Masterclass in Advanced Financial Analysis, Planning & Control
- 5 day course
- Maximum 12 delegates
- 4 upcoming dates
- US$4,450
Led by Internationally renowned consultant in Strategy, Finance, Leadership and Succession Planning
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“The NTUiTiV Difference” – This is Why This Course is Right for You
- Special Discounted Price of US$4,450 – the usual price is US$5,450
- Satisfaction Guaranteed – or we will give you your money back!
- 15% Early-bird Discount – for the first 3 people to register for any course
- 20% Group Discount – if you come with one or more colleagues
- No More Than 12 Delegates on the course – guaranteed
See our homepage for more detailed information about these NTUiTiV Differences.
Master the Financial Intelligence That Drives Strategic Value Creation
In today’s competitive environment, financial insight is not just the responsibility of the finance department — it is the backbone of effective leadership, strategic planning, and value creation. This intensive 5-day masterclass equips managers and specialists with the advanced analytical tools, models, and frameworks required to assess performance, evaluate investments, forecast financial needs, and maximize enterprise value.
Through a powerful blend of practical application, case studies, and strategic discussion, participants will develop the confidence to interpret complex financial data, make informed economic decisions, and support organizational performance at both operational and strategic levels.
Why this course is important
Financial decisions shape the destiny of every organization. Whether evaluating an investment, forecasting funding needs, restructuring a business, or measuring performance, leaders must understand not only the numbers — but the strategic implications behind them.
This programme goes beyond textbook finance. It emphasizes practical application, equipping participants to interpret uncertainty, assess data reliability, evaluate qualitative judgment, and understand the limitations of analytical tools.
By mastering financial modelling, valuation, and performance analysis, professionals can:
- Identify opportunities for cost reduction and value creation
- Make more precise, risk-aware decisions
- Integrate financial and strategic thinking
- Strengthen governance and stakeholder value
- Improve credibility in executive decision-making environments
In short, this course transforms financial analysis from a reporting exercise into a powerful strategic advantage.
Who should attend
This masterclass is ideal for:
- Financial officers, controllers, and accountants
- Treasurers and corporate planning professionals
- Business development specialists
- Managers involved in forecasting and financial decision-making
- Sales and marketing professionals who need deeper financial insight
- Non-financial managers seeking to understand financial analysis, planning, and control
Whether you are a finance specialist or a non-financial leader responsible for business outcomes, this course equips you with the analytical framework needed to make stronger, evidence-based decisions.
What you will learn
Over five comprehensive days, the course explores:
- Day 1 – The Challenge of Financial/Economic Decision-Making Understanding financial analysis practice, corporate and shareholder value creation, the agency problem, governance, and how the three financial statements interconnect. Participants examine the difference between data, information, and knowledge — and how to use each effectively in decision-making.
- Day 2 – Assessment of Business Performance Ratio analysis from management, owner, and lender perspectives; DuPont and pyramid systems; integration of performance analysis; predicting financial distress using Z-score models; and applying a complete ratio model in a real case study.
- Day 3 – Analysis of Investment Decisions Time-adjusted investment measures including NPV, IRR, MIRR, PI, XNPV, XIRR; Equivalent Annual Cost (EAC); risk and post-decision analysis; and applying advanced tools to calculate optimal project value.
- Day 4 – Projection of Financial Requirements Financial projections, standard costing, variance analysis, cash forecasting and budgeting; sensitivity, scenario and simulation analysis; break-even analysis; operating and financial leverage; and simulation of External Funding Needed (EFN).
- Day 5 – Valuation and Business Performance Defining value, valuation methodologies, stakeholder value management, restructuring and reorganizations, and financial strategy for mergers and acquisitions — culminating in a case study calculating firm value under varying assumptions.
By the end of the programme, participants will be able to:
- Define and analyze financial problems with clarity and precision
- Determine which variables, trends, and relationships are most relevant to specific decisions
- Evaluate the reliability of financial data and assess the impact of uncertainty
- Distinguish when to use cash flow versus accounting profit in decision evaluation
- Apply ratio systems to measure and predict performance and financial distress
- Use advanced investment appraisal techniques (NPV, IRR, MIRR, PI, EAC, XNPV/XIRR)
- Incorporate risk analysis through sensitivity, scenario, and simulation techniques
- Forecast financial requirements and calculate external funding needs
- Apply valuation methodologies in restructuring and M&A contexts
- Integrate financial strategy with stakeholder value creation
Participants leave with not just knowledge — but practical, applied competence.
What participants say
Your course leader
Internationally renowned consultant in Strategy, Finance, Leadership and Succession Planning
The trainer is the Founder and Managing Director of an international consulting & training firm based in the US. He consults in four areas: Strategy: Planning & Implementation; Finance: Analysis & Modelling; Leadership: Development & Coaching; and S.T.E.P.® Succession, Transition & Exit Planning. He is an internationally recognized leader in these areas, working with firms such as ADNOC, American Management Association , American Private Equity; Apple, ARAMCO, California Investment Fund; Commercial Finance Conference; Credit Suisse, Chubb, Dell; Delta; Hilton Hotels, Institute for Supply Management, Kuwait Petroleum Company, Mattel, PEMEX, PDO, Petronas, Promigas, Reliance, TRW, UEM & the University of Manchester among others. He has consulted & trained firms in 31 countries, comprising many industries, as well as teaching the subject at the University level. He has published white papers, articles, SlideShare presentations, YouTube videos & 4 books on these subjects. He was adjunct faculty at the University of California, Los Angeles (UCLA) Extension Department (25 years) and was formerly Visiting Professor at the University of Huddersfield’s (UK) Business School. He also has over 18 years of experience in all facets of both the traditional & non-traditional banking industry. He is sought out regularly and often quoted in the media. He has been awarded the CMC© designation by the Institute of Management Consultants which is awarded to less than 1% of management consultants.
Choose your date
There is a cap of 12 seatsUS$4,450 / delegate
All NTUiTiV courses are both Accredited and Quality Assured by one of the leading CPD Accreditation providers: Qualitas Accreditas.
Paris, France
Warwick Champs-Elysées Paris, Rue de Berri, Paris, France
or equivalent hotel nearby