Course details
Seminar content
What you will learn
Why Attend
This course brings together the key elements of financial statement analysis. It will enable participants to ask the right questions, see the real risks facing businesses and investors, feel more confident in their ability to comment on business activities and performance, and analyze financial health for management. These skills and the required technical knowledge will be practiced throughout the course using interactive examples and case studies, putting theory and technique into context.
Course Methodology
The course uses a mix of interactive techniques, such as brief presentations by the consultant, group exercises, and real-life published financial statements analysis using Excel to apply knowledge acquired throughout the course.
Course Objectives
By the end of the course, participants will be able to:
- Explain the impact of accounting treatments and methodologies on financial statements
- Analyze the industry using Porter’s five forces model
- Apply financial ratios analysis in Excel and report recommendations
- Assess the quality of financial reports and reported earnings and cash flows
- Forecast financial statements based on the analysis of the historical performance of a company
Target Audience
Chief accountants, accounting managers, senior accountants, finance directors, finance managers, financial analysts, financial controllers, financial accounts managers, heads of finance departments, credit controllers, credit risk analysts, bankers, and relationship managers.
Target Competencies
- Interpreting financial statements
- Reading annual reports
- Financial analysis
- Credit analysis
- Financial forecasting and modeling
Benefits
Why attend this seminar
- Build current, practical knowledge in accounting and finance.
- Translate the course ideas into actions you can use immediately at work.
- Review real schedule options across 10 venues and live dates.
- Connect course detail, venue, and category routes in one workflow.
Methodology
How the course is delivered
- Structured seminar input and guided discussion.
- Applied examples using current business situations.
- Focused explanations based on the stored overview and outline.
- Clear next steps for implementation after the course.
Target audience
Who this is for
- Professionals responsible for accounting and finance.
- Managers, specialists, and team leads who need applied skills.
- Participants looking for a focused route into Advanced Financial Analysis.
Seminar details
Detailed outline
Financial Statements and the Annual Report
- Understanding the income statement, balance sheet, and cash flow statement
- Other comprehensive income components
Accounting considerations in financial analysis
- Receivables and the Expected Credit Loss (ECL) provision
- Fixed assets accounting options: Cost vs. Fair Value models
- Accounting for capital expenditures and impairment
- Impact of lease accounting
- Various investment accounting considerations
- Accounting treatment of goodwill
- Content of the annual financial report
- Non-financial elements of the annual financial report
- Types of external audit opinions
- Management Discussion and Analysis (MD&A)
- Basics of Macroeconomic and Industry Analysis
- Macroeconomic factors to assess country exposure
- Indicators of Gross Domestic Product (GDP), unemployment rate, inflation and interest rates
- Deficit-to-GDP, debt-to-GDP, and GDP growth rates
- Industry analysis: Understanding Michael Porter's Five Forces shaping an industry's competitiveness
- Threat of new entrants
- Threat of substitutes
- Bargaining power of buyers
- Bargaining power of suppliers
- Rivalry of competitors
- Segment reporting in annual reports
Financial Ratios Analysis Using Excel
- Common size analysis to improve comparability
- Calculating trends and growth patterns
- Ratio analysis to assess key aspects of company performance:
- Profitability
- Liquidity
- Efficiency and working capital management
- Financing structure and risk
- DuPont analysis
- Altman Z-score to assess potential bankruptcy
- Using graphical representation
Assessing the Quality of Financial Reports
- Quality of financial reporting vs. quality of earnings
- Framework for assessing a company's quality of financial reports
- Potential problems that affect the quality of financial reports
- Beneish model: M-score to describe the degree to which earnings are manipulated
- Evaluating the earnings quality of a company
- Evaluating the cash flow quality of a company
- Indicators of financial position quality
- Sources of information about risk
Financial Forecasting Techniques for Analysts
