📊 Strategic Financial Analysis
📝 Course Overview This interactive course delivers a practical, real-world approach to financial analysis by focusing on core financial statements, ratio analysis, trend analysis, and forecasting techniques. Through case studies and Excel-based exercises, participants will build the skills needed to …
Overview
📝 Course Overview
This interactive course delivers a practical, real-world approach to financial analysis by focusing on core financial statements, ratio analysis, trend analysis, and forecasting techniques. Through case studies and Excel-based exercises, participants will build the skills needed to make informed decisions and present financial insights to stakeholders effectively.
🎯 Key Learning Objectives
By the end of this course, participants will be able to:
-
Interpret and analyze financial statements with confidence
-
Apply horizontal, vertical, and ratio analysis
-
Use Excel to model and forecast financial performance
-
Evaluate company profitability, liquidity, solvency, and efficiency
-
Perform comparative and trend analysis
-
Identify red flags and evaluate business health for decision-making
🧠 Training Methodology
-
Instructor-led lectures
-
Hands-on Excel modeling
-
Case studies and real company data
-
Team exercises and group discussion
-
Final assessment and project presentation
📅 5-Day Agenda with Daily Time Breakdown
📘 Day 1: Introduction to Financial Statements & Business Analysis
| Time | Topic |
|---|---|
| 08:30–09:00 | Registration and Welcome |
| 09:00–10:30 | Key Components of Financial Statements (Balance Sheet, P&L, Cash Flow) |
| 10:30–10:45 | ☕ Coffee Break |
| 10:45–12:15 | Understanding Financial Reporting Standards (IFRS vs GAAP) |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Linking the 3 Financial Statements |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Case Study: Reading and Interpreting Company Financials |
📗 Day 2: Ratio Analysis and Financial Health Indicators
| Time | Topic |
|---|---|
| 08:30–10:00 | Liquidity, Solvency, and Profitability Ratios |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Efficiency and Activity Ratios |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | DuPont Analysis and Return on Equity Breakdown |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Excel Practice: Ratio Analysis Using Real Company Reports |
📙 Day 3: Trend and Comparative Analysis Techniques
| Time | Topic |
|---|---|
| 08:30–10:00 | Time Series and Vertical/Horizontal Analysis |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Benchmarking Against Industry Peers |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Common-Size Financial Statements |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Group Exercise: Comparative Financial Performance Case |
📕 Day 4: Forecasting and Financial Modeling in Excel
| Time | Topic |
|---|---|
| 08:30–10:00 | Introduction to Financial Forecasting |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Building Financial Forecast Models (Revenue, Costs, EBITDA) |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Forecasting Balance Sheet and Cash Flow |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Excel Lab: 3-Statement Forecast Model |
📒 Day 5: Strategic Interpretation and Final Project
| Time | Topic |
|---|---|
| 08:30–10:00 | Interpreting Results for Decision Making |
| 10:00–10:15 | ☕ Coffee Break |
| 10:15–12:15 | Red Flag Analysis & Fraud Detection Basics |
| 12:15–13:15 | 🍽️ Lunch |
| 13:15–14:45 | Group Project: Analyze a Company and Present Findings |
| 14:45–15:00 | ☕ Coffee Break |
| 15:00–16:30 | Final Presentations, Feedback, and Certificate Distribution |
📂 Course Deliverables
-
Excel Templates for Ratio & Forecast Analysis
-
Financial Analysis Checklists
-
Case Study Workbook
-
Certificate of Completion
Target audiences
- Reservoir Engineers, Geologists
You May Like
📘 Underbalanced Drilling (UBD) Techniques and Safety
🎯 Course Description: This intensive 5-day program focuses on Underbalanced Drilling (UBD) – an advanced technique used to drill wells where the hydrostatic pressure of the fluid is intentionally kept below formation pressure. Participants will learn how to implement UBD …
📘 IOSH Managing Safely
🎯 Course Description: A practical, 5-day program designed to help managers and supervisors learn how to manage safety and environmental responsibilities in their teams. Emphasis is placed on identifying risks, measuring performance, and leading safely using internationally recognized good practices. …
📘 IWCF Level 3 Well Control (Surface BOP)
🎯 Course Description: This is an intensive course aimed at drilling / well service personnel needing to gain supervisory competence in well control using surface blow‑out preventers (BOP) under the IWCF standard. It covers theory, hands‑on practice, and assessments for …
Advanced Specialist Petroleum GeoMechanics
📘 Course Description: This elite-level course is tailored for petroleum geomechanics specialists and senior subsurface professionals engaged in complex field development projects. It provides a deep technical dive into stress modeling, anisotropic rock behavior, coupled geomechanical-reservoir simulation, fault/fracture mechanics, and …
📘 OSHA 30‑Hour General Industry Safety and Health
🎯 Course Description: This 5‑day course provides in‐depth knowledge of workplace safety and health in general industry sectors. It covers OSHA regulations, hazard recognition, safety programs, and industry best practices. Participants will gain the expertise needed to maintain a safe …






