COURSE OVERVIEW
FM0220-3D : Financial Analysis Modeling and Forecast

OVERVIEW
COURSE TITLE | : | FM0220-3D : Financial Analysis Modeling and Forecast |
COURSE DATE | : | Dec 14 - Dec 16 2025 |
DURATION | : | 3 Days |
INSTRUCTOR | : | Mr. Lionel Perry |
VENUE | : | Al Khobar, KSA |
COURSE FEE | : | $ 3750 |
Register For Course Outline |
Course Description
This practical and highly-interactive course includes various practical sessions and exercises. Theory learnt will be applied using the "MS Excel" application.
This course is designed to provide participants with a detailed and up-to-date overview of advanced finance analysis. It covers the financial analysis, forecasting and valuation modeling tools and techniques; the break-even, operating leverage and contribution margin; the discounting and compounding analysis techniques; the capital investment proposals; the financial position including asset quality, liabilities, liquidity analysis and the statement of cash flows; and the various techniques for analyzing operating performance.
Further, the course will also discuss the financial structure of the firm; the variance analysis as a financial tool and the process of evaluating business segments; the various tools and techniques for analyzing cash, accounts, receivable and inventory; the portfolio investment analysis information covering accounting aspects, analytical implications, financial assets and mutual funds; and the sources and guidelines used to finance the business.
During this interactive course, participants will learn the techniques for analyzing mergers and acquisitions; the forecasting methods for financial planning; the Markov methods, financial forecasting, planning and budgeting techniques; the importance of forecast cash inflows for budgeting; the application and uses of financial modeling; the various techniques used to develop optimal budgets; the spreadsheet and financial modeling packages; the management games for executive training; and the corporate and security valuations.
link to course overview PDF
This course is designed to provide participants with a detailed and up-to-date overview of advanced finance analysis. It covers the financial analysis, forecasting and valuation modeling tools and techniques; the break-even, operating leverage and contribution margin; the discounting and compounding analysis techniques; the capital investment proposals; the financial position including asset quality, liabilities, liquidity analysis and the statement of cash flows; and the various techniques for analyzing operating performance.
Further, the course will also discuss the financial structure of the firm; the variance analysis as a financial tool and the process of evaluating business segments; the various tools and techniques for analyzing cash, accounts, receivable and inventory; the portfolio investment analysis information covering accounting aspects, analytical implications, financial assets and mutual funds; and the sources and guidelines used to finance the business.
During this interactive course, participants will learn the techniques for analyzing mergers and acquisitions; the forecasting methods for financial planning; the Markov methods, financial forecasting, planning and budgeting techniques; the importance of forecast cash inflows for budgeting; the application and uses of financial modeling; the various techniques used to develop optimal budgets; the spreadsheet and financial modeling packages; the management games for executive training; and the corporate and security valuations.
TRAINING METHODOLOGY
This interactive training course includes the following training methodologies:
LecturesPractical Workshops & Work Presentations
Hands-on Practical Exercises & Case Studies
Simulators (Hardware & Software) & Videos
In an unlikely event, the course instructor may modify the above training methodology for technical reasons.
VIRTUAL TRAINING (IF APPLICABLE)
If this course is delivered online as a Virtual Training, the following limitations will be applicable:
Certificates | : | Only soft copy certificates will be issued |
Training Materials | : | Only soft copy materials will be issued |
Training Methodology | : | 80% theory, 20% practical |
Training Program | : | 4 hours per day, from 09:30 to 13:30 |
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