Financial Analysis, Planning & Control

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Financial Analysis, Planning & Control

Course Category : Project Management

Advanced training program designed to strengthen financial analysis, planning, and control capabilities for improved strategic decision-making and organisational financial performance.
Duration: 5 Days
Level: Advanced

Introduction

Financial analysis, planning, and control have become fundamental disciplines for organisations operating in highly competitive and financially complex environments. Modern institutions rely on structured financial analysis, forecasting models, and control mechanisms to evaluate performance, manage risk, and support strategic decision-making.
This course provides a comprehensive framework for applying financial analysis, planning, and control techniques to enhance organisational performance. Participants will explore financial modelling, investment evaluation, budgeting systems, and performance measurement tools while integrating financial insights into strategic planning and operational decision-making.

Targeted Audience

  • Finance Managers
  • Financial Planning and Analysis (FP&A) Professionals
  • Accountants and Financial Controllers
  • Treasury and Investment Managers
  • Business and Strategy Analysts
  • Project and Programme Managers
  • Managers involved in financial decision-making

Targeted Skills

  • Financial Statement Analysis and Interpretation
  • Financial Modelling and Forecasting
  • Budget Planning and Financial Performance Management
  • Investment Evaluation Techniques
  • Financial Risk and Performance Analysis
  • Strategic Financial Planning Integration

Expected Outcomes

  • Develop a comprehensive understanding of financial analysis in strategic decision-making.
  • Evaluate business performance using advanced financial indicators.
  • Build financial models for forecasting organisational financial requirements.
  • Analyse investment opportunities using structured financial evaluation techniques.
  • Implement budgeting and financial control frameworks within organisations.
  • Integrate financial planning with organisational strategy and performance management.

Training Topics Index

  • Role of financial analysis in strategic management
  • Understanding and interpreting financial statements
  • Selecting relevant financial data for analysis
  • Financial environment analysis
  • Financial analysis and corporate governance

  • Ratio analysis for performance evaluation
  • Management, shareholder, and lender perspectives
  • Integrated ratio frameworks
  • DuPont financial performance model
  • Economic Value Added (EVA) analysis

  • Financial forecasting and planning integration
  • Preparing operating budgets
  • Cash flow forecasting techniques
  • Operating leverage in planning
  • Financial modelling for decision support

  • Net Present Value (NPV) applications
  • Internal Rate of Return (IRR) interpretation
  • Sensitivity and scenario analysis
  • Investment risk evaluation
  • Equivalent Annual Cost (EAC) methodology

  • Linking strategy with financial planning
  • Organisational budgeting systems
  • Cost analysis and cost behaviour
  • Budget variance analysis
  • Balanced Scorecard performance measurement

Course Features

  • Updated and Interactive Content
  • Hypothetical Examples and Case Studies
  • Pre- and Post-assessments to Measure Impact
  • Verified Certificate with a QR Verification Code