Financial Analysis and Evaluation

Accurate financial analysis enables organisational growth and maximum return on investment.

The strategic plan. Financial strategy and the annual budget

Capital budgeting. Evaluation of projects using investment appraisal techniques - Evaluation of alternative appraisal techniques

External analysis. Evaluation of financial statements and report preparation - Identifying the limitations of financial statements

Computerised budgeting. Budget preparation

Alternative budgetary techniques. Zero based budgeting - Activity based budgeting - Flexible budgeting

The “Learning Curve”

Break–even analysis

Financial performance measurement. Responsibility accounting - Divisional performance - Transfer pricing

Analysing and presenting business information. Effective presentation for management

Developing a capital expenditure budget
Creating and assessing operating budgets
Determining financial performance measures
Conducting a financial analysis
Creating financial reports