Financial Data Analysis Course

Master the skills of financial data analysis and interpretation with our specialized training course. BMC Training offers Financial Data Analysis Course in Finance , Accounting and Budgeting Courses.

  • English
  • 157 Training Sessions
  • Confirmed
  • One Week
Financial Data Analysis Training Course

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Type a city name or a month
Venue Start Date End Date Net Fees Details & Registration
Kuala Lumpur , Malaysia 16 - Jun - 2024 20 - Jun - 2024 4750 GBP
Rome , Italy 16 - Jun - 2024 20 - Jun - 2024 7300 GBP
Barcelona , Spain 16 - Jun - 2024 20 - Jun - 2024 6950 GBP
Zurich , Switzerland 16 - Jun - 2024 20 - Jun - 2024 7950 GBP
Bali , Indonesia 23 - Jun - 2024 27 - Jun - 2024 8100 GBP
Istanbul , Turkey 23 - Jun - 2024 27 - Jun - 2024 4700 GBP
Singapore , Singapore 23 - Jun - 2024 27 - Jun - 2024 7500 GBP
Washington , United States 23 - Jun - 2024 27 - Jun - 2024 11000 GBP
Paris , France 7 - Jul - 2024 11 - Jul - 2024 6700 GBP
Hong Kong , Hong Kong 7 - Jul - 2024 11 - Jul - 2024 8500 GBP
Dubai , UAE 7 - Jul - 2024 11 - Jul - 2024 4987.5 GBP
Paris , France 14 - Jul - 2024 18 - Jul - 2024 6700 GBP
Dubai , UAE 14 - Jul - 2024 18 - Jul - 2024 4987.5 GBP
Hong Kong , Hong Kong 14 - Jul - 2024 18 - Jul - 2024 8500 GBP
Paris , France 21 - Jul - 2024 25 - Jul - 2024 6700 GBP
Dubai , UAE 21 - Jul - 2024 25 - Jul - 2024 4987.5 GBP
Hong Kong , Hong Kong 21 - Jul - 2024 25 - Jul - 2024 8500 GBP
Kuala Lumpur , Malaysia 28 - Jul - 2024 1 - Aug - 2024 4750 GBP
Rome , Italy 28 - Jul - 2024 1 - Aug - 2024 7300 GBP
Barcelona , Spain 28 - Jul - 2024 1 - Aug - 2024 6950 GBP
Zurich , Switzerland 28 - Jul - 2024 1 - Aug - 2024 7950 GBP
Madrid , Spain 14 - Jul - 2024 18 - Jul - 2024 6950 GBP
London , UK 14 - Jul - 2024 18 - Jul - 2024 4950 GBP
Munich , Germany 14 - Jul - 2024 18 - Jul - 2024 7900 GBP
Berlin , Germany 14 - Jul - 2024 18 - Jul - 2024 7900 GBP
New York , United States 14 - Jul - 2024 18 - Jul - 2024 10900 GBP
Madrid , Spain 21 - Jul - 2024 25 - Jul - 2024 6950 GBP
Amsterdam , Netherlands 14 - Jul - 2024 18 - Jul - 2024 8100 GBP
London , UK 21 - Jul - 2024 25 - Jul - 2024 4950 GBP
Munich , Germany 21 - Jul - 2024 25 - Jul - 2024 7900 GBP
Berlin , Germany 21 - Jul - 2024 25 - Jul - 2024 7900 GBP
New York , United States 21 - Jul - 2024 25 - Jul - 2024 10900 GBP
Amsterdam , Netherlands 21 - Jul - 2024 25 - Jul - 2024 8100 GBP
Kuala Lumpur , Malaysia 14 - Jul - 2024 18 - Jul - 2024 4750 GBP
Rome , Italy 14 - Jul - 2024 18 - Jul - 2024 7300 GBP
Barcelona , Spain 14 - Jul - 2024 18 - Jul - 2024 6950 GBP
Zurich , Switzerland 14 - Jul - 2024 18 - Jul - 2024 7950 GBP
Kuala Lumpur , Malaysia 21 - Jul - 2024 25 - Jul - 2024 4750 GBP
Rome , Italy 21 - Jul - 2024 25 - Jul - 2024 7300 GBP
Barcelona , Spain 21 - Jul - 2024 25 - Jul - 2024 6950 GBP
Zurich , Switzerland 21 - Jul - 2024 25 - Jul - 2024 7950 GBP
Tokyo , Japan 7 - Jul - 2024 11 - Jul - 2024 9750 GBP
Tokyo , Japan 14 - Jul - 2024 18 - Jul - 2024 9750 GBP
Tokyo , Japan 21 - Jul - 2024 25 - Jul - 2024 9750 GBP
Milan , Italy 14 - Jul - 2024 18 - Jul - 2024 6950 GBP
Milan , Italy 21 - Jul - 2024 25 - Jul - 2024 6950 GBP
Madrid , Spain 4 - Aug - 2024 8 - Aug - 2024 6950 GBP
