An Interactive 5-Day Training Course

Financial Analysis, Modelling, Forecasting & Advanced Financial Statements Analysis

Driving Value Through Financial Insight

NASBA

Course Introduction

This Financial Analysis, Modelling, Forecasting & Advanced Financial Statements Analysis training course equips professionals with the critical analytical, forecasting, and valuation skills required in today’s volatile and competitive business environment. Organisations can no longer rely solely on historical financial analysis; they must integrate performance evaluation, financial modelling, forecasting, investment appraisal, and risk management into a coherent decision-making framework.

This training course provides a powerful combination of advanced financial statement analysis and practical Excel-based modelling techniques to support strategic planning and performance improvement. Participants will learn how to interpret financial information critically, construct robust financial models, evaluate investment opportunities, forecast future performance, and manage uncertainty with confidence. The course bridges analysis and action, ensuring that financial insights translate into improved profitability, stronger resilience, and better strategic decisions.

This training course will highlight:

  • Integrated financial statement analysis and interpretation
  • Practical Excel-based modelling and forecasting techniques
  • Capital investment appraisal and business valuation
  • Performance driver analysis and value creation
  • Risk identification, quantification, and mitigation tools

Objectives

At the end of this training course, you will learn to:

  • Analyse financial statements critically
  • Develop integrated financial models
  • Apply forecasting and statistical tools
  • Evaluate investments using DCF methods
  • Assess and manage financial risk

Training Methodology

This training course is delivered as a highly interactive workshop combining structured presentations, practical case studies, Excel-based modelling exercises, and facilitated group discussions. Real-world financial scenarios are used to reinforce learning and enhance application. Participants will build models, interpret financial data, and apply analytical tools in a supportive environment guided by an experienced instructor.

Organisational Impact

The Organisation will have the following benefits:

  • Stronger financial decision-making capability
  • Improved forecasting accuracy and reliability
  • Enhanced capital investment evaluation
  • Better identification of financial risks
  • Greater performance monitoring discipline
  • Increased value creation focus

Personal Impact

At the end of this training course, the participants will gain the following:

  • Improved financial analytical confidence
  • Advanced Excel modelling expertise
  • Stronger investment appraisal capability
  • Enhanced strategic financial awareness
  • Better risk assessment judgement
  • Increased professional credibility

Who Should Attend?

This training course is suitable for professionals involved in financial analysis, planning, investment evaluation, and performance management. It is ideal for those seeking to strengthen their financial modelling and strategic decision-making skills in a risk-sensitive environment.

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Finance and Accounting Professionals
  • Financial Planning and Analysis Staff
  • Corporate and Business Managers
  • Investment and Commercial Analysts
  • Project and Capital Budgeting Personnel

Course Outline

Day 1

Financial Statements, Governance & Performance Foundations

  • The purpose of financial analysis, users of financial information & the structure of annual reports
  • Corporate governance, sustainability, ethics, agency problems & creative accounting risks
  • The integrated relationship between the Income Statement, Balance Sheet & Cash Flow Statement
  • Common-size, horizontal & vertical analysis for comparability and trend evaluation
  • Core financial ratios: profitability, liquidity, efficiency, solvency & growth
  • Building a structured financial ratio database in Excel
Day 2

Advanced Performance Analysis & Value Drivers

  • Cost-Volume-Profit (CVP) analysis & break-even modelling for decision support
  • Working capital, cash conversion cycle & operating efficiency analysis
  • Capital structure, gearing, leverage & impact on shareholder returns (Dupont & ROIC)
  • Measuring and improving return on investment & asset management efficiency
  • Cash vs. profit analysis & the quality of earnings
  • Identifying and improving key financial performance drivers
Day 3

Financial Forecasting & Statistical Modelling

  • Forecasting principles, avoiding common errors & linking strategy to financial projections
  • Time series analysis, moving averages & trend analysis
  • Regression and correlation analysis for sales and cost forecasting
  • Using Excel statistical tools & Solver to minimise forecasting error
  • Integrated three-statement financial forecasting & cash flow modelling
  • Practical modelling: Building a dynamic forecast model in Excel
Day 4

Capital Investment, Cost of Capital & Business Valuation

  • Sources and cost of finance: Cost of equity (Dividend Growth & CAPM) and cost of debt
  • Weighted Average Cost of Capital (WACC) & optimal capital structure considerations
  • Time value of money, discounted cash flow (DCF) modelling principles
  • Capital investment appraisal: NPV, IRR, MIRR & Equivalent Annual Cost
  • Business valuation models & shareholder value creation
  • Practical modelling: Full DCF investment & valuation model with sensitivity analysis
Day 5

Risk, Uncertainty & Financial Resilience

  • Identifying business, financial, systematic & unsystematic risk
  • Financial distress prediction & performance early warning indicators (Altman Z-Score)
  • Probability-based decision making: expected values, standard deviation & coefficient of variation
  • Sensitivity, scenario, break-even & “what-if” analysis techniques
  • Monte Carlo simulation & key financial driver analysis
  • Managing financial risk: interest rate, foreign exchange exposure, hedging & derivatives

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 & Advanced Financial Statements Analysis
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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