial analysis techniques-ratio analysis

Objectives of ratio analysis
Developing ratio analysis skills
Different types of ratios
How much information is there in ratios?
Ratio rules – avoiding errors of principle

Module 2

Cash flow analysis and accounting issues

Understanding cash flows

Detailed review of the cash flow statement
Analyzing and interpreting cash flows
Summarizing cash flows for analysis

Cash flow analysis

The four phases in the life of a business

Cash flow analysis-taking it further

Dealing with the consequences of growth and no-growth

Accounting abuses and update

Abuses of Fair Accounting
Basic abuses relevant to all businesses
More complex abuses relevant to larger groups

Global accounting in the new century

Overview of the International Accounting Standards Board
The implications of the IAS Initiative
Review of new standards produced in the last five years

Module 3

Financial mathematics and project analysis

The time value of money

Present and future values
Defining the discount factor
Exercises: Discounting calculations

Net present value -developing the concept

NPV’s and varying future cash flows
Perpetuities and annuities
Exercises: Annuities and perpetuities

Project analysis

Introduction to project analysis
Developing a forecast of the project cash flows
Identifying the key risk areas

Evaluating capital investment projects

Discounted cash flow techniques
Calculating the internal rate of return

The responsibilities of management

The essential aspects of the management task

Costing and break-even analysis

Fixed and variable costs
Marginal absorption and standard costing

Module 4

Spreadsheet analysis skills

Introduction to spreadsheets

Using spreadsheet programmes for business analysis and forecasting
The issue of spreadsheet risk

Module 5: Financial Accounting

Module 6: Analysis of Financial Statements

Module 7: Short-term Financial Management Decisions

Module 8: Long-term Financial and Investment Decisions

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory practical activities group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries please contact us on: Email: dHJhaW5pbmcgfCB1cHNraWxsZGV2ZWxvcG1lbnQgISBjb20= Tel: +254 721 331 808

Training Venue

The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The course fee covers the course tuition training materials two break refreshments and buffet lunch.

Visa application travel expenses airport transfers dinners accommodation insurance and other personal expenses are catered by the participant

Certification

Participants will be issued with Upskill certificate upon completion of this course.

LINK: https://upskilldevelopment.com/financial-analysis-and-management-course

Tickets

Tickets for Financial Analysis and Management Course can be booked here.

Workshops Conferences Virtual

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Event Information

Date & Time

Mon Jun 06 2022 at 09:00 am to Fri Jun 10 2022 at 04:00 pm

Location

Upskill Development Training Center, Nairobi, Kenya

Hosted by

upskill development institute

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