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EncartaLabs

Financial Strategy

( Duration: 5 Days )

This Financial Strategy training course provides the essential skills and tools of financial strategy, and corporate finance, which is concerned with the effective use of financial resources to create corporate value. These skills are vital in today’s global consumer and capital markets where competition is fierce for both investors and customers. This course combines up-to-date theory with hands-on experience of developing powerful financial models and tools to equip you to take an active role in the development and application of financial and business strategy.

By attending Financial Strategy workshop, delegates will learn to:

  • Actively partake in strategic analysis and formulation
  • Develop vital measures of financial performance and strength
  • Design funding and capital structure strategies
  • Build financial models to manage cash flow, risk, and investment decisions
  • Advice on capital investment decision-making
  • Provide insights into long-term business growth strategies

The Financial Strategy class is ideal for:

  • Those involved in management, planning, finance and business decision-making roles
  • Head Office Team Members
  • Strategy, Budgeting and Planning Managers
  • Finance and Treasury Professionals
  • Capital Investment Managers and Analysts
  • Investment Analysts and Advisers

COURSE AGENDA

1

Business and Financial Strategy - The Vital Link

  • The Purpose and Goals of the Firm
  • The Aims and Principles of Competitive Strategy
  • The Role of Financial Strategy in Business Success
  • Tools for Strategic Analysis and Strategy Development
  • Building a Winning Business Model
  • Implementing an Effective Performance Management System
  • Financial Planning: Budgeting and Beyond
2

Financial Performance Management

  • Understanding, Analysing and Interpreting Financial Statements
  • Agency Theory and its Impact on the Business’s Goals
  • Investor and Stock Market Behaviour: Share Price Drivers
  • Key Concepts in Measuring Shareholder Value
  • Understanding Cost Behaviour and Profit
  • Measuring and Improving Return on Investment
  • A Strategic Approach to Cost Reduction
  • Managing and Enhancing Shareholder Value
3

Funding Strategy and Liquidity Management

  • Sources of Business Finance: Equity and Debt
  • Financial Gearing - Risk and Impact on Profitability
  • Calculating Company Cost of Capital and its Implications
  • Optimum Capital Structure: Theory and Practice
  • Cash Flow and Liquidity Management
  • Designing and Building Financial Models in Excel
  • Financial Model Application: Cash Flow Forecasting
  • Predicting Corporate Distress and Failure
4

Capital Investment Strategy and Risk Management Strategy

  • Capital Investment Management
  • Using the Discounted Cash Flow (DCF) Tools in Excel
  • Tools for Capital Investment Appraisal and Decision-making
  • Financial Model Application: Capital Investment Appraisal Analysis
  • An Integrated Approach to Risk Management
  • Tools for Identifying and Analysing Business Risk
  • Using Financial Instruments to Manage Financial Risk
  • Decision-making under Conditions of Risk
5

Corporate Governance: Defending and Growing the Business

  • Purpose and Principles of Corporate Governance
  • Long-term Business Growth Strategies
  • Why even great companies can fail?
  • Understanding Business Model Disruption
  • Innovation Killers
  • Mergers and Acquisitions
  • Business Restructuring and Reorganisation

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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