Financial Strategy Course

Objective:
On successful completion of Financial Strategy course, participants shall be able to:
• Understand the need for strategic management in the context of finance
• Evaluate the financial performance of various projects according to pre-determined business standards
• Make sound financial decisions while keeping in mind the dynamic business environment
• Devise adept financial strategies that are in coordination with the organizations’ long-term goals
• Make appropriate financial projection and forecasting
• Evaluate financial risks while undertaking a project
• Strive for balance among various stakeholders of the business and add value to the business
Content
Introduction to Concepts of Strategy and Strategic Management
• Strategic intent
• Strategy formulation
• Corporate level strategy: expansion strategies, retrenchment
• Business level strategy: cost leadership, differentiation strategy
• Finance strategic management
• Strategic cost management
Finance Functions
• Investment decision: Capital budgeting
• Financing decision: Capital structure, debt-equity mix, operating and financial leverage
• Dividend decision
Financial Forecasting
• Forecasting financial statement techniques
• Projection of balance sheet, cash flow
• Day sales method, percentage of sales method, simple linear regression method
• Internal growth rate, sustainable growth rate
Financial Planning
• Types of financial plans
• Process of financial planning
• Budget preparation
Risk Evaluation and Management
• Business risk, financial risk
• Elements of risk: Systematic and unsystematic risk
• Profitability analysis
• Projected Beta
• Mean-variance analysis: Standard deviation and coefficient of variation
Working Capital Management
• Working capital policies: levels of working capital investment
• Profitability vs. risk trade off: conservation, matching, aggressive approach to asset financing
• Managing liquidity and financial flexibility
• Short term financing: factoring, bill discounting
Business Restructuring
• Corporate restructuring- mergers and acquisitions
• Financial restructuring- debt restructuring, equity restructuring
• Re-organization of shares
• Buy-back of shares
• Trading on equity
Business Valuation
• Shareholder value analysis
• Business valuation methods: discounted cash flows, comparable market multiples method
• Economic Value-added approach
• Business model analysis
Who should attend?
• New entrepreneurs, start-up founders
• Finance managers
• Corporate managers
• Financial analysts, budget analysts
• Investors
• Departmental heads and executives
• Accountants
• Cost estimator, controller

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