top of page

Financial Management

Category : Management

Financial management is at the heart of every successful organization, ensuring that financial resources are effectively allocated, controlled, and monitored to achieve the company's objectives. This training provides participants with an understanding of key financial management techniques, including budgeting, financial planning, capital structure management, and performance evaluation. Participants will also learn how to use financial reports to drive decision-making and ensure the financial health of their organization.

Learning Objectives

  • Understand the principles of financial management and control

  • Apply financial planning and budgeting techniques

  • Analyze the capital structure and financial health of an organization

  • Use financial statements to assess and improve performance

Training Program Engagement

Introduction to Financial Management

  • Key principles of financial management

  • The role of financial management in organizational success

  • Financial goals: Profit maximization vs. value maximization

  • Quiz: Identify key financial management objectives

Budgeting and Financial Planning

  • Developing and managing budgets

  • Long-term financial planning: Tools and techniques

  • Scenario analysis and forecasting

  • Practical case: Create a financial plan for a growing business

Capital Structure and Financing Decisions

  • The importance of a company’s capital structure

  • Debt vs. equity financing: Pros and cons

  • Cost of capital and its role in financial decision-making

  • Practical case: Analyze a company’s capital structure and propose improvements

Financial Performance Measurement

  • Key financial ratios and their interpretation (liquidity, profitability, solvency)

  • Using financial statements to assess performance

  • Benchmarking and performance comparison

  • Practical case: Perform a financial performance analysis on a mid-sized company

Using Financial Reports for Decision-Making

  • Financial statement analysis: Balance sheet, income statement, cash flow statement

  • Ratio analysis and performance evaluation

  • Linking financial performance to strategic goals

  • Practical case: Present a financial performance report to the board of directors

 

Key Points

  • Numerous practical examples illustrating the different studied concepts

  • Practical cases to draw parallels with the concepts learned

 

Who is this training for

  • Finance managers and controllers

  • Business owners and entrepreneurs

  • Accountants and auditors

  • Corporate strategists and financial planners

Prerequisities

  • Basic knowledge of financial reporting and accounting

Teaching Methods

  • Training structured around skill transfer

  • Acquisition of operational skills through practice and experimentation

  • Collaborative learning during synchronous sessions

  • Multi-stage learning path to allow engagement, learning, and transfer

  • Training promoting participant engagement for better anchoring of lessons

Satisfaction and Evaluation

  • Skill evaluation will be conducted throughout the training by the participant (self-evaluation) and/or the trainer according to the training methods.

  • Online training evaluation on your participant space:

    • Immediate evaluation at the end of the training to measure your satisfaction and perception of skill improvement against training objectives. With your agreement, your overall rating and comments will be published on our site via Verified Reviews.

    • Post-training evaluation 40 days later to validate the transfer of your acquired skills in the workplace

  • Attendance tracking and issuance of an individual training certificate or a certificate of completion

image.png

LONDON

128 City Road, EC1V 2NX London

PARIS

38 Rue Boulard, 75014, Paris

bottom of page