Advanced Financial Analysis Training

Learning Outcomes

• Apply advanced financial ratios and cash flow analysis to assess organizational performance.
• Analyze capital investment opportunities using NPV, IRR, and payback period techniques.
• Evaluate risk and return trade-offs in financial decision-making.
• Design financial models in Excel for forecasting and scenario analysis.
• Implement ethical and governance frameworks in financial reporting.
• Demonstrate the ability to present financial insights to stakeholders.

Target Audience

Financial analysts, senior accountants, finance managers, and business consultants seeking to deepen their expertise in financial analysis and strategic decision-making.

Prerequisites

A foundational understanding of financial accounting and corporate finance is recommended. Prior completion of an introductory finance course or equivalent experience is required.

Course Outline

Practicals

Overview

Practical sessions are integrated throughout the course to enable learners to apply financial analysis techniques using real-world data and Excel. These hands-on activities reinforce theoretical concepts and develop proficiency in financial modelling, valuation, and risk analysis.

Practical Activities

• Ratio Analysis and Trend Interpretation — Learners will compute and interpret financial ratios from provided company financial statements and identify trends over three years. (3h)
• Cash Flow Forecasting Model — Using Excel, learners will build a cash flow forecast for a hypothetical company, incorporating assumptions and sensitivity analysis. (3h)
• DCF Valuation of a Company — Learners will perform a discounted cash flow valuation of a listed company, including forecasting, terminal value, and WACC estimation. (4h)
• Monte Carlo Simulation for Investment Risk — Using Excel, learners will run a Monte Carlo simulation to assess the probability distribution of NPV for a project. (2h)
• Integrated Financial Analysis and Reporting — In small groups, learners will analyse a case study company, prepare a comprehensive financial analysis report, and present findings. (3h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	40% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.