Passionately developing careers since 1958.
Meirc LMS
Back
Advanced Financial Analysis

Advanced Financial Analysis

Why Attend

This course brings together the key elements of financial statement analysis. It will enable participants to ask the right questions, see the real risks facing businesses and investors, feel more confident in their ability to comment on business activities and performance, and analyze financial health for management. These skills and the required technical knowledge will be practiced throughout the course using interactive examples and case studies, putting theory and technique into context.

Associations
Associations
Quick Enquiry Call Me Back
Quick Enquiry Call Me Back
Overview
Course Methodology

The course uses a mix of interactive techniques, such as brief presentations by the consultant, group exercises, and real-life published financial statements analysis using Excel to apply knowledge acquired throughout the course.

Course Objectives

By the end of the course, participants will be able to:

  •  Explain the impact of accounting treatments and methodologies on financial statements
  •  Analyze the industry using Porter’s five forces model
  •  Apply financial ratios analysis in Excel and report recommendations
  • Assess the quality of financial reports and reported earnings and cash flows
  • Forecast financial statements based on the analysis of the historical performance of a company
Target Audience

Chief accountants, accounting managers, senior accountants, finance directors, finance managers, financial analysts, financial controllers, financial accounts managers, heads of finance departments, credit controllers, credit risk analysts, bankers, and relationship managers.

Target Competencies
  • Interpreting financial statements
  • Reading annual reports
  • Financial analysis
  • Credit analysis
  • Financial forecasting and modeling
Note

This course is worth 25 NASBA CPEs.

This is a hands-on training course using laptops, which Meirc will make available for the duration of the course. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2019 or higher.

Course Outline
  • Financial Statements and the Annual Report
    • Understanding the income statement, balance sheet, and cash flow statement
    • Other comprehensive income components
    • Accounting considerations in financial analysis
      • Receivables and the Expected Credit Loss (ECL) provision
      • Fixed assets accounting options: Cost vs. Fair Value models
      • Accounting for capital expenditures and impairment
      • Impact of lease accounting
      • Various investment accounting considerations
      • Accounting treatment of goodwill
    • Content of the annual financial report
    • Non-financial elements of the annual financial report
    • Types of external audit opinions
    • Management Discussion and Analysis (MD&A)
  • Basics of Macroeconomic and Industry Analysis
    • Macroeconomic factors to assess country exposure
    • Indicators of Gross Domestic Product (GDP), unemployment rate, inflation and interest rates
    • Deficit-to-GDP, debt-to-GDP, and GDP growth rates
    • Industry analysis: Understanding Michael Porter's Five Forces shaping an industry's competitiveness
      • Threat of new entrants
      • Threat of substitutes
      • Bargaining power of buyers
      • Bargaining power of suppliers
      • Rivalry of competitors
    • Segment reporting in annual reports
  • Financial Ratios Analysis Using Excel
    • Common size analysis to improve comparability
    • Calculating trends and growth patterns
    • Ratio analysis to assess key aspects of company performance:
      • Profitability
      • Liquidity
      • Efficiency and working capital management
      • Financing structure and risk
      • DuPont analysis
    • Altman Z-score to assess potential bankruptcy
    • Using graphical representation
  • Assessing the Quality of Financial Reports
    • Quality of financial reporting vs. quality of earnings
    • Framework for assessing a company's quality of financial reports
    • Potential problems that affect the quality of financial reports
    • Beneish model: M-score to describe the degree to which earnings are manipulated
    • Evaluating the earnings quality of a company
    • Evaluating the cash flow quality of a company
    • Indicators of financial position quality
    • Sources of information about risk
  • Financial Forecasting Techniques for Analysts
    • Revenue forecasting: Bottom-up versus top-down
    • Forecasting cost of goods sold
    • Forecasting fixed and variable costs
    • Forecasting financial position accounts
      • Working capital: accounts receivables, inventory, payables
      • Fixed assets forecasting
      • Retained earnings and dividend pay-out policy
    • Modeling financial statements forecast 
Associations
Associations
National Association of State Boards of Accountancy (NASBA)

Meirc Training & Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Visit Website Check the Courses
Schedule & Fees

2025 Schedule & Fees

Location & Date
2 - 6 Feb, 2025
Dubai
Arabic
Venue to be assigned
4 - 8 May, 2025
Dubai
English
Venue to be assigned
13 - 17 Jul, 2025
London
Arabic
Venue to be assigned
28 Sep - 2 Oct, 2025
Dubai
Arabic
Venue to be assigned
30 Nov - 4 Dec, 2025
Dubai
English
Venue to be assigned
Fees
Per participant

USD 5750

Fees + VAT as applicable

(including coffee breaks and a buffet lunch daily)

Discount Plans & Cancellations Policy

Meirc reserves the right to alter dates, content, venue, trainer, and to offer courses in an integrated virtual learning (IVL) format whereby face to face classroom participants and virtual learners participate simultaneously in the same course in an interactive learning experience.

Tax Registration Number: 100239834300003

Virtual Learning
HAVE A QUESTION?
+971 4 556 7212
+971 56 177 0877
+966 56 918 5532
[email protected]
Heba will help you find what you are looking for.

Related Courses

Financial Analysis Modeling and Forecasting
Financial Analysis Modeling and Forecasting
6 - 10 Apr, 2025
English
Financial Analysis Modeling and Forecasting
Financial Analysis Modeling and Forecasting
6 - 10 Jul, 2025
Arabic
Financial Analysis Modeling and Forecasting
Financial Analysis Modeling and Forecasting
26 - 30 Oct, 2025
English
Financial Analysis Modeling and Forecasting
Financial Analysis Modeling and Forecasting
21 - 25 Dec, 2025
Arabic