The British Academy for Training and Development presents this training program titled “Advanced Financial Analysis Management,” designed to enhance participants’ capabilities in understanding and applying modern, in-depth financial analysis techniques. These methods empower decision-makers to evaluate institutional financial performance more efficiently and make strategic decisions based on accurate data and well-informed analysis.

In today’s rapidly changing business environment, financial analysis is no longer just a numerical review; it has become a core managerial tool for identifying risks, guiding strategic direction, and uncovering future opportunities. This program focuses on enabling participants to use advanced financial tools and professionally analyze financial statements while linking financial indicators with the organization's overall strategy.

Who Should Attend?

• Senior financial managers and experienced accountants seeking to sharpen their analytical skills.

• Internal and external auditors.

• Staff in financial planning and budgeting departments.

• Financial consultants and investment analysts.

Knowledge and Benefits:

After completing the program, participants will be able to master the following:

• Understand the concepts and practical applications of advanced financial analysis in modern business.

• Use in-depth financial ratios and tools to evaluate financial performance.

• Analyze financial statements to support accurate strategic decision-making.

• Identify strengths, weaknesses, opportunities, and threats in the financial standing of an institution.

• Develop professional analytical financial reports tailored for top management.

• Introduction to Advanced Financial Analysis

  • Differences between traditional and advanced financial analysis

  • Financial analysis goals from a managerial perspective

  • Sources of financial data used in analysis

• Accounting Environment and Its Role in Analysis

  • Accounting principles impacting financial reports

  • The effect of accounting policies on analysis outcomes

  • Differences between international and local accounting standards

• Analyzing Financial Statements Using Ratios

  • Profitability and operational profitability ratios

  • Liquidity and financial efficiency ratios

  • Leverage and debt ratios

• Horizontal and Vertical Financial Analysis

  • Steps for conducting horizontal (trend) analysis

  • Vertical analysis to assess financial structure

  • Combining both methods to understand financial trends

• Cash Flow Analysis

  • Understanding the components of the cash flow statement

  • Differentiating between operating, investing, and financing cash flows

  • Assessing liquidity and cash flow efficiency

• Working Capital Analysis

  • Components of operating working capital

  • The relationship between working capital and liquidity

  • Strategies to improve working capital management

• Advanced Financial Ratio Analysis

  • Coverage and capital structure ratios

  • Market valuation ratios

  • Cross-analysis of financial ratios to assess risk

• Creditworthiness and Solvency Analysis

  • Assessing institutional creditworthiness

  • Key indicators for measuring financial solvency

  • Reading and interpreting credit reports

• Strategic Financial Performance Analysis

  • Linking financial indicators with strategic objectives

  • Tools such as Economic Value Added (EVA)

  • Using financial analysis for strategic decision evaluation

• Analysis of Business Groups and Holding Companies

  • Challenges in multi-entity environments

  • Consolidation of financial statements and analysis

  • Analyzing intercompany transactions

• Sensitivity and Risk Analysis

  • Analyzing the impact of financial assumption changes

  • Using quantitative models to evaluate risks

  • Hedging tools and financial risk management

• Forecasting and Valuation Analysis

  • Preparing financial forecasts based on historical analysis

  • Using discounted cash flows to determine present value

  • Break-even analysis and cost-benefit evaluation

• Financial Analysis in Mergers and Acquisitions

  • Assessing financial health prior to M&A activities

  • Evaluating the financial and strategic feasibility

  • Consolidating post-merger statements and analyzing impact

• Financial Performance Analysis of Investment Projects

  • Evaluating the financial feasibility of new projects

  • Risk and return indicators

  • The link between financial analysis and feasibility studies

• Financial Planning and Budgeting

  • Preparing operating and capital budgets

  • Gap analysis between actual and planned performance

  • Role of financial analysis in future planning

• Using Spreadsheets in Financial Analysis

  • Building financial models in Excel

  • Applying advanced formulas and functions

  • Creating dynamic analytical reports

• Financial Analysis During Economic Crises

  • Analytical strategies in times of uncertainty

  • Evaluating financial crisis impacts on the organization

  • Early warning indicators for financial distress

• Preparing Financial Reports for Top Management

  • Designing reports tailored for executives

  • Presenting analysis results in a clear business language

  • Providing strategic recommendations based on findings

• Quality Standards in Financial Analysis

  • Characteristics of effective financial analysis

  • Tools for verifying data accuracy

  • Key performance indicators for analysis quality

• Ethics and Professional Responsibility in Financial Analysis

  • Integrity and objectivity in report preparation

  • Dealing with conflicts of interest

  • Safeguarding sensitive financial data and information

• Comprehensive Corporate Financial Performance Evaluation

  • Integrated analysis of profitability, efficiency, and liquidity

  • Using Financial KPIs (Key Performance Indicators)

  • Building financial dashboards for performance tracking

• Review and Application of Acquired Skills

  • Summarizing tools and concepts learned

  • Applying financial analysis in real-world scenarios

  • Building a self-development plan for financial analysts