Financial Analysis, Evaluation, & Budgeting Course

Overview
Course Outline
Scheduled Dates

Course Overview

Step into financial mastery with our Financial Analysis and Strategic Performance course. If you've ever wondered how to decipher income statements, balance sheets, and cash flow statements, this course is your key to unlocking those secrets.

Dive into Discounted Cash Flow (DCF) techniques, gaining the ability to make informed financial decisions that can shape the future of your business. You'll explore advanced financial concepts that will broaden your financial horizons and empower you to make strategic decisions that enhance shareholder value.

In addition to financial understanding, you'll develop practical budgeting skills that work in the real world and adapt to dynamic markets. Excel spreadsheets will become your trusted companions for financial analysis, from the basics to complex models.

Don't miss this opportunity to elevate your financial acumen – enrol today and embark on a transformative journey!

Objective:

Statements (income statement, balance sheet, and statement of cash flows)
Learn how to use financial statements to evaluate the financial/strategic performance of an organisation
Understand discounted cash flow (DCF) techniques and their application to financial decision-making
Identify key success factors, weak financial signals, and strong financial signals in your industry sector
Learn how to build a budget that works and the variations
Identify sources of financial and business data that provide insights into business and financial strategies
Use and create EXCEL spreadsheets for financial analysis: from the basics through complex models

Course Outline

Day 1: Getting Started with Financial Analysis

The role & responsibilities of financial management
The relationship between accounting & finance in analysis
A review of the basic financial statements and their roles
Why ROI is still a good place to start
Identifying key success factors in your industry sector
Ratios: what they are, which ones to use, & why
Financial review compared to targets and expectations
Financial performance measurement systems
Key accounting assumptions

Day 2: Moving Beyond the Basics

The two kinds of Free cash flow (FCF)
Scenario analysis: how to calculate it & what it tells us
Sensitivity analysis: how to calculate it & what it tells us
Trend analysis: when is a trend a trend? What to do?
Improving Return on Equity (ROE)

Day 3: Evaluation of the Information

How do I interpret these details?
What are the important metrics & why?
Annual reports, footnotes and beyond; what can they signal?
Short-term success evaluation process and measures
Industry data, sources, & uses
Benchmarking for evaluation purposes
Calculating the results of an analysis

Day 4: Budgeting and the Management Process

Strategy - direction and vision
Implementing strategy - the operational planning process
Budgets - the financial expression of the operating plan
The purpose of budgets - control
The human side of budgeting
Elements of the budget framework
Advantages and limitations of budgets
Reporting - the key to control

Day 5: Completing the Budget

Assumptions
Master budget
Proforma financial statements: Income statement, balance sheet, cash flow statement
Capital expenditure (CapEx) budget
Sales & marketing budget
Production budget
General & Administrative budgets

Schedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

All
February
May
August
November

Location

All
Dubai
London

Dubai

$4,900

Duration: 5 Days

date: 03 - 07 Feb 2025

London

$4,900

Duration: 5 Days

date: 05 - 09 May 2025

London

$4,900

Duration: 5 Days

date: 04 - 08 Aug 2025

London

$4,900

Duration: 5 Days

date: 03 - 07 Nov 2025

Finance and Accounting

Financial Analysis Evaluation, Budgeting and Decision Making

Duration:5 Days

date:03 - 07 Feb 2025

Dubai

$4,900

CPD Standards

Employees of professional or formally regulated bodies are generally expected to have CPD accredited training. This type of accreditation ensures that the training is knowledgeable, informed and constantly updated. It ensures our standards as a company are kept high and consistent.

100000+ Members in
59+ Countries with
3000+ Chapters

Why Choose London Training For Excellence?

Reliability

We will never cancel a confirmed booking
Support

We offer around the clock support
Tailored

We customise our courses to suit your personal learning needs
Quality

Our courses are delivered by highly experienced industry experts
Recognition

All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

Get In Touch Today