Who should attend
- Professionals starting their career in finance.
- Managers needing financial knowledge for decision-making in their organization.
- Entrepreneurs and intrapreneurs lacking the financial background needed to make important decisions for their organization.
- Students preparing for their CFA certification exams.
About the course
Financial Decision-Making for Managers offers students the opportunity to acquire the financial knowledge and skills needed to succeed in today’s fast-paced business environment.
The course takes on a very practical approach to understanding and applying fundamental learning objectives to your business or company. Throughout the program, you will see real-life examples of challenges that enterprises both big and small face and how they can be tackled, and acquire the skills and confidence needed to feel empowered to make and convey financial decisions.
What will you learn in this program?
- Assess financial statements such as balance sheets and P&L (Profit & Loss) statements.
- Conduct maturity matching to identify operating drivers that can be used to generate value in a business model.
- Analyze a company’s financial lifecycle by making connections between the P&L statement, balance sheet, ROE (Return on Equity) and its drivers.
- Assess a company’s ROE and debt position and identify where those results came from.
- Draft pro-formas and use forecasting to make decisions while considering a longer time horizon.
- Make a plan of action according to a company’s excess of cash or lack of funds.
- Perform an investment analysis of a corporation according to their financial situation.
- Add value to the way their company finances itself.
Module 1: Financial statement analysis and maturity matching
Get familiarized with financial accounting fundamentals to be able to assess financial statements such as the balance sheet and p&l statement. Be introduced to the various tools and approaches used in corporate finance, the solvency of a company, and how to create value using maturity matching.
Module 2: The company’s financial lifecycle
Introduction to a company’s financial cycle and debt’s impact on roe (return on equity). Review concepts such as cost of equity and shareholders’ opportunity cost, wacc (weighted average cost of capital), and the different short and long-term approaches to creating value.
Module 3: Forecasting for the future
Learn about financial decision-making with a longer time horizon in mind by forecasting. Foresee future funding needs and how to track the flow of cash in and out of a company through its operational, financial, and investment activities.
Module 4: Maximizing shareholder value
Learn to calculate the required rate of return for shareholders, and how to distinguish between liquidity and profitability metrics.
Module 5: Go beyond excel: decision-making relevant to your capital structure
Learn how to add value based on the way one’s company finances itself and the factors affecting this. Calculate a firm’s optimal capital structure.
Virginia Bombín is adjunct professor in corporate finance at IE Business School and Headspring, a FT|IE Business School joint venture. She is also an independent financial consultant for Small and Medium size Enterprises and Start-ups. She is specially interested on Economic Value Creation and t...
Carmen Alonso-Muñoyerro began her career in the field of finance working for Banco Santander focused on the capital markets division. She has 11 years of work experience as a bond issuer and a commodities futures trader. She has also participated in running the financial side of an SME. Carmen´s ...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.