Interpreting & Analyzing Financial Statement For Better Decision Making

19-20 Sep, 2017, Kuala Lumpur

FOCUSING ON
  • Comprehensing Financial Statements
  • Classification Of Expenses And Cost Centres
  • Classify Assets, Liabilities, Equity, Income And Expenses
  • Cash Flow Statement
  • Corporate Financial Planning And Control
  • Case Study : Getting To Grip With The Numbers Preparing A Financial Plan For Business Organization
  • Financial Analysis
  • Financial Analysis Case Study
COURSE OBJECTIVE

Organizations are increasingly seeing the importance of accurate and efficient financial statement analysis technique in shaping a more successful and prosperous organization overall. Users of the financial statement of the company is usually concerned with and need to be informed about the financial position, results of operations and changes in financial position as a whole.

This course is intended to familiarize participants with the revised approved international standards on accounting as well as presentation of the financial statements. Participants will able to apply financial management knowledge to their work, business and personal life.

WHO SHOULD ATTEND
  • Accounts Executives
  • Accounts Assistant Managers
  • Financial Professionals
  • Accounts / Finance Personnel who are interested in understanding the application of company accounting and financial statements in order for them to make some decisions on their own and can participate in the financial decisions of their company business.
METHODOLOGY
  • Interactive lectures
  • Interactive discussion on all relevant aspects of company accounts and financial statements
  • Practical exercises on all relevant aspects of company accounts and financial statements
  • Case studies
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Reading and interpreting any financial statements confidently.
  2. Applying financial tools and techniques to measure and evaluate business performance including those of
    competitors.
  3. Identifying the various uses of financial statements.
  4. Understanding how financial statements are used to assess company performance.
  5. Knowing how to improve business performance and profitability through the understanding of cash flow
    statement.
  6. Being better able to use and present financial information.
  7. Knowing the different techniques for preparing cash flow projections.
  8. Calculating and interpreting liquidity, managerial efficiency, financial stability and profitability ratios.
  9. Recognizing the current financial reporting practices by companies in Malaysia.
  10. Applying financial statement analysis to assess the performance of a business.
  11. Describing the establishing improvements to corporate management and reporting.
  12. Developing skills in analyzing accounting reports and evaluating organizational performance through statement of change in financial position.
  13. Knowledge of mastering corporate financial planning, forecasting and budgeting, learning how to manage the financial management effectively in organization.
 
DAY 1
9:00 COMPREHENSING FINANCIAL STATEMENTS
  • The importance to understand accounts
  • Types of business organizations in Malaysia
  • Regulatory Framework
  • Users of financial statements
  • Characteristics of financial statements
  • Accounting principles
  • Presentations of financial statements
10:45 CLASSIFICATION OF EXPENSES AND COST CENTRES
  • The elements of long term assets in the financial statements
  • Understanding depreciation and other non cash expenses
  • Treatment of accruals, prepayments and provisions
  • Key financial statements and its structure
  • Comprehending the Profit and Loss statement & Balance Sheet
  • The accounting functions and its manifold role
  • Contrast between financial and Management Accounts
  • Profit distribution and dividend policy
  • Off balance sheet items and its impact
1:00 Lunch

2:00 CLASSIFY ASSETS, LIABILITIES, EQUITY, INCOME AND EXPENSES
  • Demystifying the financial jargon & key terminologies
  • Cash flows and business flows
  • Cash, capital, gearing and business risk
  • The operating cycle
  • Working capital – inventory, receivables & payables
3:45 CASH FLOW STATEMENT
  • Cash flow planning and projection
  • Discovering the linkage between profit and cash
  • Cash and its relationship with other items in the Balance Sheet
4:30 Q & A SESSION
  • Cash flow planning and projection
  • Discovering the linkage between profit and cash
  • Cash and its relationship with other items in the Balance Sheet
5:00 End Of Day 1
DAY 2
9:00 CORPORATE FINANCIAL PLANNING AND CONTROL
  • The basis for corporate control
  • Resource assessment, gap analysis and financial modeling
  • Corporate financial planning flow
  • The role of managers in the operations and financial budgets
  • The distinction between capital and revenue budgets
  • The various financial statements and their inherent relationship
10:45 CASE STUDY : GETTING TO GRIP WITH THE NUMBERS PREPARING A FINANCIAL PLAN FOR BUSINESS ORGANIZATION
  • Profit and loss account
  • Balance sheet
  • Cash flow statement
  • Cash flow plan
  • Sales budget
  • Purchase budget
  • Inventory budget
1:00 Lunch