London , UK 4 - Aug - 2024 8 - Aug - 2024 4950 GBP
Munich , Germany 4 - Aug - 2024 8 - Aug - 2024 7900 GBP
Berlin , Germany 4 - Aug - 2024 8 - Aug - 2024 7900 GBP
New York , United States 4 - Aug - 2024 8 - Aug - 2024 10900 GBP
Amsterdam , Netherlands 4 - Aug - 2024 8 - Aug - 2024 8100 GBP
Kuala Lumpur , Malaysia 11 - Aug - 2024 15 - Aug - 2024 4750 GBP
Rome , Italy 11 - Aug - 2024 15 - Aug - 2024 7300 GBP
Barcelona , Spain 11 - Aug - 2024 15 - Aug - 2024 6950 GBP
Zurich , Switzerland 11 - Aug - 2024 15 - Aug - 2024 7950 GBP
Bali , Indonesia 18 - Aug - 2024 22 - Aug - 2024 8100 GBP
Istanbul , Turkey 18 - Aug - 2024 22 - Aug - 2024 4700 GBP
Singapore , Singapore 18 - Aug - 2024 22 - Aug - 2024 7500 GBP
Washington , United States 18 - Aug - 2024 22 - Aug - 2024 11000 GBP
Paris , France 25 - Aug - 2024 29 - Aug - 2024 6700 GBP
Dubai , UAE 25 - Aug - 2024 29 - Aug - 2024 4987.5 GBP
Hong Kong , Hong Kong 25 - Aug - 2024 29 - Aug - 2024 8500 GBP
Milan , Italy 4 - Aug - 2024 8 - Aug - 2024 6950 GBP
Tokyo , Japan 25 - Aug - 2024 29 - Aug - 2024 9750 GBP
Paris , France 22 - Sep - 2024 26 - Sep - 2024 6700 GBP
Hong Kong , Hong Kong 22 - Sep - 2024 26 - Sep - 2024 8500 GBP
Dubai , UAE 22 - Sep - 2024 26 - Sep - 2024 4987.5 GBP
Paris , France 1 - Sep - 2024 5 - Sep - 2024 6700 GBP
Dubai , UAE 1 - Sep - 2024 5 - Sep - 2024 4987.5 GBP
Hong Kong , Hong Kong 1 - Sep - 2024 5 - Sep - 2024 8500 GBP
Bali , Indonesia 8 - Sep - 2024 12 - Sep - 2024 8100 GBP
Istanbul , Turkey 8 - Sep - 2024 12 - Sep - 2024 4700 GBP
Singapore , Singapore 8 - Sep - 2024 12 - Sep - 2024 7500 GBP
Washington , United States 8 - Sep - 2024 12 - Sep - 2024 11000 GBP
Kuala Lumpur , Malaysia 15 - Sep - 2024 19 - Sep - 2024 4750 GBP
Rome , Italy 15 - Sep - 2024 19 - Sep - 2024 7300 GBP
Barcelona , Spain 15 - Sep - 2024 19 - Sep - 2024 6950 GBP
Zurich , Switzerland 15 - Sep - 2024 19 - Sep - 2024 7950 GBP
Madrid , Spain 1 - Sep - 2024 5 - Sep - 2024 6950 GBP
London , UK 1 - Sep - 2024 5 - Sep - 2024 4950 GBP
Munich , Germany 1 - Sep - 2024 5 - Sep - 2024 7900 GBP
Berlin , Germany 1 - Sep - 2024 5 - Sep - 2024 7900 GBP
New York , United States 1 - Sep - 2024 5 - Sep - 2024 10900 GBP
Amsterdam , Netherlands 1 - Sep - 2024 5 - Sep - 2024 8100 GBP
Kuala Lumpur , Malaysia 1 - Sep - 2024 5 - Sep - 2024 4750 GBP
Rome , Italy 1 - Sep - 2024 5 - Sep - 2024 7300 GBP
Barcelona , Spain 1 - Sep - 2024 5 - Sep - 2024 6950 GBP
Zurich , Switzerland 1 - Sep - 2024 5 - Sep - 2024 7950 GBP
Tokyo , Japan 22 - Sep - 2024 26 - Sep - 2024 9750 GBP
Tokyo , Japan 1 - Sep - 2024 5 - Sep - 2024 9750 GBP
Milan , Italy 1 - Sep - 2024 5 - Sep - 2024 6950 GBP
Madrid , Spain 20 - Oct - 2024 24 - Oct - 2024 6950 GBP
London , UK 20 - Oct - 2024 24 - Oct - 2024 4950 GBP
Munich , Germany 20 - Oct - 2024 24 - Oct - 2024 7900 GBP
Berlin , Germany 20 - Oct - 2024 24 - Oct - 2024 7900 GBP
New York , United States 20 - Oct - 2024 24 - Oct - 2024 10900 GBP
Amsterdam , Netherlands 20 - Oct - 2024 24 - Oct - 2024 8100 GBP
Kuala Lumpur , Malaysia 27 - Oct - 2024 31 - Oct - 2024 4750 GBP
Rome , Italy 27 - Oct - 2024 31 - Oct - 2024 7300 GBP
Barcelona , Spain 27 - Oct - 2024 31 - Oct - 2024 6950 GBP
Zurich , Switzerland 27 - Oct - 2024 31 - Oct - 2024 7950 GBP
