Financial Analysis, Planning and Control

This course provides a comprehensive understanding of financial analysis, planning, and control processes essential for effective organizational management. Participants will learn to interpret and analyze financial statements, evaluate financial performance, and apply budgeting and control techniques to support strategic decision-making. The course emphasizes identifying risks, assessing opportunities, and enhancing shareholder value through informed financial planning. Practical tools and methodologies are introduced to improve financial oversight, optimize resource allocation, and strengthen organizational performance.

This training course offers in-depth insight into the core elements of financial analysis, planning, and control. Participants will strengthen their financial analysis skills, develop the ability to ask the right financial questions, and effectively assess the key risks facing organizations and their shareholders.

Objective

• Understand the purpose, use, and importance of financial statements in business decision-making.
• Apply financial analysis tools and techniques to support informed managerial decisions.
• Utilize budgeting and control techniques to plan, monitor, and manage organizational performance.
• Understand standard and flexible budgets and perform variance analysis effectively.
• Use variance analysis results to identify issues and drive improvements in operational performance.
• Apply discounted cash flow (DCF) methods for evaluating financial decisions and investments.
• Analyze capital investment projects using a range of evaluation techniques.
• Understand how corporate value and shareholder value can be enhanced through sound financial management.
• Examine the strategic importance of corporate restructuring through mergers and acquisitions.