Financial Management

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Financial Management

Course Description

First, we will be looking at the mechanics of how accounting works and how accounting will help you plan and understand how your organization is performing. You will be introduced to the double entry principles, and how to record the transactions in the T accounts. We will go through the process of recording transactions, we also demonstrated the effect of transactions on the financial statements. These transactions are historical in nature and the decision to obtain is affected by the financial results. Also, the profit received at a given year could be or might not be achieved at the next year which depends on the surrounding factors that impact an enterprise. In this session, we introduce the concept of planning to achieve future dreams and formulation of budget for the Balance sheet, Income Statement, and Cash flow for companies to achieve attainable results. Finally, planning is a tool to transform dreams and goals into reality. The course will provide definition of Budget, types of Budgets, and the budgeting process. You will be exposed to the topic Cost Volume Profit Analysis. An introduction to the capital investment analysis will be provided. Usually, long-term investments requires large amount of money so it is important to analyse and choose suitable investment among alternatives that yield the highest return. Finally, an overview of the finance terminologies for building the 3 sets of financial statements: Balance Sheet, Income Statement, and Cash Flow Statement. It also includes Breakeven-Point for Multiple Products and investment tools to evaluate capital expenditures. Among these tools, Net Present Value, Internal Rate of Return, Payback period and others. Practical cases to enrich the learning are presented during the session, with Excel to formulate the equation and assist in making decision. The session continues with concept of financial analysis and its importance to evaluate the performance of an enterprise for two-year comparable period. Finally, demonstrate the financial model to use for building the financial section at the business plan.

Objectives

Objectives
  • Define the categories, relationships, and the importance of the main financial statements.
  • Learn how to apply the principle of duplication (double-entry).
  • Understand what is project budget, what are the purpose of it, and its phases.
  • Identify the meaning of budget
  • Learn Cost Volume Profit Analysis
  • Define Factors that affect the decision to keep or replace capital assets.
  • Refresh the accounting terms used during the course.
  • Sort statements of income and balance sheet in a way that helps to understand the basic pillars of an entity.
  • Learn how to record transactions in the T accounts.
  • Know the basics of efficient budget
  • Differentiate between different types of budgets
  • Calculate Return on Investments and payback period for enterprises.
  • Understand the financial ratios used for enterprises.
  • Build the financial statements according to international and local standards.
  • Dealing with T accounts through the terms of the debtor and the creditor.
  • Know the work plan and how it is connected to the budget.
  • Know the budgeting process
  • Differentiate between Net Present Value and Internal Rate of Return for Capital Investments
  • Demonstrate the importance of Excel to make investment analysis and select the alternative.
  • Read and present the financial statements to the decision-makers of the entity's
  • Preparation of the balance sheet and income statement of the pilot through the budget.
  • Applicably of the financial model to develop financial scenarios.
     

Course Topics

Course Topics
  • T accounts and the theory of double-entry bookkeeping to record transactions
  • Formulation of budget for the Balance sheet
  • Budgeting
  • Cost volume profit analysis
  • Capital Investment Evaluation
  • Review and Financial Analysis
  • Final Project
  • Accounting and Financial Reporting
     

Course Mode

Course Mode
Blended (Online and Face-to-Face)

Course Level

Course Level
Intermediate

Course Language

Course Language
English