Advanced Financial Analysis

Advanced Financial Analysis In-House Training Course Abu Dhabi , UAE

Course overview

Course overview

Financial analysis is a vital part of any sustainable and profitable organization because only a professional in financial statement analysis can control the performance indicators and the overall budgeting health of an organization. This course on techniques of financial analysis is essential for those who have to read, understand, and analyze financial statements. The training will help you to identify the budgeting problems which businesses and investors face with, to feel confident in credit and risk analysis, to assess the overall performance, to prepare data and reports for top managers.

This advanced financial analysis course provides attendees with a comprehensive overview of the key techniques in financial analysis. Starting from the fundamentals of budgeting analysis using common sizing and ratio analysis, participants will learn detailed Du Pont analysis techniques to uncover underlying sources of changes in ROE. We will then turn a more skeptical eye towards profits and compare and contrast profits to cash flow. An important part of this training is critical credit analysis and considering the possible creative accounting techniques, as well as off-balance sheet items and inadequate contingent liability reporting. By projecting your analysis into the future, you will learn about corporate valuation techniques and methods to generate predicted financial statements.

Important note: laptops will be required for this course, for modeling and calculations in Excel.

Throughout this course, participants will cover the most crucial topics in this field of expertise and obtain several financial analyst core competencies:

  • Realize the full range of capabilities of financial analysis
  • Know how to review correlations between profits and cash flow
  • Develop skills in creative accounting techniques
  • Learn the crucial principles of quality financial statements
  • Explore the best practices on how to work with credit analysis
  • Make reliable predictions based on your analysis
Who Should Attend

Who Should Attend

  • Chief and Senior Accountants,
  • Accounting Managers
  • Accountants
  • Finance Directors and Managers
  • Financial Analysts
  • Financial Controllers
  • Heads of Finance Departments
  • Credit Controllers
  • Corporate Financiers
  • All Finance professionals interested in advanced financial analysis
What will you gain

What will you gain

  • Understand the uses and limitations of financial analysis
  • Assess the financial health of a business
  • Identify and assess risk areas in a business
  • Identify areas and issues that may require further investigation
  • Apply and interpret financial ratios
  • Use Du Pont analysis to determine the key underlying driver(s) of ROE
  • Understand and assess the link between operating cash flow and working capital
  • Analyze the key ratios regarding cash flow and working capital
  • Assess the quality of financial statements and identify potential creative accounting
  • Perform corporate valuation with proven approaches
  • Create highly reliable forecasted financial statements
Course Content

Key facts

 

Course code:
FI-101

 

Duration:
5 days

 

Course category:

 

Admission requirements:
None

 

Note:

This course is worth 30 CPE credits
(1 credit for 50 minutes)
No CPE credits are applicable for online courses

 

Endorsement:
Certificate upon successful completion

Course schedule sample one day

08:30 AM  -  10:00 AM  -  First Training Session
10:00 AM  -  10:15 AM  -  Coffee Break
10:15 AM  -  12:00 PM  -  Second Training Session
12:00 PM  -  12:15 PM  -  Coffee Break
12:15 PM  -  02:00 PM  -  Third Training Session
02:00 PM  -  03:00 PM  -  Lunch and Networking
Fees & whats included

Fees & what is included

For the group bookings and special discounts please contact

Admissions Director – Vlad Podolyak

+971 52 684 7088

vlad.p@atton-institute.com

Vlad Podolyak
  • For early registrations special prices apply as outlined above.
  • All fees are exclusive of VAT. Tax Registration Number : 100312636200003.
  • Companies - register 2 participants for the same course and date and get one place free.
  • Only one type of discount can be applied to the same course & date registration.
  • For larger corporate clients there are special packages. Contact us for details.

At Atton Institute we do our best to ensure that all our courses and trainings are provided with the highest industry standards, are time efficient and praxis related, and bring the best education results. Our courses have the most up-to date info and secure the excellent course fee to value ratio quality.

Course Fee Includes

  • Extensive Workbook with Course Materials
  • Handouts and other Supporting Materials
  • Practical Examples and Various Case Studies
  • Quick Reference/Top Tips Guide
  • Professional & Experienced Instructor
  • Accelerated and Intensive Learning Techniques
  • Relationship Building within Course
  • Post Course Action Plan
  • Index of Additional Suggested Materials
  • Course Completion Certificate
Free Valet Parking
Coffee Breaks
Lunch
Free WIFI access

Course certificate

Image for: Atton Institute Certificate
Course Content

Course content

  • Introduction to financial analysis
    • Objectives of financial analysis
    • The required mental attitude for financial analysis
    • The applications, usefulness and limitations of financial analysis
  • Reporting standards
    • Importance of reporting standards in financial analysis and valuation
    • International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)
    • Rules comparisons affecting analysis
  • Common sizing
    • Vertical common sizing
    • Common sizing combined with horizontal analysis
  • Ratios
    • Applications and limitations of ratio analysis
    • Risk ratios
    • Profitability ratios
    • Valuation ratios
  • Time series and graphical presentation
    • Performing time series calculations
    • Stacked charts
    • Line graphs
  • Regression analysis
  • Profit and cash flow
    • What is profit?
    • Profit vs cash flow
    • Cash flow ratios
    • The relationship between working capital and cash flow
    • Evaluating financial flexibility
  • Quality of financial statements and creative accounting
    • Principles of accounting as they relate to quality of financial statements
    • Definition of earnings quality
    • Revenue management
    • Expenses management
    • Creative accounting techniques
      • Inventory valuation
      • Depreciation manipulation
      • Capitalization of costs
      • Revaluation of assets
    • How to use the cash flow statement to detect creative accounting tactics
    • Off balance sheet accounting and contingent liabilities
      • Ways in which companies create off balance sheet debt
      • Contingent liabilities assessed in a favourable manner to the company
    • Sudden surprises
      • Sudden changes in the assets or liabilities
    • Beneish M-score
  • Credit analysis
    • The credit rating process
    • Selected ratios for credit analysis
    • Altman Z-score
  • Forward looking analysis: projections
    • Projecting revenue, gross profit and net profit
    • Using activity ratios and efficiency ratios to project the balance sheet working capital items
    • Projecting asset levels and depreciation
    • Projecting the cash flow statement
    • Identifying and analysing risks
    • Sensitivity analysis on projections
  • Corporate Valuation
    • Dividend discount model
    • P/E valuation
    • EBITDA total enterprise valuation
    • Discounted cash flow (DCF) equity valuation
    • Sensitivity analyses
  • Closing remarks
    • The need to take a basket approach to ratios and tools
    • Recognition that numbers alone will not tell the whole story
Participant insights

