An Intensive 5-day Training Course
Financial Analysis, Planning & Control
Ratio Analysis, Decision Making & Financial Distress
Scheduled Dates
Classroom
18 - 22 Nov 2024 | London - UK | $5,950 | RESERVE A SEAT |
02 - 06 Dec 2024 | Amsterdam - The Netherlands | $5,950 | RESERVE A SEAT |
23 - 27 Dec 2024 | Paris - France | $5,950 | RESERVE A SEAT |
13 - 17 Jan 2025 | London - UK | $5,950 | RESERVE A SEAT |
07 - 11 Apr 2025 | Dubai - UAE | $5,950 | RESERVE A SEAT |
19 - 23 May 2025 | London - UK | $5,950 | RESERVE A SEAT |
23 - 27 Jun 2025 | London - UK | $5,950 | RESERVE A SEAT |
04 - 08 Aug 2025 | Paris - France | $5,950 | RESERVE A SEAT |
25 - 29 Aug 2025 | Accra - Ghana | $5,950 | RESERVE A SEAT |
22 - 26 Sep 2025 | Amsterdam - The Netherlands | $5,950 | RESERVE A SEAT |
29 Sep - 03 Oct 2025 | Amsterdam - The Netherlands | $5,950 | RESERVE A SEAT |
13 - 17 Oct 2025 | London - UK | $5,950 | RESERVE A SEAT |
24 - 28 Nov 2025 | London - UK | $5,950 | RESERVE A SEAT |
08 - 12 Dec 2025 | Amsterdam - The Netherlands | $5,950 | RESERVE A SEAT |
29 Dec 2025 - 02 Jan 2026 | Paris - France | $5,950 | RESERVE A SEAT |
Online
16 - 20 Dec 2024 | Online | $3,950 | RESERVE A SEAT |
07 - 11 Apr 2025 | Online | $3,950 | RESERVE A SEAT |
22 - 26 Sep 2025 | Online | $3,950 | RESERVE A SEAT |
08 - 12 Dec 2025 | Online | $3,950 | RESERVE A SEAT |
Are the scheduled dates matching with your needs?
We provide a wider range of training options. Tailored and customized, we can deliver your organisation’s training needs anytime, anywhere.
Why Choose this Training Course?
Management has now become an integral part of operation in a wide range of organizations. Financial analysis, planning and control provides an understanding of the various aspects in an organisation from calculative aspect to other related practices in organisation. The key element of the programme is the focus on practical application of financial models and analysis, which are used to assess strategic and operational positions of the organisation.
This is crucial for organisation in terms of understanding cost reductions and create additional value for companies. You will learn about the financial business environment, strategic planning, management reporting, and decision control support.
This training course on Financial Analysis, Planning & Control is aimed to provide a clear insight of decision-making process, various valuations methods, planning and interpreting financial information.
This Financial Analysis, Planning & Control training course will highlight:
- The conceptual backdrop for both the financial and economic dimensions of analysis and decision-making
- The nature of financial statements and the key financial tools and techniques in the broader context of how and where they are applied in the assessment of business performance
- The projection of financial requirements and analysis of financial information for planning and control
- The analysis of investment decisions using time-adjusted measures, taking strategic perspective and dealing with risk and uncertainty
- The valuation of businesses and how value may be enhanced through mergers and acquisitions, and restructuring and reorganisations
- Develop and monitor specific performance indicators, reporting on trends and identifying causes on unexpected variance
What are the Goals?
The objectives of this Financial Analysis, Planning & Control training course are to provide delegates with the necessary tools and techniques to find better answers to questions such as:
- What is the exact nature and scope of the problems to be analysed, and which specific variables, relationships, and trends are likely to be helpful in analysing specific problems?
- How precise an answer is necessary in relation to the importance of the problem itself?
- How reliable are the available data, and how is this uncertainty likely to affect the range of results?
- Should the outputs of decisions be expressed in cash flow terms, or in terms of accounting profit, to evaluate the financial implications of a decision?
