Financial Analysis

This course provides a comprehensive introduction to financial analysis, equipping participants with the skills to interpret financial statements, assess business performance, and make data-driven financial decisions. The training covers key financial concepts, including ratio analysis, cash flow management, and investment evaluation, tailored for professionals seeking to enhance their financial acumen.

Target Audience:

Finance professionals and analysts
Business owners and entrepreneurs
Managers and decision-makers
Accountants and bookkeepers
Professionals transitioning into financial roles

Target Competencies:

Upon completion of this course, participants will be able to:

Understand and analyze financial statements (income statement, balance sheet, and cash flow statement).
Apply key financial ratios to assess business performance and financial health.
Interpret cash flow statements and evaluate liquidity and solvency.
Conduct profitability and investment analysis for informed decision-making.
Identify financial risks and mitigation strategies.
Utilize financial data for budgeting and forecasting.

Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration: 8 Days

Unit Standard: 13414

NQF Level: 4

Number of Credits: 10

Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB: Terms and Conditions for Payment and Refunds

1.1. Full payment for the training workshop must be made at least 5 days before the scheduled workshop date.

1.2. Payment can be made via bank transfer, credit card, or any other agreed-upon method.

1.3. A confirmation of payment will be issued upon receipt of funds.

1.4. Any form of Payment means that trainee / delegate / client receiving the training accepts the training and agrees to these terms and conditions.

2. Cancellation and Refund Policy

2.1. Cancellations made 30 days or more before the workshop date will be eligible for a full refund, minus any administrative fees.

2.2. Cancellations made 15 to 29 days before the workshop date will be eligible for a 50% refund of the total payment.

2.3. Cancellations made less than 14 days before the workshop date will not be eligible for a refund.

2.4. Participants who fail to attend the workshop without prior notice will not be eligible for a refund.

3. Rescheduling

3.1. If a participant wishes to reschedule, a request must be submitted at least 14 days in advance, subject to availability.

3.2. A rescheduling fee may apply.

4. Workshop Cancellation by the Organizer

4.1. AATICD reserves the right to cancel or reschedule the workshop due to unforeseen circumstances, including but not limited to low enrolment, trainer unavailability, or force majeure events.

4.2. In the event of cancellation by AATICD, participants will be offered a full refund or the option to attend a rescheduled session.

4.3. AATICD is not responsible for any additional costs incurred by participants, such as travel or accommodation expenses.

5. Refund Processing

5.1. Approved refunds will be processed within 7 business days from the date of cancellation approval.

5.2. Refunds will be issued using the original payment method unless otherwise agreed.

6. Contact Information

For any questions regarding payments and refunds, please contact us at:

Email: apply@aaticd.co.za

Phone: +27 73 016 5042

By registering for the workshop, participants agree to abide by these terms and conditions.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

Course Outline

Module 1: Introduction to Financial Analysis

Importance of financial analysis
Understanding financial statements
Basics of financial data interpretation

Module 2: Ratio Analysis

Liquidity ratios (current ratio, quick ratio)
Profitability ratios (gross margin, net profit margin, ROE)
Efficiency ratios (asset turnover, inventory turnover)
Solvency ratios (debt-to-equity, interest coverage)

Module 3: Cash Flow and Working Capital Management

Understanding cash flow statements
Operating, investing, and financing cash flows
Managing working capital effectively

Module 4: Financial Planning and Forecasting

Budgeting techniques
Revenue and expense forecasting
Financial modeling basics

Module 5: Risk Assessment and Decision-Making

Identifying financial risks
Cost-benefit analysis
Investment appraisal techniques (NPV, IRR, Payback Period)

Module 6: Trend and Comparative Analysis

Horizontal Analysis (Comparing performance over different periods)
Vertical Analysis (Common-size financial statements)
Benchmarking & Industry Comparison

Module 7: Cost-Volume-Profit (CVP) Analysis

Break-even Analysis
Working Capital Management
Mergers & Acquisitions (Basic Analysis)