Financial Statement Analysis
Read and interpret a company's financial position. Participants analyse the balance sheet, income statement and cash flow, apply financial ratios, combine market and industry knowledge and assess how the firm manages and finances its growth.
At a glance
- 3 days
Who it's for
- Finance & accounting staff
- Credit & investment analysts
- Managers who read financial reports
Learning objectives
- Read and interpret the balance sheet, income statement and cash flow
- Analyse performance with financial ratios
- Combine industry and market knowledge with statements
- Assess how the firm manages and finances growth
Detailed content
- Purpose and users of financial statements
- Assets, liabilities and equity
- Working capital
- Revenue, expenses and profit
- Quality of earnings
- Operating, investing and financing cash flows
- Horizontal and vertical analysis
- DuPont analysis
- Liquidity, efficiency, leverage, profitability and market ratios
- Sustainable growth rate
- Financing options
Day-by-day agenda
A typical schedule. In-company versions are tailored to your processes, data and timing.
- Financial statements overview
- Balance sheet
- Income statement
- Cash flow statement
- Analysis techniques
- Ratios
- Growth
- Case study, action plans and course assessment
Practice, tools and assessment
Hands-on practice
- Analyse a real set of financial statements with ratios
- Build a budget and variance report in Excel
- Case study: decision using cost-volume-profit and NPV
- Case studies from Egyptian and Gulf organizations
Tools and templates you keep
- Ratio-analysis and budgeting workbook
- NPV/IRR and break-even calculators
- Course workbook and slide handouts
- Templates and checklists used in the exercises
How learning is assessed
- Pre- and post-course knowledge check
- Assessment of practical exercises by the trainer
- Action plan reviewed at the end of the course
Built on these standards and bodies of knowledge
- IFRS Accounting Standards (IASB)
- COSO Internal Control and ERM frameworks
- Basel III/IV (banking risk)
How it is delivered
- Public courses in Cairo, in-company programs and live online training
- Practical exercises, case studies and examples from your sector
- Can also run as Train & Stay in Sharm El Sheikh, Hurghada or Cairo
Part of these career paths
- Finance, Banking & Risk · Practitioner
Frequently asked questions
How long is Financial Statement Analysis?
The program runs 3 days. In-company versions can be adapted to your needs.
Is the course taught in Arabic or English?
Sessions are usually delivered in Arabic with English technical terms and materials. Full English delivery is available for in-company groups.
Can you run it inside our company?
Yes. In-company programs use exercises built on your own processes. Tell us the group size and preferred timing and we will send a proposal.
Will I receive a certificate?
Participants who complete the program and its assessment receive a certificate from The Excellence Center, which can be verified online.
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Get dates, fees and the full outline.
Tell us whether you are joining as an individual or planning a program for your team.