Financial Analysis Course with Excel & Case Studies

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

Financial Analysis Training with Excel & Forecasting

$ 5,800

Course Features

Lecture 0
Quiz 0
Duration 5 days
Skill level All levels
Language English
Students 40
Assessments Yes

📊 Financial Analysis Training Course: A Hands-On Approach

Overview

📝 Course Overview

🎯 Key Learning Objectives

🧠 Training Methodology

📅 5-Day Agenda with Daily Time Breakdown

📘 Day 1: Introduction to Financial Statements & Business Analysis

📗 Day 2: Ratio Analysis and Financial Health Indicators

📙 Day 3: Trend and Comparative Analysis Techniques

📕 Day 4: Forecasting and Financial Modeling in Excel

📒 Day 5: Strategic Interpretation and Final Project

📂 Course Deliverables

Target audiences

Course Features

TRAINING SOLUTIONS

QUICK LINKS

📊 Financial Analysis Training Course: A Hands-On Approach

Overview

📝 Course Overview

🎯 Key Learning Objectives

🧠 Training Methodology

📅 5-Day Agenda with Daily Time Breakdown

📘 Day 1: Introduction to Financial Statements & Business Analysis

📗 Day 2: Ratio Analysis and Financial Health Indicators

📙 Day 3: Trend and Comparative Analysis Techniques

📕 Day 4: Forecasting and Financial Modeling in Excel

📒 Day 5: Strategic Interpretation and Final Project

📂 Course Deliverables

Target audiences

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TRAINING SOLUTIONS

QUICK LINKS

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