Financial Planning and Analysis (FP&A) Training Course
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1- Online Training...with international accreditation. The value of participation per person is €1,450
2-Requirement : specifying the course, number of participants
implementation date, and joint coordination.
Group contracting ... 20% Discount For Each Participant In Any Group Of Five Person Or More
Other Places To Hold The Course :
KualaLumpur.. Istanbul.. Dubai.. Cairo.. Riyadh.. Jeddah.. Abu Dhabi.. Doha.. Muscat.. Sharm El Sheikh.. Kuwait.. Tripoli.. Amman.. Beirut.. Damascus.. Tunisia.. Casablanca.. London.. Paris.. Barcelona.. Amsterdam.. Brussels
Financial Planning and Analysis (FP&A) Training Course
Introduction :
Financial planning is the process of raising funds and allocating these funds on the basis of a business strategy. The starting point of the financial plan is therefore organisation’s Mission/ Vision Statements. It is almost impossible for an organisation to be financially viable without preparing a proper financial plan. This includes financial feasibility studies before the operations and preparing budgets and forward plans during the operations. Not all businesses achieve success and one of the reasons is the lack of financial planning.Financial reports give a deep insight into the financial health of the company. Business owners, directors, and the top management must have the ability to go behind the figures in the financial reports so as to understand the current financial health and plan for the future.It is, therefore, crucial to understand the financial statements of the company and differentiate between various statements produced in an annual report and grasp the flow of information. Financial Planning and Analysis teams play an important role by preparing budgets and forecasts supporting major decisions taken by the Boards and CEOs. In this regard, various types of budgets and forward plans will also be covered.
Course Objectives :
At the end of this course, the participants will be able to :
- Appreciate the importance of effective financial planning and its impact on profitability
- Understand Various sources of finance with their utilisation, based on the cost of capital
- Take sound investment decisionsbased on proper appraisal
- Obtain an overview of the financial statements and management reports to evaluate the company’s performance
- Understand the concepts of ratio/ horizontal/ vertical analyses
- Prepare competitor analysis, market trends, and related explanations for top-level discussions
- Understand cost behaviour and its effect on financial planning
- Provide detailed analysis and observations on the results of individual business units
- Understand various types of budgets and use the one most suited to the organization
- Use financial modeling to forecast the profitability and cash flows with sensible assumptions
- Understand the different components of working capital and reduce the operating cycle
- Get equipped to manage and control budgetsand forward plans
- Explore the benefits of having an efficient E.R.P. system integrating financial information with other business units
- Understand the best practice of financial planning and management
Targeted Audience :
- Chairmen
- Members of the board of directors
- C-suite Executives, CEOs, CFOs, and COOs
- Independent directors
- External and internal auditors
- Members of the audit committees of the board
- Senior executives, Members of management committees
- Professionals associated with the finance function
- Shareholders and business owners eager to learn the fundamentals of financial planning
Course Outlines :
MODULE 1 : INTRODUCTION TO CORPORATE FINANCE
- Overall Strategic Plan
- Mission / Vision Statement
- Majority Shareholders & Management
- Minority Shareholders
- Other Business Partners
MODULE 2 : SOURCES OF FINANCE
- Equity and Debt Financing
- Gearing ratios
- Cost of Capital
- Weighted Average Cost of Capital
- Decisions regarding Dividend Payments
MODULE 3 : CAPITAL EXPENDITURE
- Capital Investment Appraisal
- Return on Investment
- Payback Period
- Net Present Value
- Internal Rate of Return
- Lease or Buy Decisions
- Tax Implications thereof
MODULE 4 : WORKING CAPITAL CONTROL
- Inventory Control
- Accounts Receivable
- Accounts Payable
- Reconciliation of Sub-ledgers
- Other Current Assets & Current Liabilities
- Tax and Deferred Taxation
MODULE 5 : ENTERPRISE RESOURCE PLANNING (ERP)
- Sales
- Bill of material
- Material Management
- Procurement
- Production
- Finance
MODULE 6 : BUDGET PROCESS AND MANAGEMENT
- Preparation of Master Budget
- Fixed v/s Flexible Budgets
- Quarterly Reviews
- Forward Planning
- Budget/ Actual Comparison
- Zero Based Budgets
MODULE 7 : COST ACCOUNTING
- Total Absorption Costing
- Marginal Costing
- Contribution Margin
- Break-even Analysis
- Sensitivity Analysis
- Variance Analysis
- Price Variance
- Quantity Variance
- Mix Variance
MODULE 8 : FINANCIAL ACCOUNTING
- Accounting Conventions
- Accounting Policies
- Revenue Recognition
- Worldcom / Enron Scandals
- International Accounting Standards (IAS)
- International Financial Reporting Standards (IFRS)
MODULE 9 : FINANCIAL REPORTING
- Components of Financial Reports
- Balance Sheet
- Profit & Loss Statement
- Statement of Cash Flow
- Statement of Changes in Equity
- Accompanying Notes to the Accounts
- Ratio Analysis
- Vertical Balance Sheet & P&L Statement
- Horizontal Balance Sheet & P&L Statement
- DuPont Model
MODULE 10 : CASE STUDY
- Financial Statements of a Manufacturing Company
European Business Center Training Methodology :
Our training work is presented in a professional and attractive manner.. Interspersed with interceptive information to renew attention throughout the training period… We aim with this method to train the listener and interact… In addition to practical applications that target the direct skills and knowledge required to be achieved.. It is presented to the trainees in more than one way.. Practical exercises and applications.. Surveys and questions.. A training strategy has been adopted based on pairing between the theoretical and the professional and between the local and the global.
What Does The Participant Get From The Course?
Each participant obtains an internationally accredited training certificate from the European Business Center for Training and Development … which has the ISO certificate in quality No. 9001/2015 from the English international company UKAS .. and receives a training bag containing the scientific material via an electronic flash … in addition to an enjoyable and useful training that is reflected Positive and developmental for individuals and the institution
Note :
We can implement the training course in any of the cities referred to in this course..at the appropriate and required time for the trainees..through joint coordination with the training department at the center..the training is implemented in a distinctive manner according to the best quality standards so that we meet all training requirements and needs.
International Accreditations
European Business Center for Training and Development has obtained international and official accreditations with the highest and best international levels scientifically and technically, which reflect the level of outstanding performance in our training work.. so that it achieves what each participant aspires to by obtaining the best certificates with officially approved scientific and technical standards.
