Business Analysis and Valuation
£5250.00
Introduction
This comprehensive five-day programme is designed to provide you with a thorough understanding of fundamental analysis and security valuation. The primary objective of this course is to equip participants with the essential skills and knowledge required to evaluate financial statements, assess the long-term value drivers of a business, and proficiently implement trading strategies.
Skills Acquired
Financial Analysis: Proficiently analyse financial statements and data.
Business Strategy Assessment: Evaluate business strategies and competitive advantages.
Ratio Analysis: Utilise financial ratios for performance assessment.
Accounting Quality Evaluation: Identify accounting quality and potential issues.
Cash Flow Analysis: Master cash flow assessment techniques.
Risk Evaluation: Analyse financial risk and creditworthiness.
Forecasting: Make sales and earnings growth projections.
Valuation Models: Apply discounted cash flow and other valuation models.
Relative Valuation: Use P/E and P/B ratios for industry comparisons.
Advanced Valuation: Explore M&A and IPO valuation.
Practical Application: Analyse real-world case studies (e.g., Apple, Ferrari, Netflix, Tesco).
Critical Thinking: Enhance critical thinking for investment decisions.
Data Analytics: Understand big data and predictive analytics' role in finance.
Programme Outline
Day 1: Strategy Analysis
During the first day of this programme, we will commence our exploration by delving into the foundational aspects of fundamental analysis, specifically focusing on understanding business strategy. This section will encompass the principles of strategic planning, competitive advantage, and the techniques for conducting a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis. By the conclusion of this day's module, participants will have developed a solid comprehension of the role of business strategy in the context of financial analysis.
Day 2: Accounting Analysis
Day two of the programme will be dedicated to the critical facet of accounting analysis within the realm of fundamental analysis. Participants will gain an understanding of how to evaluate financial statements, including balance sheets, income statements, and cash flow statements. Additionally, this section will delve into financial ratio analysis and the assessment of accounting quality, enabling participants to discern potential warning signs in financial statements.
Day 3: Financial Analysis
Continuing our journey, day three will concentrate on financial analysis—a pivotal component of fundamental analysis. This module will encompass cash flow analysis, profitability analysis, and risk assessment. Participants will gain insights into operating cash flows, free cash flows, and a range of financial ratios. By the conclusion of this day's module, participants will be equipped to measure financial risk and assess a company's creditworthiness.
Day 4: Forecasting and Valuation
The fourth day of the programme will immerse participants in the realms of forecasting and valuation. Topics covered will include forecasting methodologies, sales projections, and earnings growth analysis. Additionally, participants will be introduced to various valuation models, with a particular emphasis on the discounted cash flow (DCF) valuation method.
Day 5: Advanced Valuation Techniques
The final day of our programme will delve into advanced valuation techniques. This module will encompass relative valuation methods, such as the Price-to-Earnings (P/E) ratio and Price-to-Book (P/B) ratio. Participants will also learn how to leverage accounting information signals to identify potentially mispriced securities. Moreover, we will explore specialized topics in valuation, including Mergers and Acquisitions (M&A) and Initial Public Offerings (IPOs).
Course Highlights
Throughout this course, we will integrate our learnings into real-world case studies, examining companies such as Apple, Ferrari, Netflix, and Tesco. This approach will enable participants to gain practical experience and apply cutting-edge academic research to tangible scenarios. Furthermore, we will engage in discussions regarding recent trends in big data and predictive analytics, which are fundamentally reshaping the landscape of financial analysis.
Target Audience
This course is meticulously crafted for individuals who anticipate employing financial reporting information in their professional endeavors to evaluate historical performance, assess future prospects, and estimate the intrinsic value of businesses. It is particularly beneficial for those contemplating careers in investment banking, security analysis, asset management, private equity, strategy consulting, auditing, finance, accounting, or consultancy.
Course Delivery
Our course delivery methodology seamlessly blends captivating lectures, interactive class discussions, and comprehensive readings. We emphasise the pragmatic application of state-of-the-art theory to real-world business cases. We eagerly anticipate embarking on this educational journey with you.
Format: On-site and Online
Language(s): English and Arabic
Duration: One Week
Certificate of Completion: Upon successful completion of the programme, participants will receive a Certificate of Completion from Al-Majd Pathways Centre (APC).