Finance for Independent Financial Advisors (IFAs)
|"It sounds extraordinary but it's a fact that balance sheets|
can make fascinating reading"
|-- Mary Archer
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.|
Directors' remuneration, staff costs, health care costs, share options
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.
FRS 17: retirement benefits
Fixed assets & depreciation, goodwill & amortisation
Creditors, bank borrowings, provisions, total debt
5 Reasons why the balance sheet does not reflect market value
Operating expenses, exceptional items and provisions
5 profit figures: PBIT/EBIT, EBITDA, PBT/EBT, PAT and retained profit
Cash flow statement - why profit does not equal cash
Key management ratios: ROE, ROCE, EPS, P/E ratio, profit margins,
liquidity, gearing, interest cover
Who will benefit?
All Independent Financial Advisors
Duration: One day
Finance for Independent Financial Advisors is also available as an in-house course.