Advanced Financial Analysis

  • Overview
  • Day 1
  • Day 2
Workshop: 
Advanced Financial Analysis

Training Workshop – Module Overview

Innesskirk’s innovative “Advanced Financial Analysis” starts where the course“Finance For Non-Financial Managers” finished.“Advanced Financial Analysis” is an intensive program which provides a clear understanding of key skills required to comprehend more fully, financial analysis It offers an extensive look at business statements and accounting, with a particular emphasis on analyzing varying components of accounting, identifying anomalies, comparing elements over time, understanding industry trends, within varying types of organizations. Comparisons are evaluated using financial ratios, common industry ratios and other key performance measures.

An integral part of this workshop is a detailed view of project investment using measures like Standard vs. Discounted Payback Period, Return on Investment (ROI), Net Present Value (NPV), and Internal Rate of Return (IRR). It includes an introduction to cost and benefits evaluation, risk, return and the opportunity cost of capital, as well as financing options, compounding, discounting and the use of annuities. The workshop requires basic math and accounting as a prerequisite; an understanding of spreadsheets, i.e. Excel is an advantage.

Tutorial sessions, case studies, practical exercises, presentations and syndicate work make this a proactive packed, hands-on course.

Workshop Objectives - Delegates Will Be Able To…

  • Understand the value and limitations of financial analysis
  • Analyze and interpret company accounts and financial reports with confidence
  • Compare and judge performance of different divisions and companies based on financials
  • Prioritize and select suitable projects from a selection, based on requisite investment parameters
  • Use NPV, IRR, Payback Period, Discounted Cash-flows as part of evaluation of competing investments
  • Utilize financial terminology like Inflation, deflation, exchange rates, opportunity costs, real and nominal interest rates, annuities, perpetuities, valuation issues, compounding and discounting

Post Workshop - IMPACT™ Program

IMPACT™ Project – Delegates identify a work related project during the last hour of the training that will be used as a measurable indicator of successful application and implementation of the training content.

IMPACT™ Coaching – The delegates participate in custom-designed coaching sessions to facilitate the completion of their IMPACT™ Project.   Delegates document the project’s life cycle and all related issues in the provided coaching booklet.

Course Outline : 

Workshop Agenda – Day One

WELCOME

Introduction And Course Objectives
Agenda begins with the introduction of course, material, methodology and pedagogy. Instructor coordinates introduction of delegates through icebreaker activity.

Business Accounts An Overview
This segment introduces financial analysis and different styles of financial reporting and financial statements, including: review main elements to look for in P&L, Balance Sheet and Cash Flow Statements; explaining often used terminology; as well as differences between trading, manufacturing and service based accounting.

Comparative Analysis Techniques And The Use Of Ratios
Analyzing accounts with commonly used financial ratios; industry ratios; analysis of trends through horizontal and vertical analysis; dealing with valuation issues; understanding financing issues; using the notes to the financial statements and limitations of financial statement analysis.

LUNCH

Using Financial Instruments To Judge Performance
Delegates will discuss the interpretation of budgets; P&L and cashflow relationships; finding the right issues; economic indicators and their influence; improvement suggestions; including an applied analysis exercises.

Forecasting Techniques And Sources Of Information
Instructor will lead discussions surrounding forecasting the next few years’ results based on historic data and future changes as well as the overall economic and competitive environment, including an understanding competitive advantages.

CLOSING
Review the main points of interest of the day, identify possible work-projects, and preview day two.

Day: 

Workshop Agenda – Day Two

WELCOME

Assessing Alternative Project Investments
Day two begins with simple project appraisal methods, cost-benefit analysis, payback period, return on investment and average rate of return measures.

Introduction To Present Value And Opportunity Costs
Delegates will gain an understanding of the value of money in time, present value calculations, influence of interest rates, the opportunity cost of capital, risk and present values, compounding and discounting, and using present value tables.

More Complicated Project Appraisals
Segment focuses on using Present Value calculations, discounted payback period, Net Present Value (NPV), Profitability Index and Internal Rate of Return (IRR), Weighted Average Cost of Capital (WACC), and Cash Flow – vs. Profit.

LUNCH

Various Valuations Techniques
Review includes calculating the value of a business or asset based on future income potential. Discussion includes business valuation methods, annuities and perpetuities.

Review Of Investment Decision Criteria
Instructor-led discussion of the pitfalls of using investment decision criteria, lending or borrowing, multiple rates of return, calculating for risks, mutually exclusive projects, and non-financial investment criteria.

Identification Of IMPACT™ Project
Delegates are assigned to groups and asked to identify a project which will require the use of the new knowledge and information acquired during the workshop. This will allow the delegates to transfer the new knowledge into skills and effective work habits.

CLOSING
Review the main points of interest for the course, deliver course administration like evaluation, action plan, certificates.

PDF File: 
application/pdf icon
Innesskirk - Advanced Financial Analysis.pdf
Duration: 
2 Days
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