Course Overview

This financial statement analysis course will provide participants with the knowledge and skills to enable them to perform financial statement analysis, a crucial component in making investment, financial, lending and leasing decisions

Key Benefits

We help acquaint you with the essential methods and tools to develop into a successful corporate and financial manager of tomorrow, by supplementing the traditional metrics of performance with the latest dynamic methods that adapt to the increasing uncertainty and flexibility inherent in the fabric of the modern world.

Course Objectives

• Define all types of financial statements and identify the different accounting assumptions.
• Describe the structure of each financial statement and explain the accounting standards applied for preparing
• Perform financial analysis in order to lay the groundwork for credit and investment decisions
• Link the financial statement analysis to present and future decisions

Course Outline  

Module 1: Financial Statements

• Users of financial statements
• Defining financial statements
• Basic accounting assumptions
• Essential information for a financial statement analysis

Module 2: Structure and Elements of Financial Statements

• Balance Sheets
• Income Statements
• Cash Flow Statement
• Accounting policies used in preparing financial statements and notes to the statements
• Methods and approaches used in measuring financial statement items

Module 3:  Financial Statement Analysis

• Types of financial statement analysis
• Profitability analysis
• Liquidity analysis
• Capital adequacy analysis
• Financial leverage analysis

Why Choose Optimizer Middle East

1. Tailored Local Expertise
   Deep understanding of financial regulations, market behavior, and compliance frameworks in the Middle East — everything from IFRS standards to GCC-specific practices.

2. Highly Experienced Instructors
   Instructors with years of hands-on experience in auditing, financial reporting, and analysis within regional and global firms — bringing practical examples, not just theory.

3. Hands-On Learning Approach
   Real case studies, financial models, and workshops that simulate real-world situations — so you learn by doing, not just by listening.

4. Flexible Learning Formats
   Options for virtual, in-person, or blended sessions to suit busy professionals across different time zones and cities in the Middle East.

5. Comprehensive Curriculum
   Covers everything from basics (reading financial statements) to advanced topics (cash flow modeling, ratio analysis, forecasting, risk assessment) — suitable for beginners and seasoned finance professionals alike.

6. Networking Opportunities
   Access to a community of peers, industry experts, and alumni — creating connections that can help your career trajectory and deepen understanding through shared experiences.

7. Certification & Credibility
   A certificate of completion recognized by local/regional bodies, which adds weight to your CV and reassures employers of your competence.

8. Outcome-Focused Training
   Designed with the end goal in mind — whether you’re seeking to improve your job performance, pivot into finance roles, or make better investment decisions.

9. Post-Course Support
   Follow-up resources, mentorship, and assistance with applying what you’ve learned in your workplace or business.

10. ROI Value
    Competitive pricing with high-quality content; the skills you acquire can translate into improved financial decision-making, career advancement, or business savings.

Who Can Attend This Course?

This Financial Statement Analysis course is designed for a wide range of professionals and learners who want to strengthen their financial literacy and decision-making skills:

• Finance Professionals – Accountants, auditors, analysts, and finance managers looking to sharpen their analytical skills.

• Business Leaders & Entrepreneurs – Owners, CEOs, and managers who want to interpret financial reports to make smarter business decisions.

• Banking & Investment Specialists – Professionals in banking, investment, and private equity who need to evaluate company performance and risk.

• Students & Graduates – Individuals pursuing finance, accounting, or business degrees who want a strong foundation for their careers.

• Consultants & Advisors – Business and management consultants who need to provide data-driven financial insights to clients.

• Non-Finance Professionals – Engineers, project managers, and other professionals seeking to understand financial impacts on projects and operations.

Benefits of This Course

• Strong Financial Literacy – Gain the ability to read and interpret balance sheets, income statements, and cash flow reports with confidence.

• Better Decision-Making – Use financial insights to guide business strategies, investments, and cost-control measures.

• Practical Analytical Skills – Learn ratio analysis, trend evaluation, and forecasting techniques that can be applied immediately.

• Career Advancement – Enhance your profile with in-demand skills that employers value in finance, accounting, and management roles.

• Investment Insights – Understand company performance to make smarter investment and risk management decisions.

• Global & Regional Relevance – Learn financial analysis aligned with international standards (IFRS) and Middle East–specific practices.

• Hands-On Learning – Apply concepts through case studies, real-world examples, and practical exercises.

• Recognized Certification – Earn a certificate that validates your knowledge and boosts your professional credibility.