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Financial Analysis, Planning & Control

An Interactive 5-Day Training Course

Financial Analysis, Planning & Control

Ratio Analysis, Decision Making & Financial Distress

NASBA
Classroom Schedule
Date Venue Fees
06 - 10 Apr 2026 Dubai $ 5,950
18 - 22 May 2026 London $ 5,950
22 - 26 Jun 2026 London $ 5,950
13 - 17 Jul 2026 Dubai $ 5,950
03 - 07 Aug 2026 Paris $ 5,950
24 - 28 Aug 2026 Dubai $ 5,950
14 - 18 Sep 2026 Abu Dhabi $ 5,950
28 Sep - 02 Oct 2026 Amsterdam $ 5,950
12 - 16 Oct 2026 London $ 5,950
23 - 27 Nov 2026 London $ 5,950
07 - 11 Dec 2026 Amsterdam $ 5,950
28 Dec - 01 Jan 2027 Paris $ 5,950
11 - 15 Jan 2027 London $ 5,950
Online Schedule
Date Venue Fees
06 - 10 Apr 2026 Online $ 3,950
21 - 25 Sep 2026 Online $ 3,950

This course is also available as a CPD certified training course under the title: Professional Certificate in Financial Analysis, Planning & Control

Course Summary

Understanding financial analysis, planning, and control is essential for professionals who need to interpret financial information, support decision-making, and contribute to strategic organisational growth. This course emphasises practical application of financial models and analytical techniques used to assess an organisation’s strategic and operational position. Participants will explore financial statements, investment decision analysis, budgeting, and value creation measures that help organisations manage costs, enhance performance, and drive shareholder value. The Financial Analysis, Planning & Control training course equips delegates with the knowledge and tools necessary to interpret financial information and make informed managerial decisions that strengthen both short-term performance and long-term organisational success.

The course also focuses on risk assessment, investment valuation, financial projections, and the interpretation of financial ratios to support control and planning. Through structured exploration of financial decision frameworks, participants gain a clear understanding of how financial analysis informs strategic business choices and supports improved performance outcomes. Emphasis is placed on developing the capability to use financial insights as a basis for effective planning, investment evaluation, and decision control. The Financial Analysis, Planning & Control training course prepares professionals to confidently engage with financial challenges and contribute to financially sound leadership within their organisations.

Skills & Competencies

From this Financial Analysis, Planning & Control training course, participants will develop the following key skills and competencies:

  • Financial statement analysis capability
  • Strategic planning and financial projection skills
  • Performance measurement and ratio interpretation
  • Investment evaluation proficiency
  • Budgeting and control techniques
  • Risk and uncertainty assessment

Key Learning Outcomes

At the end of Financial Analysis, Planning & Control training course, you will learn to:

  • Analyse financial statements to assess organisational performance.
  • Apply ratio analysis for business evaluation from multiple stakeholder perspectives.
  • Evaluate investment decisions using time-adjusted measures and risk analysis.
  • Develop financial projections and operating budgets.
  • Apply valuation techniques in restructuring, mergers, and acquisition contexts.

How You Will Learn

Learning develops through structured exploration of financial analysis tools, practical application of planning and control frameworks, and interpretation of real financial scenarios. Participants engage with examples that strengthen understanding of financial statements, performance measurement, investment evaluation, and budgeting techniques. Emphasis is placed on translating financial insight into actionable planning and decision-making that enhances organisational performance.

Who should Attend?

This training course is designed for professionals involved in financial decision-making, planning, and performance analysis across functional areas.

