CERTIFIED FINANCIAL PLANNING, ANALYSIS & REPORTING PROFESSIONAL

NAME OF THE COURSE
FINANCIAL PLANNING, ANALYSIS & REPORTING
 
CERTIFICATION
CERTIFIED FINANCIAL PLANNING, ANALYSIS & REPORTING PROFESSIONAL
 
COURSE OVERVIEW
For internal employees who want to understand and expand their roles related to financial reporting, as well as those who simply need a refresher on financial accounting, this course is the ideal way to get up to speed. By exploring concepts that go beyond basic accounting, this course will enable participants to approach financial auditing with renewed confidence.
The programme will walk participants through an analysis of an organization’s financial statements using case study exercises, where participants will calculate key ratios and analyze trends over time. Engaging in discussions on both historic and current fraud cases, participants will learn how to recognize “red flags” in financial statement reporting.
 
TRAINING DURATION
Total Training Hours : 22 Hours
Training Duration      : 1 Week
Total Training  Days  : 4-5 Working Days
 
TRAINING SCHEDULE
Weekdays (Sunday to Thursday)
Regular Sessions : 4 – 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm)
Food & refreshments Included
Weekends (Friday & Saturday)
Fast Track Sessions: 8 Hours per day (9am to 5pm)
Food & refreshments Included
 
CERTIFICATION
Globally recognized certificate from “Kings Global Career Academy”
 
TEST
No
 
LEARNING AIDS
Yes
 
COURSE MATERIAL
Hard & Soft Copies of Study Material
 
LANGUAGE OF INSTRUCTION
English
 
INSTRUCTOR HELPLINE
Yes
1. Email
2. Social Media (For Emergency requirements)
 
REGISTRATION REQUIREMENTS
1. Passport Copy
2. Curriculum Vitae
3. Passport size photographs
4. Course Fee
 
MODE OF PAYMENT
Cash / Cheque / Credit Card / Bank Transfer.
 
ELIGIBILITY
  • Graduate Students
  • Mid-Level Managers / Senior Managers
  • Managers and Executives who do not work in accounting but who need to know how basic accounting work and apply accounting-related techniques when making business decisions.
 
COURSE BENEFITS
  • Check and audit the reasonableness and completeness of the statutory report.
  • Establish and maintain robust internal control systems.
  • Identify the critical cost area with different business units.
  • Improve the internal control systems.
  • Liaise with business units to provide insights to performance and efficiency to facilitate achievement of departmental Key Performance Indicators (KPI).
  • Liaise with internal and external functions to promote understanding of business performance.
  • Perform analysis of revenue performance and growth, profit and loss reports, operating variances, revenue reports, track and analyse key performance indicators.
  • Prepare accurate and timely statutory reports.
  • Prepare the management report.
  • Propose cost improvement to business units
 
COURSE CONTENTS
 
FINANCIAL PLANNING
  • Setting financial goals
  • Assessing the financial situation
  • Discovering your financial fitness
  • Considerations when implementing a financial plan
  • When Engaging financial advise
  • What are financial plans and how they help to meet your goals
  • Monitoring and reviewing your financial plan
  • Setting your goals and priorities
  • Assessing your financial situation
  • Discovering your financial fitness
  • Managing resources
  • Engaging a financial adviser
 
FINANCIAL ANALYSIS
  • Analyzing Financial Statements (I) Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios
  • Analyzing Financial Statements (II)
  • Long-Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)
  • Analyzing and interpreting financial statements
  • Balance Sheets
  • Income Statements (AKA Profit & Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flows
  • Annual Reports
 
FINANCIAL REPORTING
  • Definition of Financial Modeling
  • Objectives of Financial Reporting
  • Importance of Financial Reporting
  • Introduction to Financial Reporting
  • Introduction to Financial Statements and Other Financial Reporting Topics
  • The Balance Sheet and the Shareholder Equity
  • Income Statements and Reported Income (Earnings) Quality
  • Property Plant and Equipment
  • Intangible Assets and Fair Value Accounting
  • Liquidity of Short-Term Assets Related Debt-Paying Ability
  • Financial Ratio Analysis
  • The Financial Statements of Special Industries: Banks, Utilities, Oil & Gas, Transportation, Insurance and Real Estate Companies
  • Group Accounts and Business Combinations