Bali , Indonesia 6 - Oct - 2024 10 - Oct - 2024 8100 GBP
Istanbul , Turkey 6 - Oct - 2024 10 - Oct - 2024 4700 GBP
Singapore , Singapore 6 - Oct - 2024 10 - Oct - 2024 7500 GBP
Washington , United States 6 - Oct - 2024 10 - Oct - 2024 11000 GBP
Paris , France 13 - Oct - 2024 17 - Oct - 2024 6700 GBP
Dubai , UAE 13 - Oct - 2024 17 - Oct - 2024 4987.5 GBP
Hong Kong , Hong Kong 13 - Oct - 2024 17 - Oct - 2024 8500 GBP
Milan , Italy 20 - Oct - 2024 24 - Oct - 2024 6950 GBP
Tokyo , Japan 13 - Oct - 2024 17 - Oct - 2024 9750 GBP
Paris , France 17 - Nov - 2024 21 - Nov - 2024 6700 GBP
Hong Kong , Hong Kong 17 - Nov - 2024 21 - Nov - 2024 8500 GBP
Dubai , UAE 17 - Nov - 2024 21 - Nov - 2024 4987.5 GBP
Paris , France 24 - Nov - 2024 28 - Nov - 2024 6700 GBP
Dubai , UAE 24 - Nov - 2024 28 - Nov - 2024 4987.5 GBP
Hong Kong , Hong Kong 24 - Nov - 2024 28 - Nov - 2024 8500 GBP
Bali , Indonesia 3 - Nov - 2024 7 - Nov - 2024 8100 GBP
Istanbul , Turkey 3 - Nov - 2024 7 - Nov - 2024 4700 GBP
Singapore , Singapore 3 - Nov - 2024 7 - Nov - 2024 7500 GBP
Washington , United States 3 - Nov - 2024 7 - Nov - 2024 11000 GBP
Kuala Lumpur , Malaysia 10 - Nov - 2024 14 - Nov - 2024 4750 GBP
Rome , Italy 10 - Nov - 2024 14 - Nov - 2024 7300 GBP
Barcelona , Spain 10 - Nov - 2024 14 - Nov - 2024 6950 GBP
Zurich , Switzerland 10 - Nov - 2024 14 - Nov - 2024 7950 GBP
Madrid , Spain 24 - Nov - 2024 28 - Nov - 2024 6950 GBP
London , UK 24 - Nov - 2024 28 - Nov - 2024 4950 GBP
Munich , Germany 24 - Nov - 2024 28 - Nov - 2024 7900 GBP
Berlin , Germany 24 - Nov - 2024 28 - Nov - 2024 7900 GBP
New York , United States 24 - Nov - 2024 28 - Nov - 2024 10900 GBP
Amsterdam , Netherlands 24 - Nov - 2024 28 - Nov - 2024 8100 GBP
Kuala Lumpur , Malaysia 24 - Nov - 2024 28 - Nov - 2024 4750 GBP
Rome , Italy 24 - Nov - 2024 28 - Nov - 2024 7300 GBP
Barcelona , Spain 24 - Nov - 2024 28 - Nov - 2024 6950 GBP
Zurich , Switzerland 24 - Nov - 2024 28 - Nov - 2024 7950 GBP
Tokyo , Japan 17 - Nov - 2024 21 - Nov - 2024 9750 GBP
Tokyo , Japan 24 - Nov - 2024 28 - Nov - 2024 9750 GBP
Milan , Italy 24 - Nov - 2024 28 - Nov - 2024 6950 GBP
Madrid , Spain 15 - Dec - 2024 19 - Dec - 2024 6950 GBP
London , UK 15 - Dec - 2024 19 - Dec - 2024 4950 GBP
Munich , Germany 15 - Dec - 2024 19 - Dec - 2024 7900 GBP
Berlin , Germany 15 - Dec - 2024 19 - Dec - 2024 7900 GBP
New York , United States 15 - Dec - 2024 19 - Dec - 2024 10900 GBP
Amsterdam , Netherlands 15 - Dec - 2024 19 - Dec - 2024 8100 GBP
Kuala Lumpur , Malaysia 22 - Dec - 2024 26 - Dec - 2024 4750 GBP
Rome , Italy 22 - Dec - 2024 26 - Dec - 2024 7300 GBP
Barcelona , Spain 22 - Dec - 2024 26 - Dec - 2024 6950 GBP
Zurich , Switzerland 22 - Dec - 2024 26 - Dec - 2024 7950 GBP
Bali , Indonesia 8 - Dec - 2024 12 - Dec - 2024 8100 GBP
Istanbul , Turkey 8 - Dec - 2024 12 - Dec - 2024 4700 GBP
Singapore , Singapore 8 - Dec - 2024 12 - Dec - 2024 7500 GBP
Washington , United States 8 - Dec - 2024 12 - Dec - 2024 11000 GBP
Paris , France 1 - Dec - 2024 5 - Dec - 2024 6700 GBP
Dubai , UAE 1 - Dec - 2024 5 - Dec - 2024 4987.5 GBP
Hong Kong , Hong Kong 1 - Dec - 2024 5 - Dec - 2024 8500 GBP
Milan , Italy 15 - Dec - 2024 19 - Dec - 2024 6950 GBP
Tokyo , Japan 1 - Dec - 2024 5 - Dec - 2024 9750 GBP

