Financial Analysis and Reporting

• Delegates from all sectors who have a need to understand financial analysis and International Financial reporting Standards (IFRS) in order to improve their own knowledge and to benefit their area of responsibility within the organisation.

Course objectives

• To understand and apply effective financial and risk analysis
• To effectively interpret financial reports
• To understand the key principles and application of IFRS
• To appreciate the impacts of capital composition structures
• To conduct effective investment appraisals

Course content

Interpreting financial reports

• Key ratio analysis – P&L Account
• Key ratio analysis – Balance Sheet
• Interpreting notes to the accounts
• Trend analysis

The principles and impact of IFRS

• Key principles of IFRS
• The IFRS Standards
• The impact of IFRS upon financial reports
• Ensuring compliance

Capital composition structures

• Forms of capital composition
• The impact of gearing
• Debt v equity
• Balancing capital structures

Investment appraisal

• Establishing investment outcomes – pure return, defensive, income led, strategic
• Types of investment within the marketplace
• Investment appraisal – ROI, yield, opportunity cost
• The use of leveraged financial instruments

Risk analysis

• The concept of risk analysis
• Probability analysis
• Scale and impact analysis
• Integrating risk analysis within investment strategy