Programme Content
Module 1: Fundamentals of accounting and finance
Cover the basics of financial reporting.
Demystify terms such as assets, liquidity, accounts receivable, inventory and depreciation.
Explore the key elements of the accounting equation.
Link financial reporting metrics to strategic analysis.
Module 2: Understanding the income statement (P&L) and financial ratios
Analyse the Income Statement (P&L).
Understand the meaning of gross and operating profits, revenues and expenses.
Describe key financial performance metrics and ratios.
Drive managerial decisions by evaluating financial statements.
Explore case studies from Tiffany and Starbucks to support your learning.
Module 3: Evaluation of financial performance
Learn to evaluate your company’s performance effectively.
Explore a range of different financial ratios to assess performance.
Use a Costco case study to understand sustainable growth rate, benchmarking and the common-sized balance sheet.
Link your business strategy and operating model to financial ratio analysis.
Module 4: Capital budgeting
Identify the foundations of capital budgeting andfinancing.
Recognise how to make investment decisions.
Assess how to finance investments.
Module 7: Performance-driven strategy execution
Balance innovation with effective oversight.
Examine how span of control and accountability structures influence strategic alignment and execution.
Learn to select relevant KPIs and set performance targets that reinforce strategic priorities.
Design review and feedback processes that drive accountability, learning and continuous improvement.
Module 5: What is value?
Discuss the foundations of business valuation.
Describe value-based management.
Identify the links between the value of a firm and corporate strategy.
Module 8: Budgeting and resource allocation for strategic alignment
Understand the budgeting process as a strategic planning and communication tool.
Use variance analysis to identify performance gaps and support agile decision-making.
Explore how budgets shape strategic choices, capital allocation, and organisational trade-offs.
Develop budgeting practices that link financial discipline with flexibility for strategy execution.
Module 6: Practitioner insights
Practitioner insights from a leading investment banker: hear his tricks of the trade on reading financial reports, valuation insights, and war stories on fund-raising and M&A.
Link the theoretical finance and accounting frameworks with the realities on the ground.
