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The process of analyzing companies is a highly specialized skill that requires practical experience and knowledge. This course is designed to equip you with a comprehensive set of skills, knowledge, tools, and techniques that are essential for performing effective financial analysis of companies. With these eight building blocks of financial analysis, you will be able to delve deep into the financial statements of companies and uncover valuable insights that are critical for making informed investment decisions.

The course is designed to be highly practical, with a focus on hands-on training and real-world applications. You will learn how to analyze publicly traded companies and compile and analyze data in teams. By working collaboratively, you will be able to develop your analytical skills and gain a deeper understanding of the key drivers of financial performance in different industries.

At the end of the course, you will have the opportunity to present your findings and recommendations to the group. This will give you a chance to hone your presentation skills and gain valuable feedback from experienced professionals. Whether you are a seasoned financial analyst or just starting out, this course is a must-attend for anyone looking to enhance their financial analysis skills and take their job to the next level. Don’t miss out on this unique opportunity to learn from experts in the field and gain a competitive edge in the market.


By completely attending this course, participants will be able to:

  • To provide delegates with a comprehensive understanding of financial statement analysis and valuation techniques.
  • To enable delegates to analyze companies across different industries and identify key financial metrics and trends.
  • To develop delegates’ skills in conducting fundamental analysis and identifying key trends and drivers of financial performance.
  • To foster teamwork and collaboration by providing delegates with the opportunity to work in teams and present their findings and recommendations to the group.
  • To develop delegates’ presentation skills by providing them with the opportunity to present their findings and recommendations to the group.
  • To enhance delegates’ critical thinking and problem-solving skills by presenting them with complex financial analysis problems.
  • To develop delegates’ data analysis skills by providing them with the opportunity to use different tools and techniques to compile and analyze data.


This course requires the use of laptops with Excel 2019/365. Delegates must bring their own laptops with Windows-based Excel fully installed.

business team situation of present and share idea.


  • Financial Analysis
  • Audited financials and the annual report
  • International Financial Reporting Standards (IFRS)
  • Common Balance Sheet Analysis
  • Trend and Horizontal Analysis
  • Liquidity Analysis
  • Operating Ratios
  • Gearing and Solvency Analysis
  • Business and Profitability Analysis

This course is designed for anyone who wants to enhance their financial analysis skills and gain a deeper understanding of how to evaluate companies. The course is particularly suited for professionals in the finance, accounting, and investment industries, as well as individuals who are interested in building a career in these fields. Overall, this course is suitable for anyone who wants to gain practical skills in financial analysis and develop a deeper understanding of how to evaluate companies across different industries.

This course demonstrates core principles in fundamental financial analysis and utilizes Excel in performing modern and creative techniques of financial analysis. Real-life case studies, individual workshops, and team presentations by participants.


  • Role of financial reporting and analysis
  • Core financial statements and the importance of the annual report
  • The important role of notes and supplementary information
  • Objectives of financial statements audit
  • Types of audits
  • Financial statement analysis framework
  • The accounting cycle
  • Financial reporting mechanics
  • Relationship, elements and classification of financial statements


  • Importance of reporting standards in equity analysis and valuation
  • International Financial Reporting Standards (IFRS) versus Generally Accepted Accounting Principles (GAAP)
  • Rules comparisons affecting analysis


  • Evaluating a company’s past performance
  • Comprehensive real life analysis of publicly traded companies
  • Comparing and contrasting different industries


  • Gross margin vs. operating profit vs. net income
  • Revenues are earned and expenses are incurred
  • Balance sheet elements
  • The main six (6) parts of the balance sheet
  • Definitions and examples
  • Statement of changes in owners’ equity
  • Cash flow statement:
    • Operating, investing, and financing activities
    • Two (2) methods of preparing cash flow statement
    • Reading and interpreting cash flow
    • The cash rich standard


  • Strategic analysis is vertical analysis: balance sheet and income statement approaches
  • Growth analysis is horizontal and trend analysis
  • Importance of Liquidity analysis
  • Current, quick, and cash ratios, defensive interval and cash conversion cycle
  • Why perform asset management and activity ratios?
  • Total and fixed assets turnover
  • Gearing and Solvency analysis
  • Debt, equity, and times interest earned ratios
  • Business and Profitability analysis
  • Profit margin, gross margin, return on assets, return on equity
  • How good are Market ratios?
  • Price earnings and earnings-per-share ratios
  • DuPont analysis: the three-step and five-step models
  • Limitation of ratio analysis
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