Financial analysis refresher courses. Advanced training course “Financial Analyst. Organization of accounting in the company

We offer a practical course in financial analysis on mastering the methodology for analyzing the financial statements of enterprises based on solving practical problems.

In order for information to become an effective management tool, it must be not only reliable and timely, but also correctly interpreted.
The technique of financial analysis allows you to determine important indicators financial condition, identify and evaluate the relevant cause-and-effect relationships, get a comprehensive picture of the present (and predict the future!) financial condition of the company.

The course will allow you to master this mechanism and multiply your value as an employee. And that means - to protect not only your company, but also yourself from the crisis.

The course will be of interest to students who have basic knowledge in the field of economics and management, who want to learn how to assess the company's financial and economic condition and development prospects using the analysis of a company's statements.

The course is intended for economists and financial managers, financial analysts, heads of accounting departments of companies, employees of credit institutions, heads of organizations and entrepreneurs.

You will learn:

• Understand the structure and rules for preparing the company's financial statements;
• Compare financial data for the reporting and past periods;
• Conduct structural and horizontal analysis of the company's financial statements;
• Master the basic methods of conducting express analysis of financial statements;
• To study methods of full financial analysis of both IFRS and RAS reporting;
• Assess the current state own company and partner companies;
• Interpret the main financial ratios;
• Make a preliminary forecast of the development of the company.

You can choose training options:

• group training in classrooms training center;
• individual form of education;
• corporate training .

Duration of training and schedule

24 academic hours of face-to-face classes in the classroom.

The beginning of classes and periods for the nearest groups:

(*) Classes in the Daytime groups are held in a remote (online) format.

Document at the end of the course the financial analysis:

Upon successful completion of a written full-time test task at the end of the course, a nominal bilateral certificate of completion of training in Russian and English is issued.

Course instructor financial analysis:

She has international qualifications: (CAP, ACCA DipIFR, EBC*L), is an IPFM accredited teacher of financial management. Practicing auditor.

Group tuition fees:

18,000 rubles (for individuals) and 20,000 rubles (for legal entities).
Payment discounts: for the 2nd participant - 10%, for the 3rd participant - 15%, for the 4th participant - 20%.
See current discounts and promotions.

Topic 1. Financial statements of the company:

• Financial reporting structure;
• Relationship of financial statements;
• The concept of cash flow.

Topic 2. Methods for analyzing financial statements:

• vertical and horizontal analysis;
• coefficient analysis;
• trend analysis;
• factor analysis;
• comparative analysis.

Topic 3. Analysis of the solvency and financial stability of the company:

• liquidity analysis of the balance sheet;
• analysis of solvency ratios;
• analysis of financial stability ratios;
• analysis of the sufficiency of funding sources.

Topic 4. Analysis of the turnover of the company's assets:

• analysis of turnover ratios;
• analysis of turnover periods;
• analysis of the operating cycle.

Topic 5. Analysis of the company's profitability:

• analysis of the use of profits;
• analysis of profitability ratios;
• factor analysis of return on equity;
• analysis of the influence of factors on profitability.

Topic 6. Forecasting the probability of bankruptcy:

• Beaver system;
• Z-score of Altman;
• Taffler Z-score.

Topic 7. Conclusions based on the results of the analysis:

• grade key indicators;
• rating assessment of the financial condition of the organization.

Participants will gain a holistic view of economic analysis, how essential function management of the organization, an effective means of identifying on-farm reserves, the basis for the development of evidence-based plans and management decisions.

Course Objectives:

• to gain knowledge, skills and abilities of a comprehensive analysis of the financial and economic activities of an enterprise (organization) and the use of its results for progressive development;
• systematize knowledge in the field of analysis of financial and economic activities;
• gain skills in cost analysis and management;
• master the methodology for assessing the financial condition of an enterprise (organization) based on financial statements;
• discuss the practical aspects of strengthening financial sustainability and improving business activity enterprises (organizations).

