Certificate in Financial Analysis

Certificate In Financial Analysis Gain the critical financial analysis skills to add significant value to strategic decision making

20 – 23 October 2013

Kempinski Hotel, Mall of the Emirates, Dubai, UAE

Top Three Business Benefits 1. Build financial reports with performance measures and make effective business decisions 2. Recognise how financial decisions improve performance 3. Decide on the valuation of the business by being able to see through accounting tricks and forecast the future with confidence

Delegates should bring their laptop with MS Excel installed

Fully revised and updated for 2013 Gain 24 CPE Credits

www.iirme.com/finanalysis Organised By:

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Meet Your Expert Course Leaders

The George Washington University School of Business, IIR Middle East’s Academic Partner, is dedicated to excellence: in its teaching and research about management, in the public and private sectors, within the United States and internationally.

The school has a 75 year history of preparing men and women for leadership in both the public and private sectors. Known internationally for its dedication to academic excellence, the school draws students from all parts of the United States and around the world.

Beyond first class teaching and scholarship, the school’s faculty offers practical experience in the issues and challenges confronting business and government. Its research centres link faculty and students with US and international business and government organisations. Recent distance learning initiatives have expanded the school’s global reach.

Course Requirements And Certificates Delegates must meet two criteria to be eligible for an IIRME/ GW Certificate of Completion for a course: 1. Satisfactory attendance – delegates must attend all sessions of the course. Delegates who miss more than 2 hours of the course sessions will not be eligible to sit the course assessment.

2. Successful completion of the course assessment.

Delegates who do not meet these criteria will receive an IIRME Certificate of Attendance. If delegates have not attended all sessions, the Certificate will clearly state the number of hours attended.

Course Assessment

Prof. Arif Ahmed is a Chartered Accountant and MBA (Finance) and has more than 23 years of experience under his belt in the area of finance and risk management.

In addition to training, Prof. Ahmed has assisted many organisations to design and implement financial management and control systems across various industries including media, metals and minerals, logistics, banking, engineering, energy, hospitality, paper, etc. He is one of the most sought after speakers for his inimitable style of blending concepts with application in industry.

Prof. Ahmed is the Director of South Asian Management Technologies Foundation based in India. He has authored books in the area of finance and management.

Prof. Veena Hingarh is a Chartered Accountant, Qualified Company Secretary, and a Certified Information System Auditor. A career rank-holder Prof. Veena focuses on the areas of finance and their interface with information technology as her specialisation. Delegates gain from her insight into the working of finance and its integration with IT. Prof. Veena is the Joint Director of South Asian Management Technologies Foundation, India.

Prof. Arif and Prof. Veena are contributors to and co-authors of best selling books - Wiley International Trends in Financial Reporting, Understanding And Conducting Information Systems Audit, Handbook on IFRS, Manual of Information Systems Audit, etc.

They have also been consultants with the World Bank.

Who Should Attend?

The course will be highly beneficial for all those who are involved in the understanding of financial statements or those who decide on performance improvement as well as for those who enter into financial relationships.

The assessment for the course will be based on delegates’ class participation and quiz at the end of the course

The course will be particularly helpful for finance professionals, bankers, portfolio managers, auditors, management advisors, compliance staff and corporate analysts.

About Your CPE Credits

Why Should You Attend The Course?

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To understand a corporate you need to be able to analyse their financial decisions and performances. These statements store more value between the lines than on print. Financial analysis involves understanding the emergence of the values in financial reports. This course focuses equally on the information content of the financial reports and what they represent for future of the entity. Failures of mega corporations underline the importance of understanding the events behind the reports.

Upon completion of this course you may earn maximum 24 CPE credits (Finance 18, Management Advisory Services 6).

Prerequisite to attend: Practical understanding of financial analysis fundamentals.

Course level: Intermediate.

Instructional method: Group live.

Advanced preparation: None required.

South Asian Management Technologies Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

It will take you through the entire process of defining a financial statement, unravelling the mysteries and myths of finance on the way, enabling you to unearth the hidden interpretations of these statements.

Delegates should bring their laptop with Excel installed for various case studies.

