💼 Financial Strategy Course
📘 Course Description This course equips professionals with the tools and frameworks needed to develop, analyze, and implement effective financial strategies aligned with organizational objectives. Participants will explore capital structure, investment decisions, value creation, financial performance management, M&A evaluation, and …
Overview
📘 Course Description
This course equips professionals with the tools and frameworks needed to develop, analyze, and implement effective financial strategies aligned with organizational objectives. Participants will explore capital structure, investment decisions, value creation, financial performance management, M&A evaluation, and risk management—while applying real-world financial modeling and strategic thinking. The course integrates both qualitative and quantitative aspects to support financial leaders in navigating uncertainty, funding growth, and sustaining long-term value.
🎯 Course Objectives
By the end of this course, participants will be able to:
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Align financial strategy with corporate and operational strategies
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Evaluate capital structure and funding sources strategically
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Analyze investments using NPV, IRR, payback, and real options
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Manage liquidity, working capital, and dividend policies strategically
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Evaluate mergers, acquisitions, and joint ventures
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Measure and improve shareholder value and economic profit
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Apply risk-adjusted return metrics and scenario analysis
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Design strategic dashboards and KPIs for financial tracking
👥 Who Should Attend
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CFOs, Finance Directors, Controllers
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Strategic Planners and Analysts
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Investment Managers and FP&A Teams
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Project Finance Professionals
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Senior Managers involved in corporate strategy
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Treasury and Risk Management Officers
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Business Unit Heads and Entrepreneurs
🧠 Training Methodology
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Strategy-focused lectures
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Hands-on financial modeling in Excel
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Group simulations and case studies
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Peer presentations and feedback
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KPI and dashboard development exercises
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Final team project and action planning
🗓️ Daily Agenda with Time Breaks
📗 Day 1: Strategic Role of Finance in Business
| Time | Topic |
|---|---|
| 08:30–09:00 | Registration & Icebreaker |
| 09:00–10:30 | Overview of Corporate and Financial Strategy |
| 10:30–10:45 | ☕ Coffee Break |
| 10:45–12:15 | Aligning Financial Goals with Business Models and Value Chains |
| 12:15–13:15 | 🍽 Lunch |
| 13:15–14:45 | Financial Environment: Risks, Stakeholders, and Regulations |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Strategic Financial Statements Analysis |
📘 Day 2: Capital Structure and Funding Strategy
| Time | Topic |
|---|---|
| 08:30–10:00 | Designing an Optimal Capital Structure: Debt vs. Equity Tradeoffs |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Cost of Capital (WACC) and Capital Budgeting Frameworks |
| 12:15–13:15 | 🍽 Lunch |
| 13:15–14:45 | Internal vs. External Funding: Equity, Bonds, Loans, Mezzanine, etc. |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Dividend Policy and Shareholder Value Debate |
📙 Day 3: Investment and Value Creation
| Time | Topic |
|---|---|
| 08:30–10:00 | Strategic Investment Decision Tools: NPV, IRR, Payback |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Real Options Analysis in Strategic Projects |
| 12:15–13:15 | 🍽 Lunch |
| 13:15–14:45 | Measuring Value Creation: EVA, MVA, and ROIC |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Hands-on Case: Project Valuation in Excel |
📕 Day 4: M&A, Restructuring, and Financial Risk Management
| Time | Topic |
|---|---|
| 08:30–10:00 | Mergers and Acquisitions: Strategic Rationale and Financial Review |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Valuation Techniques for M&A Deals and Joint Ventures |
| 12:15–13:15 | 🍽 Lunch |
| 13:15–14:45 | Corporate Restructuring and Divestiture Decisions |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Identifying and Managing Financial Risks: Tools and Frameworks |
📒 Day 5: Strategic Financial Planning and Decision Support
| Time | Topic |
|---|---|
| 08:30–10:00 | Forecasting, Budgeting, and Strategic Planning Integration |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Designing Financial KPIs, Dashboards, and Board-Level Reports |
| 12:15–13:15 | 🍽 Lunch |
| 13:15–14:45 | Group Case Study: Develop a Financial Strategy for a Company |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Group Presentations & Action Plan Development |
📂 Course Materials Provided
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Printed & digital course manual
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Strategic finance models and Excel tools
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Financial ratio & KPI templates
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M&A and investment valuation sheets
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Certificate of Completion
Target audiences
- Reservoir Engineers, Geologists
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