Finance for Independent Financial Advisors (IFAs)

CCS Training Services

Short course

In Sandbach

Price on request

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Description

  • Type

    Short course

  • Location

    Sandbach

This course will help you to know your clients' business; where to find information in the report and accounts, what the balance sheet shows, how to use key ratios to interpret the information and identify business opportunities. Suitable for: All Independent Financial Advisors.

Facilities

Location

Start date

Sandbach (Cheshire)
See map
Po Box 64, CW11 1QA

Start date

On request

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Course programme

Course content

  • Directors' remuneration, staff costs, health care costs, share options.
  • FRS 17: retirement benefits.
  • Fixed assets & depreciation, goodwill & amortisation.
  • Working capital.
  • Creditors, bank borrowings, provisions, total debt.
  • 5 Reasons why the balance sheet does not reflect market value.
  • Operating expenses, exceptional items and provisions.
  • 5 profit figures: PBIT/EBIT, EBITDA, PBT/EBT, PAT and retained profit.
  • Cash flow statement - why profit does not equal cash.
  • Key management ratios: ROE, ROCE, EPS, P/E ratio, profit margins, liquidity, gearing, interest cover.

Our Finance for independent financial advisors course can be tailored to meet your specific requirements. You tell us which company accounts you wish to understand and we will use the annual report to provide examples, calculate ratios and help you to interpret performance.

Offered either by public seminar or on site.

See related categories

Finance for Independent Financial Advisors (IFAs)

Price on request

The best Financial Planning courses

See all

See all