Training Course on Financial Analysis Planning and Control

Course Overview

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: 5 days

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: This outline provides a general structure for the training. The specific content, activities, and duration of each session may be adjusted based on the target audience, learning objectives, and available time.