Financial Analysis – a practical approach

Faculty

 

This eight-hour course on financial analysis demonstrates how you can perform a comprehensive financial analysis of any organization using a variety of ratios derived from its financial statements.

In this course, we illustrate multiple ways of digging through financials and calculating meaningful ratios, turning a good financial analyst into a great analyst.

 

Learning Objectives  

• Learn to read and analyze the major financial statements - Income Statement, Balance Sheet, Cash Flow
• Be able to evaluate a company using ratio analysis
• Go in depth into the financial reporting specifics for individual line items
• Practice various financial analysis techniques

Content

1. Factor analysis methods of the main elements of the income statement

• Analytical procedures
• Chain substitution method
• Factor analysis of working capital
• Factor analysis of COGS
• Factor analysis of EBIT – case study
• The structure of costs: Fixed costs, Variable costs, Break even analysis

2. Balance sheet analysis

• The structure of the assets:
• Fixed assets utilization ratios
• Current assets utilization ratios
• Financial leverage ratios
• Gearing ratios
• Liquidity ratios

• Shareholder equity ratios

What makes this course different

• Experienced Instructor
• Interactive Experience
• Well Structured
• Case Studies
• Red Flags for possible manipulation of financial statements

Learning activities 

• During the course the concepts introduced will be practiced with interactive activities. Different case studies will be given to illustrate the concepts presented.
• The webinar will be highly interactive.
• Prerequisite: A basic financial background is compulsory.

 

Target audience

This financial analysis course is perfect for any aspiring financial analyst working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting and any professional in business, with a basic financial background, who wish to increase their knowledge and skills related to the financial analysis domain.

 

Facilitator: Mirela Păunescu, PhD, MBA, FCCA, CIA. Top consultant holding an impressive portfolio of international and national professional qualifications such as: FCCA, CIA, CAFR, CCF AND CECCAR, along with a solid academic background: a PhD in Accounting from ASE Bucharest and an MBA from Bentley University USA (graduated with High Distinction).

 

Number of participants: max. 12

When and where:

• April 24, 2023: 9,30 am – 6 pm
• October 13, 2023: 9,30 am – 6 pm
• The webinar will be delivered using ENVISIA Online Platform, allowing the virtual participation, both from home and from work, with no risks associated, using just a browser. After the registration to the course, one day before the online sessions took place, the participants will receive a link to access the virtual classroom.  
• Duration: 7 hours net                        

A digital certificate will be issued by ENVISIA, after the course

 

How to enroll:

• If you are buying the course for yourself, as an individual, please click on the Buy course button and follow the steps in the form
• If you are a representative of an organisation and want to buy this course for your team / colleagues, please click on the Contact us button and follow the steps in the form.

For additional information:

Gabriela HÂRȚESCU, PhD

Dean & COO, Member of the Board

ENVISIA Business School

Tel: 0040.748.886.800

E-mail: gabriela.hartescu@envisia.eu