Financial Analysis, Modelling & Forecasting

Course Description

A thorough grasp of the principles of financial analysis is a key competency needed for effective management of a business. This 5-day interactive program goes far beyond the typical financial analysis program. It uses both the principles of analysis and the power of Excel to identify the strategic drivers that can dramatically enhance the shareholder value of your organization.

What Do Participants Learn?

• Identify the key steps in developing a financial model
• Analyze a company’s annual report identifying key performance indicators in order to understand what the numbers are really saying and make projections of future performance
• Understand the theory of interest and the time value of money and their applications
• Develop an Economic Value-Added model to see the organization from the shareholders’ perspective
• Project the benefit of Capital Investment
• Learn how to use Excel tools such as Solver, Goal Seeker, and Scenario

Who Should Attend?

• All financial professionals
• Financial management
• Department heads
• Internal auditors
• Project professionals
• Sales and marketing professionals
• and anyone who needs to understand the short and long-term financial impact of key decisions

What Will the Learning Experience Include?

Phase: 1

Introduce

• Comprehensive pre-program activities include:
• Web-based information forms & surveys completed by attendee.
• Direct consultation with the attendee about the expectations.

• During the training, participants engage in data, activities, and conversations that lead to insight and knowledge.
• Participants learn from expert trainers who have both academic and business experiences.
• Highly applicable training content & instructive activities for adding depth to training topics.
• **A half-day site visit for integrating the experience & plan next steps. Opportunities to provide connections, ideas & support.

Phase: 2

Explore & Practice

Phase: 3

Apply

• Apply & sustain the learning experience by using this ongoing support:
• To ensure participant has new skills or behavior progress.
• Optional, fee-based mentoring & coaching with the trainer.
• Training materials & additional documents (e-books, pdf files, presentations and articles)

• Evaluate your training experience by giving us feedbacks and help us to reach our organizational goals.
• Participant's Evaluation
• Trainer's Evaluation

Phase: 4

EVALUATE