Financial Analysis & Investment Management

Code : FA011
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Why Attend This Training Course?
Financial analysis and Investment Management is a necessary means to achieve sound financial planning, as evidenced in the financial situation of the institution in periods of time using a combination of techniques that are financial ratios, as well as working capital. The purpose of the financial analysis is to look for the conditions of the financial balance In the long and short term, to identify strengths and weaknesses in financial policies, to extract some solutions and suggestions in financial management processes, and to undertake some detailed studies of the financial statements.

What Is The Training Course Methodology?
ACAD Corp’s methodology depends on enabling participants to interact and exchange experiences, explore their competencies and achieve their career aspirations, using forward-thinking training arts, such as Theoretical Lectures, Workshops, Open discussion to exchange opinions and experiences, Scenarios, innovative thinking brainstorming and teamwork, Role-play and simulation, and Audiovisual tools and materials. Participants will receive an agenda including training material as a reference, in addition to some extra notes and booklets. Training material will be presented in English and Arabic.

Who Should Attend This Training Course?
This training course is designed for technical departments and middle managements that assist the senior management in providing the required information and analysis to make the investment decisions, particularly in:
  • Financial departments
  • Projects evaluation units
  • Information analysis and collecting units

What Are The Training Course Objectives?
By the end of this training course, participants will be able to:
  • Define the financial analysis and its variable application and its tools
  • Gain experience in the field of supervision and supervision of all documents received from the accounting office
  • Implementation of all procedures relating to financial matters by senior departments
  • Gain experience and skills in banking sector management and ability to conduct financial analysis
  • Inform participants with the variable methods usage of projects evaluation and investment decision-making
  • Gain experience in supervision regarding of all documents received from the accounting office

What Is The Training Course Curriculum?
Financial Analysis Definition
  • Financial analysis utilities
  • Financial analysis scientific approach
  • Financial analysis and investment
  • Questions & answers
Financial Analysis of New Projects
  • Investment projects definition and classification
  • Distinguishing between capital and revenue expenditure
  • Feasibility concepts
  • Case study (I)
Characteristics of a Feasibility Study
  • Feasibility study framework
  • Followed steps in the feasibility study process
  • Marketing study concept and contents
  • Technical study concepts and contents
  • Financing study concepts and contents
  • Project feasibility evaluation
  • Significant accounting rules in projects evaluation
  • Concept of monetary temporal value and its significance in project evaluation
  • Project cash flows calculation
Methods of Project Feasibility Evaluation
  • Conventional methods of project evaluation
  • Accounting return ratio
  • Recovery period
  • Modern methods of projects evaluation
  • Current net value method
  • Internal return average method
  • Profitability indicator
  • Balance analysis concept and applications
  • Sensation analysis
  • Case study (II)
Financial Analysis of Existing Projects
  • Data and information sources in financial analysis
  • Past financial statements
    • Balance sheet
    • Income statement
    • Owners'' equity modification statement
    • Inflows and outflows statements
    • Cash flow statement
  • Financial percentages attitude
  • Liquidity analysis
  • Profitability analysis
  • Revolving averages and activity analysis
  • Financing framework analysis
  • Investment percentage analysis
  • Vertical: Structuring financial statement analysis
  • Horizontal: Inclination financial statements analysis
  • Changes in balance sheet analysis and cash flows analysis 

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Course Details
Personal Details
ACAD Professional Certificate - APC
ACAD Training & Consulting uses the power of its network to bring about positive, tangible change. We champion the training courses profession and the interests of individuals, engaged in that profession, for the benefit of all. ACAD Professional Certificates are designed for those who are enthusiastic to challenge themselves to reach the extra mile. Participants who fully attend an APC course and successfully pass the exam on the last training day, will receive an ACAD Professional Certificate (APC). APC are regionally recognized and can be esteemed when applying for more senior roles in Egypt and MENA region.

Exam Details:

Duration: 1 hour | Multiple Choice | Closed book | Pass mark: 65%

Course Schedule

09 - 20 Jul
10:00 AM To 3:00 PM
Dubai, UAE
12 Sessions
17 - 21 Sep
10:00 AM To 3:00 PM
Cairo, Egypt
5 Sessions

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