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Read Behind the Numbers: Financial Statement Analysis for Beginners

Fri, 04 Oct

|

Microsoft Teams

This one-day course is designed to introduce beginners to the fundamental concepts of financial statement analysis. Participants will learn how to read, interpret, and analyze financial statements to make informed business decisions.

Read Behind the Numbers: Financial Statement Analysis for Beginners
Read Behind the Numbers: Financial Statement Analysis for Beginners

Time & Location

04 Oct 2024, 9:00 am – 5:00 pm

Microsoft Teams

About the event

Target Audience:

  • Small business owners
  • Entrepreneurs
  • Managers
  • Accounts and Finance Personnel
  • Anyone interested in understanding financial statement analysis

Course Outcomes: By the end of this course, participants will be able to:

  1. Understand the basic structure and components of financial statements.
  2. Read and interpret the balance sheet, income statement, and cash flow      statement.
  3. Use key financial ratios to analyze business performance.
  4. Identify trends and patterns in financial data.
  5. Apply  financial statement analysis to real-world business scenarios.

Course Content:

Session 1: Introduction to Financial Statements Analysis (9:00 AM - 10:30 AM)

  • Overview of Financial Statements
    • Purpose and importance
    • Types  of financial statements: balance sheet, income statement, and cash flow statement
  • Basic Concepts
    • Different types of Financial Statement Analysis

Break (10:30 AM - 10:45 AM)

Session 2: Ratio Analysis (10:45 AM - 12:15 PM)

  • Profitability Ratio
    • Efficiency Ratio
  • Practical Exercise
    • Hands-on analysis of a sample balance sheet / profit & loss

Lunch Break (12:15 PM - 1:15 PM)

Session 3: Ratio Analysis (continue) (1:15 PM - 2:45 PM)

  • Gearing Ratio
  • Leverage Ratio
  • Market Ratio
  • Practical  Exercise
    • Hands-on analysis of a sample  balance sheet / profit & loss

Break (2:45 PM - 3:00 PM)

Session 4: Analyzing the Cash Flow Statement and Integrated Analysis (3:00 PM - 4:45 PM)

  • Operating, investing, and financing activities
  • Liquidity Ratio
  • Practical  Exercise
    • Hands-on analysis of a sample  balance sheet / profit & loss

Wrap-Up and Q&A (4:45 PM - 5:00 PM)

  • Summary  of Key Points
  • Additional resources and next steps for further learning

Method of Delivery:

  • Interactive lectures: Engaging and informative sessions to explain key concepts.
  • Hands-on exercises: Practical activities to apply financial statement analysis techniques
  • Case studies: Real-world examples to illustrate the application of financial statement analysis.
  • Q&A  sessions: Opportunities to ask questions and receive personalized guidance.

Materials Provided:

  • Course  handouts and slides
  • Case  study materials

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