- What limitations are inherent in the tools to be applied, and how will these affect the range of results obtained?
- How important are qualitative judgments in the context of decision-making, and what is the ranking of their significance?
Who is this Training Course for?
This Financial Analysis, Planning & Control training course is suitable to a wide range of professionals, but will greatly benefit:
- Financial officers, controllers, and accountants
- Treasurers, corporate planning and business development professionals
- Sales and marketing professionals
- Managers from any other non-financial areas that need or wish to understand the financial aspects of analysis, planning, and control
- Managers involved in financial decision makings
- Middle and junior management involved in planning and forecasting
- Individual with no basic finance backgrounds; has ambitions to pursue advance training courses in Finance; and wants to acquire specific skills needed to secure a new role or improve their career prospects
All participants will be able to offer their input, based on their individual experiences, and will find the training course a forum for upgrading and enhancing their understanding of best corporate financial practices in the areas examined.
How will this Training Course be Presented?
This training course is presented in a very user-friendly course to suit individuals with varying levels of financial knowledge and experience. This training course will be conducted along workshop principles with formal presentations, case studies and interactive worked examples. Numerous relevant examples and participative case studies are provided to illustrate the application of each of the topics covered. Each learning point is reinforced with practical examples and participative exercises. Difficult mathematical concepts are minimised wherever possible and handled in a visual way that is easy to understand with numerous illustrative examples.
Organisational Impact
This Financial Analysis, Planning & Control training course will provide participating delegates:
- An understanding of the use of financial statements and tools and techniques of financial analysis that assist managers in support of more informed and therefore better decision-making
- An understanding of the links between long and short-term planning, and being able to develop and prepare financial models and operating budgets and the use of Excel models to build financial growth planning models and prepare traditional and activity based budget models
- The use of the techniques of budgetary control: development of product standards, flexed budgets, variance analysis and use of the results of variance analysis to improve operational performance
- The use of Discounted Cash Flow (DCF) and other appropriate techniques that will support the company in its more effective analysis of capital investment projects
- An understanding how corporate value and shareholder value may be increased through the use of appropriate financial strategies, including mergers and acquisitions, and restructuring and reorganisations
- The sharing of knowledge gained throughout other divisions and departments of the company
Personal Impact
Delegates will develop an understanding of:
- The creation of corporate value and shareholder value
- Choosing the most appropriate tools and using Excel to develop long-term financial models and budgets
- How to analyse and interpret the financial statements: Balance Sheet; Income Statement; Statement of Cash Flows, in order to make more informed and therefore better financial decisions
- How to develop and manage the financial aspects of their role more effectively, enhance their performance, broaden their role, and appreciate how their decision-making may impact on their own department or business unit and the organisation as a whole
- How to improve their self-confidence in dealing with finance and financial professionals
- How to be better placed to liaise effectively with other professionals on financial issues
This course provides an integrated conceptual backdrop both for the financially / economic dimensions of systematic business management and for understanding the nature of financial statements.
Daily Agenda
Day One: The Challenge of Financial Economic Decision-Making
- The Practice of Financial / Economic Analysis
- The Value-creating Company
- Corporate Value and Shareholder Value
- A Dynamic Perspective of Business
- The Agency Problem and Corporate Governance
- What information and data to use?
