Course Overview
The Financial Analysis, Modelling and Budgeting Masterclass is an intensive 10-day training course designed to provide participants with comprehensive knowledge and practical skills in financial analysis, financial modelling, and budgeting. This course is tailored to enhance participants' abilities to make informed financial decisions, create robust financial models, and develop effective budgets. This masterclass is designed to equip participants with the tools and knowledge necessary to excel in financial roles and contribute significantly to their organizations' financial success.
Course Duration
10 Days
Who Should Attend
- Financial analysts
- Accountants
- Budgeting and planning professionals
- Corporate finance professionals
- Business analysts
- Financial managers
- Investment analysts
- Anyone involved in financial decision-making or seeking to enhance their financial analysis skills
Course Objectives
By the end of this course, participants will be able to
- Understand the fundamental principles of financial analysis and apply various analytical techniques.
- Develop and interpret financial models for decision-making and forecasting.
- Create and manage budgets effectively, aligning them with organizational goals.
- Conduct comprehensive financial statement analysis.
- Utilize Excel for advanced financial modelling and analysis.
- Apply best practices in budgeting, forecasting, and financial planning.
- Analyze investment opportunities and perform risk assessments.
- Interpret and use financial data to drive business strategy.
- Communicate financial information clearly and effectively to stakeholders.
- Make informed and strategic financial decisions to improve organizational performance.
Course Outline:
Module 1: Introduction to Financial Analysis
- Overview of financial analysis
- Key financial statements
- Ratio analysis
- Trend analysis
Module 2: Advanced Financial Analysis Techniques
- Cash flow analysis
- Profitability and liquidity analysis
- Solvency and efficiency analysis
Module 3: Introduction to Financial Modelling
- Fundamentals of financial modelling
- Building blocks of financial models
- Best practices in financial modelling
Module 4: Excel for Financial Modelling
- Advanced Excel functions and formulas
- Data validation and scenario analysis
- Sensitivity analysis
Module 5: Building Financial Models
- Constructing income statement models
- Balance sheet modelling
- Cash flow modelling
Module 6: Budgeting Principles and Practices
- Types of budgets
- Budget preparation process
- Variance analysis and performance measurement
Module 7: Advanced Budgeting Techniques
- Zero-based budgeting
- Rolling forecasts
- Activity-based budgeting
Module 8: Financial Planning and Forecasting
- Strategic financial planning
- Forecasting techniques
- Integrating financial plans with business strategy
Module 9: Investment Analysis and Risk Management
- Capital budgeting techniques
- Investment appraisal methods
- Risk assessment and management
Module 10: Communicating Financial Information
- Effective financial reporting
- Presentation of financial data
- Communicating with stakeholders
Customized Training
This training can be tailored to your institution needs and delivered at a location of your choice upon request.
Requirements
Participants need to be proficient in English.
Training Fee
The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.
Certification
A certificate from Ideal Sense & Workplace Solutions is awarded upon successful completion.
Accommodation
Accommodation can be arranged upon request. Contact via email for reservations.
Payment
Payment should be made before the training starts, with proof of payment sent to outreach@idealsense.org.
For further inquiries, please contact us on details below:
