Financial Analysis & Forecasting

About This Class

Thorough forecasting of the financial performance of a business is key to its success. Both established companies and small enterprises depend on financial forecasting and analysis to determine the allocation of their resources in addressing expected expenditures ahead. This intense 3-day interactive course goes beyond the typical financial analysis courses. It uses both the principles of analysis and the power of Excel to identify the strategic drivers that can enhance the shareholder value of your organization.

Using Excel, delegates will learn how to master the tools and techniques it provides to apply the latest financial analysis techniques, understand what the numbers are revealing, and be better able to make strategic and tactical decisions and predict the outcome of these decisions. The training course proceeds from basic financial analysis to more advanced techniques. Also, using Excel, delegates will learn how to evaluate organizations with which they are planning to do business, and determine if they are able to provide strategic strength to their companies.

Local Fee

R 17,999

International Fee

$ 1,200

DAY 1

▪ Financial Statement Elements
▪ Analysis of Financial Statements
▪ Classification of Expenses and Break-even Analysis
▪ Allocation of Overhead and Indirect Costs
▪ Activity-based Costing and Activity-based Budgeting ▪ Budgeting Techniques and Budget Variances

DAY 2

▪ Relevant Costing for Decision-Making
▪ Transfer Pricing
▪ Time Value of Money
▪ Capital Budgeting and Sensitivity Analysis ▪ Managing Working Capital

DAY 3

▪ Financing Assets (Short-term vs Long-term) ▪ Equity vs Debt
▪ Forecasting Techniques
▪ Risk and Return
▪ Alignment to Strategic Plan
▪ Economy, Efficiency and Effectiveness

Who should attend

▪ CFOs / Financial Directors / Executives / Financial Accountants
▪ Financial Managers / Financial Controllers / Financial Analysts
▪ Business Analysts / Credit Analysts / Equity Analysts / Accounts Officers ▪ Treasurers / Commercial Bankers / Project Managers
▪ Internal & External Auditors
Participants should have a basic understanding of financial statements and must bring their own laptop with a full installation of Excel, including the complete “Toolbox”.

Expert Trainer

The trainer for this course is a Chartered Accountant (SA), Associate Chartered Management Accountant, Chartered Global Management Accountant, with strong academic and industry experience. She holds a Master’s degree in Management Accounting and has more than nine years of lecturing experience at the University of Pretoria and North-West University respectively, for which she has received distinctive teaching awards.

As a lecturer, she specialised in Management Accounting, Costing, Financial Management and Business Strategy to students of various levels. This is besides providing business simulations, supervising research projects and external moderation and reviewing of other universities’ exam papers and study guides.

She has been delivering training to both government institutions and private sector companies in similar subject areas, including Microsoft Excel, financial and business skills training, as well as consultation in fields related to financial modelling in Excel, optimising power tools in Excel and Power BI.

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