The course is
designed to provide participants with a comprehensive understanding of
financial accounting and reporting, ratio analysis, information gathering and
interpretation, and organizational performance. Through a combination of
lectures, case studies, and hands-on exercises, students will learn how to
analyze historical data and improve the quality of financial information.
Identify and describe key accounting concepts and standards.
Analyze and interpret financial statements that comply with accounting standards.
Evaluate a company's financial health based on its financial statements.
Define and calculate different types of financial ratios.
Analyze a company's financial performance based on its ratios.
Identify the key skills and knowledge required for an FP&A role.
Explain the responsibilities and functions of an FP&A team.
Analyze the impact of FP&A on a company's overall performance.
Describe different types of organizational structures.
Evaluate a company's organizational performance based on its stakeholders and business partners.
Accounting Concepts and Standards
Accounting and External Financial Reporting
Income Statement
Balance Sheet
Statement of Cash Flows
Interactions among Common Financial Statements
Liquidity Ratios
Leverage Ratios
Activity Ratios
Profitability Ratios
Market Ratios
Limitations and Uses of Ratios
Common-Size and Percentage-Change Financial Statements
What FP&A Must Know
The Role of FP&A
Challenges in Information Gathering and Interpretation
Organizational Structure
Organizational Culture
Stakeholders and Business Partners
Measuring Organizational Performance
Business and Support Process Risks
Sources of Organizational Information
Industry Attributes
Industry Benchmarks
Industry Uncertainty
Financial Analyst, Accountant, Financial Reporting Manager, Business Analyst, Investment Analyst, Equity Research Analyst, Financial Consultant, Financial Planning and Analysis (FP&A) Manager, Corporate Financial Analyst, Treasury Analyst, Credit Analyst, Budget Analyst, Cost Analyst, Professionals in industries that require financial analysis.
