Financial Analysis And Forecasting

Name: Financial Analysis And Forecasting
Price: 6273.3 ₹
Availability: InStock

by SAIFM (South African Institute of Financial Markets) Claim Listing

This workshop familiarizes participants with the principles of financial reporting and analysis enshrined in the financial statements with a view to enabling them to make informed decisions using financial statements.

₹6273.3

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Duration

2 Days

Course Details

The workshop covers tools and techniques of financial analysis and how financial ratios can be incorporated in predictive models of forecasting company failure.

Participants will be empowered with the knowledge and skills to ask the right questions when faced with financial statements for enhanced and value-adding economic decision making.

Content:

Day 1
- Workshop Overview
  - Objectives of Financial Statements
  - Role of Financial Reporting
  - Key Financial Statements
  - Statement of Comprehensive Income (Profit/Loss)
  - Statement of Financial Position (Balance Sheet)
  - Statement of Cash flows (Cash flow Statement)
  - Statement of Changes in Equity
- Profit and Loss Statements
  - Elements (components), Principles (Revenue Recognition and Accrual Accounting)
  - Principles (Expense Recognition and implications)
  - Profitability Ratios (EPS and dilutive and non-dilutive securities)
  - Common Size financial Statements
  - Interpretation of comprehensive income statements
- Balance Sheets
  - Elements and accounting equation
  - Common Size Balance Sheet
  - Interpretation of Balance Sheets
  - Balance Sheet Ratios
  - Liquidity and Solvency Ratios
- Cash flow Statements
  - Elements of Cash flow Statements
  - Relationship between Cash flow, Profit and Loss and Balance Sheet
  - Interpretation of cash flows and common size cash flow statements
  - Free Cash flow to the firm
  - Free Cash flow to equity
  - Interpretation of cash flow performance and coverage ratios
  - Tools and techniques of financial analysis
Day 2
- Financial Analysis and Forecasting
  - Classification of Ratio Analysis (activity, liquidity, solvency, profitability, valuation)
  - Inter-relationships among ratios
  - Du Pont Ratio Analysis and tailor made analysis (equity, credit analysis etc)
  - Use of ratios in the forecast of earnings
  - Are accounting ratios reliable predictors of company failure?
  - Do market-driven variables play a role in predicting company failure?
  - Altman Z-Score Model and other models
  - Predictive Value of Ratio of Working Capital To Assets
  - Predictive Value of Ratio of Retained Earnings To Assets
  - Predictive Value of Ratio of Earnings before Interest and Taxes To Assets
  - Predictive Value of Ratio of Market Value of Equity to Book Value of Total Liabilities
  - Predictive Value of Ratio of Revenues to Assets
  - Empirical Validity of Predictive Models – Altman Z-Score (Z = 0.012X1 + 0.014X2 + 0.033X3 + 0.006X4 + 0.999X5)

The South African Institute of Financial Markets (SAIFM) is a voluntary association registered as an NPO established to promote professionalism and integrity among members and the financial markets as a whole and is registered as a professional body in terms of the National Qualifications Act.

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Johannesburg Branch

Ground Floor Building 27, Woodlands Office Park, 20 Woodlands Drive, Woodmead, Johannesburg

Teacher's Name
Simbarashe
Teacher's Experience
Simbarashe Manwere has over two decades of financial markets experience spanning the product areas of investment banking, commercial banking and asset management together with training and human capacity development in the same. He is currently a Key Individual (KI) in terms of the Financial Advisory and Intermediary Services (FAIS) Act, of Abib Capital, an authorised financial services provider (FSP). He has served as a Governor on the Board of the South African Institute of Financial Markets (SAIFM) for the past six years. He has been with, inter-alia, New York-based boutique investment banking firm, Fieldstone Private Capital Group, listed mortgage provider FBC Building Society, commercial bank NMB Bank and Unum Capital. He is a Fellow of the South African Institute of Financial Markets (SAIFM), a Chartered Member of the United Kingdom (UK)-based Chartered Institute of Procurement and Supply (CIPS), an Honorary Life Member of CIPS, Recipient of the CIPS President’s Award, a member of the University of South Africa (UNISA) Academic Advisory Board for the College of Economic Management Sciences (CEMS) and the Tshwane University of Technology (TUT) Academic Advisory Board. He is a contributing author to the 6th Edition (2019) of the leading text, Understanding South African Financial Markets, published by Van Schaik. Other publications include Financial Markets and Portfolio Management and Public Finance published by the Zimbabwe Open University (ZOU). Simbarashe holds a Diploma in Banking, Professional Diploma in Procurement and Supply, Bachelor of Commerce (B.Com) Honours in Finance and Master of Science (MSc) in Finance and Investments. He trains financial markets in East and Southern Africa.
Gender
Male
Teacher's Nationality
N/A

Financial Analysis And Forecasting

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Course Details

Johannesburg Branch

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