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Finance Courses

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Financial Analysis and Evaluation

Kyle Jaggers
To review the concepts and practice the techniques of budgeting, financial planning and analysis. To examine the importance of budgeting and cost control as managerial activities. In addition, problems and solutions of budgeting and financial analysis will be reviewed.

WHO SHOULD ATTEND

This course is designed for non-financial managers who need to become familiar with the concepts and techniques of budgeting and financial analysis.

COURSE PROFILE

  • The strategic plan

-          Organisations financial strategy and annual budget

  • Capital budgeting

-          Evaluation of projects using investment appraisal techniques

-          Evaluation of alternative appraisal techniques

  • External analysis

-          Evaluation of financial statements and report preparation

-          Identifying the limitations of financial statements

  • Computerised  budgeting

-          Case study in budget preparation

  • Alternative budgetary techniques

-          Zero based budgeting

-          Activity based budgeting

-          Flexible budgeting

  • The “Learning Curve”
  • Break–even analysis
  • Financial performance measurement

-          Responsibility accounting

-          Divisional performance

-          Transfer pricing

  • Analysing and presenting business information

            -      Effective prsentation for management


SKILLS ATTAINED

At the end of the course delegates will be able to:

  • Developing a capital expenditure budget
  • Creating and assessing operating budgets
  • Determining financial performance measures
  • Conducting a financial analysis
  • Creating financial reports

 

 
NEXT STEPS
COURSE REF: F03
Financial Analysis and Evaluation
London

TESTIMONIALS


"'I gained a wealth of new information and the multi-cultural environment was a true benefit.'"
Carlos Da Silva
Commercial General Manager BPC Brazil