Financial Planning - Financial Analysis
Course ID: 260713 0101 1026Proj
Course Dates : 13/07/2026 Course Duration : 5 Studying Day/s Course Location: London, United Kingdom
Language: Bilingual
Course Category: Professional and CPD Training Programs
Course Subcategories:
Business Decision Making Corporate Finance Corporate Strategy Financial Analysis Strategic Management
Course Certified By: Projacs Academy & LondonUni - Executive Management Training
* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate
Certification Will Be Issued:
From London, United Kingdom
Course Fees:
VAT varies by course location and participant nationality.
Date has passed please contact us Sales@e-s-hub.com
Introduction
This five-day course develops practical financial analysis skills. It focuses on analyzing real financial statements, building forecasts, and valuing businesses. You will learn methods you can apply to budgeting, investment decisions, and performance reviews. The course uses case work and practical exercises with common tools.
Objectives
1. Prepare and adjust financial statements for analysis, including common-size and trend formats.
2. Calculate and interpret ratios for liquidity, solvency, profitability, and efficiency.
3. Build cash-flow forecasts and run scenario and sensitivity tests to assess funding needs and timing.
4. Apply valuation methods (DCF and comparable multiples) and justify key assumptions.
5. Create concise reports and visual summaries that support specific recommendations to managers or investors.
2. Calculate and interpret ratios for liquidity, solvency, profitability, and efficiency.
3. Build cash-flow forecasts and run scenario and sensitivity tests to assess funding needs and timing.
4. Apply valuation methods (DCF and comparable multiples) and justify key assumptions.
5. Create concise reports and visual summaries that support specific recommendations to managers or investors.
Who Should Attend
Financial Analyst
FP&A Manager
Corporate Finance Manager
Accounting Manager or Senior Accountant
Business Unit Manager with P&L responsibility
Training Method
• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
Program Support
This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.
Course Agenda
Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection
Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.
Week 1
Day 1 – Financial Statement Analysis
1. Preparing Financial Statements for Analysis
- Reviewing financial statement structure
- Applying common-size financial statements
- Performing trend analysis across reporting periods
2. Understanding Financial Performance
- Analysing income statement performance
- Evaluating balance sheet strength
- Assessing cash flow performance
3. Financial Analysis Framework
- Identifying key financial drivers
- Recognising material financial trends
- Establishing analysis objectives
Day 2 – Ratio Analysis
1. Liquidity and Solvency Ratios
- Calculating liquidity ratios
- Measuring solvency and leverage
- Assessing financial stability
2. Profitability Ratios
- Measuring gross and operating margins
- Calculating return on assets and equity
- Evaluating business profitability
3. Efficiency Ratios
- Measuring asset utilisation
- Analysing inventory and receivable turnover
- Assessing operational efficiency
Day 3 – Forecasting and Financial Modelling
1. Cash Flow Forecasting
- Forecasting operating cash flows
- Estimating financing requirements
- Monitoring future liquidity
2. Scenario and Sensitivity Analysis
- Developing alternative financial scenarios
- Testing key assumptions
- Assessing financial risk and uncertainty
3. Financial Modelling
- Building practical forecasting models
- Organising financial assumptions
- Validating forecast results
Day 4 – Business Valuation and Decision Support
1. Discounted Cash Flow (DCF) Valuation
- Estimating future cash flows
- Applying discount rates
- Calculating business value
2. Comparable Company Analysis
- Selecting comparable organisations
- Applying valuation multiples
- Comparing valuation outcomes
3. Investment Analysis
- Supporting investment decisions
- Evaluating financial opportunities
- Presenting evidence-based recommendations
Day 5 – Practical Financial Analysis Workshop
1. Financial Analysis Exercise
- Analysing complete financial statements
- Performing ratio and trend analysis
- Preparing financial forecasts
2. Business Valuation Simulation
- Applying DCF and comparable valuation methods
- Testing assumptions and scenarios
- Developing management recommendations
3. Financial Reporting Review
- Presenting financial findings using reports and dashboards
- Identifying opportunities to improve financial performance
- Course review, feedback and implementation planning
