An Intensive 5-day Training Course

Financial Analysis, Planning & Control

Ratio Analysis, Decision Making & Financial Distress

INTRODUCTION TO THE COURSE

The Financial Analysis, Planning & Control training course is designed to equip professionals with the essential financial acumen needed to navigate today’s dynamic business environment. In an era where strategic decision-making and operational efficiency are key drivers of success, understanding the intricacies of financial data has never been more critical. This training course bridges the gap between theoretical financial concepts and real-world business application, helping participants interpret and leverage financial information for sound decision-making.

Focusing on the practical application of financial models, the training course enables attendees to assess organizational performance, align financial strategies with business goals, and contribute meaningfully to their company’s financial planning process. Key themes include cost control, value creation, financial forecasting, strategic planning, and business valuation—all integral to enhancing corporate performance and sustainability.

This Financial Analysis, Planning & Control training course will cover:

  • Core financial and economic concepts vital to effective decision-making
  • Interpretation of financial statements and utilization of analytical tools
  • Forecasting financial requirements and establishing planning controls
  • Capital investment evaluation with time-adjusted analysis and risk assessments
  • Business valuation strategies, including mergers, acquisitions, and restructuring
  • Development of performance metrics and analysis of variances for continuous improvement

COURSE DETAILS

Objectives Icon

OBJECTIVES

This Financial Analysis, Planning & Control training course aims to provide professionals with the knowledge and skills necessary to make informed financial decisions. By the end of the training course, participants will be able to:

  • Define and analyze specific financial problems using key variables and trends
  • Determine the level of precision needed for financial assessments based on context
  • Evaluate the reliability of financial data and its influence on outcomes
  • Differentiate between accounting profits and cash flow in financial evaluations
  • Recognize the limitations of financial tools and interpret their outputs effectively
  • Integrate qualitative insights into financial decision-making and assess their significance
Methodology Icon

TRAINING METHODOLOGY

This training course is presented in a very user-friendly training course to suit individuals with varying levels of financial knowledge and experience. This training course will be conducted along workshop principles with formal presentations, case studies and interactive worked examples. Numerous relevant examples and participative case studies are provided to illustrate the application of each of the topics covered. Each learning point is reinforced with practical examples and participative exercises. Difficult mathematical concepts are minimised wherever possible and handled in a visual way that is easy to understand with numerous illustrative examples.

Organizational Impact Icon

ORGANISATIONAL IMPACT

By investing in this training, organizations will benefit from enhanced financial insight across departments. Participants will return to their roles with the ability to:

  • Apply financial analysis techniques to support strategic and operational decisions
  • Build financial models, operating budgets, and growth forecasts using Excel
  • Strengthen budgetary control through variance analysis and performance management
  • Evaluate investment projects using Discounted Cash Flow (DCF) and other relevant methods
  • Enhance shareholder value through strategic financial approaches such as mergers and restructuring
  • Foster cross-departmental knowledge sharing to support cohesive financial strategies
Personal Impact Icon

PERSONAL IMPACT

Participants of the Financial Analysis, Planning & Control training course will develop a comprehensive skillset that enhances their professional capabilities, including:

  • Deeper understanding of how to create and enhance shareholder and corporate value
  • Proficiency in selecting and applying financial tools to long-term planning and budgeting
  • Confidence in interpreting key financial statements—Balance Sheet, Income Statement, and Cash Flow Statement
  • Capability to oversee financial responsibilities more effectively and make decisions that impact broader organizational objectives
  • Improved ability to engage with financial stakeholders and contribute to business strategy
  • Greater assurance when collaborating with finance professionals and handling financial discussions

This training course empowers individuals with a solid financial foundation, enhancing their strategic contribution and leadership capacity.

Target Audience Icon

WHO SHOULD ATTEND?

This KC Academy Financial Analysis, Planning & Control training course is suitable to a wide range of professionals, but will greatly benefit:

  • Financial officers, controllers, and accountants
  • Treasurers, corporate planning and business development professionals
  • Sales and marketing professionals
  • Managers from any other non-financial areas that need or wish to understand the financial aspects of analysis, planning, and control
  • Managers involved in financial decision making
  • Middle and junior management involved in planning and forecasting
  • Individuals with no basic finance backgrounds have ambitions to pursue advanced training courses in Finance; and want to acquire specific skills needed to secure a new role or improve their career prospects

 

All participants will be able to offer their input, based on their individual experiences, and will find the training course a forum for upgrading and enhancing their understanding of best corporate financial practices in the areas examined.

