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.
I have a much better understanding of Greene King’s finances.
The Trainer was dynamic, open, friendly but professional. This course provided great value to our organisation.
Excellent – I’m amazed by how much I’ve learnt about the accounts and how they can be used in decision making.
I’ve been working with Helen for over 2 years now and she has been working with Eurostar for over 5. She designs and delivers customised workshops for our senior leaders and managers. Helen is a true expert in her field and her ability to turn Finance and Business Cases concepts and tools into engaging and thought-provoking session for managers and leaders is greatly appreciated and receives consistent excellent feedback. She is easy to work with, always going the extra mile and combines the right balance between being friendly and assertive as a subject matter expert. I highly recommend her services.
The course raised my awareness significantly and provided me with the tools to evaluate the financial strength of our suppliers and clients.
We engaged with Helen a short while ago, to do some fundamentals in financial awareness. She was fantastic. Her teaching was interactive and very interesting – she made accounting fun! We put some 20 or so people through her training programme and every single one of them was blown away by how easy she managed to highlight the difference between cashflow and the P&L, for example. I would strongly recommend anyone to work with Helen. She is great to work with and makes the training relevant and fun for the team.
Helen has been a consummate professional and committed member of our contracted delivery team for many years, well respected by those who work with her and admired by the graduates she tutors. Helen’s industry knowledge and memory skills never fail to impress! It has been a pleasure to work with her throughout.
The course was really beneficial in helping me gain a greater understanding when talking to my colleagues.
Hitachi has been working directly with Helen for over 12 months. Helen’s professionalism, experience and advice enabled the newly formed Business Improvement team to establish a tailored approach to Business Case development across the Operations, Service & Maintenance line of business. Helen’s workshops are extremely well planned, engaging and crammed full of real world examples; combining the fundamentals of financial analysis with an emphasis on wider business factors that influence recommendations. Helen has made a real impact on the team and we look forward to using her services in the future as we continue to grow and establish our culture.
I found the training very helpful and easy to understand. Relating the content to smaller businesses & Landsec helped put it into perspective. Very clear, perfect pace, unique ability to explain to those who have no idea about finance yet at a level which isn’t boring for (the more) knowledgeable.
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.