- Revenue forecasting: Bottom-up versus top-down
- Forecasting cost of goods sold
- Forecasting fixed and variable costs
- Forecasting financial position accounts
- Working capital: accounts receivables, inventory, payables
- Fixed assets forecasting
- Retained earnings and dividend pay-out policy
- Modeling financial statements forecast
Dates and locations
Available seminar dates
| Date | City | Duration | Price | |
|---|---|---|---|---|
| 20 - 24 April 2026 | Munich - Germany | 5 Days | €3,450.- | Book now |
| 4 - 8 May 2026 | Amsterdam - Netherlands | 5 Days | €4,250.- | Book now |
| 15 - 19 June 2026 | London - U.K | 5 Days | €4,200.- | Book now |
| 20 - 24 July 2026 | Istanbul - Turkey | 5 Days | €2,850.- | Book now |
| 3 - 7 August 2026 | Vienna - Austria | 5 Days | €4,250.- | Book now |
| 7 - 11 September 2026 | Barcelona - Spain | 5 Days | €3,850.- | Book now |
| 12 - 16 October 2026 | Paris - France | 5 Days | €4,500.- | Book now |
| 9 - 13 November 2026 | Frankfurt - Germany | 5 Days | €3,250.- | Book now |
| 14 - 18 December 2026 | Barcelona - Spain | 5 Days | €3,850.- | Book now |
| Date | Duration | Price | |
|---|---|---|---|
| 20 - 24 April 2026 | 5 Days | €2,250.- | Book now |
| 4 - 8 May 2026 | 5 Days | €2,250.- | Book now |
| 15 - 19 June 2026 | 5 Days | €2,250.- | Book now |
| 20 - 24 July 2026 | 5 Days | €2,250.- | Book now |
| 3 - 7 August 2026 | 5 Days | €2,250.- | Book now |
| 7 - 11 September 2026 | 5 Days | €2,250.- | Book now |
| 12 - 16 October 2026 | 5 Days | €2,250.- | Book now |
| 9 - 13 November 2026 | 5 Days | €2,250.- | Book now |
| 14 - 18 December 2026 | 5 Days | €2,250.- | Book now |
Course certificate
Certificate awarded on completion
Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.
- Participants receive an INFORAMTECH certificate for completing Advanced Financial Analysis.
- The certificate recognises attendance and successful participation in the seminar.
- It can support professional development records within accounting and finance and related functions.
Information about
Frequently asked questions
When is my seat confirmed?
Your seat is confirmed once full payment has been received.
Do you offer group discounts?
Yes, we offer the following discounts for group bookings:
- 2 participants: 20% discount
- 3 participants: 35% discount
- 5 or more participants: 50% discount
Can discounts be combined with other offers?
No, discounts cannot be combined unless explicitly stated.
What payment methods do you accept?
We accept bank transfers, credit/debit cards, and selected online payment methods.
When do I need to pay?
Full payment must be completed before the course start date to secure your participation.
Is VAT included in the course fee?
VAT treatment depends on your location and status:
- EU Companies (with valid VAT number): VAT may be reverse charged (0%)
- EU Individuals (without VAT number): VAT is applicable based on local regulations
- Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?
Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.
Can I cancel my registration?
Yes, cancellations must be submitted in writing.
What is your refund policy?
- More than 14 days before the course: Full refund
- 7-14 days before the course: 50% refund
- Less than 7 days before the course: No refund
Can I transfer my seat to another person?
Yes, substitutions are allowed at no extra cost if requested before the course start date.
What happens if the course is postponed or canceled?
We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:
- Transfer to another date
- Receive full refund
Will I receive a certificate?
Yes, all participants will receive a certificate of completion after attending the course.
Is attendance mandatory?
Yes, full attendance is required to receive certification.
Are your courses online or in-person?
We offer both in-person and virtual (live online) training options.
Will course materials be provided?
Yes, all participants receive training materials in digital format.
Are travel and accommodation included?
No, participants are responsible for their own travel and accommodation unless otherwise stated.
Can you deliver customized or in-house training?
Yes, we offer tailored training programs based on your organization's needs.
How can I contact you for support?
You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.
Testimonials
The structure of Advanced Financial Analysis made the topic practical and easy to apply immediately.
The venue and date options made planning the right session straightforward.
Clear content, relevant examples, and useful follow-up topics for the next training step.
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