INTRODUCTION TO THE COURSE
In the modern business landscape, financial literacy is not just the domain of finance professionalism, it is critical competency for all decision-makers. Whether analyzing performance metrics, allocating resources, assessing investment opportunities, or navigating funding options, a deep understanding of financial principles is essential for effective leadership.
The Oxford 5-Day MBA in Finance training course is tailored for non-financial professionals who are required to engage in financial decision-making within their organizations. This training course provides a comprehensive foundation in corporate finance as practiced by leading global firms, bridging the gap between operational management and strategic financial thinking.
Delivered with a strong real-world focus, this training course emphasizes practical tools and contemporary market insights, empowering participants to navigate financial data with confidence and contribute more meaningfully to organizational strategy.
This Oxford 5-Day MBA in Finance training course will highlight:
- In-depth, MBA-level coverage of key financial topics
- A practical, real-world approach using up-to-date market data
- Hands-on learning with spreadsheet-based financial modeling
- Focus on risk management and investment appraisal
- Integration of current trends and developments in global finance
COURSE DETAILS
Objectives
By the end of this Oxford 5-Day MBA in Finance training course, participants will be able to:
- Determine the appropriate discount rates for investment evaluation
- Assess the merits and limitations of various financing options
- Formulate effective dividend and capital structure policies
- Identify relevant financial data and trends for performance analysis
- Understand the fundamentals of risk management and available hedging instruments
- Appreciate the significance of correlation in managing portfolio risk
- Interpret financial statements and extract meaningful insights for decision-making
Training Methodology
Using a combination of lectures, group exercises and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the real world and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.
Organisational Impact
Organizations that nominate delegates to this Oxford 5-Day MBA in Finance training course will benefit through:
- Enhanced decision-making capabilities across non-financial departments
- Improved understanding of financial drivers that influence business success
- Strengthened internal collaboration between financial and operational teams
- Up-to-date financial knowledge aligned with global best practices
- Improved risk analysis and management in investment planning
- Greater alignment of financial analysis with strategic business goals
Personal Impact
Participants will leave this Oxford 5-Day MBA in Finance training course equipped with:
- Confidence to contribute to high-level financial discussions
- Practical skills in evaluating financial data and investment opportunities
- Understanding of the strategic role of finance in value creation
- Knowledge of asset classes, cost of capital, and risk-adjusted returns
- Familiarity with the structure and interpretation of financial reports
- The ability to identify and manage financial risks effectively
Who should Attend?
- High Level Managers integral to the decision-making process
- Non-Financial Business Professionals managing who have been promoted to financial positions
- Financial Professionals wanting an update or a refresher of their knowledge
- Junior Managers working in the finance area
DAILY AGENDA
Day 1: An Introduction to the Financial Markets
- An Introduction to the Equity Markets
- IPO
- Market Indices
- International Equity Market Links
- An Introduction to Bond Markets
- Long Term vs. Short Term
- Treasury vs. Corporate
- Types of Bond
- An Introduction to the FX Market
- The Spot and Forward Market
- Exchange Rate Trends and Linkages
- Carry Trades
- An Introduction to the Derivatives Market
- Futures
- Options
- The Link between Risk and Return
Day 2: Evaluating Investment Opportunities
- The Markowitz Model of Portfolio Risk
- The Capital Asset Pricing Model
- A Practical Application of the CAPM to a Range of Companies
- The Time Value of Money and Discounted Cash Flow Techniques
- The Gordon Growth Model
- A Practical Application of Forecasting Dividends
- Determining the Cost of Debt
- The Weighted Average Cost of Capital (WACC)
- Investment Appraisal using the Net Present Value Approach
- The Importance of the Cost of Capital
- Scenario Analysis
- Payback and Adjusted Payback
- The Internal Rate of Return (IRR) Approach
- A Practical Application of the IRR Approach
- Pitfalls in using the IRR Approach
- Real Options
Day 3: A Walk through an Annual Report
- The Balance Sheet
- The Income Statement
- The Cash Flow Statement
- Ratio Analysis
- A Practical Application of Ratio Analysis
- Forecasting Sales
- The Cost of Sales Approach
Day 4: The Corporate Financing Decision
- Financial Leverage
- Modiglianni and Millers Theory of Capital Structure
- The Risk of Bankruptcy
- The Optimal Capital Structure
- The Dividend Decision
- The Clientele Effect
- The Taxation Effect
- The Principal Agent Problem
- The Market for Corporate Control
Day 5: Risk Management
- Hedging Exchange Rate Risk Using
- The Forward Market
- The Options Market
- Zero Cost Collars
- Hedging Commodity Price Risk Using
- Options
- Futures
- Practical Application of Airlines Hedging Fuel Price Risk - The Importance of Correlation
Certificate
- On successful completion of this training course, KC Academy Certificate will be awarded to the delegates.