Financial Analysis Workshop

Why Attend

In today’s world, finance professionals are challenged with providing management a detailed analysis of the impact of the organization’s financial decisions. Therefore, finance professionals need to be skilled at reading through the numbers on the financial statements, analyzing the figures, interpreting the various ratios and presenting this analysis in a dynamic manner. This course takes you from the first step of understanding the relationships between the different elements of financial statements, through the process of calculating and analyzing the financial ratios, to the last step of presenting recommendations. While applying Excel tools and techniques, various real life examples of published financial statements will be used throughout the course.

  • Course Objectives

    By the end of the course, participants will be able to:

    • Apply the framework of financial statements analysis
    • Use ratio and financial analysis
    • Interpret company financials and industry position
    • Appraise the process of company evaluation and analysis
    • Analyze real-life financial statements from companies traded on the world and ‘GCC’ stock exchanges
    • Prepare financial analysis template models
  • Target Competencies

    • Understanding audited financials and annual reports
    • Performing vertical analysis
    • Practicing horizontal analysis
    • Understanding and performing liquidity analysis
    • Understanding and performing activity efficiency analysis
    • Understanding and performing solvency analysis
    • Understanding and performing profitability analysis

What is the target audience?

  • Target Audience

    Professionals in the field of finance and accounting, financial analysts, department heads, senior management team members, financial controllers, finance managers, and chief and financial accountants who perform business analysis and provide financial recommendations.

Note

This is a hands-on training course using laptops which will be made available by Commonwealth Institute for the duration of the training. For courses outside the TANZANIA, participants should bring their own laptops equipped with a fully functional version of MS Excel 2010/2016.

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Required components of financial statement analysis

1
Role of financial reporting and analysis
2
Core financial statements and the importance of the annual report
3
The important role of notes and supplementary information
4
Objectives of financial statements audit
5
Types of audits
6
Financial statement analysis framework
7
The accounting cycle
8
Financial reporting mechanics
9
Relationship, elements and classification of financial statements

Financial reporting standards

1
Importance of reporting standards in security analysis and valuation
2
The standards setting bodies
3
International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)

An inside look at financial statements

1
Income statement components
2
The three important components of income statements
3
Revenue and expense recognition
4
Balance sheet components
5
Statement of changes in owners equity
6
Cash flow statement

Mechanisms of financial analysis techniques

1
Vertical analysis and strategy: balance sheet and income statement approaches
2
Horizontal, trend analysis and growth
3
Liquidity analysis
4
Asset management and activity ratios
5
Solvency analysis
6
Profitability analysis
7
Market and valuation
8
DuPont analysis: the three-step and five-step models
9
Limitation of ratio analysis

Financial statement analysis: applications and presentations

1
Evaluating a company’s past performance
2
Comprehensive real life analysis of publicly traded companies
Arusha, Tanzania
20 - 24 September 2021
USD 1450 Fees + VAT Applicable

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Course available for 5 days
Lectures: 29

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Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 5.00 pm
Saturday Closed
Sunday Closed