Financial Analysis & Management

- Χρηματοοικ. Ασφαλιστικά Τραπεζικά

28 Ιουν 2022 09:00 30 Ιουν 2022 17:15
Αγγλικά
14 ώρες ( 2 μέρες )
Financial Analysis & Management

ΠΕΡΙΓΡΑΦΗ

The EIMF Live Online Learning Experience

EIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoyed in the comfort of your own chosen environment. Read more


Course Overview

The question of how to analyse a company’s financials, as well as how to secure effective planning and control has been critical to various stakeholders and yet controversial.

This course provides an insight into the key elements of financial analysis, planning and control. Participants will improve their financial analysis skills, be able to ask the relevant financial question and assess the real risks facing organisations and shareholders.

By attending the seminar, participants will feel more confident in planning, commenting on the performance and financial health of the organisation. The ability to analyse the financial and risk aspects of the organisations requires technical knowledge and expertise and this seminar is designed to provide the participants with sufficient skills, knowledge and expertise using theory, interactive examples, case studies and relevant techniques.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

By the end of the programme, participants will be able to:

  • Understand the use and importance of financial statements
  • Use tools and techniques of financial analysis useful in decision making
  • Incorporate the use of the budgetary and control techniques
  • Understand standards, flexed budgets and variance analysis
  • To use variance analysis results to improve operational performance
  • Understand the Application of Discounted Cash Flow (DCF) methods
  • Use effective Analysis of capital investment projects using various techniques
  • Understand how corporate value and shareholder value are enhanced
  • Consider why corporate Restructuring through mergers and acquisitions is Important

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

The programme is ideal for:

  • Financial officers, controllers, and accountants
  • Treasurers, corporate planning and business development professionals
  • Sales and marketing professionals
  • Managers of any departments/function who can benefit from an understanding of the financial aspects of analysis, planning, and control
  • Middle and junior management as a useful element in their career advancement

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Training Outline

PART I: FINANCIAL PLANNING

An Overview of Financial Planning Process

  • The time frame
  • Level of aggregation
  • Scenario analysis
  • Accomplishments
  • The ingredients

Corporate value and shareholder value

  • Risk and return
  • The two-stage investment process
  • What does ‘good’ looks like?
  • Shareholders’ value creation
  • The basic idea
  • Value Vs Price
  • High level drivers of shareholders’ value
  • Value creation – Economic profits
  • Value creation – Total shareholders’ return
  • The value matrix

Implementing of financial planning _ Considerations

  • Financial planning: the first step to value creation
  • Steps to financial planning

Implementing of financial planning _ Costing & Budgeting

  • Financial Planning and Analysis (FP&A) Systems
  • Basic cost management concepts
  • Costing techniques
  • Activity analysis, cost behaviour and cost estimation
  • The Master Budget: A planning Tool
  • Operational budgets
  • Capital budgets
  • Cash forecasts and cash budgets and sensitivity analysis

PART II: FINANCIAL ANALYSIS & CONTROL

The context of financial analysis and decision-making

  • Financial analysis
  • Non – financial information
  • Anatomy of a balance sheet
  • Mastering income statement
  • The cash flow statement
  • Other financial information

Budgeting, Standard Costing and Variance Analysis

  • Using budgets and variances to evaluate results
  • Revenue and cost variances
  • The role of standards in determining variances
  • Finding explanations for variances
  • More detailed analysis of flexible-budget variances overhead variances
  • Identifying relevant costs and benefits
  • Analysis of special decisions

Financial Statements Analysis

  • Horizontal analysis
  • Vertical analysis
  • Activity analysis
  • Ratio analysis and business performance
  • Economic Value Added (EVA) and predicting financial distress

Business Valuation

  • Valuation basics
  • Asset based valuation approach
  • Alternative asset based valuation approach
  • Profit multiplier
  • Discounted cash flows
  • Economic Profit, Economic Value Added and Cash Value Added defined

Business Restructuring and Reorganisations

  • Forms of reorganization
  • Acquisition
  • Merge
  • De-merge
  • Subsidiarization
  • Buyback of shares

Basic Investment Appraisal

  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Modified Internal Rate of Return (MIRR)


Training Style

  • Illustration of key terms and concepts
  • Preparation and discussion of practical examples, including mini cases
  • The course will have both a theoretical and practical framework with real examples drawn from actual companies, local and international
  • Activities and Break-out groups


CPD Recognition

This programme may be approved for up to 14 CPD units in Accounting & Auditing. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

Αναλυτικό Κόστος Σεμιναρίου

Για Δικαιούχους ΑνΑΔ

  • € 530.00
  • € 238.00
  • € 100.70
  • € 292.00

Για μη-Δικαιούχους ΑνΑΔ

  • € 530.00
  • € 0.00
  • € 100.70
  • € 530.00
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ

Τρίτη - 28 Ιουν 2022

Ώρα

09:00 - 17:15

ΕΚΠΑΙΔΕΥΤΗΣ:

Μάριος Μόρτης

Τοποθεσία:

OnLine Virtual Classroom

Πέμπτη - 30 Ιουν 2022

Ώρα

09:00 - 17:15

ΕΚΠΑΙΔΕΥΤΗΣ:

Μάριος Μόρτης

Τοποθεσία:

OnLine Virtual Classroom

Εκδήλωση Ενδιαφέροντος : Financial Analysis & Management

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