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Advanced Financial Analysis (ROI/NI)

Summary

This course reviews the main components of the annual report and provides an understanding of the basis of the company’s past performance so as to form a reasoned assessment of its prospective future performance.It examines challenges encountered in analysing annual reports and provides exposure to ratios and techniques used in assessing financial statements.Learners are acquainted with the decision models of equity, credit & other analysts

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Venue details:  
Virtual Classroom, Online, Zoom
Start date & time:  
19 November 2025 09:30
End date & time:  
19 November 2025 17:00
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
12.00 Training Tickets accepted
CPD hours:  
8.00
Schedule details Select session for meeting registration
No sessions have been associated with this event.
Speaker details
Product type:  
CPD course

Format

This course will be delivered via Zoom on Thursday 19 November from 9.30am to 5.00pm. Zoom link will be emailed to participants the day before the course is due to take place.

This course will follow the Virtual Classroom format. The online interactive live sessions will utilise the functionality of our online learning platform and will be an engaging, collaborative manner of learning. This session will not be recorded, and therefore attendance is required.

Who should attend

This course is suitable for senior financial professionals in corporates and financial institutions who are regularly confronted with applied problems in the areas of financial evaluation, managing shareholder value, evaluating prospects of corporate failure, financial planning and /or valuation.

Course overview

  • Financial evaluation - a recap of the basics regarding financial statements, revenue and expense recognition and financial statement quality
  • Analytical statements and profitability analysis
  • Growth analysis
  • Liquidity risk analysis
  • Decision-making- valuation and cost of capital
  • Credit analysis
  • Forecasting
  • Analysis of non-current liabilities
  • Analysis of statements of multinational operations and dealing with intercorporate investments
  • Detecting wrongdoing

Key Learning Outcomes

By the end of this course,participants will be able to:

  • Assess and analyse the performance of a company by applying professional financial analysis techniques to financial statements and other relevant elements of the annual report.
  • Provide an informed opinion regarding a company's current and future financial position, including possible issues such as revenue recognition, inventory valuation and depreciation methods.
  • Prepare and articulate financial accounts for analytical purposes, encompassing appropriate distinctions for operating and financial items.
  • Formulate corporate valuations based on present value approaches, multiples and the liquidation approach.
  • Conduct a credit analysis based on both fundamentals and statistical analysis.
  • Apply analytical procedures pertaining to non-current liabilities, intercorporate investments and multinational operations.

Speaker

Louise O'Gorman -Louise is an Assistant Professor at Trinity College Dublin and has lectured in finance, accounting and governance in a number of universities and has led programmes in accounting, fintech and sustainable finance. Her research interests are primarily in corporate governance, ESG and integrated reporting. Having published work in these areas at international level, Louise is an active participant in the academic community and also regularly delivers professional training to practitioners.

Note for Legacy CPA Members

Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please contuine to book on the CPA Portal here to ensure you receive your member discount.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

This course is also available for in-house training. If you're interested, please contact our team here or call us at (+353) 01 523 3989

Category:  
Strategic finance and management reporting

How this relates to your career pathway:

T1T1: Young professional (0-3 years PQE) - Technical skills
T2T2: Developing (3-10 Years PQE) - Technical skills
T3T3: Expert (FCA) - Technical skills
T4T4: Leader (C Suite CEO/CFO) - Technical skills
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