Training on Financial Analysis and Decision Making

About the Course 

To stay solvent, all organizations require funding consistently. The difference between a successful and failed corporation can sometimes be determined by how well one understands finance. Simply setting aside money and using it for various purposes won't bring about the company's prosperity. Increasing the profitability of the company and ensuring its long-term survival in the face of fierce competition need the development of abilities in the strategic use of funds. 

The course seeks to provide participants with an understanding of how corporate finance concepts are utilized in real life and what the consequences of a certain decision can be on various elements of the company's performance. Participants will discover how choices made for working capital management may become strategic and valuable decisions. 

Target Participants 

This course is designed for financial analysts, accounting and finance professionals, development practitioners and managers. 

Course Duration 

Online 

7 Days 

Classroom-based   

5 Days 

What You Will Learn 

By the end of this course the participants will be able to: 

• Appreciate correlation between finance and strategy 

• Set financial goals that complement the organization’s goals 

• Understand the use and importance of financial statements 

• Lead data-driven decision making 

• Understand the time value of money and how it affects financial results 

• Acknowledge financial risks prevalent in the firm and take steps to mitigate them 

Course Outline 

 Introduction to Basics of Finance and Its Relation to Strategy 

• Financial management 

• Corporate value and shareholder value 

• Role of finance 

• Role of finance managers 

• Agency problem: management vs. shareholders 

• Types of financial strategies 

• Working capital management 

Concept of Time Value of Money 

• Time value of money 

• Future value and present value 

• Cash flows and annuity 

• Discounting and compounding 

Risk and Return: Trade-off 

• Calculation of risks using standard deviation, variance 

• Beta estimation 

• Systematic and unsystematic risk 

• Asset pricing models: Capital Asset Pricing Model 

Capital Budgeting and Investment Strategy 

• Investment appraisal/ evaluation criteria 

• Investment decision making techniques: Payback period, ARR. NPV, IRR, MIRR 

• Risk analysis 

• Capital rationing 

• Investment decisions and corporate strategy 

• Impact of capital budgeting on strategy formulation of the organization 

Capital Structure 

• Capital structure theory 

• Understanding debt trap 

• Financial leverage 

• EBIT-EPS analysis 

• Weighted Average Cost of Capital 

Value Maximization and Risk Management 

• Corporate restructuring 

• Value creation 

• Corporate strategy and mergers & acquisitions 

• Leveraged buy-outs 

• Risk hedging 

• Risk management strategy 

 Financial Planning and Analysis 

• Strategic financial planning 

• Inter-relating financial planning and strategy 

• Financial statement analysis: ratio analysis 

• Comparative statement analysis 

• DuPont Analysis 

Training Approach 

This course is delivered by our seasoned trainers who have vast experience as expert professionals in their respective fields of practice. The course is taught through a mix of practical activities, presentations, group works and case studies. Training manuals and additional reference materials are provided to the participants. 

Certification 

Upon successful completion of this course, participants will be issued a certificate. 

Tailor-Made Course 

We can also do this as a tailor-made course to meet organization-wide training needs. A training needs assessment will be done on the training participants to collect data on the existing skills, knowledge gaps, training expectations and tailor-made needs.