Program

1. The role and content of complex (management) analysis.
   • Management analysis: implementation of financial and economic goals and objectives of the enterprise (organization).
   • The role of analysis in the development of the main planned indicators.
   • Estimated planning (budgeting) and analysis of the implementation of the company's plans.
2. Financial condition of a commercial enterprise (organization) and methods of its analysis.
   • Management of the financial condition of a commercial enterprise (organization): goals and content.
   • The system of indicators characterizing the financial condition and methods for their determination.
   • Analysis and evaluation of the composition and dynamics of the property of a commercial enterprise (organization).
   • Analysis and assessment of the composition and dynamics of the sources of formation of the property of a commercial enterprise (organization).
   • Analysis of the financial condition according to the balance sheet and accounting.
   • Calculation and assessment of financial ratios of market stability Calculation and assessment of financial ratios of liquidity.
   • Features of financial analysis of insolvent commercial enterprises (organizations).
   • Methods of complex financial analysis and rating assessment of issuers.
   • Analysis of price and capital structure.
   • Market valuation of the business.
   • Analysis in the management of business and financial risks.
   • Analysis of the effectiveness of attracting borrowed capital.
   • The effect of financial leverage.
   • Analysis of the borrower's creditworthiness.
   • Analysis of the impact of inflation on managerial decision-making.
   • Analysis financial strategy commercial enterprise (organization).
   • Analysis of the tax burden of a commercial enterprise.
   • Determination of VAT by direct and indirect methods.
3. Analysis of the technical and organizational level of production development.
   • Analysis of the management structure of a commercial enterprise (organization).
   • Analysis and management organizational structure companies.
   • Analysis of KPI (Key performance indicators) and BSC (Balanced scorecards) methods in organization management.
   • The relationship of financial and economic management with budgeting and management accounting.
   • Analysis of the organization of production and labor.
   • Analysis of the level of technical development.
   • Analysis of foreign economic relations of a commercial enterprise (organization).
   • Analysis of the social conditions of functioning and use of the human factor.
   • Methods for assessing the impact of the technical and organizational level and other production conditions on the intensification of the use of production resources.
4. Analysis and management of production and sales.
   • Production plan and methods of production analysis.
   • Formation and optimization of turnover (sales volume) of industrial, trade and other commercial enterprises (organizations).
   • Estimated calculation of the production of goods.
   • Analysis and evaluation of the impact of the extensiveness and intensity of the use of labor, fixed assets and material assets on the increase in the volume of sales of products.
   • Analysis and assessment of the impact of turnover on the increase in profits of a commercial enterprise (organization).
   • The influence of the rhythm of production on the financial result of the company.
5. Analysis and cost management.
   • Cost management: goals and content.
   • Analysis of cost behavior and the relationship between costs, turnover and profit.
   • Justification of break-even sales of goods.
   • Methods for calculating the profitability threshold (critical point) of sales of goods.
   • Calculation and evaluation of production cost indicators.
   • Estimated calculation of the cost of goods sold.
   • Factor analysis production cost.
   • Analysis of the use and impact of labor, material assets and fixed assets on the cost of production.
   • Analysis and evaluation of the impact of production costs on profit.
6. Financial results of a commercial enterprise (organization) and their analysis.
   • Financial plan and methods of on-farm financial analysis.
   • Estimated calculation of financial results.
   • Economic factors affecting the amount of profit.
   • Management and optimization of the profit of a commercial enterprise (organization).
   • Formation and calculation of profit indicators.
   • Product pricing system.
   • Analysis of the level and dynamics of financial results according to reporting data.
   • Usage Analysis and Evaluation net profit commercial enterprise (organization).
   • Factor analysis of profit from product sales.
   • Analysis of the impact of inflation on financial results.
   • Indicators of profitability and ways to improve it.
   • Factor analysis of the profitability of a commercial enterprise (organization).
   • Methods for a comprehensive assessment of the effectiveness of a commercial enterprise (organization).
7. Analysis of the effectiveness of capital and financial investments.
   • Management of fixed and working capital.
   • Fundamentals of investment analysis (analysis of investment projects).
   • Calculation and evaluation of the effectiveness of capital and financial investments.
   • Fixed capital management commercial organization: goals and content.
   • Methods for calculating the need for investment.
   • Calculation and evaluation of indicators of the use of fixed capital and fixed production assets.
   • Calculation and evaluation economic efficiency use of fixed capital and fixed production assets.
   • Methodology for calculating the need for working capital and the amount of own working capital.
   • Calculation and evaluation of the value of own working capital on the balance sheet.
   • Calculation and evaluation of indicators of turnover of working capital.
   • Analysis of the effectiveness of the use of working capital.
   • Ways to accelerate the turnover of working capital.

