Financial Analysis Planning & Control Best Practices Training Course

Overview Objectives Audience Methodology Contents Certificate FAQ's

Course Overview

Financial accounting is the basic means of recording and reporting financial information in a business. It is important to understand the framework and fundamental of finance, planning & control in the context of how accounting fits into the overall business environment of contemporary society. Accounting function plays a critical role in information development and communication system that supports economic decision-making and provides value to entities and society.

Participants will discover the uses and limitations of financial statements and related information and apply analytical tools in making both business and financial decisions. Topics examined include those related to the corporate financial position, operating results, cash flows, and financial strength. This Financial Analysis Planning & Control course provides an overview of the essential tools and the skills to build excellent standards into your budgeting, performance measurement & reporting system, looking at new and best practice techniques.

Learning Objectives

By attending this Best Practices in Financial Analysis, Planning & Control training course, delegates will be able to:

Explain basic financing concepts, terminology, principles, processes and procedures that govern how the financial statements are prepared
Know the importance of accounting in running businesses.
Explain the components of an annual report.
Understand how financial information can be used to analyse business operations and make economic decisions
Effectively prepare balance sheets and income statements.
Analyse a set of financial statements to evaluate the business- financial health.
Differentiate the financing options available to a business and situations where each might be used.
How to prepare and implement advanced planning and control techniques into your budgeting process
Know how to integrate the budgeting process with the development of the company’s long-term strategic vision
Know how to provide a decision support structure that provides timely and useful information to decision makers
Develop ways to increase profitability and performance through streamlined planning and reporting

Target Audience

This PROMISE Best Practices in Financial Analysis, Planning & Control training course is suitable for a wide range of professionals includes:

All Professionals with financial responsibility
Managers seeking to develop their understanding of the planning & controlling methods
Financial officers, controllers, accountants and business consultants
Corporate governance directors and corporate compliance officials
All professionals responsible for budget preparation and management reporting
Anyone with direct planning and budgeting responsibility

Training Methodology

This interactive seminar will comprise a range of learning activities, including tutor presentations, with the question and answer opportunities, demonstration and practice of analytical techniques, group exercises, and discussions, using case studies and market information sources. While the theoretical background to financial management will be explained and justified; the main emphasis will be on putting these into a real-world context by providing a practical -toolkit- of financial techniques.

Pre & Post course assessments will be used to measure the effectiveness of this training and measure the skill and ability of participants.

Course Contents

Module 1 - Company objectives & Fundamental of Finance

Key Topics

Measuring company performance
Introduction to finance: Terminology
Purpose of financial analysis and reporting
The finance role in running businesses
Walking through an Annual Report
The Role of External Auditor
Users of accounting and financial information
Profit and profitability
The Context of Financial Analysis and Decision-making

Module 2 - Financial Statements

Key Topics

Understanding the Financial Statement
- Balance sheet
- Profit and loss account (income statement)
- Cash flow statement
Why are ratios useful
Horizontal and trend analysis
Vertical analysis: common size statements
Building blocks analysis and reading through the numbers:
- Liquidity ratios: ability to settle short-term dues
- Solvency ratios: ability to settle long-term dues
- Activity ratios: the ability to manage assets efficiently
Profitability ratios
Limitations of financial ratio analysis

Module 3 - Analysis of Investment Decision

Key Topics

Cost behaviour: fixed, variable, semi-fixed cost
Understanding Cost behaviour and types of costs
Net Present Value (NPV) and Internal Rate of Return (IRR)
Strategic Perspective
EVA and NPV
Plan for Cost Reduction and Profit Improvement
Costing Approaches – Full Absorption, Marginal, ABC
Cost volume profit analysis (CVP)
Break-even Analysis
Dealing with Risk

Module 4 - Strategic Management Framework

Key Topics

What is a budget?
The objectives of budgeting
Types of Budgets
The budget process
The Role of Budgeting
How to identify problems and limitation of budgetary control
Approaches to Budget Development
Using budgets to manage organisational performance
Finance and budgeting teams-role in supporting strategic planning
Capital budgeting techniques & Cash Flow
Using Activity-based Budgeting
Developing the Cash Budget
Case study

Module 5 - Advanced Valuation Techniques

Key Topics

Business risk and cost of capital
Classifying investment projects
Analysing investment and operating cash flows
The time value of money concept
The required rate of return
Net Present Value (NPV)
Internal Rate of Return (IRR)
Multiple internal rates of return
Modified Internal Rate of Return (MIRR)
Profitability Index (PI)
Payback period and discounted payback period
Capital rationing
Comparing and evaluating techniques

Classroom Session

Dubai

23 - 27 Nov 2026

$5,600

Dubai

12 - 16 Apr 2027

$5,600

Johannesburg

07 - 11 Jun 2027

$5,600

Dubai

09 - 13 Aug 2027

$5,600

Nairobi

13 - 17 Sep 2027

$5,600

Sydney

25 - 29 Oct 2027

$5,950

Dubai

22 - 26 Nov 2027

$5,600

More Schedules

Online Session

Duration: 2 Hrs X 8 Days

Starting Date

07-Dec-2026

$3,000

Starting Date

19-Jan-2027

$3,500

Starting Date

11-May-2027

$3,500

Starting Date

28-Sep-2027

$3,500

Starting Date

14-Dec-2027

$3,500

More Schedules

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Certificate

Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.

Certificate

Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.

testimonials

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An exceptional learning experience. This stands out as one of the most comprehensive and well-structured courses I have encountered in my career.