Phone +234.811-111-1296 or visit www.charlesandgoldconsulting.com

Empower yourself to expand your role and opportunities. Achieve real and quantifiable returns by building a high level of interpersonal, planning and problem solving skills.

UNDERSTANDING FINANCIAL STATEMENT

Duration: 3 Days

Lagos Venue

106 Apapa Road beside
Zenith Bank Lagos.

Fee: N75, 000. VAT Incl.

4 - 5 participants: 5% discount
More than 6 ppl: 10% discount

Class Session

9:00am – 4:00pm daily.
(In plant training available upon request)
WEEKDAY CLASSES June Wed 15 - Fri 17


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Course Overview:

At its core, finance is about deciding what to buy, getting the money you need to buy it, and efficiently managing your resources after making the purchase. In this course, we will provide a comprehensive overview of finance, and touch on everything from reading a balance sheet to understanding derivatives and securities. They tackle questions such as "What is the difference between short-term financial management and long-term financing?" and "What is the difference between a traditional bank, an investment bank, and an investment fund?"

Topics include:

  • Understanding financial statements.
  • Managing finances in the short term.
  • Analyzing risk and return.
  • Obtaining short-term and long-term financing.
  • Understanding the stock and bond markets.
  • Working with financial institutions.
  • Using capital budgeting.
  • Creating simple personal saving and investment plans.

Introduction

Welcome

What you should know before taking this course

1. What Is Finance?

  • Introducing finance.
  • Finance inside of companies.
  • Finance outside of companies.

2. Understanding Financial Statements

  • Introducing financial statements.
  • Overview of financial statements.
  • The balance sheet.
  • The income statement.
  • The statement of cash flows.
  • Widely used ratios.
  • Forecasting financial statements.
  • Example: Forecasting financial statements.

3. Short-Term Financial Management

  • Introducing short-term financial management.
  • The operating cycle.
  • Cash management.
  • Managing receivables and inventory.
  • Obtaining short-term financing.
  • Internal controls.

4. Risk and Return

  • Introducing risk and return.
  • What is risk?
  • Why we don't like risk.
  • Reducing risk through diversification.
  • Beta.
  • Risk-free rate.
  • Equity risk premium.
  • Capital asset pricing model (CAPM).

5. Obtaining Long-Term Financing

  • Introducing long-term financing.
  • Does capital structure matter?
  • Cost of capital.
  • Weighted-average cost of capital.

6. Understanding Securities Markets

  • Introducing securities markets.
  • The difference between a stock and a bond.
  • Stock and bond markets.
  • IPOs: Microsoft and Facebook.
  • Can you pick stocks in the stock market?

7. Financial Institutions

  • Introducing financial institutions.
  • Traditional banks.
  • Investment banks.
  • Investment funds.
  • Insurance companies.

8. Capital Budgeting

  • Introducing capital budgeting
  • Capital budgeting overview
  • The importance of the time value of money
  • Example: Buying a car in Hong Kong

9. Bonus: Personal Financial Planning

  • Introducing personal financial planning
  • The secret to financial security
  • The importance of personal budgeting
  • Simple savings and investment plans
  • Conclusion
  • Reviewing corporate finance

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