Finance for Independent Financial Advisors (IFAs)
"It sounds extraordinary but it's a fact that balance sheets
can make fascinating reading"
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This course will help you to know your clients' business; where to find information in the report and accounts, what the balance sheet shows, how to use key ratios to interpret the information and identify business opportunities.
Course content
Directors' remuneration, staff costs, health care costs, share options
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FRS 17: retirement benefits
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Fixed assets & depreciation, goodwill & amortisation
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Working capital
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Creditors, bank borrowings, provisions, total debt
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5 Reasons why the balance sheet does not reflect market value
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Operating expenses, exceptional items and provisions
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5 profit figures: PBIT/EBIT, EBITDA, PBT/EBT, PAT and retained profit
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Cash flow statement - why profit does not equal cash
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Key management ratios: ROE, ROCE, EPS, P/E ratio, profit margins,
liquidity, gearing, interest cover
Our Finance for independent financial advisors course can be tailored to meet your specific requirements. You tell us which company accounts you wish to understand and we will use the annual report to provide examples, calculate ratios and help you to interpret performance.
Who will benefit?
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All Independent Financial Advisors
Duration: One day
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Finance for Independent Financial Advisors is also available as an in-house course.
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