Financial Strategy

An Intensive 5-Day Training Course

Financial Strategy

Essential Strategic Finance Skills

Scheduled Dates

25 - 29 Dec 2023 Dubai - UAE $5,950
08 - 12 Jul 2024 Dubai - UAE $5,950
26 - 30 Aug 2024 London - UK $5,950
14 - 18 Oct 2024 Dubai - UAE $5,950
18 - 22 Nov 2024 London - UK $5,950
23 - 27 Dec 2024 Dubai - UAE $5,950
Enroll Now In-House Options

Are the scheduled dates matching with your needs?

We provide a wider range of training options. Tailored and customized, we can deliver your organization’s training needs anytime, anywhere.

Why Choose this Training Course?

Financial strategy is an organizational change-maker. Why?

Because, over and above operating profit, financial strategy is concerned with the ways in which organizations may create corporate value and reflect the increased shareholder value with the primary aim of maximization of shareholder wealth. All organizations aim to optimise operating profit by increasing revenue streams and reducing operating costs. An understanding of financial strategy and the development of its associated financial skills further builds on that through evaluation and adoption of the appropriate financial strategies necessary for an organization to survive and grow and achieve its long-term objectives.

This PetroKnowledge Financial Strategy training course provides the participants with the essential skills and tools of financial strategy, and corporate finance, which is concerned with the effective use of financial resources to create corporate value. These skills are vital in today’s global consumer and capital markets where competition is fierce for both investors and customers. This leading edge training course combines up-to-date theory with hands-on experience of developing powerful financial models and tools to equip the participants to take an active role the development and application of financial and business strategy.

Inappropriate financial strategies may destroy value and turn a successful organization into a failure.

This Financial Strategy training course will highlight:

  • The vital link between competitive strategy and financial strategy
  • Designing a funding strategy and optimum capital structure
  • Using practical tools for capital investment decision-making
  • Applying an integrated approach to financial risk management
  • Key strategies for the long-term growth and defense of the business

What are the Goals?

This Financial Strategy training course is designed to provide the participants with an understanding of the relevant financial strategy and corporate finance principles and equip them with the practical skills to effectively apply these principles in a real business context in their organization. 

By the end of this Financial Strategy training course, the participants will be able to:

  • Actively partake in strategic analysis and formulation
  • Develop vital measures of financial performance and strength
  • Design funding and capital structure strategies
  • Build financial models to manage cash flow, risk, and investment decisions
  • Advice on capital investment decision-making
  • Provide insights into long-term business growth strategies

Who is this Training Course for?

This Financial Strategy training course is designed to introduce useful theories and practical skills to professionals from a range of disciplines and industry sectors, but particularly those involved in management, planning, finance and business decision-making roles.

This Financial Strategy training course is suitable to a wide range of professionals but will greatly benefit: 

  • Head Office Team Members
  • Strategy, Budgeting and Planning Managers
  • Finance and Treasury Professionals
  • Capital Investment Managers and Analysts
  • Investment Analysts and Advisers

How will this Training Course be Presented?

This is a highly participative workshop style training course focused on developing practical skills that delegates can apply in real life business situations on return to their own organization. Each module includes a thorough review of the relevant theory before focusing on life-like business case studies with which delegates can apply the key principles of financial strategy and corporate finance.

Organisational Impact

The organization will benefit from the knowledge and application of up to date principles and practices in financial strategy and corporate finance that may contribute to the organizations potential to generate profit, cash flow and shareholder wealth. Main benefits will include:

  • Improved knowledge of strategic analysis and strategy formulation
  • Techniques for applying measures of financial performance
  • Raised skill levels for capital investment decision-making
  • Application of tools to manage business and financial risk
  • High developed skills for managing cash flow and liquidity
  • Greater awareness of business growth and defensive strategies

Personal Impact

The participants will benefit from this hands-on PetroKnowledge training course that has been designed to provide them with both the essential theory of financial strategy and financial management, whilst focusing heavily on building the practical skills to effectively apply real skills in their own work roles.

