Advanced Financial Statements Analysis course aims to give delegates the opportunity to examine the various means to assess the operational and financial performance of their organizations as well as their competitors, suppliers, and clients.
Ensuring that the basics are in place, this course will quickly go on to look at some of the more advanced ratios for assessing the financial health of an organization – both from an internal perspective as well as an external ‘asset valuation’ perspective. We will consider industry-specific ratios during the course and believe what information they tell us. Delegates are encouraged to bring with them the financial statements of their organizations, their competitors, their suppliers and their clients to ensure that the concepts covered can be applied to their own specific companies.
Whether assessing current performance, developing Key Performance Indicators (KPIs) or merely developing a forecast budget, do you understand the story behind your company’s financials? Can you read the warning signs or identify when and where numbers don’t make sense? How does your business compare to its competitors, shareholders, employees and other stakeholders? Is there an expectation gap? Increase your financial literacy: become a competent manager as you understand how your business is viewed and learn how to sway perception rather than react to perceived shortfalls.
The course is essential for all those who have to read, understand and analyze financial statements. The tools and techniques you will gain from this highly informative course will be readily transferable to the workplace, enhanced through a combination of interactive case studies, exercises and examples.
Ever wonder how the world’s most successful investors (such as Warren Buffett, David Einhorn, or Jim Chanos) are so successful? It’s because they employ industry-leading advanced financial statement analysis skills to root out opportunities.
You might be interested in another Finance and Accounting programs as a next step.
YOU WILL LEARN HOW TO
This programme reviews the content and purpose of the three fundamental financial statements, the Income Statement, the Balance Sheet and the Cash Flow Statement. Through various hands-on class exercises and discussions, the interplay between each is demonstrated and highlights why good financial statement analysis takes time. Attendees are also encouraged to use Excel to undertake analytical exercises, such as capex smoothing, ratio analysis, and break-even analysis.
A lot of courses directly teach you how to perform a few financial ratios. That’s important, but it is only a small part of successful financial statement analysis. Correct financial statement analysis requires in-depth reading, research, and other analytical strategies that will give you a real investing edge.
Strategic Axis will teach you the tricks of the trade that many successful investors use on a daily basis. By the end of this course, you will learn how to read and analyze a company’s SEC filings like a pro!
If you want to be a successful Financial Analyst, Investor, Investor Relations Manager, Private Equity Analyst, Investment Banker, Hedge Fund Analyst, or Sell Side Research Analyst, then this course will is perfect for you!
IMPORTANT COURSE INFORMATION
Participants who fully attend this course and complete the test on the last day will receive a Strategic Axis Professional Certificate (SAPC). SAPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.
COURSE OUTLINE