Course Title:

Financial Data Analysis using Mathematical and Statistical Methods

Course ID:

021224 0101 4670ESH

Course Dates :

02/Dec/2024

 To

06/Dec/2024

Course Duration :

5

Course Location:

London

United Kingdom

Course Fees GBP £ :

Primary Price

£4,555.99

VAT may vary depending on the country where the course or workshop is held

Course Fees USD $:

Advisory Price

$5,829.09

VAT may vary depending on the country where the course or workshop is held

Course Category:

Professional and CPD Training Programs

Finance, Accounting

Course Certified By:

* Professional Training and CPD Programs
Leading to : Executive Diploma Certificate
Leading to : Executive Mini Masters Certificate
Leading to : Executive Masters Certificate

* ESHub CPD
* LondonUni - Executive Management Training
* Others

United Kingdom

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

Course Information

Introduction

A thorough grasp of the principles of financial analysis is a key competency needed for effective management of a business.

This 5 day interactive session goes far beyond the typical financial analysis sessions. It uses both the principles of analysis and the power of Excel® to identify the strategic drivers that can dramatically enhance the shareholder value of your organization.

Objectives

By the end of this course practitioners shall learn to:

● Create financial reports to conduct financial analysis, and the use of modern tools such as mathematical and statistical methods.
● Learn how to use Excel tools such as Solver, Goal Seeker, and Scenario
● Provide participants with modern tools to predict future financial performance and report on the success or failures of organizations.
● To provide participants with the skills to perform financial analysis Applied to a number of companies, including participants can make a realistic assessment of financial performance, according to the practice of the process for a number of companies representing different sectors of the economy.
● Activate the performance of the participants in the preparation and presentation reports the results of the financial analysis According to the methodology relies on mathematical and statistical tools to date.
— Identify the key steps in developing a financial model
— Analyze a company’s Financial Statements identifying key performance indicators in order to understand what the numbers are really saying and make projections of future performance

Who Should Attend?

1. Financial Managers
2. Accountants
3. Financial analysts in the public sector organizations and private
4. Internal and external auditors for the various sectors

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
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
• Post-assessment

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

The course agenda will be as follows:
• Technical Session 08.30-10.00 am
• Coffee Break 10.00-10.15 am
• Technical Session 10.15-12.15 noon
• Coffee Break 12.15-12.45 pm
• Technical Session 12.45-02.30 pm
• Course Ends 02.30 pm

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

Course Outlines

Week 1

DAY 1: Introduction to Excel program and financial uses

1. The characteristics and features of Excel program
2. Basic functions and specialized functions in Excel.
3. Analysis of financial data analysis using the properties of SORT-FILTER-SUPTOTALSSCENARIOS
4. Models to query the financial statements using SUMIF-V-H –LOOKUP
5. Estimate the financial statements using the Forecast - Trend
6. Prepare graphs using CHARTS

DAY 2: Designing Financial Reports using computer

1. The financial statements i according to the latest amendments in the accounting standards.
2. Designing Balance Sheet using computer
3. Design of comprehensive income using computer
4. Design statement of cash flows using Computer

DAY 3: Assessing the financial position of an entity using computer

1. The concept of financial analysis
2. Professional requirements profession of financial analysis
3. Principles of Financial Analysis
4. Financial analysis methods of traditional and modern
5. Remodeling financial reporting for a financial analytical

DAY 4: Financial analysis ratios and financial indicators using computer

1. Analysis Horizontal and vertical analysis of financial statements
2. Benchmarking reference
3. Financial analysis using indicators for assessing performance
• the rate of return on investment ROI
• cash rate on investment COI
• internal rate of return IRR



DAY 5: Modern and advanced methods in analysis using computer

1. Using regression in predicting the financial failure
• Form Altman Z-Score
• model Comport Z-Score
• model Kida
• model Sherrod
2. Using correlation to find financial fraud in the financial statements
3. Use of Mango Evaluation to verify the integrity of the financial management
4. Properties of statistical analysis using the Analysis Toolbar
• activating
• Correlation & Co-variance Descriptive Statistics
• Regression & Simple Regression Multiple

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

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