List of cases covered in the course

• Case: Analysis and evaluation of the impact of turnover on increasing the profits of a commercial organization.
• Case: Analysis of solvency and business activity of an enterprise (organization).
• Case: Choice financial indicators for planning, analysis and control.
• Case: Analysis and evaluation of the organization's implementation of the Bankruptcy Methodology (FUDN).
• Case: Key goals in conducting financial and economic analysis.
• Case: Analysis of the business activity of an enterprise (organization).
• Case: Calculation of the net asset value.
• Case: Express analysis of the financial and economic activities of an enterprise (organization).
• Case: Analysis and assessment of the impact of the extensiveness and intensity of the use of labor, fixed assets and material assets on the increment in the volume of sales of products.
• Case: Analysis of the level of technical development.
• Case: Calculation and evaluation of production cost indicators.
• Case: Estimated/estimated calculation of the cost of goods sold.
• Case: Factor analysis of production costs.
• Case: Rating analysis of partners.
• Case: Calculation and analysis of break-even indicators (by mathematical and graphical methods).
• Case: Calculation of financial performance of the organization.
• Case: Calculation of VAT by direct and indirect methods.
• Case: Calculation financial flows organization's activities.
• Case: Calculation of the security of profit in cash.
• Case: Determining the optimal amount of dividend payments to shareholders without harming the organization.
• Case: Analysis of the tax burden of an organization.

Topic 1. Accounting (financial) reporting is the basis for analyzing the financial condition of an organization

• Methods and techniques for analyzing financial statements. Methodical approaches to the analysis. conditions for successful analysis.
• Requirements for the construction of an analytical balance. Horizontal and vertical balance analysis. Assessment of the financial condition and its changes.
• Analysis of the formation of net assets and their role in assessing the financial sustainability of the organization. Assessment of the ability to preserve and increase capital.

Topic 2. Analysis and assessment of the liquidity of the balance sheet of the organization and its assets

• Grouping of assets according to their liquidity and liabilities according to the urgency of their payment, assessment of their dynamics and interconnection. Possibilities of applying the results of the analysis in practice.
• Analysis of business activity. The concept and analysis of the operating cycle. Sources of working capital formation. Methodology for calculating the need for own working capital necessary to ensure normal economic and financial activities companies. Assessment of the adequacy of own working capital.

Topic 3. Analysis cash flows

• Flow Formation Analysis Money from current, investment and financial activities; use of the results of the analysis. Assessment of the sufficiency of the received profit for implementation current activities, formation of working capital, investment of funds and payment of dividends. Predictive analysis of cash flows and operational management of them. Ability to use the cash flow statement for financial planning for cash flow.
• Generalization of the results of the analysis, their interpretation.

Topic 4. Analysis of financial results

• Analysis of income, expenses and financial results, their reflection in the income statement.
• Analysis of the structure of income and expenses from ordinary activities. Analysis of other income and expenses. The system of indicators of financial results and its use in the analysis.
• Analysis of profitability of sales. Analysis of intermediate levels of profitability. Evaluation of the influence of factors on the change in indicators of profitability of sales.
• Summarizing the results of the analysis, interpreting them and identifying untapped opportunities for profit growth and increasing the level of profitability of management.
• Analytical use of the income statement in assessing the profitability of the enterprise.

Topic 5. Analysis of the profitability of capital investment

• The system of indicators of profitability and its analytical capabilities.
• Analysis of the effectiveness of operating, investment and financial activities.
• Identification of reserves for profitability growth.
• New measures of business efficiency. Using the results of the analysis.

Formation of a complex analytical conclusion.

How do I know if this course is right for me?

Everything is simple. Register and take the first lesson of the course for free to find out how everything works and whether this learning format is right for you. If you like everything - conclude a contract for training, pay for it and continue to study. If not, ask our managers for advice, they will help you find the best program advanced training.

How can I prove that I am your student? Do you provide any documents about your services?

Before the start of training, we conclude relevant agreements with all our students.
At the end of the training, we issue certificates of work performed (for legal entities), and for individuals - appropriate diplomas and certificates.

Is it possible to get a personal income tax refund after your courses?

Each of our students has the right to return income tax for training, in accordance with the legislation of the Russian Federation, after receiving educational services. Complete training at any course of the Asset Financial Academy and return 13% of its cost. If you pay for any of our online courses on your own, as individual, you can reduce personal income tax calculations for yourself (in accordance with paragraph 2 of article 219 of the Tax Code of the Russian Federation). The cost of the course you choose will be deducted from your total taxable income. To do this, you must submit a package of documents to the tax office. Check with managers for details of personal income tax refund.

What is a distance learning system?

Distance Learning System (LMS) - an educational environment where all educational materials for courses are stored, webinars and consultations with lecturers are held, test papers and graduation exams. Access to the LMS is available to all students who have registered for trial lesson(limited access), or paid for the course (full access).

What is a student's personal account?

Personal Area student - personal territory of the student, which is available only to him and the portal administrators. The cabinet contains educational materials (webinars, electronic handouts, lecture notes, tests, problem books, study guides) and chat for consultations with the teacher.

