The British Academy for Training and Development offers a professional training course in Financial Analysis. The course begins with the first step of understanding the relationships between the various elements of a financial statement and begins through the process of calculating and analysing financial ratios and making recommendations. Various real-life examples of published financial statements are used throughout the course to apply Excel tools and techniques. This course introduces Excel's ability to perform many types of financial analysis, as well as covers key theoretical topics. The course also features the use of a series of real-life case studies and presentations by participants, followed by a discussion. The Financial Analysis course is provided by a team of internationally experienced financial group.

Who should attend? 

• Professionals in finance and accounting.
• Financial analysts.
• Department heads.
• Senior management team members.
• Financial controllers.
• Finance managers.
• Chief and financial accountants who perform business analysis and provide financial recommendations.

How attendees will benefit? 

After completion of the course, delegates will understand: 

• Apply the financial statement analysis framework.
• User ratio and financial analysis.
• Interpret the company's financials and industry standing.
• Evaluate the company's valuation and analysis process.
• Analyse actual financial statements of companies traded on the world's stock exchanges and the GCC.
• Prepare a template model for financial analysis.

Components of Balance Sheet Analysis:

• The role of financial reporting and analysis.
• Importance of core financial statements and annual reports.
• The important role of notices and supplementary information.
• Final exam goals.
• Audit type.
• Analytical framework for financial statements.
• The accounting cycle.
• Financial reporting mechanism.
• Degree relations, elements and classification.

Financial reporting standards:

• Importance of reporting standards in security analysis and valuation.
• The standards-setting bodies.
• International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP).

Financial statements:

• Components of income statements.
• Three important components of income statements.
• Records of income and expenses.
• Components of the balance sheet.
• Measurement and classification.
• The five most important elements of a balance sheet.
• Statement of changes in owners' equity.
• Cash flow statement: Operating, investing, and financing activities
• Direct and indirect methods of cash flow generation
• Reading and interpreting cash flow.
• Cash-rich standard.

Mechanisms of financial analysis techniques:

• Vertical analysis and strategy: balance sheet and income statement approaches.
• Horizontal trend analysis and growth
• Liquidity analysis: Current, fast, and cash ratios, defensive interval and cash conversion cycle.
• Wealth management and activity indicators:
• Total sales and fixed assets turnover.
• Solvency analysis: Debt, equity, and interest earned ratios.
• Profitability analysis: Profit margin, gross margin, return on assets, return on equity
• Market and valuation: Price earnings and earnings-per-share ratios
• DuPont Analysis: Three-layer model and five-layer model.
• Limitation of ratio analysis.

Financial statement analysis: applications and presentations:

• Company's past performance evaluation.
• Comprehensive real-life analysis of publicly traded companies.