ADVANCED FINANCIAL STATEMENT ANALYSIS & REPORTING
“Transforming Financial Data into Strategic Business Intelligence”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 12 – 14 Jan 2025 | Doha, Qatar | USD 2495 per delegate |
| 15 – 17 Jan 2025 | Kuala Lumpur, Malaysia | USD 2495 per delegate |
| 13 – 15 Apr 2025 | Manama, Bahrain | USD 2495 per delegate |
| 13 – 15 May 2025 | Kuwait | USD 2495 per delegate |
| 27 – 29 May 2025 | Doha, Qatar | USD 2495 per delegate |
Course Introduction
Understanding and interpreting financial statements are critical skills for today’s finance and business professionals. In an increasingly complex economic environment, the ability to analyze financial reports strategically provides organizations with a strong competitive advantage. This intensive three-day course equips participants with advanced tools and frameworks to critically evaluate financial data, assess corporate performance, identify risk areas, and transform financial information into meaningful strategic insights. The course blends theoretical understanding with practical case studies to enhance participants’ analysis and reporting capabilities.
Course Objectives
By the end of this course, participants will be able to:
- Analyze financial statements to evaluate operational and financial health.
- Apply advanced techniques for ratio and trend analysis.
- Detect earnings management practices and assess reporting quality.
- Utilize financial data to support investment and strategic decisions.
- Prepare impactful financial analysis reports for internal and external use.
- Strengthen the linkage between financial results and strategic outcomes.
- Understand key elements of IFRS reporting standards.
Key Benefits of Attending
- Strengthen your financial analysis skills for strategic and investment purposes.
- Detect hidden risks and opportunities embedded in financial reports.
- Gain confidence in preparing and communicating financial evaluations.
- Build sharper analytical tools to support senior management decisions.
- Develop competencies required for leadership roles in finance and strategy.
Intended Audience
This program is designed for:
- Financial analysts, controllers, and accountants seeking deeper analysis skills.
- Strategy consultants and business analysts supporting financial evaluation.
- Auditors and internal control specialists.
- Corporate finance managers and CFOs.
- Investors, bankers, and regulatory professionals.
Individual Benefits
Key competencies that will be developed include:
- Mastery of financial statement analysis frameworks.
- Critical thinking in identifying financial reporting risks.
- Advanced Excel and reporting techniques.
- Stronger communication skills for financial insights.
- Strategic financial management orientation.
Organization Benefits
Upon completing the training course, participants will demonstrate:
- Enhanced financial analysis and interpretation capacity.
- Improved strategic and investment decision support.
- Greater compliance with accounting and financial reporting standards.
- Risk mitigation through better financial risk awareness.
- Stronger alignment of financial reporting with business performance management.
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
- Lectures – Conceptual overviews and technical frameworks
- Hands-on Exercises – Real financial statement analysis
- Case Studies – Practical financial evaluations and reports
- Group Activities – Interactive learning and peer discussions
- Interactive Q&A Sessions – Deep-diving into practical issues
- Daily Reviews & Feedback – Consolidating key learnings and outcomes
Course Outline
Detailed 3-Day Course Outline
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 2–3 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Mastering Core Financial Statements
Module 1: Understanding Financial Statements (07:30 – 09:30)
- Understanding income statements, balance sheets, and cash flow statements
- How statements interrelate to reveal organizational health
Module 2: Vertical, Horizontal, and Trend Analysis (09:45 – 11:15)
- Comparative evaluation techniques
- Identifying patterns and anomalies
Module 3: Ratio Analysis Techniques (11:30 – 01:00)
- Liquidity, profitability, solvency, and efficiency ratios
- Industry benchmarking and strategic interpretation
Module 4: Practical Financial Statement Dissection (02:00 – 03:30)
- Case study: Analyzing a listed company’s performance
Day 2: Reporting Quality and Strategic Insights
Module 5: Evaluating Earnings Quality (07:30 – 09:30)
- Identifying earnings management techniques
- Cash flow analysis vs. accrual-based earnings
Module 6: IFRS Standards and Key Reporting Issues (09:45 – 11:15)
- Overview of critical IFRS reporting requirements
- Understanding common accounting policy choices
Module 7: Forecasting and Trend Evaluation (11:30 – 01:00)
- Using historical financials to build financial forecasts
Module 8: Business Risk Analysis through Financial Reports (02:00 – 03:30)
- Detecting business model risks, liquidity constraints, and solvency pressures
Day 3: Advanced Application and Reporting
Module 9: Segment and Cash Flow Analysis (07:30 – 09:30)
- Analyzing business segment disclosures
- Cash flow drivers and liquidity positions
Module 10: Preparing Executive Financial Analysis Reports (09:45 – 11:15)
- Structuring reports for management and investor audiences
- Key messages and visualization techniques
Module 11: Final Integrated Case Study (11:30 – 01:00)
- Full-company analysis, forecasting, and reporting
- Presentation of findings in professional boardroom format
Module 12: Program Wrap-up and Certification (02:00 – 03:30)
- Lessons learned
- Final feedback and evaluation session
Certification
Participants who complete the program will receive a Advanced Financial Statement Analysis & Reporting, recognizing the development of practical and strategic financial expertise.