Advanced Financial Statement Analysis Course

Course Objectives
The objective of this training is to help you in analyzing the financial statements of an organization for decision making about how the management has discharged their responsibilities in achieving the goals of the organisation.
By the end of this training you will learn to:
• Analyse and identify the financial strengths and weaknesses of an organisation
• Assess the liquidity and solvency of an organisation
• Analyse the needs for the financing of an organisation
• Assess management’s stewardship of the organisation’s economic resources
• Predict the future of an organisation from the analysis of the financial statement
Course Outline
Introduction to Financial Statements
• Balance Sheet
• Profit and Loss
• Cash Flow Statement
• Changes in Equity
• Accounting Policies and Notes
• The relationship among the Financial Statements
• Annual Report
Introduction to Financial Statement Analysis
• Horizontal Analysis
• Vertical Analysis
• Liquidity Analysis
• Solvency Analysis
• Profitability Analysis
• Asset Management
Analysis of Balance Sheet
• Fixed Assets Analysis
• Inventory Analysis
• Receivable Analysis
• Payable Analysis
• Debt Structure Analysis
• Equity Analysis
Analysis of Profit and Loss
• Analysis of Revenue
• Analysis of Cost of Goods sold
• Profitability measures
• Dupont Analysis
• Expenses Analysis
Analysis of Cash Flow
• Analysis of Cash Flows from Operating Activities
• Analysis of Cash Flow from Investing Activities
• Analysis of Cash Flow from Financing Activities
Analysis of the Annual Report
• Analysis of the Notes to Financial Statement
• Analysis of Accounting Policies
• Compliance with the Accounting Standards
• Compliance with the Regulations
• Analysis of Management Commentary
Predicting the Future
• Revenue Forecasting
• Forecasting cost of goods sold
• Forecasting fixed and variable costs
• Forecasting balance sheet accounts
• Forecasting cash flows
Analysis of the Financial Statements using Spread Sheets
• Financial Statement Proportional Analysis
• Automated Ratio Result Analysis
• Trend Analysis
• Leverage Analysis
• Cash Flow Analysis
• Investment Analysis

Methodology
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.
DATE:
1ST BATCH: 14th – 17th Jan, 2025
2ND BATCH: 9th – 11th June, 2025