Participant insights

The course was highly beneficial for my job and career. This info will clearly give me the great support for my day-to-day tasks.
Muhammed A. (Senior Auditor)Auditing Company, Dubai.
What I have learned in the course was exactly what I was looking for. Highly clear and pragmatic with perfect guidelines on how to use it at my work.
Antony S. (Manager) Drilling Equipment Company, Abu Dhabi.
A very useful course that provided new insights in the customer behavior and definitely would help me with my communications with customers.
Mario A. (Business Owner) Boutique Shops, Dubai.
Great thanks – one of the best courses I have made.
Brian G. (Projects Coordinator) Events Management Company, Ras Al Khaimah.
Exciting and inspiring course. Helped me to see things differently and re-organize our customer service department.
Abbas H. (Company Manager) Project Engineering, Muscat.
Would really suggest the training to any professional who is in charge of customer care.
Jane A. (General Manager) Real Estate Company, Dubai.
The time spent at course was really enjoyable and useful. Easy to understand and I used part of knowledge the next day after training.
Samira K. (Sales Team) Car Rental, Abu Dhabi.
Was the real great overview on what I shall do to improve in the Customer Service in my business.
Syed H. (Company Owner) Data Storage Solutions, Dubai.
The info I received on the course is the surprise for me. Never though of such simple techniques which help to handle difficult customers conversations.
Gabriela H. (Manager) Call Center, Sharjah.
The training I have chosen was very useful and informative with a number of very useful points. Was well explained by the trainer.
Colin G. (General Manager) Safety Equipment, Riyadh.
The program was very explanatory and gave me a lot of points to re-think. Would sure make a difference to my work approach.
Gabriela Y. (Supervisor) Call Center, Kuwait.
Would recommend to my team members to attend the same course. It would positively help me to do my job better.
Udo C. ( Department Head) Heavy Machinery Maintenance, Abu Dhabi.
The time spent at the course was the excellent investment – a lot of useful and practical info. Exactly what I was looking for.
Idul R. (Supervisor Sales) Construction Materials, Umm Al Quwain.
It was great idea to join such training. Would be a definite backing in my career development. Thinking of taking more courses – on other subjects.
Cristina R. (Sales Coordinator) Retail Company, Dubai.
The training was a great mixture of information and practical aspects. The instructor was highly professional and the course was organized the excellent way.
Samaa J. (Projects Manager) IT Solutions, Oman.
I really liked the scope and the style of the training – very friendly, a lot of communication and highly informative.
Stefan L. (Client Relationships) Insurance Company, Doha.
It was a great idea to join such training. All members of our team shall complete it. A lot of new points and useful hints.
Burcu W. (Marketing Head) Corporate Banking, Abu Dhabi.
Was really pleased by the content of the course and qualifications of the instructors. Got a lot of useful points for my business.
Marty Z. (General Manager) Travel Company, Dubai.
Great trainer and perfect information materials. Was really worth to attend. A lot of insights and ideas on how to improve job performance.
Daniel D. (PR Officer) Private Hospital, Muscat.
As we were in the process of restructuring of our call center this training was just perfect for the time. Remarkable and valuable suggestions and solutions.
Joselito B. (Marketing Department) E-commerce, Dubai.
The course was very beneficial and practical for my duties. Handling complicated customers from now on would be easier. Great instructor. Perfect training venue.
Amira Z. (Sales Manager.) Designer Apparel, Abu Dhabi.
FAQ for Internal Part of the Courses:

FAQ

We use the best and latest educational praxis. All of our courses and trainings are designed using our unique Atton LPI Learning Methodology© which guarantees the delivery of extensive knowledge over a short time period with an easy-to-understand approach. All course materials are absolutely unique and are the combination of fundamental and systematic knowledge, practical studies and real-life implementation elements.

We deliver in our 3- to 5-days trainings knowledge and skills which are commonly delivered over a much longer period of time – thus truly saving our participants time and money.

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If your aim is to obtain the most wide-ranging overview in a certain area of expertise, we commonly suggest that you choose one of our popular trainings in the relevant category. The popular trainings cover the widest scope in each area and for this reason they are greatly valued by our participants.

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There are various payment options – cheque, cash, and bank transfer. It is essential to note that the earlier you register, the larger the applicable discount on your admission fee.

For details on the available discounts and special training admission fees, please see the section “Course fees and discounts” on the course page.

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Professional, up-to-date expertise is one of the most powerful elements of success in the modern business and career environment.

Our Courses and Trainings are highly useful for business owners, management and employees at all levels and provide, in a highly effective way, current and solid professional development qualifications and skills combined with practical real-life essentials.

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Each training is repeated a certain number of times over the year, and thus you have the option to choose the most suitable date for you. If you wish to benefit from the option of a course fee discount, be sure to register in advance.


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