2:00 FINANCIAL ANALYSIS
  • Effective use of vertical analysis and horizontal analysis
  • Ratio analysts for business performance measurement and as an asset management and liability regulating tool
  • Ratios of income statement to Balance sheet
  • Performance ratio
  • Liquidity ratio
  • Efficiency ratio
  • Solvency ratio
  • Stock market ratios
  • How to read the financial pages- Price earning, Dividend yield
  • How to interpret and analysis annual reports
3:45 FINANCIAL ANALYSIS CASE STUDY

4:30 Q & A SESSION

5:00 End Of Course


 

LEARN FROM THE BEST

WENDY TEE LEAP SING has over fifteen years of experience in senior management and human resources positions for diversified industrial and business environments. Graduated with a Master of Business Administration (UM), Master of Information Technology (UM), Certified Financial Planner (CFP), Certified Business coach (UM) , Registered Financial Planner (RFP), Certified Trainer (PSMB) and Certified Advance Human Resource Practitioner (MIHRM), she has undergone intensive academic training in various human development and knowledge improvement. Wendy is a member of the Malaysia Financial Planning Council (MFPC) as well as a Security Commission licensed financial planner with VKA Wealth Planners

 

Wendy is actively involved in management consultancy, management training and research. Her latest responsibility involves the business coaching, financial training, management consultancy, management and Financial lecturing of UK Degree programs for New Era University College. She has experience managing training programs cover from local universities, in house training and public seminar training, from designing training needs assessment, developing training materials, monitoring and tracking of training programs successfulness and implementing training evaluation. Having been trained as a qualified trainer, her skill and knowledge has been enhanced in operations effectives, fitness analysis, gap analysis and needs assessments. For the past ten years she has been involved in lecturing and training in Financial Accounting and Reporting Skills, Personal Financial Planning, Corporate Financial Management, Practical Budgeting & Cost Reduction Technique, Mastering Company Accounts for Financial Statement Analysis, Balance Scorecard linked with Performance Management, Training Need and Analysis, Payroll Administration Techniques and Setting Departmental Key Performance Indicators (KPIs) and Understanding Malaysia Employment act 1955 ( Act 265), EPF act 1991 and Socso Act 1967.

 

Wendy is also a Human Resource consultant and certified trainer now appointed from Pembangunan Sumber Manuasia Berhad (PSMB), National Human Resources Centre (NHRC) and Malaysian Institute of Human Resource Management (MIHRM), providing comprehensive and independent Human Resource advisory to clients. In addition to consulting with and servicing clients, she is responsible for HR training, coaching & advisory for the company. In the area of Human Resource Management, Wendy focuses on Strategic Talent Management, Training and Development Management, Performance Management, Payroll Management and Setting Departmental & Inter Departmental Key performance Indicators (KPIs). Wendy is now pursuing her Doctor of Business Administration (DBA) from Universiti Utara Malaysia (UUM).

 

Wendy completed and passed her GST exams organized by Chartered Tax Institute of Malaysia (CTIM) with the cooperation and support from of the Royal Malaysian Customs Department (RMC). She is currently advising more than 50 SME companies in Malaysia for getting ready on the implementation of GST, mainly dealing with the tax authorities over various GST issues, elements and scope of GST, cycle and operations, rulings, registration, administration, audit and investigations on behalf of her clients.

 

VENUE DETAILS

Furama Hotel Kuala Lumpur
136, Jalan Changkat Thambi Dollah
55100 Kuala Lumpur
- 55100
Phone :(603) 2788 8888
Fax :(603) 2788 8889

 

IPA TRAINING IS REGISTERED WITH

 

CONTACT US

Juliany, 
O - 03 2283 6109,
M - 019 3134436
juliany@ipa.com.my 

Michelle, 
O - 03 2283 6100, 
M - 019 363 7822
michelle@ipa.com.my 

For Customised In-House Training
Yvonne,
O - 03 2283 6101, 
M - 012 2011247,

F - 03 2283 6108
 
yvonne@ipa.com.my
 

ADDRESS 

A-28-5, 28th Floor, 
Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my