Financial Research and Analysis
Essentials for Corporates

This course is designed to empower corporate professionals with the essential skills and knowledge required for conducting financial research and analysis. Participants will gain a fundamental understanding of essential financial metrics and their practical applications, enhancing their ability to make informed decisions within their organizations.

Course outline

1. Introduction to Financial Research Analysis

  • Overview of financial research analysis
  • Importance and relevance in corporate decision-making

2. Fundamental Financial Techniques and Analysis

  • Economic indicators and their impact on financial markets
  • Market and Industry analysis techniques

3. Understanding financial statements (Income Statement, Balance Sheet, Cash Flow Statement)

  • Assessing company performance and financial health
  • Ratio analysis: liquidity, solvency, profitability, and efficiency

4. Competitor Analysis and Benchmarking

5. Overview of Financial Modeling

  • Introduction to financial modeling
  • Building a basic financial model for forecasting and analysis

6. Valuation Methodologies

  • Overview of valuation approaches (DCF, Comparable Company Analysis, Precedent Transactions)
  • Practical application of valuation methods in corporate settings

7. Sensitivity Analysis and Scenario Planning

8. Risk Management

  • Identifying and assessing financial risks
  • Risk mitigation strategies
  • Incorporating risk analysis into decision-making processes

Key Benefits to
Individuals

  • Participants gain the ability to make informed decisions by understanding the financial health of their companies and industries.

  • Improved ability to identify and mitigate financial risks, contributing to personal professional growth.

Key Benefits to the Organization

  • Employees can effectively contribute to make informed decisions based on financial analysis.

  • Professionals who can identify and manage financial risks enhance the overall stability and success of the organization.

Target Audience

This course is designed for a diverse group of professionals, including financial analysts, corporate finance managers, business development managers, executives, and anyone looking to enhance their financial analysis skills.

Facilitators

  • Date: Tuesday, 6th of August 2024
  • Time: 8.30 am to 12.30 pm
  • Venue: GF 02 Hall, Galle Face Hotel, Colombo 03

For Further Inquiries:

Participant fee

  • CFA Society Candidate Council Members – Rs. 10,000
  • Others – Rs. 15,000

Register before – 02nd of August 2024

Registrations are on a first-come-first-served basis and limited

To Join:

Step 1 : Register Here

Step 2: Make payment

Option 1 – Bank Deposit

Deposit the course fee to the following bank account : 

  • Bank : HNB
  • Branch : Nawam Mawatha, Colombo 2
  • Account Number :  701010013256.

After making the deposit, email the deposit slip to minura@srilanka.cfasociety.org, including the name of the company and participant details.

Option 2 – Pay Online

  • Candidate Council Members : Rs. 10,000 
  • Non-Members : Rs. 15,000 

Click the button below to download the full brochure,

Missed the program? Click on the button below to download a softcopy of the presentation slides,