Financial Analysis (FA)

Financial Analysis (FA) 2

Financial Analysis (FA)

Financial Analysis (FA) 3

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.

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.

To learn more fill the following form (English or Arabic) and a training consultant will call you:

Chartered Financial Analyst (CFA)

Chartered Financial Analyst (CFA) 5

Chartered Financial Analyst (CFA)

Chartered Financial Analyst (CFA) 6

The Chartered Financial Analyst (CFA) charter is a professional designation administered by CFA Institute. According to CFA Institute, it’s the most respected and recognized investment management designation in the world.

In order to earn the CFA, you must pass a series of three exams, in order: Level I, Level II, and Level III. Each exam builds on the mastery demonstrated by achieving a passing score on the previous exams

Ritaj’s design of international preparation courses are the best choice to reach your goal of getting certified. Our team works hand in hand with every candidate throughout the sessions, in class practice problems, in class financial calculator practice, in class module & mock exams in addition to self-study options through the test bank (more than a 1000 practice problems), video lectures & workbook online access, practice exam books to guarantee that everyone has thoroughly understood the material and is ready for the CFA exam.

Financial professionals, investment professionals as well as management professionals who want to stand out and secure a successful career and achieve the highest distinction in the investment management profession.

CFA Objectives

By the end of the trainings, participants will be able to:

  • To identify the main tested areas in the CFA level 1
  • To introduce an efficient methodology to prepare for the CFA
  • To discuss tips and tricks to pass the exam
  • To manage time in order to cover the material
  • To prepare practically for the exam

CFA Topics

Level I CFA exam will cover the following topics:

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Portfolio Management
  • Equity
  • Fixed Income
  • Derivatives
  • Alternative Investments

Prerequisites

An individual wishing to enroll in the CFA Program and register for the Level I exam for the first time must possess an international travel passport. In addition, candidates must meet one of the following requirements:

  • Have earned a bachelor’s (or equivalent) degree, or be in their final year of a bachelor’s program.
  • Have accumulated four years of applicable professional work experience (not required to be investment related).
  • Candidates may also have a combination of full-time professional experience and education that totals a minimum of four years. The four years of experience/education must be accrued prior to enrollment in the program. This article has more details.

Deleivery

The content is divided into 6 sections. Participants are expected to study each section before the session.

Plan

Introduction to the methodology
Study time (section 1) two weeks
Seminar 5 hours
Study time (section 2)
Seminar
Study time (section 3)
Seminar
Study time (section 4)
Seminar
Study time (section 5)
Seminar
Study time (section 6)
Seminar
Review workshop day 1
Review workshop day 2
Review workshop day 3
Review workshop day 3

Study Plan

The average candidate for Level I of the CFA exam should spend roughly 300 hours over the course of six months preparing for the exam

To learn more fill the following form (English or Arabic) and a training consultant will call you: