Course description
To effectively drive organizational success, business leaders and managers across functions require a firm grasp of finance. It’s a key component to understanding how an organization operates and these professionals need to be commercially minded to participate in financial discussions and decision-making.
Introduction to Managerial Finance training course equips you with a practical grounding in modern finance. Develop the tools to understand financial statements and reports, corporate finance, and fundamentals such as the time value of money. You’ll also learn how to apply these to your business context through forecasting methods, project evaluation, realistic performance plans, and the monitoring of financial outcomes. Increase your managerial impact with stronger financial insight, and make more informed contributions to organizational discussions and decisions.
Upcoming start dates
Suitability - Who should attend?
Introduction to Managerial Finance training course, is geared at:
- Non-financial managers, and is therefore suited to anyone in a middle or senior managerial or leadership position,
- Those aspiring to move into such a role.
- those working in finance to refresh their knowledge
Outcome / Qualification etc.
By the end of the Introduction to Managerial Finance training course, you will:
- Make more informed managerial and investment decisions
- Develop a deeper understanding of financial reports and the ability to make more informed and powerful contributions to organisational discussions
- Critically evaluate investment projects and opportunities
- Speak the international language of business: finance
Training Course Content
Day 1
Financial statement analysis
- Interpret the nature of a firm from a managerial finance perspective
- Identify the difference between finance and accounting
- Interpret the key components of the financial statements
- Demonstrate how business transactions affect the financial statements
- Calculate key financial, operating, and leverage ratios
- Assess the financial health and operational effectiveness of a firm using financial and operating ratios
- Identify the various sources and uses of a firm's funds
Day 2
Financial forecasting
- Interpret the relationship between a firm's growth and its funding needs
- Apply financial statement analysis and financial ratios to a firm's funding needs
- Assess the financial dynamics and funding needs of a given firm
- Compile a firm's pro forma balance sheet and income statement
Day 3
Discounted cash flow analysis
- Interpret the concept of the cost of capital and discounting cash flows
- Calculate the net present value of a stream of cash flows
- Interpret the difference between a corporate investment project's incremental earnings and its free cash flows
- Calculate a corporate investment project's free cash flows (FCF)
- Apply the concepts of sunk cost, cannibalisation, depreciation, and the tax treatment of losses to a valuation model
- Apply fundamental valuation in the real world
Day 4
Optimal investing
- Compare an investment project's value under different assumptions
- Distinguish between sensitivity, break-even, and scenario analysis
- Calculate scenarios using Excel's Data Table tool
- Assess quantitative and qualitative assumptions used to draw up cash flow projections
- Identify key challenges when compiling valuations and forecasts in the real world
Day 5
Funding strategies
- Identify the various sources of funding
- Interpret the concept of the opportunity cost of capital
- Apply investor behaviour and characteristics of the stock market to the calculation of the cost of capital
- Calculate an investment's required rate of return by using the CAPM formula
- Calculate a firm's weighted-average cost of capital
- Determine the optimal capital structure, considering interest tax shields and the costs of financial distress
Valuing entire companies
- Calculate a firm's value by applying the principles of fundamental valuation
- Calculate a firm's terminal value
- Interpret the relationship between fundamental and market values
- Interpret the efficiency of the market in valuing shares
- Apply valuation by comparables to value a firm's shares
- Identify the key characteristics of the M&A market
- Evaluate a takeover offer by applying the concepts of valuation
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London Premier Centre
London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...