KPME Financial Analyst Foundation Program

What does the Financial Analyst Foundation Program Cover?

Grasp the “what”, “why” and “how” analysis of financial statements at our online foundation program. Discover how you can use financial data to add value and improve overall business acumen and commercial efficiency with the help of an industry expert and financial modeler.

Learning Objectives

Grasp the difference between Cash vs Accrual accounting

Gain an in-depth insight into the accounting equation and explore how everyday business transactions impacts the same

Discover how Income, Balance Sheet and Cash flow statements are prepared

Learn to perform financial statement analysis

Program Agenda

Accounting Practice

– Accounting standards & regulatory bodies
– IFRS conceptual framework and Financial statement elements

Accounting Mechanics

– The accounting equation (A = L + E)
– Cash Vs. Accrual

Financial Analysis

– Introduction to ratio analysis: Vertical & horizontal common size analysis
– Types of ratios: profitability, efficiency, liquidity and solvency ratios
– Normalizing & Regrouping financial statement to arrive at meaningful ratios

Income Statement

– Uses and Key components
– Revenue and Expense Recognition
– Gross Profit, EBITDA, EBIT, Net Income and EPS

Balance Sheets

– Key Elements – Asset, Liability & Equity
– Current & Non – Current Assets & Liabilities
– Components of Shareholders Equity
– Measurement methods of Assets & Liabilities

Cash Flow

– Introduction, applications and importance
– Classification: CFO, CFI & CFF
– Direct & Indirect method of CFO preparation

Our Expert Trainers

Rahul Sonthalia

AFM, CFA, CMA

Rahul Sonthalia

AFM, CFA, CMA

Rahul has more than 13 years of experience in the area of investment banking, equity research, macro-economic research, and training. He has been teaching financial modeling and investment banking courses in UK, Singapore, and the MENA region.

He has delivered advanced financial modeling related programs for Sovereign wealth funds and banks in the GCC and for large asset management companies in the UK and Singapore. He was a guest speaker on “Best Practices in Financial Modeling” at the Modeloff Global World Financial Modeling championship in London.

Shanin Thomas

CFA

Shanin Thomas

CFA

Shanin has over 10 years of work experience in equity research, portfolio management, investment banking, and financial modeling. He was a partner at Esta Capital, a boutique investment research and advisory firm. He also previously worked in JPMorgan’s Investment Banking Division in Mumbai and New York offices covering North American banks and asset management companies.

He has over 6 years of experience in CFA training and corporate training on programs such as Financial modeling, finance for non-finance, business valuation, equity research, value investing, and derivatives.

What Our Students Say

See All

38 months ago

Financial Modelling (2019) – Nikhil Kapoor

Rahul is a fantastic trainer who is very coherent and gets his ideas across perfectly. He takes his time to answer all questions in-depth and ensures we learn the concepts thoroughly. I would 100% recommend Kaplan Professional ME to everyone.

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36 months ago

Financial Modelling (2019) – Eva Reinerova

The trainers at Kaplan Professional ME are very understanding, knowledgeable, and patient. I have studied for the CMA and CFA courses, therefore I know the quality of the training team. They are very experienced in terms of industry and course expertise.

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55 months ago

Financial Modelling (2019) – Umar Masood

The course has been really detailed right from the steps to follow to the outcomes to expect. I would highly recommend the course to anyone that would like to learn about the practical application of financial models.

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55 months ago

Financial Modelling (2019) – Tichaona Maviyo

Rahul was exceptional! He ensured that he explained the concepts really well and I truly felt like I got more value than I paid for. I received financial modeling manuals, case studies, and beyond classroom support that has helped me develop models efficiently.

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Upcoming Dates

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