WSQ Evaluate And Interpret Financial Reports (WD009)

Participants will learn to evaluate financial results to assess an organization’s performance, develop strategic recommendations for management decision making and present recommendations and implications to relevant stakeholders.
 

Programme Outline:

The following topics will be covered in the 2-day course:

• Evaluate financial results to enable relevant stakeholders to understand the financial performance of organisation.
  • Considerations in evaluating organisation’s past financial performance and explaining how organisational strategies are reflected in past financial performance
  • Applications of financial ratio analysis
  • Considerations in evaluating investment returns
  • Organisational policies and procedures used in evaluating expenditures and investments
• Develop recommendations for relevant stakeholders with regards to strategic decision making.
  • Initiate Process to develop basic projection of organisation’s future net income and cash flow
  • Assess Projection and trends of cash flow and profitability patterns to identify current present financial position and expected returns from investments and planned operations
  • Identify Types of financing options and range of possible assets and liabilities to optimise the capital mix required to support operations and trading needs
  • Considerations in analysing debt to equity targets in terms of within organisation’s expected performance and establishment of targets in line with while conforming to organisational objectives using standard accounting techniques
  • Identify and assess data for use in justifying forecasts
• Present recommendations and implications to relevant stakeholders for review in relation to organisational strategies.
  • Strengths and weaknesses in organisational performance relative to relevant leading practices.