Illustrative course outlines

At OTC we believe in tailoring our courses to meet each client’s specific requirements.  The illustrative course outline below gives an indication of the type of course content that we’ve been asked to deliver. For more information call us on +44 20 7700 3330 or email info@ockendontraining.com

Strategy & Leadership Finance & Commerce Investment Banking

Advanced performance analysis

What is covered?

This course offers a review of the practicalities of performing comprehensive financial analysis using the pyramid of ratios – a form of DuPont analysis, as well as cash flow analysis to confirm the findings.   The course is highly practical with participants undertaking a case study analysis of a real company.

Who will benefit?

Participants who regularly analyse company performance either internally or externally.  A basic knowledge of accounting is assumed (the main financial statements, i.e. income statement, balance sheet and cash flow statement)

Course content

Dissecting corporate performance
    • PEST analysis
    • Porter analysis
    • Assessing management
Trend analysis
    • Using five year/ten year trends in key indicators to identify likely future performance
    • Benchmarking against industry peers
Applying financial ratio analysis
    • DuPont analysis
    • The pyramid of ratios
    • Assessing financial status
Understanding the drivers of cash flow
    • Identifying the underlying life blood of the business - ANCFO
    • Analysing ANCFO
    • Case study


 

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