This course aims to give delegates the opportunity to examine the various means to assess the operational and financial performance of their organisations as well as their competitors, suppliers and clients. Ensuring that the basics are in place, this course will quickly go on to look at some of the more advanced ratios for assessing the financial health of an organisation – both from an internal perspective as well as an external 'asset valuation' perspective. We will consider industr y specific ratios during the course and consider what information they tell us. Delegates are encouraged to bring with them the financial statements of their own organisations, their competitors, their suppliers and/or their clients to ensure that the concepts covered can be applied to their own specific companies.
The course is essential for all those who have to read, understand and analyse financial statements. The tools and techniques you will gain from this highly informative course will be easily transferable to the workplace, enhanced through a combination of interactive case studies, exercises and examples.
Who Should Attend
- Financial Analysts
- Evaluation Officers
- Appraisal Executives
- Corporate Finance Executives
- Mergers & Acquisitions Officers
- Project Managers
Benefits of Attending
- Assess business performance by analysing financial statements and valuing off-balance sheet obligations and commitments
- Explore the approaches for pricing a company's fair value for a variety of purposes
- Analyse the different problems and risk variables that a company might encounter via the proper analysis of its financial statements
Continuing Professional Development (CPD)
Established in 1996, The CPD Certification Service is the independent CPD accreditation centre working across all sectors, disciplines and further learning applications and supports policies of institutional and professional organisations globally.
CPD is the term used to describe the learning activities professionals engage in to develop and enhance their abilities and keep skills and knowledge up to date. This course is an accredited Continuing Professional Development (CPD) training which means it meets CPD standards and benchmarks. The learning value has been scrutinised to ensure integrity and quality.
Ted Wainman trained and qualified as an
Associate Chartered Accountant (ACA) with
Ernst & Young before joining J.P. Morgan
on the Investment Management side of the
business. Whilst at J.P. Morgan, he
undertook a company sponsored MBA in
the International Management of Financial
Services, from which he graduated at the
top of his class with merit.
Upon completion of this training course, participants will earn a digital badge.
Earners of the Advanced Financial Statement Analysis badge are able to assess business performance by analysing financial statements and valuing off-balance sheet obligations and commitments. They are able to analyse the different problems and risk variables that a company might encounter via the proper analysis of its financial statement.
Analysing financial statements, shareholder analysis, operational gearing, assessing financial performance, pricing fair value
- Attend and participate in the 4 full days of training course duration, led by the designated training expert, with less than 2 hours of noted absence.
- Successful completion of the course assessment
Attend In-Person or Remotely
Attend In-Person or Remotely
|HYFLEX COURSE FEE|
Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions and pass the assessment will receive a Certificate of Completion.
Pricing excludes 5% VAT, which will be charged where applicable