Financial Statement Analysis

- An Integrated Approach

Accounting is the language of business and this language has to be understood and its underlying messages revealed. The financial statements (Balance Sheet, Profit & Loss Statement and Cashflow Statement encapsulate the financial position of a firm’s resources, its results of operations and its cashflow movements, and the receipts and uses of cash during the period. Financial tools such as financial ratios, the Dupont Model and the “financial limits to growth” model have to be employed to uncover the financial health of the firm.

This course enables you to analyse and interpret financial statements confidently and enhances your knowledge of your firm’s health.

Dates & Time

27 - 28 February 2018

9 AM - 5 PM

Venue

 

TBC

Fees*

$600.00 (STADA Member)

$700.00 (Non-Member)

*7% GST to be included

Course Objectives

At the end of the course, you will be able to:

  1. Learn about the accounting framework and the interrelationships between components of financial statements.

  2. Understand what is financial statement analysis and interpretation

  3. Articulate the different classes of financial ratios

  4. Know how to use financial ratios for analysis and interpretation thereof

  5. Appreciate the ratio relationships in the Dupont Model

  6. Understand the “financial limits to growth” model and its application

Outline

  • The accounting framework and the interrelationships between components of the financial statements

  • Introduction to financial ratios

    • Profitability ratios

    • Interest coverage ratio

    • Turnover ratios

    • Leverage ratios

    • Market ratios

  • Decomposition analysis

    • The Dupont Model – illustration & application

    • The “Financial limits to growth” Model – application & interpretation

    • An integrated diagram to summarise the approach to analysis

    • Case study

Who Should Attend

  • Newly-appointed Finance Managers

  • Finance Managers who want to widen their scope of knowledge and skill sets

  • CFO-aspirants

  • Finance Managers who seek a refresher course

  • Heads of Finance Department

  • Finance Manager aspirants

  • Finance Managers who want to fill knowledge and experience gaps.

  • Relationship Managers (banks)

  • Staff of audit or professional firms

Methodology

This course will be conducted in an environment conducive to learning where participant sharing, group/individual work and coaching will be applied to reinforce learning. Participants are required to bring along their calculator and laptop to class.

About the Facilitator: Mr Michael Lee

Michael Matthew Lee is a trainer teacher, lecturer, coach and facilitator, and is himself a life-long learner. Being trained, he is skillful in explaining difficult concepts in a simple and understandable manner. With his more than 40 years of corporate working experience, which include serving as CFO of 3 Main Board public-listed groups, and as MD/CEO/COO of various companies across industries, he specializes in Finance and is exposed to senior executive management practices, issues and challenges. He adopts a practical approach to his training.

Michael Matthew Lee’s credentials are:

  • MBA (Finance, NUS Business School)

  • MBA (Strategic Marketing, University of Hull)

  • BAcc; DipM(UK); PDipM(Asia-Pac); ACTA; PMC

  • FCA(Singapore); FCPA(Aust); FCCA(UK); FCIM(UK); MSID.

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LOCATION

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Blk A, #03-04

Singapore 367998

Tel: (65) 6785 0776

 

Operating Hours:

8.30 AM - 5.30 PM, Monday to Friday

(By Appointment Only)