An Intensive 10-day Training Course
Financial Analysis,Modelling
and Budgeting Masterclass
Scheduled Dates
Classroom
| 11 - 22 Aug 2025 | London - UK | $11,900 | RESERVE A SEAT |
| 08 - 19 Dec 2025 | London - UK | $11,900 | RESERVE A SEAT |
Would an alternative date be more suitable?
We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.
MODULES
This PetroKnowledge training course is split into two modules:
MODULE I - Corporate Financial Planning, Budgeting & Control
MODULE II - Financial Analysis, Modelling & Forecasting
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a two-week training course.
Daily Agenda
Module 1: Corporate Financial Planning, Budgeting & Control
Day One: Corporate Financial Planning
- Strategic Planning
- The Objective of the Firm – Meeting Shareholder & Stakeholder Objectives
- Agency Theory – The Relationship between Shareholders & Management
- Creative Accounting and the Case of Enron
- Financial Management & Financial Planning – The Scope, Role & Responsibilities of Financial Management
- Preparing a Financial Plan – The Master Budget
- Forecasting Future Cash-flows and Financial Modelling
- Time Series Analysis, Correlation & Regression
Day Two: Financing the Plan
- Sources of Finance – Long Term & Short Term
- Evaluation of the Types of Finance - Equity vs. Debt Finance
- Hybrid Finance & Financial Engineering
- The Dividend Decision
- The Cost of Capital and Weighted Average Cost of Capital (WACC)
- Capital Asset Pricing Model (CAPM)
- Accounting Rate of Return (ARR)
- Net Present Value (NPV), Internal Rate of Return (IRR) Capital Rationing & Payback
Day Three: Preparing & Managing Budgets to Support the Financial Plans
- Definition of Budgets, the Budgetary Process and Budgetary Control
- Types of Budgets-Fixed, Flexible, Incremental and Zero Based
- The Purpose / Benefits & Problems / Limitations of Budgets
- Setting / Implementing Effective Budgets - Eliminating the Problems
- Responsibility Accounting and Absorption Costing
- Activity-Based Budgeting / Costing (ABB, ABC)
- Variance Analysis, Cost Behaviour, Break Even Analysis & Sensitivity / What If Analysis
- What-If Analysis combined with Du-Pont Analysis
Day Four: Managing and Controlling Cash Flow to Support the Financial Plan
- Cash vs. Profit & The Cash Conversion Cycle
- Calculating and Managing the Cash flow Cycle
- Cash Flow Ratios
- Working Capital
- The Cost of Maintaining Working Capital
- Maintaining the Optimum Level of Working Capital
- Working Investment Ratios
- Preparing a Monthly Cash Flow Forecast
Day Five: Managing Financial Risk
- Risk Management & Types of Risk
- Identifying Risk – SWOT Analysis
- The Major Quantitative & Qualitative Risks Facing Companies
- Establishing a Risk Management Strategy
- Financial Risk Management & Hedging Techniques
- Managing Exchange Rate & Interest Rate Risk
- Derivatives-Forwards, Futures, Options & Swaps
- Risk Management Glossary of Terms
Module 2: Financial Analysis, Modelling & Forecasting
Day Six: The Competitive Challenge in the 21st Century
- Identifying and Managing Stakeholder Needs
- Business Models and How They are Disrupted
- An Integrated Approach to Risk Management
- The Essentials of Business Performance Management
Day Seven: Fundamentals of Financial Modelling
- Financial Statements Basics
- Fundamentals of Financial Modelling
Day Eight: Mastering Financial Analysis
- Building a Financial Ratio Database in Excel
- Practical Modelling: The Cost-Volume-Profit Relationship
- Measuring and Improving Return On Investment
- Measuring and Improving Asset Management Efficiency
- Measuring and Managing Capital Structure and Risk
- Practical Modelling: The Effect of Gearing on Shareholders’ Earnings
Day Nine: Improving Financial Forecasting
- Practical Modelling: Using Excel Statistical Analysis Tools
- Avoiding Common Forecasting Problems
- Using Moving Averages to Analyse Time Series Data
- Using Linear Regression for Sales Trend Analysis
- Using Excel Solver to Minimise Forecasting Error
- Using Regression and Correlation to Forecast Costs
- Practical Modelling: Cash Flow Forecasting
Day Ten: Financial Models to Improve Investment Decision-making
- Principles of Capital Investment Decision-making
- Sources and Cost of Business Finance
- Practical Modelling: Using Excel Discounted Cash Flow Tools
- Practical Modelling: Capital Investment Analysis
- Essentials of Business Valuation
- Practical Modelling: Business Valuation Based on Shareholder Value Added
Day Eleven: Managing Risk and Uncertainty
- Identifying and Analysing Business Risk
- Probability Based Approach to Decision-making
- Monte Carlo Simulation
- Sensitivity Analysis and “what-if” Forecasting
- Identifying the Key Drivers of Financial Performance
- Practical Modelling: Key Driver “what-if” Forecast
Certificate
- On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.
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].
