Financial Analysis Workshop
Financial Analysis Workshop
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Program Objectives:
By the end of the program, participants will be able to:
- Apply the framework of financial statements analysis.
- Demonstrate skills at the foundations of ratio and financial analysis.
- Carry out company and industry analysis.
- Implement the process of company evaluation and analysis.
- Analyze real-life financial statements from companies traded on the world and GCC stock exchanges.
- Build Financial Anaylysis Template Models.
Who should attend:
Professionals in the field of finance and accounting, financial analysts, department heads, senior management team members, financial controllers, finance managers, chief and financial accountants who perform business analysis and provide financial recommendations.
Program Outline
Required Components of Financial Statement Analysis
- Role of Financial Reporting and Analysis
- Core Financial Statements and the Importance of the Annual Report
- The Important Role of Notes and Supplementary Information
- Objective and Types of Audits of Financial Statements
- Financial Statement Analysis Framework
- The Accounting Cycle
Financial Reporting Mechanics
- Relationship, Elements and Classification of Financial Statements
- Financial Reporting Standards
- Importance of Reporting Standards in Security Analysis and Valuation
- The Standards Setting Bodies
- International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)
An Inside Look at Financial Statements
- Income Statement Components
- The Three Important Components of Income Statements
- Revenue and Expense Recognition
- Balance Sheet Components
- Measurement and Classification
- The Five Important Components of Balance Sheet
- Cash Flow Statement:
- Operating, Investing, and Financing Activities
- Direct versus Indirect Methods in Cash Flow Preparation
- Reading and Interpreting Cash Flow
- The Cash Rich Standard
Mechanisms of Financial Analysis Techniques
- Vertical Analysis and Strategy: Balance Sheet and Income Statement Approaches
- Horizontal, Trend Analysis and Growth
- Liquidity Analysis:
- –Current, Quick, and Cash Ratios, Defensive Interval and Cash Conversion Cycle
- Asset Management and Activity Ratios:
- –Total and Fixed Assets Turnover
- Solvency Analysis:
- Debt, Equity, and Times Interest Earned Ratios
- Profitability Analysis:
- Profit Margin, Gross Margin, Return on Assets, Return on Equity
- Market and Valuation:
- Price-Earnings and Earnings-per-Share Ratios
- DuPont Analysis: The Three-Step and Five-Step Models
- Limitation of Ratio Analysis
Financial Statement Analysis: Applications and Presentations
- Evaluating a Company’s Past Performance
- Comprehensive Real-Life Analysis of Publicly Traded Companies
