Course Info
Day 5 of each course is reserved for a Q&A session, which may occur off-site. For 10-day courses, this also applies to day 10
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Course Summary
In today's corporate landscape, sound financial decision-making is paramount to business success and sustainability. 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 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 suits 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.
This course employs a comprehensive and interactive learning approach, combining theoretical lectures with practical applications. Participants will engage in hands-on exercises, real-world case studies, and group discussions to deepen their understanding of financial management and portfolio analysis. Interactive sessions will facilitate the application of financial concepts, such as investment evaluation and risk mitigation strategies, in realistic scenarios. Reflective practices and self-assessment tools will help participants track their progress and refine their skills. This multifaceted methodology ensures attendees gain practical insights and the ability to make informed financial decisions, enhancing their strategic decision-making capabilities.
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 optimisation 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.
Certificate Description
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Assessment Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.
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