An Interactive 5-Day Training Course

Financial Analysis, Modelling, Forecasting, Accounting & Reporting

NASBA

Course Introduction

In today’s unpredictable economic landscape, making informed financial decisions requires more than just traditional analysis—it demands strategic forecasting and dynamic modelling. The Financial Analysis, Modelling, Forecasting, Accounting & Reporting training course equips professionals with the practical tools and analytical techniques to assess financial performance, manage uncertainty, and forecast future scenarios with precision.

This training course introduces advanced financial modelling practices using Excel, designed to enhance decision-making capabilities and support strategic planning. Participants will gain a solid understanding of how to construct flexible and robust models that adapt to changing market conditions. With a focus on real-world financial challenges, this course empowers professionals to navigate risks, evaluate investment options, and strengthen the financial resilience of their organisations.

This leading edge Financial Analysis, Modelling, Forecasting, Accounting & Reporting training course will refresh and update both your knowledge, and practical skills in financial accounting and corporate reporting following significant development in financial reporting in recent years. As well as providing a comprehensive refresher in the established foundation principles on which financial information is prepared and reported, 

This training course will also provide a vital update on more recent developments, the focus on stakeholder value creation and recent thinking on company purpose will be explored in the context of the evolving development of Integrated Reporting. The training course will also provide you with useful practical Excel skills in building financial ratio analysis tools, cash flow forecasting and designing graphical financial reports for internal company use.

This Financial Analysis, Modelling, Forecasting, Accounting & Reporting training course will highlight:

  • Key financial modelling strategies for modern business needs
  • Advanced Excel techniques for forecasting and decision-making
  • Analytical methods to assess performance and detect financial risks
  • Improved approaches to capital investment decisions
  • Techniques to quantify and manage uncertainty effectively
  • The business context for financial reporting
  • The key concepts in financial accounting
  • Framework, structure, and format of financial statements
  • The analysis and interpretation of financial reports
  • Latest developments and best practice in corporate financial reporting

Objectives

By the end of this Financial Analysis, Modelling, Forecasting, Accounting & Reporting training course, participants will be able to:

  • Construct comprehensive and practical financial models using Excel
  • Perform in-depth analysis and interpretation of financial statements
  • Develop forecasting models tailored to business-specific applications
  • Apply modelling techniques to assess investment opportunities
  • Utilise tools to identify, assess, and mitigate financial risks
  • Understand the role of financial reporting in managing business performance
  • Prepare financial statements in accordance with IASB standards
  • Critically analyze and interpret financial statements and reports
  • Assist in developing Integrated Reports for your own organization
  • Apply practical Excel skills to improve reporting and forecasting

Training Methodology

This training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel with one of our laptops, or your own.

Organisational Impact

Organisations that invest in this training course will see significant value in improved analytical capabilities, enhanced forecasting accuracy, and data-driven decision-making. This training course will empower professionals to deliver more reliable financial insights, contributing to stronger organisational planning and performance.

Key benefits include:

  • Sharpened financial interpretation and modelling expertise
  • Enhanced forecasting reliability for better strategic planning
  • Greater accuracy in investment and capital budgeting evaluations
  • Improved agility in navigating financial risk and market volatility
  • Elevated capability in leveraging data for business performance
  • Up to date knowledge of the requirements under the IASB framework
  • Development of skills in critical analysis and interpretation of financial reports
  • Raised awareness of measuring and reporting stakeholder value
  • Readiness to participate in development of Integrated Reporting
  • Advanced practical skills in financial forecasting and internal reporting

Personal Impact

Participants will gain both theoretical knowledge and practical modelling experience, enabling them to deliver high-impact financial insights and strategies. This training course strengthens core financial competencies while introducing innovative forecasting tools and Excel-based solutions.