DAILY AGENDA

Day 1: The Challenge of Financial Economic Decision-Making
  • The Practice of Financial / Economic Analysis
  • The Value-creating Company
  • Corporate Value and Shareholder Value
  • A Dynamic Perspective of Business
  • The Agency Problem and Corporate Governance
  • What information and data to use?
  • The Nature of Financial Statements
  • The Context of Financial Analysis and Decision-making
Day 2: Assessment of Business Performance
  • Ratio Analysis and Business Performance
  • Management’s Point of View
  • Owners’ Point of View
  • Lenders’ Point of View
  • Ratios as a System – Pyramids of Ratios
  • Integration of Financial Performance Analysis
  • Economic Value Added (EVA)
  • Predicting Financial Distress and Z-score Model
Day 3: Analysis of Investment Decisions
  • Applying Time-adjusted Measures
  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Modified Internal Rate of Return (MIRR)
  • Strategic Perspective
  • EVA and NPV
  • Refinements of Investment Analysis
  • Equivalent Annual Cost (EAC)
  • Sensitivity Analysis, Scenario Analysis, Simulation, and NPV Break-even
  • Dealing with Risk and Changing Circumstances
Day 4: Projection of Financial Requirements
  • Interrelationship of Financial Projections
  • Operating Budgets
  • Standard Costing and Variance Analysis
  • Cash Forecasts and Cash Budgets
  • Sensitivity Analysis
  • Dynamics and Growth of the Business System
  • Operating Leverage
  • Financial Growth Plans
  • Financial Modelling
Day 5: Valuation and Business Performance
  • Managing for Shareholder Value
  • Shareholder Value Creation in Perspective
  • Evolution of Value-based Methodologies
  • Creating Value in Restructuring and Combinations
  • Financial Strategy in Acquisitions
  • Business Valuation
  • Business Restructuring and Reorganisations
  • Management Buy Outs (MBOs) and Management Buy Ins (MBIs)
Objectives Icon

Certificate

On successful completion of this training course, KC ACademy Certificate will be awarded to the delegates.

THIS TRAINING COURSE IS ALSO PART OF THE 10-DAY TITLES:

CLASSROOM

The Oxford Advanced Finance Leaders Programme

RELATED CATEGORIES

OTHER TRAINING COURSES

YOU MIGHT BE INTERESTED AS WELL…

CLASSROOM

Value Creation

04-08 Aug 2025
Barcelona, Spain
CLASSROOM

Financial Risk Management

21-25 Jul 2025
London, United Kingdom
CLASSROOM

Cost Planning, Control & Optimization

25-29 Aug 2025
London, United Kingdom
CLASSROOM

Renewable Energy, Project Financing& Financial Modelling

01-05 Sep 2025
Dubai, UAE
CLASSROOM

Budget Preparation, Allocation and Cost Control

01-05 Sep 2025
London, United Kingdom
CLASSROOM

Private Equity Masterclass

28 Jul-01 Aug 2025
London, United Kingdom
CLASSROOM

The Oxford 5-Day MBA in Finance

14-18 Jul 2025
Prague, Czech Republic
CLASSROOM

The Oxford Financial Excellence Programme

24 Nov-05 Dec 2025
Dubai, UAE
CLASSROOM

Certificate Course in International Taxation and Transfer Pricing

17-21 Aug 2025
Jeddah, Saudi Arabia

FREQUENTLY ASKED QUESTIONS

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

Are there prerequisites or language requirements? +
How many students are in a course? Who will be my classmates? +
Do I need specific equipment to take Online Courses? +
How can I register? +

READY TO GET STARTED?

Connect with our team to learn more about our customised learning and development solutions.

SUBSCRIBE TO OUR NEWSLETTER

Stay up to date with our latest insights on leadership, strategy and other topics that are relevant to your business. No spam, great content.