Training Course on Financial Analysis Planning and Control (AFC006)
Training Course on Financial Analysis Planning and Control
This comprehensive course is designed to provide participants with the essential skills and knowledge needed to perform effective financial analysis, develop strategic financial plans, and implement robust financial controls within an organization. Participants will gain a deep understanding of financial statements, budgeting, forecasting, and various tools and techniques for financial decision-making.
Course Duration
Online Training: 5 days (4hrs per day)
Classroom Training: 5 days (7hrs per day)
Course Objectives
By the end of this training, participants will be able to:
- Interpret and analyze key financial statements to assess organizational performance and financial health.
- Apply financial ratio analysis for informed decision-making.
- Develop realistic budgets and financial forecasts aligned with strategic goals.
- Conduct variance analysis to measure performance and implement corrective actions.
- Design long-term financial plans integrated with overall business strategy.
- Apply capital budgeting techniques to evaluate investment opportunities.
- Analyze cost behavior using cost-volume-profit (CVP) analysis.
- Implement cost control and cost reduction strategies.
- Identify financial risks and establish effective internal control systems.
- Evaluate capital structure options and financing decisions.
- Develop and apply financial models for planning and scenario analysis.
- Understand ethical considerations in financial reporting and management.
- Navigate international financial management issues including foreign exchange risks and global reporting standards.
Organisational Impact
Organizations will benefit in the following ways:
- Improved Financial Decision-Making – Stronger analytical capability to support strategic and operational decisions.
- Enhanced Financial Planning – Better alignment between financial plans and long-term organizational strategy.
- Stronger Budgetary Control – Improved monitoring, variance management, and performance measurement systems.
- Cost Optimization – Effective cost control strategies leading to improved profitability and efficiency.
- Reduced Financial Risks – Stronger internal controls and proactive risk management frameworks.
- Better Capital Investment Decisions – Improved evaluation of projects and financing options.
- Improved Financial Transparency – Enhanced reporting standards and ethical compliance.
- Global Financial Competence – Increased ability to manage international financial risks and reporting requirements.
- Stronger Organizational Sustainability – Improved capital structure management and long-term financial stability.
Personal Impact
Participants will gain:
- Advanced Financial Analysis Skills – Ability to interpret financial data confidently and accurately.
- Strategic Planning Competence – Skills to align financial plans with business objectives.
- Improved Budgeting and Forecasting Expertise – Practical knowledge to develop and manage financial plans.
- Risk Management Awareness – Ability to identify, assess, and mitigate financial risks.
- Financial Modeling Proficiency – Hands-on skills in building models for decision support.
- Investment Evaluation Skills – Competence in capital budgeting and financing decisions.
- Ethical Financial Leadership – Strong understanding of financial integrity and corporate responsibility.
- Global Financial Insight – Awareness of international financial markets and foreign exchange considerations.
- Enhanced Career Opportunities – Greater professional value in finance, management, strategy, and executive roles.
Course Outline
Module 1: Understanding Financial Statements:
- Introduction to Statement of financial position, income statements, and cash flow statements
- Analysis of financial ratios for performance evaluation
- Interpreting financial statements to assess a company financial health
Module 2: Budgeting and Forecasting:
- Importance of budgeting in organizational planning
- Techniques for creating budgets and financial forecasts
- Variance analysis and its role in performance measurement
Module 3: Financial Planning and Strategy
- Developing long-term financial plans aligned with organizational goals
- Integration of financial planning with strategic business planning
- Capital budgeting and investment decision-making
Module 4: Cost Analysis and Management
- Cost classification and behavior
- Cost-volume-profit analysis
- Strategies for cost control and reduction
Module 5: Risk Management and Financial Controls
- Identifying and assessing financial risks
- Implementation of internal controls for risk mitigation
- Fraud detection and prevention measures
Module 6: Capital Structure and Financing Options:
- Evaluating different sources of financing
- Optimal capital structure for a company
- Debt and equity financing decisions
Module 7: Financial Modeling:
- Building financial models for decision support
- Sensitivity analysis and scenario planning
- Real-world applications of financial modeling
Module 8: Ethics in Financial Management:
- Understanding ethical considerations in financial decision-making
- Corporate social responsibility and its impact on financial practices
- Ethical challenges in financial reporting
Module 9: International Financial Management:
- Global financial markets and their impact on businesses
- Foreign exchange management and risk mitigation
- International financial reporting standards
Module 10: Case Studies and Practical Applications:
- Analyzing real-world financial scenarios
- Applying course concepts to solve financial challenges
- Group discussions and presentations on case studies
Note: The specific content, activities, and duration of each session may be adjusted based on the target audience, learning objectives, and available time.
Course Language
English
Training Methodology
This course adopts a practical, analytical, and highly interactive learning approach:
- Interactive Lectures – Clear explanations of financial frameworks and analytical tools.
- Financial Statement Workshops – Hands-on exercises in analyzing real financial reports.
- Practical Budgeting & Forecasting Sessions – Development of sample budgets and forecasts.
- Financial Modeling Labs – Step-by-step model building using spreadsheets.
- Case Studies – Real-world financial decision-making scenarios.
- Group Discussions & Presentations – Peer learning and collaborative analysis.
- Risk & Control Simulations – Exercises on internal control implementation and fraud prevention.
- Scenario & Sensitivity Analysis Exercises – Application of financial modeling to different business situations.
- Action Planning Sessions – Participants develop implementation strategies for their organizations.
Certification
Upon completion of training, the participant will be issued with a certificate of Completion.
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