The British Academy for Training and Development offers a professional training course in Financial Statement Analysis and Valuation. This course provides a comprehensive overview of financial analysis and valuation techniques by examining the strategic background behind modern balance sheet analysis. This course covers all steps of accounting analysis, discussing the dangers of bias and common areas and methods that affect accounting. By the end of the course, participants will have a working understanding of financial analysis and feel confident in analysing their accounts using ratios, cash flow, and liquidity analysis. In addition, participants will learn the key reasons for future analysis while developing their ability to perform financial statement forecasting and evaluation. This course is provided by a team of internationally experienced Financial group.

Who should attend? 

• Analysts.
• Corporate Credit Department Employees.
• Financial Analysts.
• Credit Analysts.
• Equity Analysts.
• Investment Analysts.
• Credit Managers.
• Compliance Staff.
• Portfolio Managers.
• Risk Managers.
• Auditors.
• Investment Advisors.

How attendees will benefit? 

After completion of the course, delegates will understand: 

• Analyse and clean up the Income Statement (IS) of one-off items.
• Analyst in detail Operating Working Capital (OWC) and understand its impact on cash flow.
• Analysis and understanding of long-term assets, including PP&E and goodwill.
• Analyse the various line items that make up the funding part of the balance sheet.
• Create and build a Cash Flow Statement (CFS) from scratch with just two balance sheets and an income statement.
• Combine your understanding of the financial statements to evaluate, compare, and consider how these financial statements are projected.

• Introduction
• Accounting Analysis
• Exercise: A case study with financial reporting building blocks
• Financial Presentation.
• Cash Flow Statement.
• Exercise: Case studies on analysis and interpretation of the annual reports and financial statements.
• The Dangers and Distortions of Creative Accounting.
• Management Accounts.
• Financial Analysis.
• Ratio Analysis.
• Exercise: Case study  of using metrics to interpret a company's financial health.
• Cashflow Analysis.
• Liquidity Analysis.
• Exercise: Case studies analysing financial liquidity and credit positions.
• Prospective Analysis.
• Earnings forecast.
• Exercise: Financial forecasting case study.
• Evaluation summary
• Exercise: Case studies using historical financial projections for metrics evaluation.