Tools and Techniques of Financial Analysis

TOOLS AND TECHNIQUES OF FINANCIAL ANALYSIS

Course Objective 

This course introduces participants to the tools and techniques of financial analysis. It will provide a foundation for financial analysis with the objective of enhancing participants’ knowledge and understanding of financial statements and use of financial analytical tools in business evaluation. Participants should then be able to:

  • Read financial statements
  • Understand how business decisions and market events affects cash flow, profits and financial position of a business
  • Analyze financial performance of business units
  • Improve business planning and evaluate forecasts of sales, expenses and income

Course Outline and Duration

The course will be covered over two (Saturday afternoons) three-hourly lecture sessions. Participants will also be expected to study the assigned readings and materials and be sufficiently prepared to ask questions during the lecture sessions.

The main outline of the course is as follows:

1st Week

The Basics: introducing and understanding financial statements.

Introduction to financial statements; Connections between Income Statement and Balance Sheet accounts; Connections between Balance Sheet and Cash Flow Statement accounts

2nd Week

The Analysis: analyzing financial data; financial ratios and cash flow analysis.

Business performance and impact on cash flows; Financial analysis; Cash flow analysis

Textbooks

There are no required textbooks; however, the publications listed below provide useful material for those interested in additional understanding:

John A. Tracy, How to Read a Financial Report – for Managers, Entrepreneurs, Lenders, Lawyers and Investors, John Wiley & Sons, 2004

Pamela Peterson & Frank Fabozzi, Analysis of Financial Statements, Second Edition, Wiley Finance, 2006

Additional Readings

Several additional readings and financial statements’ models will be assigned with the course.

Intended for

Managers, engineers and individuals who are keen on understanding financial statements and the tools and techniques of financial analysis.

Course Instructor

Frankie has a fourteen-year career in technology and venture capital, and is the Managing Founder of Innovation Ventures. He currently serves as an Entrepreneur-in-Residence in Exploit Technologies and is their nominee director on the boards of Commontown Pte Ltd, BLC Solutions Pte Ltd and D-SIMLAB Technologies Pte Ltd.

Since January 2009, he was appointed Adjunct Associate Professor in the Division of Engineering and Technology Management (ETM), National University of Singapore Faculty of Engineering.  He is currently running a course “Finance for Engineering and Technology Managers” for students undergoing MSc and PhD programmes offered by the ETM in NUS.

Frankie is a Singaporean and holds Master of Science degrees in Financial Management (with Distinction) from the University of London, United Kingdom and in Strategic Management (Dean’s Honours List) from the Nanyang Technological University, Singapore. He is also a graduate of the Association of Certified Chartered Accountants in the United Kingdom, and a member of the Institute of Certified Public Accountants of Singapore.

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