📊 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:
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Interpret and analyze financial statements with confidence
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Apply horizontal, vertical, and ratio analysis
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Use Excel to model and forecast financial performance
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Evaluate company profitability, liquidity, solvency, and efficiency
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Perform comparative and trend analysis
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Identify red flags and evaluate business health for decision-making
🧠 Training Methodology
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Instructor-led lectures
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Hands-on Excel modeling
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Case studies and real company data
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Team exercises and group discussion
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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
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Excel Templates for Ratio & Forecast Analysis
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Financial Analysis Checklists
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Case Study Workbook
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Certificate of Completion
Target audiences
- Reservoir Engineers, Geologists
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