Course Syllabus

Intorduction

Accounting and Finance are the language of business; understanding and applying this language to your business and to business in general remains the single most valuable competence of management. Prepare yourself by enhancing your personal competence in financial analysis of the past, problem evaluation of today, and budgeting for the future. This programme will challenge you to:

  • Learn how to use financial statements to evaluate the financial/strategic performance of an organization
  • Understand discounted cash flow (DCF) techniques and their application to financial decision-making
  • Use ratios to quickly pinpoint areas of concern
  • Identify key success factors, weak financial signals, and strong financial signals in your own industry sector
  • Learn the metrics used by the world’ leading companies, how to use them and why
  • Confidently project your firm’s future performance through real-world budgeting

Objectives

  • Learn how to understand the content of, and relationships between, financial statements (income statement, balance sheet, and statement of cash flows)
  • Learn how to use financial statements to evaluate the financial/strategic performance of an organization
  • Understand discounted cash flow (DCF) techniques and their application to financial decision-making
  • Identify key success factors, weak financial signals, and strong financial signals in your own industry sector
  • Understand how EVA® (Economic Value Added), SVA (Shareholder Value Added), RONA (Return On Net Assets), and more
  • Define the value creation/destruction process in mergers and acquisitions from the market perspective and signals to management from the market
  • Learn how to build a budget that’s works and the variations
  • Identify sources of financial and business data that provide insights into business and financial strategies
  • Use and build EXCEL spreadsheets for financial analysis: from the basics through complex models
  • Enhance personal networks of similarly minded high potential personnel

Day One

Getting started with Financial Analysis (what has happened so far)

  • The role and responsibilities of financial management
  • The relationship between accounting and finance in analysis
  • A review of the basic financial statements and their roles
  • Why ROI is still a good place to start
  • Identifying key success factors in your industry sector
  • Ratios: what they are, which ones to use and why
  • Financial review compared to targets and expectations
  • Financial performance measurement systems
  • Key accounting assumptions
  • Case study – Beginning to analyse example -

Day Two

Moving beyond the basics in financial analysis

  • The two kinds of Free cash flow (FCF)
  • Altman’s Z-Score and what it really means
  • Du Pont analysis and what it tells us
  • Scenario analysis: how to calculate it and what it tells us
  • Sensitivity analysis: how to calculate it and what it tells us
  • Trend analysis: when is a trend a trend? What to do?
  • Improving Return on Equity (ROE)
  • Case study – Continue the example analysis

Day Three

Evaluation of the information (where we are today)

  • How do I interpret these details?
  • What are the important metrics and why?
  • Annual reports, footnotes and beyond; what can they signal?
  • Short-term success evaluations process and measures
  • Industry data, sources and uses
  • Benchmarking for evaluation purposes
  • EVA, RONA, EBITDA, etc: what do they mean and how to use them?
  • Calculating the results of analysis
  • Case study – Complete the example analysis

Day Four

Budgeting and the Management Process (the future)

  • Strategy – direction and vision
  • Implementing strategy – the operational planning process
  • Budgets – the financial expression of the operating plan
  • The purpose of budgets – control
  • The human side of budgeting
  • Elements of the budget framework
  • Advantages and limitations of budgets
  • Reporting – the key to control
  • Case study – Beginning to prepare the budget

Day Five

Completing the budget using the tools we have learned

  • Assumptions
  • Master budget
  • Proforma financial statements: Income statement, balance sheet, cash flow statement
  • Capital expenditure (CapEx) budget
  • Sales & marketing budget
  • Production budget
  • General and Administrative budgets
  • Case study: Complete the budget

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