This course offers participants a comprehensive framework to assess financial data and enhance their analytical expertise. The curriculum is structured to simplify complex topics, ensuring participants can easily comprehend and apply these concepts in their jobs and business strategies.
Overview
The curriculum encompasses the analysis of financial statements, understanding future business insights, the significance of earnings and cash flows in valuations, and challenges in critical investment choices. Participants will acquire essential insights throughout the course, transferable to their career and business contexts. The training is structured around key principles:
- Understanding industry dynamics
- Analyzing core strategies and financial health of companies
- Projecting future earnings and cash flows
- Utilizing various financial tools for informed decision-making
Who Should Attend
This course is ideal for anyone looking to elevate their financial effectiveness and enhance their decision-making skills.
- Finance managers, business analysts, bankers, and portfolio managers
- Department heads and strategic professionals
- Middle to senior management across diverse sectors
- Financial and non-financial professionals
- Business owners, entrepreneurs, investors, and consultants
- Any professional aiming to strengthen their financial expertise
Methodology
This course employs a hands-on approach that includes interactive discussions, live teaching, case studies, and assignments tailored to understanding concepts and practical application. The online live training uses cutting-edge technology to foster high engagement and interaction among participants and trainers, simulating a traditional classroom environment.
Trainer
The training will be delivered by a seasoned consultant with over 20 years of expertise in leading global financial institutions, focusing on corporate finance, investment banking, and private equity.
Course Content
Module 1
The Significance of Cash Flow Statements
- Analyzing cash flow statements
- Distinguishing between accounting profit and cash profit
- Forecasting cash flows
Module 2
Corporate Analysis Approach
- Various methodologies for company analysis
- Competitive positioning and industry mapping
- Evaluating management and promoters
- Comprehensive financial statement analysis
Module 3
Advanced Financial Statement Analysis
- Computing advanced ratios including EV, P/BV, EBITDA ratios
- Evaluation of ratio analysis in forecasting and decision-making
- Capital budgeting techniques such as NPV and IRR
- Assessing risks and opportunities
Module 4
Fundraising: Sources and Preparation
- Identifying capital requirements
- Exploring diverse fundraising options
- Understanding different types of equity and debt funding
- Preparing organizations for fundraising
- Managing performance indicators
- Recognizing key terms in funding sources
Module 5
Company Valuation
- Introduction to business valuation methods
- Comparing asset value and equity value
- Understanding DCF concepts
- Identifying common pitfalls in valuation
Module 6
Relative and Multiples-Based Valuation
- Valuation processes based on comparative multiples
- Choosing appropriate comparable companies
- Adjustments in valuation for historical transactions
- Understanding leadership premiums and discounts
Module 7
Bond Valuation
- Basics of bond pricing
- Factors influencing bond prices
- The interplay with macroeconomic factors
Module 8
Strategic Transactions: Partnerships, M&A, and LBOs
- Analyzing companies for strategic partnerships and acquisitions
- Strategic decision-making processes
- Managing post-acquisition integration
Module 9
Due Diligence for Financing and Sales
- Preparing companies for due diligence
- Creating effective due diligence plans
- Working with internal and external service providers
Module 10
Enhancing Financial Models for Analysis
- Maintaining flexibility in financial models
- Conducting additional analyses
- Impact of growth on financial assessment
Module 11
Project Financing Basics
- Understanding the suitability of project finance
- Key factors banks evaluate
For more details, participants can explore the official website or reach out through email.