Fundamentals of Investment Analysis Course

The course will assist participants to;

• Understand the fundamentals of financial statements, including how the statements link and the key accounting principles that govern them
• Analyze the balance sheet of companies and assess their position
• Analyze the income statement of companies and assess their performance
• Carry out ratio analysis and assess the drivers of performance
• Analyze the cash flow statement of companies and assess the cash flow drivers

CONTENT

• Time value of money
• Alternative analysis
• Appraisal overview
• After tax discounted cash flow analysis
• Net present value
• Internal rate of return (IRR)
• Investment decision rules
• Income capitalization
• Debt coverage ratios
• Mortgage financing

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.