Training Course on Advanced Financial Management & Analysis

Module 1: Foundations of Financial Management

ü  The Role of a Financial Manager

ü  Understanding Financial Objectives

ü  Time Value of Money

ü  Introduction to Financial Markets

ü  Ethical Considerations in Finance

ü  Practical Session: Calculating present and future values for various investment scenarios.

Module 2: Financial Statement Analysis

ü  Interpreting the Income Statement, Balance Sheet, and Cash Flow Statement

ü  Ratio Analysis: Liquidity, Profitability, and Solvency

ü  Horizontal and Vertical Analysis

ü  The DuPont Analysis Framework

ü  Limitations of Financial Statements

ü  Practical Session: Analyzing a real company's financial statements and preparing a concise report.

Module 3: Forecasting and Business Valuation

ü  Sales and Pro Forma Financial Statement Forecasting

ü  Discounted Cash Flow (DCF) Valuation

ü  Relative Valuation (Multiples Analysis)

ü  Intrinsic vs. Extrinsic Value

ü  Case Study: Valuing a company in the UAE

ü  Practical Session: Building a simple DCF model to value a business.

Module 4: Capital Budgeting Decisions

ü  The Capital Budgeting Process

ü  Net Present Value (NPV) and Internal Rate of Return (IRR)

ü  Payback Period and Profitability Index

ü  Risk and Uncertainty in Capital Budgeting

ü  Project Evaluation Techniques

ü  Practical Session: Evaluating and ranking investment projects using NPV and IRR.

Module 5: Working Capital Management

ü  Managing Cash, Receivables, and Payables

ü  Inventory Management Techniques

ü  Short-Term Financing Sources

ü  The Working Capital Cycle

ü  Optimizing Cash Conversion Cycle

ü  Practical Session: Developing a working capital management strategy for a fictional company.

Module 6: Corporate Finance and Capital Structure

ü  Sources of Long-Term Finance (Debt vs. Equity)

ü  Cost of Capital (WACC)

ü  Capital Structure Theories

ü  Dividend Policy Decisions

ü  Optimal Capital Structure

ü  Practical Session: Calculating the WACC for a given company and analyzing its capital structure.

Module 7: Financial Risk Management

ü  Identifying and Measuring Financial Risks

ü  Hedging Strategies (Forwards, Futures, Options)

ü  Interest Rate and Foreign Exchange Risk Management

ü  Credit Risk and Liquidity Risk

ü  Case Study: Risk Management in the UAE

ü  Practical Session: Analyzing a company's risk exposure and recommending hedging strategies.

Module 8: Performance Measurement and Analysis

ü  Economic Value Added (EVA) and Market Value Added (MVA)

ü  Return on Investment (ROI) and Return on Equity (ROE)

ü  Balanced Scorecard Approach

ü  Benchmarking Financial Performance

ü  Performance Analysis in a competitive market

ü  Practical Session: Calculating and interpreting key performance metrics for a business.

Module 9: Mergers & Acquisitions and Corporate Restructuring

ü  M&A Strategy and Rationale

ü  Valuation of Target Companies

ü  Synergies and Integration Challenges

ü  Spin-offs, Divestitures, and Liquidations

ü  Case Study: A recent M&A deal in the UAE

ü  Practical Session: Developing a rationale and preliminary valuation for a potential acquisition.

Module 10: Strategic Financial Planning

ü  Linking Financial Strategy to Business Strategy

ü  Long-Term Financial Planning

ü  Scenario Analysis and Sensitivity Analysis

ü  The Role of Technology in Financial Planning

ü  Creating a Comprehensive Financial Plan

ü  Practical Session: Developing a comprehensive strategic financial plan for a business.

About Our Trainers

Our financial training lecturers are a team of highly qualified and experienced finance professionals, many with certifications like CFA and ACCA. They have worked in leading financial institutions and multinational corporations across the globe, with significant experience in the UAE. Their expertise ensures that the course material is current, relevant, and grounded in real-world application.

Quality Statement

We are committed to providing top-tier financial training that delivers tangible results. Our curriculum is regularly reviewed and updated to reflect the latest industry trends and standards. We maintain a low student-to-instructor ratio to ensure personalized attention and a high-quality learning experience for every participant. Our goal is to make your professional development a success, putting you on top of your financial game.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor-Made Courses

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives.

We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202