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

Strategy & Leadership Finance & Commerce Investment Banking

Introduction to Financial analysis

What is covered?

The principles of financial analysis.  We review the financial statements of real businesses, highlighting why certain numbers are important, and analysing trends.  Later, we consider the notes to the accounts and what they are telling us, and how we can use ratios to explain what is happening within a business.  We also look briefly at stock market ratios, like the PE ratio, and discuss how the market might be viewing the accounts.  This course is practical, with participants undertaking analyses of real companies.

Who will benefit?

Anyone with a very basic understanding of accounting who feels ready to explore what we can learn from published accounts in a bit more detail.

Course content

    • Reading the financial statements
    • Assessing the balance sheet
    • Assessing the income statement
    • The notes to the accounts
    • Financial ratio analysis
    • Profitability ratios
    • Asset efficiency ratios
    • Financial status ratios
    • Cash flow ratios
    • Stock market ratios


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