2-Day Course

Understanding and Analyzing the Financial Statement for Performance Improvement

Time: 9.00 am to 5.00 pm / Venue: Hotels in PJ   

Who Should Attend:  

Non- Financial Executives/ Managers / Marketing Executives / Managers / Office Administrators, Secretary Credit Analysis ,  Loan Officers, Engineers/ Production Executives/ Managers, Company Director and those .  Who are interested to learn more about understanding & analyzing the Financial Statement      

Objectives:  

This course is specially designed to provide the necessary tools for those who need to measure performance by using the effective tools. Participants will learn the features and limitation of financial statement which has become the primary source of information for critical decision.  

Course Outline: 

FIVE ELEMENTS OF FINANCIAL STATEMENT 

• Assets
• Liabilities
• Equity
• Income
• Expenses

STRUCTURE, COMPOSITION AND INTER-RELATIONSHIPS OF THE COMPONENTS OF FINANCIAL STATEMENT  

• Balance Sheet
• Income Statement
• Statement of changes in equity
• Notes to the accounts

FINANCIAL STATEMENT ANALYSIS 

• Common size
• Trend analysis

PRINCIPLES OF FINANCIAL ANALYSIS

• Computation of Key financial ratio
• Dimension of measurement
• Profitability
• Liquidity
• Leverage
• Investment value
• Interpretation and analysis of the various ratio
• Case study

LIMITATION OF RATIO  

• Identifying shortcoming of accounting based profit
• Appropriate adjustment to accounting data for estimating capital employed
  and operating income

DU PONT APPROACH –Holistic Framework 

• Equity multiplier
• Return on equity
• Return on investment
• Return on assets
• Return on sales

NON-FINANCIAL PERFORMANCE INDICATOR (NFPI) 

• Value of NFPI
• NFPI relation to employee/ product/ services
• Qualitative issues

CASH FLOW STATEMENT 

• Need for cash flow statement
• Direct and Indirect method
• Interpretation of cash flow derived from operating activities, investment activities and Financing activities
• Net decrease / increase in cash and cash equivalents

Methodology: 

Lecture & exercise  

Course Leader ~ Mr. Tam Fook Cheong  

Mr. Tam Fook Cheong is a fellow member of the Charted Association of Certified Accountant (FCCA), Associate Member of the Chartered Institute of Management Accountant (ACMA) and a Chartered Accountant of the Malaysian Institute of Accountant (CA). Mr. Tam has more than 25 years of working experience in Finance, Accounting & Administration and has held various Managerial Position in the Oil and Gas industry.   

Mr. Tam has been a regular speaker for various seminars, workshops as well as in-house training organized by Management Consulting firm and Australia Society of certified public Accountant. As a prolific trainer, he has presented numerous papers in Accounting and Corporate Finance related topics throughout Malaysian and Singapore.  

In addition, he has been lecturing extensively in various colleges for the past 20 years specializing in Strategic Finance Management, performance Measurement, Financial Reporting for various professional examinations, namely ACCA, MICPA and ICSA. Currently, Mr. Tam is also a local counselor in the Finance Module of MBA for a distance learning program and MSC Finance.    

Course Fee:  

CLAIMABLE UNDER HRDF / SBL SCHEME

• RM 880.00 per participant
• RM 830.00 Per Participant for 2 or more  participants