Can I download course materials?

Course students can download and print workbooks and handouts for webinars, as well as abstracts and task books that are sent by the portal administrators by mail for study. They remain at your disposal even after the access to the course is closed. Webinars are intellectual property Financial Academy "Active" and are not available for downloading and storing records by students outside the distance learning system. Upon completion of the course, access to all educational materials, except for the first module of the course, closes.

What should I do if I miss an online class?

Can training be suspended?

Our listeners are practitioners, they also have jobs at work, unplanned business trips and other unforeseen situations.
Therefore, training in any of our courses that includes online interaction between students and the teacher can be suspended for 10-20-30 days ( maximum term). To do this, you need to specify the reason and term for suspending training for portal administrators.

What should I do if access to the course has expired or is ending, and I have already spent all the suspension days?

If access to a course is coming to an end and there are no more suspension days left, you can renew access to the course at any time. The service of extending access to the course is paid. To order it, you need to contact the administrators of the distance learning system or your personal manager.

If I fail the IPFM exam, what should I do?

According to inexorable statistics, 80% of our students successfully pass the IPFM exams on the first try. In this they are helped by the IPFM mock exam at the end of the course and consultations of teachers. If you still manage to fail the official exam, retries are unlimited. To retake the exam, you will need to register for the exam and pay a fee.

The financial analysis helps company managers make balanced management decisions. A profitable deal at first glance can lead the company to serious problems in the future. Financial analysis skills are necessary not only for employees of the financial department, but also for any manager or employee responsible for financial and material flows.

School of Business "Alfa" offers to visit the seminar "Fundamentals of financial analysis", which intelligently combines theoretical basis with practical examples.

The one-day course "Fundamentals of Financial Analysis" provides students with a universal method of financial analysis, which helps to assess the performance and financial condition of an enterprise, outline ways to increase profitability and efficiency of capital management, assess the solvency and financial stability of counterparties.

The seminar "Fundamentals of Financial Analysis" will provide participants with knowledge and a set of practical tools on:

How to analyze financial statements? What do you need to pay attention to from the point of view of the manager, owner and lender? How to draw conclusions and make management decisions based on a comprehensive analysis?

The target audience

The course "Fundamentals of Financial Analysis" is designed for beginners in the financial department: financial managers and economists, and will also be useful to accountants and heads of structural divisions.

Objectives of the course "Fundamentals of Financial Analysis"

• Consider universal methods for analyzing financial statements;
• To develop students' practical skills in conducting financial analysis based on the reports of well-known Russian companies;
• To teach students to diagnose the problems of the company according to financial statements and form recommendations for overcoming them;
• Understand the relationship between business volume growth, profitability and cost, and plan for balanced business growth.

The program of the seminar "Fundamentals of financial analysis"

• Financial analysis: goals and methods
• Vertical, horizontal and plan-fact analysis of financial statements
• Break-even, financial strength and risk analysis
• Factor analysis
• Analysis of the ratio of costs, sales volumes and profits
• Balanced Growth
• Analysis of financial ratios from the point of view of the manager, owner and creditor:
  • Profitability
  • turnover
  • Liquidity
  • Financial stability
  • dupont formula

Business case: Analysis of the structure of profits and cash flows, assets and sources of financing.

Business case: Calculation of the main coefficients. Assessment of the financial condition of the company.

Business case: Break-even analysis

Teaching methodology

• Training is conducted in an interactive mode;
• Training organically combines modern theory and practical examples of leading companies;
• The seminar uses advanced international experience and knowledge of high-level teachers with extensive practical experience;
• The participants of the seminar discuss with the teacher questions from their own practice for a better understanding of the technique of financial analysis in their enterprise;
• The seminar is accompanied by special materials and templates for further use by the participants in their work.

Feedback on the seminar "Financial and investment analysis"

“I liked the discussion of many examples from the life experience of the teacher, many useful material in handouts, - Nikolaeva Irina Lvovna, economist financial department, CJSC Insol Telecom, Moscow.

“I liked that not only theory was given, but also explanations in practice. Despite the fact that the lecturer does not work in our industry, we analyzed examples applicable to our company”, - Kryzhanovskaya M.V., Economist, Teleplats, Moscow.

“In the seminar I liked the presentation of the material, practical tasks, the availability of handouts”, - Bolshakova T.Yu., economist, OJSC “Machine-building plant”, Elektrostal.

“I liked the seminar with concrete examples and analysis of specific tasks”, - Pisarenko VK, economist, OJSC “Machine-building plant”, Elektrostal.

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