This Financial Analysis, Planning & Control training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial officers, controllers, and accountants
  • Treasurers and corporate planning professionals
  • Managers involved in decision-making
  • Sales and marketing professionals needing financial insight
  • Mid-level and junior managers involved in planning and forecasting
Course Outline
Day 1

The Challenge of Financial Economic Decision-Making

This day introduces the fundamental principles of financial and economic analysis, value creation, and the role of governance and data in business decision-making. The topics covered will include:   

  • The Practice of Financial / Economic Analysis
  • The Value-creating Company
  • Corporate Value and Shareholder Value
  • A Dynamic Perspective of Business
  • The Agency Problem and Corporate Governance
  • What information and data to use?
  • The Nature of Financial Statements
  • The Context of Financial Analysis and Decision-making
Day 2

Assessment of Business Performance

This day develops analytical capability through financial ratios and performance interpretation from different stakeholder viewpoints. The topics covered will include:

  • Ratio Analysis and Business Performance
  • Management’s Point of View
  • Owners’ Point of View
  • Lenders’ Point of View
  • Ratios as a System – Pyramids of Ratios
  • Integration of Financial Performance Analysis
  • Economic Value Added (EVA)
  • Predicting Financial Distress and Z-score Model
Day 3

Analysis of Investment Decisions

This day focuses on investment decision frameworks, time-adjusted measures, and risk-based financial evaluation techniques. The topics covered will include:   

  • Applying Time-adjusted Measures
  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Modified Internal Rate of Return (MIRR)
  • Strategic Perspective
  •  EVA and NPV
  • Refinements of Investment Analysis
  • Equivalent Annual Cost (EAC)
  • Sensitivity Analysis, Scenario Analysis, Simulation, and NPV Break-even
  • Dealing with Risk and Changing Circumstances
Day 4

Projection of Financial Requirements

This day develops skills in financial forecasting, budgeting, variance analysis, and modelling to support planning and control. The topics covered will include:

  • Interrelationship of Financial Projections
  • Operating Budgets
  • Standard Costing and Variance Analysis
  • Cash Forecasts and Cash Budgets
  • Sensitivity Analysis
  • Dynamics and Growth of the Business System
  • Operating Leverage
  • Financial Growth Plans
  • Financial Modelling
Day 5

Valuation and Business Performance

This day explores valuation, value-based methodologies, business restructuring, and the strategic role of finance in organisational transformation. The topics covered will include:  

  • Managing for Shareholder Value
  • Shareholder Value Creation in Perspective
  • Evolution of Value-based Methodologies
  • Creating Value in Restructuring and Combinations
  • Financial Strategy in Acquisitions
  • Business Valuation
  • Business Restructuring and Reorganisations
  • Management Buy Outs (MBOs) and Management Buy Ins (MBIs)
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

This training course is also a part of the 10-Day Titles
Options & Brochure
Related Categories
Finance & Budgeting
Related Certificates
NASBA

Customisation & In-House Delivery

Delivering this training course in-house enables organisations to tailor financial analysis and control principles to their specific strategic and operational context. Customisation ensures participants focus on real organisational data, internal reporting practices, and budgeting priorities, enhancing relevance and supporting more effective planning and decision-making across departments.

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

Additional Benefits of this course for Organisations and Professionals in Saudi Arabia

Organisations & Professionals in KSA will have the following additional benefits from this Financial Analysis, Planning & Control training course:

  • Stronger financial decision-making capability
  • Enhanced financial planning and control processes
  • Improved ability to interpret financial performance metrics
  • Greater confidence managing investment evaluation
  • Better alignment of budgeting with organisational strategy
  • Increased capacity for risk-informed financial leadership
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What Our Clients Say

This course is enlightening and is useful not only at work, but can also for making personal investment decisions. It also points out how to critically analyze the profitability, financial leverage...

- OPEYEMI OSO

I learned new financial tools, analyze & how to implement them on real company issues, difference between accounting and finance.

- Mohammad Khaja

Highly instructive exciting and beneficial to my official schedules. I recommend the programme to all Managers / Directors.

- Anthony Momo

The course is a must for all Financial Managers and Bridget Planners.

- O. AJANAKU
Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

View All Training Locations

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email [email protected] . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at [email protected]

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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