LESSONS & LEARNINGS

Learn about:

• Interpreting a company’s historical financial statements
• Developing a financial model to forecast a company’s financial performance
• How to analyse the financial forecasts
• identifying and assessing financial risks

WHO SHOULD ATTEND

Anyone who wants to develop skills in projecting and analysing a company’s financial performance. Participants should have basic Excel skills and some familiarity with reading financial statements. The target audience includes non-specialists such as new business unit leaders and bankers.

CONTENT

The course will provide a hands-on introduction to developing a financial model for a business.

The course will be based on four modules over two days as follows –

• Creating the structure: entering the company’s historical financial statements in an Excel workbook.
• Financial statement analysis: interpreting the historical data and undertaking financial ratio calculations as a basis for producing the forecasts.
• Preparing pro-forma financial statements: projecting the company’s financial statements forward over the next three to five years.
• High-level analysis of the results: pro-forma financial ratio and risk analysis.