Financial Training: Essentials Courses

Cost per course: $220 members/$240 nonmembers

• Introduction to Companies, Funding & the Capital Markets - Enroll​​

  This course covers the basics of financial markets and instruments; how the capital markets work and the role of key participants; how companies access the capital markets and what it means to be a listed company.

• The Basics of Business Finance - Enroll

  This course is designed to give you a good understanding of the basics of business finance. You will learn how businesses are funded and what the money’s used for; how they make profits and generate cash; how to measure business performance; where to find the information you’ll need. You’ll see how income statements and balance sheets work and you’ll also understand key financial jargon, concepts and commonly used financial metrics.

• Understanding Shareholder Value - Enroll

  By the end of the course, you will have a good understanding of shareholder value, including what it means from a shareholder’s point of view; what it means from a company’s point of view; the levers a company can pull to create more value; making the link with strategic actions that drive value creation and communicating shareholder value.

• Budgeting & Forecasting - Enroll

  Learn all about budgeting and forecasting. This course will help you understand how to go about preparing a budget including what information you’ll need to ask for before you start and how to review your numbers for reasonableness. You’ll see how to use typical monthly reports and learn how to input to the forecasting process.

• Investment Appraisal - Enroll

  Understand investment appraisal from first principles. We cover payback period, ROI, NPV, IRR and making the business case. We also show you how to think about the inputs to your spreadsheet and how to challenge the assumptions to ensure that you’re making the best possible decisions.
   

Financial Training: Short Courses

• Initial Public Offering - Enroll

  This course will help you understand initial public offers (IPOs), the implications, the process, how the shares are priced and the role of advisers. 

• Adjusted Profits - Enroll

  This course will give you a good understanding of what companies mean by “adjusted” or “underlying” profits and the advantages and pitfalls of using these numbers.

• Understanding Cash Flows - Enroll

  This course will cover the difference between profits and cash flows, cash flow statements, and the impact of working capital management on cash generation.

• Leverage and How Much is Too Much - Enroll

  This course looks at leverage (gearing). We cover what makes a company suitable for high leverage, how to measure it and we consider how much is too much, using real examples.

• Understanding DCF Valuation - Enroll 

  Learn how companies are valued using discounted cash flow techniques. We look at the principles, the math, and a real company example.

• Understanding Valuation Using Multiples - Enroll

  Learn how companies are valued using multiples. We cover P/E ratios, P/B, dividend yield and ratios using enterprise value.

• Evaluating M&A from a Financial Point of View - Enroll

  This course will explain how deals are evaluated from a financial point of view.

• How To Analyze a Company - Enroll

  Learn how to analyze a company in just 20 minutes with a series of 6 steps that will give you a quick and easy view of how a company’s doing.

• The Macro-Economic Backdrop - Enroll

  In this course we help you understand the major factors affecting the global economy – growth, inflation, interest rates, currencies and more… We show you how they all fit together and consider the likely implications for companies.

   

Bundle Multiple Courses & Save

Finance for Non-Financial Managers Bundle - Enroll

• The Basics of Business Finance
• Budgeting and Forecasting
• Investment Appraisal 

Investor Relations 101 Bundle - Enroll

• Introduction to Companies, Funding & the Capital Markets
• The Basics of Business Finance
• Understanding Shareholder Value

Financial Analysis Skills for IR Bundle - Enroll

• The Basics of Business Finance
• Adjusted Profits
• Understanding Cash Flows
• Leverage & How Much is Too Much
• How To Analyze a Company

Corporate Finance Skills for IR Bundle - Enroll

• Understanding Shareholder Value
• Initial Public Offering
• Understanding DCF Valuation
• Understanding Valuation Using Multiples
• Evaluating M&A From a Financial Point of View

Investor Relations Toolkit Bundle - Enroll

• Introduction to Companies, Funding & the Capital Markets
• Initial Public Offering
• The Basics of Business Finance
• Adjusted Profits
• Understanding Cash Flows
• Leverage & How Much is Too Much
• How To Analyze a Company
• Understanding Shareholder Value
• Understanding DCF Valuation
• Understanding Valuation Using Multiples
• Evaluating M&A From a Financial Point of View

Why You Should Take These Courses

Practical & Self-Paced