Financial Analysis (FA)
Accurate financial analysis is a fundamental element of growth, strategy and overall success. Understanding how to use financial indicators and benchmarks allows you to allocate resources and evaluate potential projects for maximum return-on-investment. Financial analysis takes the guesswork out of the planning process and enables you to keep tabs on how your business is performing.
If your job requires a firm grasp of financial situations, then this hands-on comprehensive workshop is for you. You’ll review proven analytical tools and develop a keen understanding of how and when to use them to improve your company’s profit picture.
Managers with financial responsibility or seeking a refresher in analysis – including financial analysts, accountants, project managers, budget analysts, vice presidents of finance, controllers and treasurers.
- CLICK HERE for date of next course
- Type: Classroom
- Duration: Each course varies
- Language(s): English and Arabic
FA Objectives
- Analyze Financial Statements
- Apply Financial Analysis Methods and Tools to Measure Performance Against Internal and External Standards and Industry Benchmarks
- Make Sound Decisions Based on Accurate Assessments of Business Performance and Results
- Ask Better Questions to Gain a Clearer Understanding of the Business, and Focus Attention on Areas of Greatest Impact
- More Effectively Manage Value in the Business
FA Topics
The Nature of Financial Analysis
- List the Principal Questions Answered By Financial Analysis
- Identify the Financial Statement Sources of Data Used in Financial Analysis
- List the Major Tools Used in Financial Analysis
The Planning Cycle
- Identify Components of the Planning Cycle
- Describe the Role of the Financial Analyst Income Statement and Balance Sheet
- Identify Key Accounts and Subtotals of the Income Statement
- Identify the Major Sections of the Balance Sheet and How Analysts Use Them
- Explain Why Companies Own Assets and How They Pay for Them
- Use Common Size Financial Statements
Measurement of Performance
- Calculate the Solvency Ratios, Liquidity Ratios, and Profitability Ratios
- Explain How Ratios Relate to the Creation of Shareholder Value
- Define How Growth Rates Are Used to Indicate Performance Cash Flow
- Analyze a Company’s Gross Cash Flow from Operating, Investing and Financing Activities
- Describe Why an Analysis That Fails to Take Cash Flow into Account Is Inadequate
- Define a Company’s Free Cash Flow
- Use Cash Metrics to Measure Value Creation
Creating Shareholder Value
- Calculate a Company’s Weighted Average Cost of Capital and Total Capital in Accordance with CAPM
- Use Bond Rating Information to Manage Leverage
Analyzing Enterprise Investments: The Theory of Interest and the Time Value of Money
- Use a Financial Calculator
- Calculate Future Value, Present Value, and Compound Growth Rates
- Calculate the Present and Future Value of an Annuity and Annuity Payments
- Calculate and Understand Internal Rate of Return
- Calculate the Present Value of a Perpetuity
Analyzing Enterprise Investments: Capital Project Evaluation
- Define the Steps Necessary to Perform a Capital Project Evaluation
- Create a Spreadsheet to Describe a Project
- Choose a Hurdle Rate for a Project
- Apply the Major Techniques: NPV, IRR, EPVI, Payback
- Give a Definition of Terminal Value
- Price an Acquisition
Prerequisites
Basic understanding of accounting and/or finance.