Introduction:

 The course on Financial Analysis using Excel provides participants with the essential skills and knowledge to effectively analyze financial data using Microsoft Excel. The course combines theoretical concepts with hands-on exercises to equip individuals with the necessary tools to perform financial analysis, interpret results, and make informed decisions.

Objective:

The primary objective of this course is to enable participants to develop proficiency in financial analysis using Excel. By the end of the course, participants should be able to:

1. Understand the key concepts and techniques of financial analysis.
2. Effectively use Excel functions and formulas for financial calculations.
3. Analyze financial statements and interpret financial ratios.
4. Create dynamic financial models for forecasting and scenario analysis.
5. Generate insightful charts and graphs to visualize financial data.
6. Apply advanced Excel tools and techniques for financial analysis.

Organizational Benefits:

 By participating in this course, organizations can expect the following benefits:

1. Enhanced financial analysis capabilities for better decision-making.
2. Improved accuracy and efficiency in financial calculations and data processing.
3. Increased insights into financial performance, trends, and risks.
4. Enhanced forecasting and scenario analysis for strategic planning.
5. Effective communication of financial analysis results through visualizations.
6. Standardization of financial analysis processes and methodologies.

Who Should Attend:

This course is designed for professionals involved in financial analysis, accounting, and decision-making roles, including:

1. Financial analysts and professionals responsible for financial reporting and analysis.
2. Accountants seeking to enhance their financial analysis skills.
3. Business managers and executives involved in financial decision-making.
4. Entrepreneurs and business owners interested in analyzing their financial performance.
5. Students pursuing finance or accounting-related degrees.

Duration: 10 Days

Course Outline:

The course will cover the following modules and topics:

Module 1: Introduction to Financial Analysis and Excel Fundamentals

• Overview of financial analysis and its importance
• Excel basics and essential functions for financial analysis
• Data management and organization in Excel

Module 2: Financial Statement Analysis

• Understanding and analyzing financial statements (balance sheet, income statement, cash flow statement)
• Calculation and interpretation of financial ratios
• Assessing financial health and performance of a company

Module 3: Financial Modeling and Forecasting

• Building dynamic financial models in Excel
• Forecasting techniques and assumptions
• Sensitivity analysis and scenario modeling

Module 4: Investment Analysis and Valuation

• Time value of money concepts
• Evaluating investment opportunities using Excel
• Discounted cash flow (DCF) analysis and valuation techniques

Module 5: Data Visualization and Reporting

• Creating charts and graphs for visualizing financial data
• Using Excel's advanced data analysis tools
• Effective reporting and presentation of financial analysis results

Module 6: Advanced Excel Functions for Financial Analysis

• Array functions for multi-cell calculations
• Lookup and reference functions for data retrieval
• Statistical functions for analyzing financial data

Module 7: Data Analysis Tools for Financial Modeling

• Regression analysis for understanding relationships and trends
• Goal Seek and Solver for optimization and decision-making
• Monte Carlo simulation for risk analysis and probabilistic modeling

Module 8: Advanced Financial Modeling

• Building financial models with multiple scenarios and sensitivities
• Integrating financial statements for comprehensive analysis
• Incorporating macroeconomic factors and industry-specific variables

Module 9: Risk Assessment and Management

• Quantitative and qualitative risk analysis techniques
• Value at Risk (VaR) calculations and interpretation
• Risk mitigation strategies and contingency planning

Module 10: Financial Data Visualization and Dashboards

• Creating interactive dashboards for financial analysis
• Utilizing Excel's data visualization tools (pivot tables, slicers, etc.)
• Designing dynamic charts and graphs for effective communication

Module 11: Advanced Financial Reporting

• Creating customized financial reports in Excel
• Using Excel's advanced features for financial analysis
• Automation techniques for streamlining financial reporting processes

Module 12: Budgeting and Forecasting

• Developing budgets and financial forecasts in Excel
• Variance analysis and performance tracking
• Rolling forecasts and scenario planning

Module 13: Financial Decision Making

• Capital budgeting and investment decision analysis
• Break-even analysis and cost-volume-profit analysis
• Evaluating financial alternatives using Excel tools

Module 14: Financial Risk Management

• Identification and measurement of financial risks
• Derivatives and hedging strategies in Excel
• Stress testing and sensitivity analysis

Module 15: Financial Modeling for Business Planning

• Creating financial models for business planning and analysis
• Assessing financial feasibility and viability
• Incorporating assumptions and scenarios in business models

 

General Notes

·         All our courses can be Tailor-made to participants' needs

·         The participant must be conversant in English

·         Presentations are well-guided, practical exercises, web-based tutorials, and group work. Our facilitators are experts with more than 10 years of experience.

·         Upon completion of training the participant will be issued with a Foscore development center certificate (FDC-K)

·         Training will be done at the Foscore development center (FDC-K) centers. We also offer inhouse and online training on the client schedule

·         Course duration is flexible and the contents can be modified to fit any number of days.

·         The course fee for onsite training includes facilitation training materials, 2 coffee breaks, a buffet lunch, and a Certificate of successful completion of Training. Participants will be responsible for their own travel expenses and arrangements, airport transfers, visa application dinners, health/accident insurance, and other personal expenses.

·         Accommodation, pickup, freight booking, and Visa processing arrangement, are done on request, at discounted prices.

·         Tablet and Laptops are provided to participants on request as an add-on cost to the training fee.

·         One-year free Consultation and Coaching provided after the course.

·         Register as a group of more than two and enjoy a discount of (10% to 50%)

·         Payment should be done before commence of the training or as agreed by the parties, to the FOSCORE DEVELOPMENT CENTER account, so as to enable us to prepare better for you.

·         For any inquiries reach us at training@fdc-k.org or +254712260031

 

 

·         Website:www.fdc-k.org