Acquire the fundamentals
Target audience
3 hours day
With Tutoring
Financial Diagnosis online training
Prerequisites
This course requires a basic understanding of business and economic processes.
Objectives
- Develop an approach and reflexes for assessing a company's financial health
- Assess changes in indicators over time and identify critical thresholds
- Learn to anticipate and assess the main financial risks
- Know how to alert at the right moment and call on expertise in the right way
Contents
This tutored e-learning course is made up of 3 modules organized chronologically for progressive learning.
> Module 1: Why evaluate customers/suppliers?
- What impact does business failure have on third-party customers and suppliers?
- What are the stages of a failure?
- 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 the financial health of suppliers/customers be taken into account in the sourcing/sales process and in the monitoring of the relationship?
- Read a review
- Understanding financing issues
- Initial assessment of a company's profitability
> Module 3: The process and your tools
- Collect and use available supplier/customer information
- Maintain a constructive dialogue with them about their financial situation
- Use 5 ratios to detect potential failure signals at an early stage
- Call on internal or external expertise and alert at the right level
> Formulate a diagnosis (five indicators)
- EBITDA (or EBE)
- Financial structure(Gearing)
- Liquidity(Quick ratio)
- WCR in % or days of sales
- Financial debt to EBITDA (or EBITDA)
Why choose this course?
The long-term viability of partner companies is a key factor in the success of sales, purchasing, sourcing and development activities. As a result, many of the company's players are called upon to give their opinion on a financial diagnosis. This is often done within short deadlines, on the basis of non-exhaustive data.
This 100% online training course, designed for non-financial people, provides a method for making the most of the information available and asking the right questions.
Teaching and assessment methods
Before: instructional video and self-assessment quiz
During the session: alternating theoretical developments, illustrations and case studies. Interactive quizzes during the session and a summary case study ensure that knowledge has been acquired.
Afterwards: indicator sheets and checklist.
The trainer is available to answer any training-related questions.
General training | FinHarmony Conseil & Formation
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Price
3-module course: €300 excl.
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Financial Diagnosis online training
Financial Diagnosis online training
Financial Diagnosis online training
Jonathan C.
Company
Training