Certificate in Advanced Financial Analysis and Reporting Training Course

Why Select this Training Course?

Businesses may streamline their revenue and cost-cutting efforts across the board with financial analysis and reporting, providing valuable insight into how to meet regulatory requirements. Focusing on whether the firm can produce enough cash to satisfy its commitments, take advantage of opportunities, and develop its operations economically are all essential components of any financial analysis and reporting procedure.

What are some prominent financial reporting challenges?

The financial evaluation does not calculate the cost of price stages alteration. Due to a lack of historical context, economic research may provide confusing results when a company’s accounting practices undergo a radical change.

Participants in Rcademy’s Certificate in Advanced Financial Analysis and Reporting Training Course will be able to better relate to real-world problems and build the abilities to drive growth, boost profits, and zero in on problem areas to take corrective action. They will get the opportunity to learn the technical and financial know-how that will help them to exercise strong financial management. In today’s economically, politically, and physically volatile world, the skills of evaluating economic data, critical risk, and business processes are in high demand. This collaborative Rcademy course on advanced financial analysis and reporting will equip participants with those skills and update them as needed. In addition, the fundamentals of evaluating a company’s financial statements, performance, and future investments will be covered, making this course a valuable resource for any professional.

Who Should Attend?

Certificate in Advanced Financial Analysis and Reporting Training Course by Rcademy is ideal for:

• CFOs, treasurers, and financial controllers
• Project leaders and other experts
• Managers who desire to improve their financial data analysis and decision-making skills
• Chief financial controllers and officers
• Project staff
• Managers engaged in the economic decision-making
• Project managers and other financial professionals
• Entrepreneurs and start-up founders

What are the Course Objectives?

The objectives of the Certificate in Advanced Financial Analysis and Reporting Training Course by Rcademy are to enable professionals to:

• Understand the requirements of financing a company
• Understand various methods of financial analysis and their applicability
• Understand financial reporting standards
• Understand the solvency and liquidity of a company
• Determine how to recognize and evaluate the financial strengths and weaknesses of a company
• Learn how to forecast organizations’ economic resources
• Understand the effect of profit, risk, and cash flow on capital investment business evaluations and projects
• Learn the analytical models to predict the future performance
• Determine how to interpret and analyze a company’s annual accounts and reports
• Learn how to evaluate the management stewardship of a business’s economic resources

How will this Course be Presented?

The Certificate in Advanced Financial Analysis and Reporting Training Course by Rcademy will be facilitated through:

• Interactive sessions
• Live projects
• Use of case studies
• Management games and activities
• Problem-solving
• Group discussion and Presentations

What are the Topics Covered in this Course?

Module 1: An Overview of the Advanced Financial Evaluation

• The importance of evaluating financial data
• Published annual accounts and reports- their purpose
• The contents and structure of yearly invoices and reports
• Financial information sources
• The three primary financial statements
• Business governance, ethics, sustainability, and corporate and social role (CSR) reporting
• Creative accounting, agency issues, and financial challenges
• The uses of financial data

Module 2: Analytical Equipment, Profit Vs Cash, and the Money Forecast

• The segmental evaluation and value-added assessment of the yearly accounts and report
• The pyramids of ratio and Dupont system ratio evaluation
• Profit vs cash flow- the best assessment of the cash accounting performance
• Cash flow operating cycle and working capital
• The effect of alternative property valuation technique on the profitability and balance sheet
• The graphical representation and basics of statistical tools
• Cash flow forest and direct and indirect cash flow evaluation
• Cash flow forecast and direct and indirect cash flow evaluation

Module 3: Evaluation of the Yearly Accounts and Reports

• Working capital and efficiency
• Growth and investment
• Short-period solvency and liquidity
• Long-term solvency and financial design
• Cost volume profit and profitability evaluation
• Financial Ratio analysis
• Ratio assessment using Excel
• Excel trend evaluation using standard-size horizontal evaluation and vertical evaluation for comparison

Module 4: Predicting and Analysing Corporate Business, Failure, and Financial Threat

• Uncertainty and risk
• Forecasting corporate failure and financial distress-the Altman z-score technique
• The analytical equipment to control the threat
• Simulation, sensitivity, break-even evaluation, and scenario models
• Using hedging, insurance, and derivates to control and lowering hazards
• Financial threat – interest rate and foreign currency exchange rate exposures
• The systematic threat, unsystematic threat, financial threat, and business risk

Module 5: Financing an Organisation, Business Valuation, and Capital Investment Project

• The causes for business evaluation
• Corporate assessment techniques
• Evaluation of the balance sheet to recognize long-term equity and debt, and short-period financing
• Present values, future values, and discounted cash flow (DCF)
• Capital price technique: cost of equity with the use of capital pricing model (CAPM) and dividend growth; debt price

Module 6: Financial Statement Overview

• Profit and loss
• Balance sheet
• Changes in equity
• Annual report
• The association between the financial statements
• Accounting notes and policies
• Cash flow statement

Module 7: Financial Statement Analysis Overview

• Solvency analysis
• Vertical evaluation
• Horizontal analysis
• Asset management
• Profitability evaluation
• Liquidity evaluation

Module 8: Profit and Loss Analysis

• Dupont evaluation
• Measures of profitability
• Revenue Analysis
• Evaluation of costs of goods sold
• Analysis of expenses

Module 9: Balance Sheet Analysis

• Analysis of receivable
• Analysis of fixed properties
• Analysis of Equity
• Analysis of data structure
• Analysis of inventory
• Payable evaluation

Module 10: Cash Flow Analysis

• Money flow from the inventory process evaluation
• Money flow from the operational process evaluation
• Money flow from the financial process evaluation

Module 11: Annual Report Analysis

• Accounting policies evaluation
• Notes to financial statement evaluation
• Compliance with regulation
• Accounting standards compliance
• Management commentary evaluation

Module 12: Evaluation of the Financial Statements with the Use of Spreadsheets

• Leverage evaluation
• Trend evaluation
• Investment evaluation
• Analysis of cash flow
• Analysis of the automated ratio result
• Analysis of the financial statement proportion

Module 13: Future Forecasting

• Cash flow predictions
• Fixed and variable costs prediction
• Cost of goods sold prediction
• Revenue prediction
• Balance sheet accounts prediction