Bespoke Financial Literacy In-House Training Course

05 April 2022
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This case study is about bespoke Financial Literacy, which we introduced by training about finance & investment analysis, debt vs equity, cash flow, and more.

The client and the requirement:

An international law firm asked Redcliffe Training to produce a course that covered financial literacy for its junior associates.

The training:

Redcliffe Training designed a series of 2 courses covering;

Financial Analysis for Junior Associates

  • Developing an understanding of core financial principles;
  • The differences between equity and debt and the core interests on investors and lenders;
  • Core financial drivers in business;
  • Review of the key interests of bankers and investors in finance;
  • A detailed review of the key financial statements to understand key drivers of profit, financial risk and liquidity and cash flow analysis;
  • Understanding the use and application of financial statements;
  • A detailed review of the content of each of the financial statements including a review of a limited number of key accounting principles;
  • The fundamental principles of ratio analysis and early warning signals for company development;
  • Review of the key measures of profitability and understanding the story behind the figures;
  • The differences between cash and profit and its importance in corporate
  • Development including the accruals concept in accounting;
  • Financial risk, gearing and the importance of liquidity for the going concern derived from the Balance Sheet;
  • The importance of cash flow generation in business as well as for debt repayment and company valuations from the cash flow statement;
  • How financiers and investors use cash flow forecasts and free cash flow to assess their financing decisions
  • The use of free cash flow in understanding how companies can honour their annual debt service

To view the technical content of our Financial Analysis for Junior Associates course or to enquire about running your own in-house version, click here.

Finance and Investment Analysis for Senior Associates

  • Understanding the differences between equity and debt and the core interests on investors and lenders in business;
  • Review of the key interests of bankers and investors in finance;
  • A detailed review of the key financial statements to understand key drivers of profit, financial risk and liquidity and cash flow analysis;
  • Understanding the use and application of financial statements in debt financing and investment analysis (M&A, takeovers etc);
  • The fundamental principles of ratio analysis and early warning signals for company development;
  • Review of the key measures of profitability from the income statement;
  • The differences between cash and profit and its importance in corporate development;
  • Financial risk, gearing and the importance of liquidity for the going concern from the balance sheet and other ratios;
  • The importance of cash flow generation in business as well as for debt repayment and company valuations derived from the cash flow statement and cash flow forecasts;
  • Understanding how financiers and investors use cash flow forecasts to assess their financing decisions;
  • The use of free cash flow in understanding how companies can honour their annual debt service;
  • The core principles of investment appraisal, links with the financial statements and the difference between the approach of debt and equity providers in terms of financial analysis;
  • Core concepts in company valuations including DCFF.

This bespoke Finance and Investment Analysis for Senior Associates course was put together based on the specific training requirements of our law firm client. If you would like to speak with us regarding your specific training needs please submit a contact form or give us a call on +44 (0)20 7387 4484 today.

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