Upcoming Course Dates
This course is run in conjunction with NIRI.
Bookings will be made via their website.
- As a new member of my team, I found this very informative and helpful.
Prerequisite Courses
None
If you are unsure whether this course is right for you, please contact Miranda Lane (info@financetalking.com)
The following courses are closely related to this course.
- Capital Markets Essentials – NIRI Virtual
- Shareholder Value & Telling a Great Investment Story – NIRI Virtual
- Understanding & Communicating Company Value – NIRI Virtual
Financial Information Essentials – NIRI Virtual
Two, 2-hour sessions on consecutive days - Introductory Skills
If you would like to understand the jargon of earnings releases and annual reports and understand how a company’s financial statements work, this is a great course. We cover balance sheets, income statements and cash flows – what they mean and how they fit together. We look at key metrics such as revenue, EBIT, EBITDA and net income; and financial ratios such as leverage and profit margins – across a range of sectors. Finally we consider what your key target audiences are looking for in earnings and how you can add value to the earnings process.
Outcomes
- Become familiar with financial jargon of earnings
- Understand the financial statements & what they’re telling you
- Learn about the headline numbers, key metrics, and financial ratios
- Apply your learning to a real company
What's Included
- Access to a virtual classroom with a series of online courses to help you consolidate your learning
- Colour-coded course materials
- A copy of The FinanceTalking Financial Glossary (pdf)
- Email or phone your tutor if you have questions
After the course, you will have access to the following online courses which will help you consolidate your knowledge:
- The Basics of Business Finance (Essentials Course)
- Leverage & How Much is Too Much (Specialist Short Course)
- Adjusted Profits (Specialist Short Course)
- Understanding Cash Flows (Specialist Short Course)
What you will learn
Understanding Financial Information
- Introduction to financial statements
- How income statements, balance sheets and cash flows fit together
- Key jargon and concepts (including capex, opex, goodwill, depreciation, amortization & impairment)
- Different levels of profits – gross profit, EBITDA, operating income etc and who uses what
- One-off items and adjusted/non-GAAP numbers
- How analysts, investors, and journalists use financial information
Working with Earnings
- Balance sheets – key issues for investors, analysts, and the media
- Measuring leverage and deciding what’s appropriate
- Income statements – evaluating performance and asking questions
- Profitability and cash flow metrics
- How profits convert to cash
- Adding value to earnings releases
- Examples from real companies
How you will learn
We use Zoom to deliver our virtual events
- Very simple to use
- Access the event on your laptop or tablet (or even your phone)
- Discussions and case studies via breakout groups
- Quizzes and polls
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