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Advanced Financial Analysis

Advanced Financial Analysis

This Advanced Financial Analysis course brings together the essential elements of financial statement analysis to help participants improve their financial analysis skills, enable them to ask the right questions, see the real risks facing businesses and investors, feel more confident in their ability to comment on business activities and performance and analyze financial health for management.

This 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 feel 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.

This interactive Advanced Financial Analysis training seminar will update and develop your skills in analyzing business activities. It will guide you through the critical steps of analyzing financial statements, evaluating new investments and measuring the performance of your organization.

This training seminar will develop your ability to generate growth and improve profitability, as well as pinpointing problem areas for remedial action. You will have the opportunity to acquire skills and technical knowledge that will enable you to manage more efficiently.

This training course will consider the key risks that organizations face in today’s uncertain economic, political, and physical environment. Effective risk management is of vital importance in the global business environment.

This workshop will explore how organizations may analyze, manage and mitigate/ minimize their exposures to both business and financial risk. Throughout the training course worked examples, exercises and case studies will be used to ensure that delegates can relate their learning to real-world issues and problems.

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This course is accredited by NASBA.


This training seminar will develop your ability to generate growth and improve profitability, as well as pinpointing problem areas for remedial action. You will have the opportunity to acquire skills and technical knowledge that will enable you to manage more efficiently.

This training seminar will highlight:

The value of the annual report and accounts and other sources of critical financial information

Use of a range of tools and techniques to analyze and evaluate financial position and financial performance

Efficient acquisition and use of financial resources

Analysis and valuation of capital investment projects and businesses

Investigation and management of market and economic risk

List and differentiate between the essential components of basic financial statements

Explain financial statements’ ratios and formulate Excel sheets and graphs for financial statements analysis

Illustrate creative accounting schemes and critique the validity of accounting rules used

Assess the quality of financial reports and evaluate quality of earnings and cash flows reported

Analyze the financial position and performance of a company over a period and conclude its sustainability


This course is worth (25) NASBA CPEs.

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.


Module 1: Introduction to advanced financial analysis

Users of financial data

Types of available financial information and the annual financial report

Content of the annual financial report and ways to read it

Non-financial elements of the annual financial report and their importance

Understanding the income statement, balance sheet, and cash flow statement

Other comprehensive income components

How to access data from Tadawul, ADX, DFM, Bloomberg, and Yahoo! Finance

Module 2: Basics of industry analysis and analyzing ratios using Excel

Industry analysis: understanding Michael Porter’s five forces shaping industry’s long-term profitability

Common size analysis to improve comparability

Calculating trends and growth patterns

Ratio analysis to assess key aspects of company performance:



Efficiency and working capital management

Financing structure and risk

Altman Z-score to assess potential bankruptcy

Using graphical representation

Module 3: Financial cosmetics and creative accounting

Last In First Out (LIFO) versus First In First Out (FIFO) and the effect on profits and taxes

Explaining LIFO reserve and LIFO liquidation

Converting reported inventory from LIFO to LIFO for purposes of comparison

Valuing stock at net realizable value: looking for signals of obsolete inventory

Analyst’s consideration when examining stock

Evaluating how capitalizing versus expensing costs affect financial statements and ratios

Effect of different depreciation methods on financial statements

Impairment and revaluation of property, plant, and equipment

The choice of operating lease or finance lease

Using special purpose vehicles for balance sheet manipulation

Joint ventures: using equity method

Consolidation: inflating goodwill by using full goodwill instead of partial goodwill method

Employees’ compensation: completeness of end-of-service indemnity obligation

Stock options and stock grants instead of bonuses

Module 4: Assessing quality of financial reports

Framework for assessing company’s quality of financial reports

Potential problems that affect quality of financial statements

Defining concept of sustainable and persistent earnings

Beneish model: M-score to describe degree to which revenues are manipulated

Evaluating the earnings quality of a company

Assess the cash flow quality of a company

Indicators of balance sheet quality

Sources of information about risk

Module 5: Integration of financial statements analysis techniques

Using a framework for financial statements analysis

Evaluating quality of a company’s economic data

Recommending adjustments to improve quality and comparability

Module 6: Analyzing And Predicting Corporate Failure, Business And Financial Risk

Predicting Financial Distress and Corporate Failure – the Altman Z-score model

Risk and Uncertainty

Risk Analysis using expected values, Standard Deviation, and Coefficient of Variation

Sensitivity, simulation, scenario and Break-even Analysis Techniques

The Analytical Tools to Manage Risk

Systematic Risk, Unsystematic Risk, Business Risk and Financial Risk

Financial Risk– interest rate and foreign currency exchange rate exposures

Using Insurance, Hedging, and Derivatives to Mitigate and Minimise risk

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