T: +971 4 335 2437 F: +971 4 335 2438 E: register@iirme.com W: www.iirme.com/finanalysis

Certificate In Financial Analysis 20 – 23 October 2013 • Kempinski Hotel, Mall of the Emirates, Dubai, UAE Course Timings: Registration will be at 07:30 and the course will commence at 08:00 and conclude at 14:30. There will be two networking and refreshment breaks at approximately 10:30 and 12:30 and lunch will be served at the end of each day’s session.

Day One Framework For Analysis Business As A Financial System • The business system • Investment decision • Operating decision • Financing decision • Role of accounting and finance Financial Analysis: Key Strategic Areas • Investment and sourcing: balance sheet • Revenue and expenditure: profit and loss • Wealth generation: cash flow • Wealth transformation: changes in equity • Expenditure leveraging: break-even analysis Financial Statement Analysis • Vertical analysis • Horizontal analysis Financial Ratios And Other Measures • Operating performance • Capital performance • Asset performance

Discounted Techniques • Net Present Value (NPV) • Internal Rate of Return (IRR) • Modified Internal Rate of Return (MIRR) • Discounted payback Valuation • Cash flow based approach - Free cash flow based valuation - Measuring free cash flow - Cash flow based valuation Earning Based Approach • Residual income • Forecast and continuing value Market Based Approach • Market multiples • Market to book value • Price earning and value earning Value Addition Analysis • Economic value addition • Market value added Case Study: Failure Of Lehman Brothers

Case Book

Day Four

Day Two

Risk And Forecast

Dynamics Of A Business System

Financial Risk Analysis • Credit risk • Liquidity risk • Solvency risk • Market risk

Analysis Of Financing Choices • Cost of capital • Cost of incremental finance • Assessing risk of funding Leverage Analysis • Operating leverage • Financial leverage

Forecasting Techniques • Drawing a trendline • Time • Series analysis

Break Even Analysis • Marginal analysis • Break even analysis

Unravelling Accounting Tricks • Earning based tricks • Cash flow based tricks

Operating Strategy Analysis • Purchase cycle • Sales cycle • Inventory cycle • Operating timeline • Receivables management • Inventory management

Case Study

Case Study: Failure of Enron

Day Three Analysis For Valuation Key To Valuation: Investment Decision Analysis • Investing fixed assets • Identifying relevant cash flow • Non discounted techniques - Payback period - Accounting rate of return

Assessment

Would you like to run this course in-house?

The in-house training division of IIR Middle East Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts

T: +971 4 335 2437 F: +971 4 335 2438 E: register@iirme.com W: www.iirme.com/finanalysis

Certificate In Financial Analysis 20 – 23 October 2013 • Kempinski Hotel, Mall of the Emirates, Dubai, UAE FIVE WAYS TO REGISTER +971 4 335 2437

IIR Holdings Ltd. P.O Box 9428, Dubai, UAE

+971 4 335 2438

register@iirme.com

www.iirme.com/finanalysis

DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com Event Certificate In Financial Analysis BC4964

Date

Course Fee before 4 August 2013

Course Fee before 25 August 2013

Final Fee

20 – 23 October 2013

US$ 3,895

US$ 4,395

US$ 4,695

BC4964

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions and successfully complete the course assessment will receive an IIRME/GW/CPE Credit Certificate of completion

Would you like to run this course in-house?

Any complaints, grievances or suggestion regarding CPE credit may be addressed to email: grievance@south-asian.org.

Save training $$ and create learning experiences relevant to your business. To customise this course and increase value and impact, contact Leigh Kendall on +971 4 407 2624 or email the team at cts@iirme.com

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A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. You can pay by company cheques or bankers draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a New York bank and an extra amount of US$ 6 per payment should be added to cover bank clearing charges. In any event payment must be received not later than 48 hours before the Event. Entry to the Event may be refused if payment in full is not received.

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If you would like to pay by credit card, please tick here and a member of our team will contact you to take the details

Cancellation If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the Event are subject to a $200 administration charge. Registration fees for registrations cancelled 7 days of less before the Event must be paid in full. Substitutions are welcome at any time.

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Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible.

Visas for non-GCC nationals may take several weeks to process.

All registration(s) are subject to acceptance by IIR which will be confirmed to you in writing.

Due to unforeseen circumstances, the programme may change and IIR reserves the right to alter the venue and/or speakers.

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Event Venue: Kempinski Hotel, Mall of the Emirates, Dubai, UAE Tel: +971 4 341 0000

Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com

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