Training on Financial Statement Analysis
Master financial statement analysis. Learn to interpret financial statements, identify trends, and evaluate performance to make informed decisions
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Financial statements provide critical insights into an organization’s financial performance, liquidity, solvency, and profitability. In this comprehensive 5-day course, participants will gain a deep understanding of how to evaluate financial statements using various techniques and tools. The course will cover key aspects of balance sheets, income statements, cash flow statements, and financial ratios, with a focus on applying these insights for better financial decision-making.
Course Duration
5 Days
Who Should Attend
- Financial analysts
- Accountants
- Corporate finance professionals
- Investment analysts
- Business managers
- Consultants
- Anyone involved in financial decision-making
What you'll walk away with
By the end of this training, participants will be able to:
- Understand the principles and practices of effective budgeting and financial planning.
- Develop comprehensive budgets that align with organizational objectives.
- Utilize forecasting techniques to anticipate future financial conditions.
- Perform financial analysis to support strategic decision-making.
- Measure and evaluate financial performance against established benchmarks.
- Identify and analyze variances to improve financial outcomes.
- Communicate financial information effectively to stakeholders.
- Implement best practices in budgeting and financial planning within their organizations.
What we cover, module by module
Module 1: Introduction to Financial Statements
- Overview of Financial Statements
- Key Components: Income Statement, Balance Sheet, Cash Flow Statement
- Understanding the Accounting Cycle
- Introduction to GAAP and IFRS
- Case Study: Review a company’s set of financial statements and identify the key components.
- Practical Exercise: Map transactions through the accounting cycle to understand their effect on financial statements.
Module 2: Income Statement Analysis
- Detailed Breakdown of Revenue, Expenses, and Profits
- Gross Profit, Operating Profit, and Net Profit
- Analyzing Revenue Streams and Cost Structures
- Profitability Ratios: Gross Margin, Operating Margin, Net Margin
- Case Study: Analyze an income statement of a real company to identify key profit drivers.
- Practical Exercise: Calculate profitability ratios and interpret the results to assess performance.
Module 3: Balance Sheet Analysis
- Assets, Liabilities, and Equity Overview
- Liquidity and Solvency Analysis
- Working Capital Management
- Financial Ratios: Current Ratio, Quick Ratio, Debt to Equity Ratio
- Case Study: Examine a balance sheet to evaluate a company’s financial health and solvency.
- Practical Exercise: Compute liquidity and leverage ratios and prepare a short assessment report.
Module 4: Cash Flow Statement Analysis
- Understanding Cash Flow from Operating, Investing, and Financing Activities
- Free Cash Flow Analysis
- Cash Flow Ratios
- Cash Flow Forecasting and Budgeting
- Case Study: Review a company’s cash flow statement to detect potential cash management issues.
- Practical Exercise: Prepare a simple cash flow forecast and calculate key cash flow ratios.
Module 5: Advanced Financial Analysis Techniques
- Ratio Analysis and Interpretation
- Trend Analysis and Comparative Financial Statements
- DuPont Analysis
- Communicating Financial Analysis to Stakeholders
- Case Study: Analyze a company’s financial trends over three years and present insights.
- Practical Exercise: Perform DuPont analysis and prepare a summary report for management or investors.
Where the change lands
Organizational Impact
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Improves strategic decision-making and risk management.
-
Leads to better resource allocation and performance management.
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Enhances the organization's reputation and credibility with investors.
Personal Impact
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Provides a valuable and in-demand skill set for a modern career in finance.
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Is crucial for career progression into senior leadership and strategic roles.
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Builds the confidence to lead and champion successful financial strategies.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Financial Statement Analysis in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.