Financial Analysis, Planning & Control

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

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.

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

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.

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.