Course Info
Code IND04-107
Duration 5 Days
Format Classroom
Course Summary
In today's corporate landscape, sound financial decision-making is paramount to the success and sustainability of businesses. This course equips executives with essential tools to navigate complex financial scenarios, mitigating risks and maximising returns. Participants will delve into the language of finance and accounting, gaining insights into financial markets, investment evaluation, and portfolio management practices.
Upon completion of this training course, participants will be able to:
- Understand the role of financial markets in facilitating efficient business operations.
- Interpret and analyse annual reports, gaining insights into corporate financial health.
- Navigate business accounting systems and explore available financial instruments.
- Evaluate investment opportunities and assess risks associated with financing.
- Apply management accounting techniques to enhance profitability.
- Distinguish between active and passive portfolio management strategies.
- Integrate stakeholder needs into financial decision-making processes.
This course is suitable for professionals across industries seeking to enhance their understanding of accounting and finance for strategic decision-making. It is particularly beneficial for:
- Financial and business advisors.
- Business entrepreneurs.
- Operational management team members aiming for career advancement.
- Entry-level employees in finance and accounting roles.
- Non-executive board members serving on Audit Committees.
Course Content & Outline
Section 1: Fundamentals of Financial Markets and Investment
- Overview of debt and equity securities and their respective risks.
- Risk-return analysis of equity and debt instruments.
- Valuation techniques for bonds and equities.
- Active and passive portfolio management strategies.
- Risk mitigation using futures and options contracts.
- Leveraging derivative contracts for gains and managing associated risks.
- Analysis and interpretation of financial statements.
- Application of cost-volume-profit and break-even analysis.
Section 2: Corporate Financing and Capital Structure
- Strategies for financing corporate growth and expansion.
- Budgetary controls and strategic financial planning.
- Capital structure decisions, theories, and empirical evidence.
- Initial public offering (IPO) process and implications.
- Considerations for achieving stock market listing.
- Pros and cons of debt financing.
- Transaction identification, recording, and management.
- Management of foreign currency transactions and exchange rate risks.
Section 3: Advanced Financial Analysis and Decision-making
- Calculation of weighted average cost of capital (WACC).
- Evaluation techniques including NPV, IRR, payback, and modified payback.
- CFO-preferred evaluation methods and evidence.
- Free cash flow assessment and its implications.
- Decision-making regarding remuneration and dividends.
- Understanding the role of share options and dividend policy.
- Considerations for mergers and acquisitions.
Section 4: Portfolio Management and Investment Strategies
- Asset allocation strategies and risk diversification.
- Active vs. passive investment management approaches.
- Portfolio optimization techniques.
- Incorporating ethical and sustainable considerations into investment decisions.
- Implementing risk management strategies for portfolios.
- Evaluating alternative investment options.
Section 5: Practical Application and Case Studies
- Application of theoretical concepts through real-world case studies.
- Group discussions and exercises to reinforce learning.
- Practical exercises in financial analysis and decision-making.
- Review and analysis of case studies to extract key insights and lessons learned.
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