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Financial Analysis Tools and Techniques

Financial Analysis Tools and Techniques

Financial Analysis Tools and Techniques is developed specifically for key business decision-makers who have no formal financial background or training. You'll sit shoulder to shoulder with people just like you, the "movers and shakers" of your organizations. Lectures will be delivered in clear, easy-to-grasp terms by expert facilitators who are pros in conveying financial information in an understandable manner.

fatt

Next Schedule: TBA

Max number of participants: 15


Why take it online?
  • Attend the class at the comfort of your home
  • Recorded Online Sessions
  • Join the class anywhere you are
  • Convenient training without the hassle of traveling

online

Next Schedule: TBA

Max number of participants: 25

Student Program

  • High School / College Level / Post Graduate
  • Based on school curriculum
  • Flexible schedules
  • Anything and everything about taxation, finance & accounting
  • Available on online or classroom type

Business Program

  • One-on-one Sessions
  • Customized
  • Flexible schedule
  • Industry-specific
  • Basic to advanced levels
  • Tailor fit to your career or company requirements
  • Available on online or classroom type

Entrepreneurs Program

  • Lesson plan and exercises will be constructed based on your needs
  • Industry-specific
  • Basic to advanced levels
  • Tailor fit to your career or company requirements
  • Recommended for entrepreneurs, new business owners or basically any individual who has no background in accounting but is faced with accounting and finance tasks.
tut

Next Schedule: TBA

Max number of participants: 15


What is Onsite Training?

Onsite training or in-house training is defined as any training that is held in company premises in order to educate, develop or improve employees’ skills. This involves all technical and soft skills courses that serve for this purpose.


What are the advantages of Onsite Training over Public Run trainings?
  • Save time and travel costs
  • Customize content to your specific needs
  • Increased price savings as the group gets larger
  • Schedule at your convenience
  • Facilitator can discuss your specific requirement
  • More comfortable learning environment
  • Promote teamwork & camaraderie among workers
  • Employees remain on site in case of an emergency
  • Problems can be openly discussed
  • Protect company privacy

onsite

Next Schedule: TBA

Max number of participants: 25


Topics Covered

How to Read and Analyze Financial Statements
  • Basic steps in preparing, scanning and analyzing the most valuable information in Financial Statements
  • The 4 major Financial Statements businesses use and the transactions recorded on each
  • Income Statements and Balance Sheets: What they say and don't say
  • Adding Direct and Indirect Costs to come up with the Full Cost to determining the real value of your product or service
  • Profit vs. Cash and the importance of Cash Reserves
Demystifying critical financial concepts
  • Common finance terminology explained, from variable costs to growth margins
  • The difference between Current Liabilities, Current Assets and Equities
  • Types of long-term assets and the role depreciation plays in determining their worth 5 components of Working Capital
  • Calculating Return On Investment (ROI) and determining the true "bottom line"
  • What every manager must understand about Philippine Financial Reporting Standards (PFRS)
Making better business decisions using financial information
  • Differentiating finance and accounting information and how and where to use the information obtained from each
  • Cash managing and planning: Seizing new business opportunities
  • Using the cash flow statement to predict problems before they occur
  • How to account for the expense of overhead, and why overhead is a necessary cost of doing business
  • Using powerful financial tools to analyze your organization's numbers
  • 5 valuable questions to ask when dealing with a financial problem
  • Using break-even analysis and other powerful analysis tools
  • How to use ratios to evaluate an organization's Profitability, Liquidity and Leverage - and 5 ratios that can predict danger ahead
  • Revenue forecasting techniques that are accurate and take into account your company's financial objectives

Learning Outcome

  • Scan any financial statement and zero in on the most valuable information
  • Back up your project proposals and staffing requests with solid numbers - and boost your chances of approval
  • Use business analysis techniques to determine the financial feasibility or success of any business situation
  • Accurately plan for revenues and growth, using solid business numbers
  • Spot indicators of financial distress - and understand your options for overcoming it
  • Gain support for your ideas and projects by presenting them in bottom-line terms.
  • Head off costly mistakes by spotting questionable numbers and inaccuracies on financial documents.
  • Get a crystal-clear picture of where your department, division or organization stands financially.
  • Use ratio analysis formulas to determine whether a financial report is good news or bad news - without having to take the bean-counter's word for it.
  • Make informed decisions by determining the relative degree of risk you're taking.
  • Recognize the opportunities - and problems - embedded within any financial report.
  • Decode financial jargon to "talk numbers" confidently with financial professionals.
  • Make recommendations with conviction in meetings using solid numbers to back up your statements.
  • Boost your credibility as you become recognized as a person who understands "the numbers."
  • Understand accounting processes and practices used to measure and record business transactions
  • Understand the process of preparing financial statements
  • Analyze and interpret financial statements
  • Identify ways of using financial statements to acquire an insight into improving business operations
  • Make better decisions when you understand how day-to-day activities translate into revenues and costs

Target Audience

  • Strategic decision-makers
  • Non-financial managers
  • Business owners
  • Senior executives
  • Key business unit managers
  • Other professionals who need to understand how to interpret the numbers that drive business

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