Balance Sheet Analysis Course
Who this course is for
This Balance Sheet course will benefit anyone involved in reading, interpreting and/or analysing Balance Sheets. It would also be useful to anyone involved in creating the Balance Sheet to help understand how the figures that are being prepared may be interpreted and analysed.
This course is designed to give all participants a greater understanding of Balance sheets and how to analyse them. This course can be adapted to suit all levels, roles and needs.
Course cost varies depending on requirements. Training is delivered at your office or your chosen location.
Duration is typically 1-2 days depending on chosen topics.
The Balance Sheet may appear a humble document and is often overlooked in favour of the Profit and Loss Account or Income and Expenditure Account, however it holds significant amounts of vital information on how an organisation is performing financially. Having only a simple understanding of it and reading it at face value can lead to poor decisions being made.
The aim of this Balance Sheet course is to ensure that all participants leave with a far greater understanding of what might be behind the numbers. They will leave this course with the ability to ask the right questions and to consider why the numbers on the Balance Sheet are as they are.
As with all of our courses, participants will be asked to prepare a personal action plan before leaving the course to ensure that they have thought about how to take the key areas covered and implement them into practice following this Balance Sheet course.
As with all our training, this course can be tailored to your organisation’s needs – please contact us to discuss your requirements.
- Balance Sheet structure and terminology – demystifying the jargon
- How do employees’ day-to-day activities impact the Balance Sheet?
- Asking the right questions to understand the facts behind the figures
- Analysing Balance Sheet performance including calculating and interpreting key ratios
- What are the limitations of the Balance Sheet?
- Practical examples of how a Balance Sheet may be manipulated and the effect on the numbers:
- Accounting adjustments
- Organisation policies
- Depreciation and amortisation
- Who is interested in the Balance Sheet and what are they looking for?
Why Work With Complete Financial Training?
We are the home of specialists in financial and commercial learning.
We work with organisations to improve their people’s financial and commercial acumen, thereby improving your business’ financial health and helping you to create the opportunities to invest in the things that you care about most.
At Complete Financial Training, we can work closely with you to assess the learning requirements of your business, develop a bespoke learning pathway for your people and provide them with the financial and commercial knowledge and tools that they need to help drive the continued success of your business.
The Trainer was dynamic, open, friendly but professional. This course provided great value to our organisation.
Use of real life internal examples was very helpful. Will make loan decisions easier.
I am getting more involved with the financial elements of projects and this has given me far more confidence in that respect. The trainer was very open and approachable.
I have far more insight into the effect that decisions I make will have on the company. The post-course mentoring was very useful.
Phil quickly understood my own development needs whilst also understanding how they fit into the wider financial context. This was invaluable.
The course raised my awareness significantly and provided me with the tools to evaluate the financial strength of our suppliers and clients.
People like what they are seeing. We can look within the business and see that the financial and commercial acumen has improved.
The Trainers understand our business and needs so well that it is like they are part of our team rather than external Trainers.
I have a much better understanding of Greene King’s finances.
I now have a better understanding of the impact of setting a business strategy.
What Financial Training Could Your Team Benefit From?
Download our free Financial Learning Needs Analysis and share it with your team to determine what training they might benefit from – simply fill out the form and download the document.