About
Introduction
A thorough grasp of the principles of financial analysis is a key competency needed for effective management of a business. This 5 day interactive program goes far beyond the typical financial analysis program. It uses both the principles of analysis and the power of Excel® to identify the strategic drivers that can dramatically enhance the shareholder value of your organization.
Using Excel®, delegates will:
- Develop the basics of strategic financial planning
- Apply the latest financial analysis techniques
- Use the tools of finance, such as the time value of money
- Determine key performance indicators in order to manage the drivers of business success
- Create tools to use within their own business
Seminar Objectives
On completion of this seminar delegates will be able to:
- Identify the key steps in developing a financial model
- Analyse a company’s annual report identifying key performance indicators in order to understand what the numbers are really saying and make projections of future performance
- Understand the theory of interest and the time value of money and their applications
- Develop an Economic Value-Added model to see the organization from the shareholders’ perspective
- Project the benefit of Capital Investment
- Learn how to use Excel® tools such as Solver, Goal Seeker, and Scenario
Training Methodology
The training comprises teaching sessions covering each topic with demonstrations of the applications on each of the topics. Delegates then use the templates prepared in order to apply the knowledge gained on each section to short case studies, using Excel®. Additional practice cases are available for delegates who may develop the proficiencies more swiftly.
Organisational Impact
Delegates will be confronted with the issues in financial management and analysis which are needed in order to be effective financial managers.
They will emerge with:
- A thorough understanding of the objectives of profitability and efficiency, essential for companies to succeed in a competitive environment
- The skill to use Excel® as a tool to assist in resolving issues
- Skills in basic modelling techniques which will enable them to build models appropriate to their company and industry.
- A greater understanding of the financial drivers of an organisation
- The ability to create “what if?” scenarios
- The skills to impact upon return on investment
Personal Impact
By attending the seminar each person will:
- Develop an improved understanding of financial drivers
- Recognise the necessity of return on investment as an imperative for the company by which they are employed
- Improve their knowledge of the many applications of Excel® and their confidence in using this package
- Improve their career prospects
- Impact upon shareholder value
- Develop greater confidence in discussing financial strategy
Who Should Attend?
- All financial professionals
- Financial management
- Department heads
- Internal auditors
- Project professionals
- Sales and marketing professionals
- R&D professionals
- and anyone who needs to understand the short and long-term financial impact of key decisions
Programme Outline
Day 1 – Introduction and overview of Financial Modelling and the International Business Environment
|
Day 2 – Analysing the Annual Report and Creating Shareholder Value
|
Day 3 – The Time Value of Money and the Steps in Building Financial Models
|
Day 4 – Evaluating Capital Project Proposals and Effective Management of Historical Data Using Excel®
|
Day 5 – Use of Time Series Analysis and Evaluating Investment Portfolio’s
|
Training Methodology
Pathways Training and consulting adopts the newest techniques of human resources Training and consulting and, with the following:
- Theoretical lectures are delivered via PowerPoint and visual displays (videos and short films)
- Making scientific evaluation to the trainee (before and after)
- Brainstorming and role-playing
- Using case studies related to the scientific material being delivered and the trainees' work.
- The participants get the scientific and practical material printed and on CDs and Flash memories.
- Preparing records and reports of the participants' attendance and results, with a general evaluation of the training program.
- A group of the best trainers and experts in all fields and specialties professionally prepares the scientific material.
- After finishing the course, the participants get certificates of attendance signed, certified, and issued by pathways Training and consulting.
- Our training programs start at 9:00 o'clock in the morning and end at 2:00 in the afternoon, with snack buffet during the lectures.
- Providing a lunch buffet during the training program period, with organizing a lunch party on the training program final day for taking some photos and certificate awarding.