Delegates of the training course will benefit by:

  • Strengthening their ability to manage financial risk and uncertainty
  • Playing a more strategic role in financial planning and analysis
  • Developing mastery in Excel financial functions and model creation
  • Enhancing forecasting accuracy for future business planning
  • Building confidence in investment appraisal and scenario modelling

Who Should Attend?

This training course is ideal for professionals seeking to sharpen their financial analysis and modelling capabilities in a competitive and risk-sensitive business environment. It is particularly beneficial for individuals engaged in financial planning, investment evaluation, or strategic forecasting.

Professionals who will benefit from the training course include:

  • Financial Accounting and Reporting Teams
  • Management and Cost Accountants
  • Corporate and Finance Managers
  • Business and Strategic Planning Managers
  • Commercial and Investment Analysts
  • Capital Project and Investment Planning Personnel
  • Financial planning and budgeting professionals
  • Strategic planning and head office team members
  • Corporate communication and investor relations professionals
  • Investment analysts and advisers

Course Outline

Day 1

Financial Reporting Fundamentals, Risk Management, and Stakeholder Value

  • Identifying and Managing Stakeholder Needs
  • An Integrated Approach to Risk Management
  • Purpose of financial accounting and reporting
  • Key principles in corporate governance
  • Key concepts in financial accounting
    • Financial Statements Basics
      • Income Statement:
        • Purpose structure and presentation
        • Revenue recognition principles

  • Statement of Changes in Equity: purpose structure and presentation
  • Statement of Financial Position:
    • Purpose structure and presentation
    • Tangible and intangible assets
    • Financial assets and liabilities
    • Inventories
    • Leases
  • Statement of Cash Flows:
    • Purpose structure and presentation
    • Understanding business cash flow drivers
    • Optimising working capital
  • The limitations of financial reports/Creative accounting, scandals, and fraud
  • Fundamentals of analysing financial reports/Building a Financial Ratio Database in Excel
Day 2

  • Measuring and Managing Capital Structure and Risk
  • Equity capital and debt capital-Source of financing
  • Weighted Average Cost of Capital – WACC
  • Capital Assets Pricing Models – CAPM
  • Beta and Alpha
  • The effect of gearing on risk and shareholder value
  • Fundamentals of Financial Modelling- Cash flow forecasting techniques
  • Practical Modelling: The Cost-Volume-Profit Relationship
  • Predicting corporate distress and failure
  • The shareholder value concept
Day 3

  • Practical Modelling: Using Excel Statistical Analysis Tools
  • Avoiding Common Forecasting Problems
  • Using Moving Averages to Analyse Time Series Data
  • Using Linear Regression for Sales Trend Analysis
  • Using Excel Solver to Minimise Forecasting Error
  • Using Regression and Correlation to Forecast Costs
  • Designing effective internal business reports
  • Incorporating Excel graphics in internal reports
  • Integrated Reports: purpose, structure, and presentation
Day 4

  • Principles of Capital Investment Decision-making
  • Sources and Cost of Business Finance
  • Practical Modelling: Using Excel Discounted Cash Flow Tools
  • Practical Modelling: Capital Investment Analysis
  • Essentials of Business Valuation
  • Practical Modelling: Business Valuation Based on Shareholder Value Added
Day 5

  • Identifying and Analysing Business Risk
  • Probability Based Approach to Decision-making
  • Monte Carlo Simulation
  • Sensitivity Analysis and “what-if” Forecasting
  • Identifying the Key Drivers of Financial Performance
  • Practical Modelling: Key Driver “what-if” Forecast
  • Incorporating Excel graphics in internal reports – Variance analysis

Certificate

On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates

Accreditation

NASBA
Financial Analysis, Modelling, Forecasting, Accounting & Reporting
Duration
5 Days
Format
Language
English
Certificate
Yes

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Related Category

Related Courses

FREQUENTLY ASKED QUESTIONS

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com

Note: Discounts are not applicable with any other special offer that may be available.

All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.

Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to info@oxford-management.com

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email info@oxford-management.com or call +971 50 985 0174.

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.

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