BALANCE SHEET ANALYSIS COURSE

Who is this course 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.

Course Overview

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.

Course Content

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
    • Valuations
  • Who is interested in the Balance Sheet and what are they looking for?
I now have a better understanding of the impact of setting a business strategy.
Regional Quantity SurveyorJohn Sisk & Son

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