- The Nature of Financial Statements
- The Context of Financial Analysis and Decision-making
Day Two: Assessment of Business Performance
- Ratio Analysis and Business Performance
- Management’s Point of View
- Owners’ Point of View
- Lenders’ Point of View
- Ratios as a System – Pyramids of Ratios
- Integration of Financial Performance Analysis
- Economic Value Added (EVA)
- Predicting Financial Distress and Z-score Model
Day Three: Analysis of Investment Decisions
- Applying Time-adjusted Measures
- Net Present Value (NPV) and Internal Rate of Return (IRR)
- Modified Internal Rate of Return (MIRR)
- Strategic Perspective
- EVA and NPV
- Refinements of Investment Analysis
- Equivalent Annual Cost (EAC)
- Sensitivity Analysis, Scenario Analysis, Simulation, and NPV Break-even
- Dealing with Risk and Changing Circumstances
Day Four: Projection of Financial Requirements
- Interrelationship of Financial Projections
- Operating Budgets
- Standard Costing and Variance Analysis
- Cash Forecasts and Cash Budgets
- Sensitivity Analysis
- Dynamics and Growth of the Business System
- Operating Leverage
- Financial Growth Plans
- Financial Modelling
Day Five: Valuation and Business Performance
- Managing for Shareholder Value
- Shareholder Value Creation in Perspective
- Evolution of Value-based Methodologies
- Creating Value in Restructuring and Combinations
- Financial Strategy in Acquisitions
- Business Valuation
- Business Restructuring and Reorganisations
- Management Buy Outs (MBOs) and Management Buy Ins (MBIs)
Certificate
- On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.
In Association With
Frequently Asked Questions
Why PetroKnowledge?
PetroKnowledge is a globally recognized provider of training courses for oil and gas professionals, offering a wide range of specialized training courses designed to enhance knowledge, skills, and expertise in the energy sector. With courses tailored to meet the evolving demands of the oil and gas industry, PetroKnowledge helps professionals stay up-to-date with industry standards, technological advancements, and best practices.
Who are these training courses designed for?
Our courses are specifically developed for professionals in the oil and gas industry, including engineers, technical staff, managers, and other specialists looking to advance their careers. Whether you’re a seasoned expert or new to the sector, our training for oil and gas professionals is suited to individuals at all stages of their professional journey.
Are the courses delivered online or in person?
PetroKnowledge offers flexible learning solutions with both online courses and in-person training options. Online courses for oil and gas professionals provide the flexibility to learn from anywhere, while in-person courses offer a hands-on, interactive learning environment. Each training course page provides detailed information on the delivery format, allowing you to choose the option that best meets your learning style and schedule
Can I get a customized training course for my team?
Yes, PetroKnowledge offers customized in-house training solutions for organizations looking to upskill their teams. We work closely with companies to design bespoke training courses for oil and gas professionals that address specific challenges and objectives. Whether you need on-site training or online solutions, we can tailor the training courses to suit your organization’s needs.
Are there any prerequisites for attending a course?
Certain advanced training courses for oil and gas professionals may require prior experience or technical knowledge. These prerequisites ensure that participants can fully benefit from the course content. We recommend reviewing the course description on the relevant page to determine if any prerequisites apply to your selected course.
How can I enroll in a course?
Enrolling in one of our training courses for oil and gas professionals is simple and convenient. Navigate to the specific course page, click “Enroll Now,” and complete the registration form. You will receive a confirmation email with further details on how to proceed.
You may also get in touch with our Registration Team on
+971 50 981 7386 | +971 2 557 7389 or send an email to [email protected]
When should I expect to receive confirmation of registration?
Upon successful registration online, enrolment on the respective training course will be confirmed by Registration Team by e-mail along with the invoice and joining instruction.
Will I receive a certificate after completing the course?
Yes, upon successful completion of our courses for professionals in the oil and gas industry, you will receive an industry-recognized certificate from PetroKnowledge. This certification is designed to validate your skills and knowledge and can significantly enhance your professional credentials, boosting your career prospects in the competitive oil and gas sector.
When and how do I arrange payments?
We offer two convenient payment options:
- Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
- Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.
What is the refund or cancellation policy?
Our refund and cancellation policy varies depending on the course and circumstances. Generally, cancellations made at least 21 days before the training are eligible for a refund, less any administrative fees. If you have any specific inquiries about the cancellation or refund, don’t hesitate to contact our support team, who can assist with your booking and cancellation queries.
Is there a discount for more than one registrant/course?
For corporate fees and group registration, please send your query to [email protected].