Financial Planning, Analysis and Business Valuation Skills: A Complete Guide
Course Overview
In a competitive business environment, organizations require finance professionals who can forecast accurately, analyze performance, value businesses, and guide strategic decisions with confidence. The **Financial Planning, Analysis and Business Valuation Skills: A Complete Guide** programme equips participants with advanced tools, methodologies, and analytical techniques used by global finance leaders.
This course provides a complete framework for financial modeling, budgeting, forecasting, performance analytics, valuation approaches, and strategic financial decision-making. Using real-world scenarios, participants will learn how to interpret financial data, assess investment opportunities, and support enterprise-wide value creation.
Course Objectives
By the end of this course, participants will be able to:
1. Conduct strategic financial planning and build integrated financial forecasts.
2. Apply advanced financial analysis techniques to evaluate business performance.
3. Use modern valuation methods including DCF, multiples, and scenario modelling.
4. Prepare financial models for investment, acquisition, and corporate decisions.
5. Analyze financial statements to identify strengths, weaknesses, and risks.
6. Support executive decision-making through data-driven financial insights.
Learning Outcomes
Participants will be able to:
* Build robust financial planning and cash flow forecasting models.
* Evaluate business performance through KPIs, ratios, and variance analysis.
* Conduct comprehensive business valuations using global best practices.
* Present financial insights and scenarios for strategic decision-making.
* Strengthen financial governance, reporting, and analytical capabilities.
Who Should Attend
Ideal for:
* Finance Managers, FP&A Professionals, and Accountants
* Financial Controllers and Business Analysts
* Investment and Corporate Finance Professionals
* Strategy Executives and Decision Support Leaders
* Valuation Specialists and Consultants
Course Outline (5 Days)
Day 1 – Foundations of Financial Planning and FP&A Excellence
* Financial planning frameworks and corporate finance principles
* Integrated forecasting: revenue, cost, and cash flow models
* Budgeting approaches: zero-based, rolling, and activity-based
* **Case Study:** Building an annual operating plan
Day 2 – Financial Statement and Performance Analysis
* Ratio analysis and performance benchmarking
* Variance analysis and profitability assessment
* Working capital and liquidity evaluation
* **Workshop:** Creating a performance analysis dashboard
Day 3 – Business Valuation Fundamentals
* Understanding value creation and valuation drivers
* Discounted cash flow (DCF) analysis step by step
* Terminal value, WACC, and sensitivity modelling
* **Exercise:** Performing a complete DCF valuation
Day 4 – Advanced Valuation and Scenario Modelling
* Market multiples and comparable company analysis
* Transaction multiples and industry benchmarks
* Scenario and sensitivity analysis for strategic decisions
* **Practical Session:** Building a valuation model for acquisition
Day 5 – Strategic Finance and Decision Support
* Evaluating investments, projects, and business cases
* Financial risk assessment and forecasting uncertainty
* Presenting valuation results to executives and stakeholders
* **Action Planning:** Designing a financial analytics improvement roadmap
Certification
Participants who successfully complete the programme will receive the
**Certificate in Financial Planning, Analysis and Business Valuation Skills**
from **KE Leaders Training Centre, London**, demonstrating advanced expertise in finance, valuation, and strategic analysis.
Key Benefits
✔ Strengthen FP&A and financial modeling capabilities.
✔ Gain mastery in DCF, multiples, and valuation techniques.
✔ Enhance analytical skills for strategic planning and investment decisions.
✔ Build professional-quality forecasts and business valuation models.
✔ Improve financial reporting, insight generation, and executive communication.
Contact Info:
Enquiry at : admin@keleaders.com
Whatsapp: 0044 790 125 9494
For more details visit our website : www.keleaders.com
