Advanced Financial Statements Analysis

Evaluation and Interpretation of Financial Position and Performance

Format availability:

In-Person

Duration:

5 Days

Introduction to the course

KC Academy's Advanced Financial Statements Analysis training course will update and develop your skills in analysing financial information, business activities, and the critical risks faced in today's uncertain economic, political, and physical global business environment. It will guide you through the essential steps of analysing financial statements, evaluating new investments, and measuring your organisation's performance. Throughout this course, the participants will be able to relate their learning to real-world issues and problems and develop their ability to generate growth, improve profitability, and pinpoint problem areas for remedial action. They will have the opportunity to acquire financial skills and technical knowledge that will enable them to manage more effectively.

Financial statements – income statements, balance sheets, and cash flows – are published annually by all organisations. But what do they mean? Are they telling us the truth? How do they enable us to manage our organisations more effectively and more profitably?

You may think your financial knowledge and know-how are adequate and up-to-date – but it probably is not!

It's time to wake up and smell the coffee – financial awareness is crucial for all non-financial managers, accountants, and financial managers.

This KC Academy training course will highlight:

  • The value of the annual report and accounts and other sources of critical financial information
  • Use of a range of tools and techniques to analyse and evaluate the financial position and financial performance
  • Effective acquisition and use of financial resources
  • Analysis and valuation of capital investment projects and businesses
  • Analysis and management of a company and financial risk

Course details

Upon completion of this course, participants will learn how to:

  • Analyse and interpret an organisation's annual report and accounts
  • Use ratio analysis to evaluate the financial position and financial performance
  • Use analytical techniques to forecast future performance
  • Critically assess the impact on the financial position
  • Performance of the subjective nature of accounting policies
  • Identify the effect of profit, cash flow and risk on capital investment projects and business valuations

KC Academy's Advanced Financial Statements Analysis training course will be run along with workshop principles, with formal presentations that include practical illustrations and relevant worked examples used to apply the financial tools and techniques in a real-world environment. Interactive team-based exercises and case studies reinforce the application of each of the learning ideas and topics enclosed. These are supported with the help and advice of the Instructor and his extensive real experience and knowledge of financial statements and analysis. Group discussion will promote the exchange of experiences and ideas. Complex mathematical concepts are minimised wherever possible and handled visually that is easy to understand – our aim is for this to be an enjoyable learning experience.

Participants on this KC Academy training course will provide benefits for their organisation through the enhanced knowledge and set of skills that they will take back to the workplace:

  • Awareness of the relevance and importance of financial statements
  • Use of the tools and techniques to monitor and improve business performance
  • Identification of problem areas and suggested 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
  • Identification, analysis and management of the business and financial risk

By enrolling on this KC Academy training seminar, you will significantly improve your Financial Analysis skills and develop:

  • Improved understanding of the language of finance and accounting
  • Increased awareness of the tools and techniques of financial analysis
  • An appreciation of the importance of cash flow versus profit
  • Greater confidence to tackle new situations
  • The ability to identify, analyse and manage risk and other problem areas
  • An exchange of ideas and knowledge with other professionals

This KC Academy Advanced Financial Statements Analysis training seminar is suitable for a wide range of personnel from companies, corporations and governmental organisations. In addition to anyone working in the Finance, Accounting, Costing, Budgeting and Planning departments, this KC Academy training course will greatly benefit:

  • Project Managers and other Professionals
  • CFOs, Controllers and Treasurers responsible for the Financial Management of the Organisation
  • And any other Managers who wish to improve, refresh and update their understanding of analysis of financial information and application to effective decision-making.

Daily Agenda

DAY 1:
Introduction to Advanced Financial Analysis
  • Why analyse 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:
Analysing 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 Analyse 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 Minimise 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 Analyse and Evaluate Capital Projects
  • The Reasons for Business Valuations
  • Business Valuation Models
DAY 5:
Analysing 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 Minimise risk

Professional certificate & Accreditation

Financial statements – income statements, balance sheets, and cash flows – are published annually by all organisations. But what do they mean? Are they telling us the truth? How do they enable us to manage our organisations more effectively and more profitably? This KC Academy course will provide you with an in-depth look at Financial Statements Analysis.

Frequently Asked Questions

There are no prerequisites. Our courses are open to students of all backgrounds who are 18 years of age and older. All courses are conducted in English. Video lectures include English subtitles and the option to slow-down, pause, or replay lectures for better retention. Discussion boards are a critical component of each of our courses; therefore, we suggest students have a conversational knowledge of English when pursuing a Certificate of Completion. For any of the art writing courses, students need to be 100% proficient in written English.

You should have an up-to-date web browser such as: Chrome, Safari, Firefox, or Internet Explorer. For more detailed information, please see the guides for supported browsers and basic computer specifications. Our Online Courses can be accessed on a mobile or tablet device, although we strongly encourage you to have access to a desktop or laptop computer and reliable internet connection for certain course components. Former students have told us it is easiest to read discussion threads and complete written assignments on a laptop or desktop computer.

Registration is available on our website. Just follow these simple steps: Click the “Apply Now” button in the top right corner of your screen. Select “Online Courses.” Choose your course(s). You will be asked for basic contact information and your credit card payment. We require full payment at the time of registration and all tuition is billed in US dollars. Be sure to check with your bank or credit card company, as your financial institution may charge a foreign transaction fee.

Our classes are kept small, at no more than 30 students, to better facilitate and encourage personalized interaction with the instructor and fellow participants. Your classmates come from all over the globe and contribute their global perspectives and experience. Some are currently working within the arts while others are just beginning. All classmates share in their passion for the art world.

It is recommended that you begin your course promptly. If you do need to start the course a few days late, contact your instructor as soon as possible after the course has opened to discuss your options. Registration closes on the Friday after the course begins.

Enroll now

Click on a date to enroll and save your seat
Dubai
05-09 Jun 2023
Fee: $5,950
Amsterdam
10-14 Jul 2023
Fee: $5,950
London
24-28 Jul 2023
Fee: $5,950
Paris
28 Aug-01 Sep 2023
Fee: $5,950
Dubai
06-10 Nov 2023
Fee: $5,950
Munich
11-15 Dec 2023
Fee: $5,950
Course customization available
Course customization available

This training course is available to be conducted at your own page, at your own time. Request for a quotation now, our training advisor will contact you promptly

    KC Academy
    Typically replies within an hour

    Lily
    Hi there 👋
    My name is Lily. Please tell me how I can assist you..
    1:40
    ×
    Chat with Us