This Financial Strategy training course will significantly enhance their contribution to organizational performance and improve their career prospects by: 

  • Skills in applying strategic analysis and developing effective business strategies
  • The ability to use powerful tools to measure and analyze financial performance
  • Raised skill levels in building financial models in Excel
  • Working knowledge of tools and financial instruments to manage risk
  • Using fully developed skills to manage cash flow and liquidity
  • Awareness of advanced theories in innovation and business disruption

Daily Agenda

Day One: Business and Financial Strategy – The Vital Link 

  • The Purpose and Goals of the Firm
  • The Aims and Principles of Competitive Strategy
  • The Role of Financial Strategy in Business Success
  • Tools for Strategic Analysis and Strategy Development
  • Building a Winning Business Model
  • Implementing an Effective Performance Management System
  • Financial Planning: Budgeting and Beyond

Day Two: Financial Performance Management

  • Understanding, Analyzing and Interpreting Financial Statements
  • Agency Theory and its Impact on the Business’s Goals
  • Investor and Stock Market Behavior: Share Price Drivers
  • Key Concepts in Measuring Shareholder Value
  • Understanding Cost Behavior and Profit
  • Measuring and Improving Return on Investment
  • A Strategic Approach to Cost Reduction
  • Managing and Enhancing Shareholder Value

Day Three: Funding Strategy and Liquidity Management 

  • Sources of Business Finance: Equity and Debt
  • Financial Gearing – Risk and Impact on Profitability
  • Calculating Company Cost of Capital and its Implications
  • Optimum Capital Structure: Theory and Practice
  • Cash Flow and Liquidity Management
  • Designing and Building Financial Models in Excel
  • Financial Model Application: Cash Flow Forecasting
  • Predicting Corporate Distress and Failure

Day Four: Capital Investment Strategy and Risk Management Strategy   

  • Capital Investment Management
  • Using the Discounted Cash Flow (DCF) Tools in Excel
  • Tools for Capital Investment Appraisal and Decision-making
  • Financial Model Application: Capital Investment Appraisal Analysis
  • An Integrated Approach to Risk Management
  • Tools for Identifying and Analyzing Business Risk
  • Using Financial Instruments to Manage Financial Risk
  • Decision-making under Conditions of Risk

Day Five: Corporate Governance: Defending and Growing the Business 

  • Purpose and Principles of Corporate Governance
  • Long-term Business Growth Strategies
  • Why even great companies can fail?
  • Understanding Business Model Disruption
  • Innovation Killers
  • Mergers and Acquisitions
  • Business Restructuring and Reorganization


  • On successful completion of this training course, a PetroKnowledge Certificate will be awarded to the delegates

In Association With

GLOMACS Training

Our collaboration with GLOMACS aims to provide the best training services and benefits for our valued clients

Visit Website ›

Oxford Management Centre

Our collaboration with Oxford Management Centre aims to provide the best training services and benefits for our valued clients.

Visit Website ›

Frequently Asked Questions

How can I register for a training course?

  • To register online through our website, please click “Enroll Now” on the course page, complete and submit the form. A confirmation e-mail and instructions will be sent to the participant’s e-mail.
  • You may also get in touch with our Registration Team on
    +971 50 981 7386 | +971 2 557 7389 or send an email to

When and how do I arrange payments?

  • Payments can be made in USD or UAE local currency AED (Arab Emirates Dirhams) either by Bank Transfer or by Credit Card. Our Bank Account details will be provided on the invoice.
  • Course fees are payable upon booking unless a valid, authorized Purchase Order is provided and accepted.
  • Invoices will be sent via email/courier to the ID/name and address provided.
  • The course fee shall be settled prior to course start date. Corporate payments with existing payment policy shall be relayed to us in advance.

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.

Is there a discount for more than one registrant/course?

For corporate fees and group registration, please send your query to

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All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

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