Course description
Understanding Financial Information Bundle
7-hour training path, made of 6 online courses
Understand income statements, balance sheets, key performance indicators, shareholders’ value together with key elements to assess how a business is performing is everything you need to tell your company’s financial story.
The following practical, engaging training courses are specifically designed to help you engage with your internal and external stakeholders on your business:
- The Basics of Business Finance (2/3 hours)
- Adjusted Profits (40 minutes)
- Understanding Cash Flows (40 minutes)
- Leverage and How Much is Too Much (50 minutes)
- How to Analyse a Company (20 minutes)
- Understanding Shareholder Value (2 hours)
Each learning object is broken down into bite-size chunks and re-conceived with the support of visuals, audio and plenty of interactivity, to facilitate the final user fruition and keep their interest very high.
The users can learn at their pace and recap the content at any point.
Each Learning Object can be a stand-alone learning tool, a pre-course requirement or a review of previous learning.
Upcoming start dates
Suitability - Who should attend?
The Academy financial essentials e learning series are addressed to:
• Non-financial managers
• Junior professionals in the Financial sector
• Junior and Senior profiles in the Non-Financial sectors
• Newly appointed employees in Non Financial Roles
•Junion Investor Relations Managers
• Corporate Communication Managers
• Financial PR
Training Course Content
Finance for non-financial managers Bundle
1. The Basics of Business Finance – Essentials: 2/3 hour online course
This 2/3 hour online course is designed to provide the participant with a good understanding of the basics of business finance and more in detail:
• how businesses are funded and what the money’s used for
• how they make profits and generate cash
• how to measure business performance
• where to find the information you’ll need
• how income statements and balance sheets work
• understand key financial jargon, concepts and commonly used financial metrics.
COURSE OUTLINE:
1. Overview
2. Where the money comes from
• Funding options and characteristics
• Typical company funding
• Cost of capital
3. What the Money is Spent on
• Types of asset
• Balance sheet jargon
• Depreciation and amortisation
• Net debt and net working capital
• Reviewing a real balance sheet
4. How much profit does the business make
• Income statement jargon
• Who uses what
• Adjusted profit and EBITDA
• Impact of changing prices and volumes
• Income statement analysis
• Reviewing a real income statement
5. Does the business generate cash
• Making profits versus generating cash
• How cash flows work
• How the three statements fit together
6. Is it worth the effort
• Return on investment
• Economic profit
7. Summary and conclusion
• Where to find the information
• Summary
Final Quiz
COURSE OUTCOME:
• Develop a good understanding of the basics of business finance
• Learn lots of key concepts and financial language
• See how financial statements work and how they are used
• See how to calculate commonly used financial metrics
2. Adjusted Profits – Specialist Short: 40-minute online course
This 40-minute online course has been designed to provide you a good understanding of what companies mean by “adjusted” or “underlying” profits and the advantages and pitfalls of using these numbers.
The course is composed of 8 modules.
COURSE OUTLINE:
1. Which numbers can we rely on?
2. Adjusting profits
3. Typical adjusting items
4. EBITDA
5. Constant currencies
6. Accounting policies & subjectivity
7. Goodwill impairment
8. Examples
3. Understanding Cash Flows – Specialist Short: 40-minute online course
This 40-minute online course covers the difference between profits and cash flows, looking at cash flow statements and considering the impact of working capital management on cash generation.
The course is composed of 6 modules, complemented by a final quiz.
COURSE OUTLINE:
1. Which numbers can we rely on?
2. Adjusting profits
3. Typical adjusting items
4. EBITDA
5. Constant currencies
6. Accounting policies & subjectivity
7. Goodwill impairment
8. Examples
4. Leverage and How Much is Too Much - Specialist Short: 50-minute online course
This 50-minute online course has been designed to look at leverage (gearing), covering what makes a company suitable for high leverage, how to measure it and considering how much is too much, using real examples.
The course is composed of 7 modules.
COURSE OUTLINE:
1. What is leverage
2. Leverage pros and cons
3. Suitability for high leverage
4. Measuring leverage
5. How much is too much?
6. A further example
7. Conclusion
5. How to Analyse a Company – Coffee Break: 20-minute online course
This course is designed to let you learn how to analyse a company in just 20 minutes with a series of 6 steps that will give you a quick and easy view of how a company’s doing.
Whether you’re looking from the point of view of a supplier, a lender, an investor or a potential employee, by the end of the course you’ll be in a good position to make an assessment of how the business is performing, whether it is financially sound and what the future is likely to hold.
The course is composed of 6 modules, complemented by a final quiz to assess your knowledge.
COURSE OUTLINE:
1. Introduction
2. Step 1: Understand the business
3. Step 2: Consider the ownership
4. Step 3: Analyse profitability
5. Step 4: Assess financial strength
6. Step 5: Look for red flags
7. Step 6: Draw your conclusions
Final Quiz
COURSE OUTCOME:
• Understand the business and its ownership
• Learn how to analyse profitability
• Assess financial strength
• Be able to look for red flags and draw your conclusions
6. Understanding Shareholder Value - Essentials: 2-hour online course
This course is designed to provide the participant with a good understanding of shareholder value, including:
• what it means from a shareholder’s point of view
• what it means from a company’s point of view
• the levers a company can pull to create more value
• making the link with strategic actions that drive value creation and communicating shareholder values.
COURSE OUTLINE:
1. Introduction
2. The Shareholders Perspective
• Key shareholder value concepts
• Driving total shareholder return
3. The Company Perspective
• Return on equity
• The impact of leverage
• Return on capital employed
• Management’s task
4. Capital Management
• Efficient capital structures
• Changing the capital structure
• Cost of capital
• Capital management
• Real company examples
5. Capital Allocation
• Reminder
• Allocating capital
• Capital allocation examples
6. Growth and Returns
• Growth
• Profitability
7. Communicating Shareholder Value
• Expectations management
• Telling a great investment story – real company examples
COURSE OUTCOME:
• Understand what shareholder value really means
• See how companies drive value internally and externally
• Understand the cost of capital and efficient balance sheets
• Make the link with strategic actions that drive value creation
Course delivery details
Learning environment and additional materials
The online courses are delivered via the Academy E-learning platform and will remain available for 4 months from the Academy e learning platform credentials provision.
Each online course is complemented by quiz questions to strengthen the learning and final self-assessments to their understanding.
A final summary document will be available to the download.
Certificate of attendance
A certificate of attendance will be sent at the end of a bundle or learning object fruition.
Why choose Academy - Euronext Group
Projects Per Year 120
Training Days Per Year: 270
Attendees Per Year: 7000
Expenses
Finance for non-financial managers Bundle: € 750 + VAT 22% (if applicable)
The Basics of Business Finance: €220 + VAT 22% (if applicable)
Adjusted Profits: €120 + VAT 22% (if applicable)
Understanding Cash Flows: €120 + VAT 22% (if applicable)
Leverage and how much is Too Much: €120 + VAT 22% (if applicable)
How to Analyse a Company: €60
Understanding Shareholder Value: €220 + VAT 22% (if applicable)
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Academy - Euronext Group
Comprehensive, quality education is fundamental in the development and growth of the economic financial system. Established in 2000, Academy pursues this aim by developing and offering a variety of seminars and training courses relevant to the financial, legal and corporate...