Financial Analysis E-Learning Course

Prerequisites

It requires a basic understanding of the company and its business processes.

Objectives

◗ Develop an approach and the skills needed to assess a company’s financial health.

◗ Assess how indicators change over time and identify critical thresholds.

◗ Anticipate the main financial risks.

◗ Issue alerts at the right time to draw on expertise in a meaningful way.

Training program

◗ This guided e-learning course consists of 3 modules organized chronologically to facilitate progressive learning.

◗ Module 1 – Why Evaluate Customers/Suppliers?

– What impact does a company’s default have on third parties, such as customers and suppliers?
– What are the stages of a default?
– Who stands to gain? Who stands to lose?
– How can I find out more about a company?

◗ Module 2 – What You Need to Know

– How can you take into account the financial health of suppliers and customers in the sourcing and sales process and in managing the relationship?
– How to read a balance sheet
– Understanding the challenges of financing
– Making an initial assessment of a company’s profitability

◗ Module 3 – The Process and Your Tools

– Collect and use available information on suppliers/customers
– Maintain a constructive dialogue with them regarding their financial situation
– Use five ratios to detect potential signs of default early enough
– Draw on internal or external expertise and escalate the issue to the appropriate level

◗ One-on-one remote tutoring session (1 hour)

Why choose this course?

The long-term viability of partner companies is a key factor in the success of sales, purchasing, sourcing, and business development activities. As a result, many people within the company are called upon to assess a financial analysis. This is often done on short notice, based on incomplete data.

This 100% online course, designed for non-financial professionals, teaches you a method for making the most of the available information and asking the right questions.

Teaching and assessment methods

This training course is 100% online and is available on the FinHarmony Digital platform. Its content is equivalent to a half-day of in-person training.

Based on scenarios drawn from the workplace, the interactive modules include numerous activities designed to engage learners.

Learners can spread out their learning over the course of the access period (2 months). Modules become available as they progress. Once completed, they can be reviewed as often as desired until the end of the subscription.

Technical and pedagogical support :

– At the end of the program, a mentoring session is scheduled with the mentor to discuss the learner’s professional context and review the key points of the program

– Documents are available for download in each module for use in daily activities

– A glossary is always accessible from the menu. It can be downloaded at the end of the course.

A FinHarmony certificate is awarded when the learner completes the entire course.

Price

€300 (excluding tax) – 3-module course

Testimonials

Financial Diagnosis online training