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The Oxford Financial Excellence Programme

An Interactive 10-Day Training Course

The Oxford Financial Excellence Programme

Planning, Budgeting, Costing and Hedging Risks

NASBA
Classroom Schedule
Date Venue Fees
11 - 22 May 2026 London $ 11,900
06 - 17 Jul 2026 Prague $ 11,900
23 Nov - 04 Dec 2026 Dubai $ 11,900
07 - 18 Dec 2026 London $ 11,900
18 - 29 Jan 2027 London $ 11,900
25 Jan - 05 Feb 2027 Dubai $ 11,900

Course Summary

This Oxford Financial Excellence training course provides business professionals with a deeper understanding of financial management as practised by today’s most powerful companies by demystifying the complex world of finance and providing the tools and insights needed to achieve both personal and organisational goals. The training course focuses on strategic corporate financial planning, budgeting, control, risk management, and advanced financial techniques that support enhanced decision-making and financial performance excellence. By combining practical knowledge with powerful analytical tools, the Oxford Financial Excellence training course enables participants to improve budgeting, forecasting, and risk management capability in real business environments.

Throughout the 10-day interactive format, participants will explore real-world financial planning, costing, risk hedging techniques, investment analysis, and financial market insights that help drive competitive advantage and sustainable growth. The training course emphasises a hands-on, performance-oriented approach to financial excellence, enabling participants to return to the workplace with confidence in applying sophisticated financial concepts effectively. The Oxford Financial Excellence training course prepares professionals to understand strategic financial challenges and elevate financial performance in their organisations.

Skills & Competencies

From this Oxford Financial Excellence training course, participants will develop the following key skills and competencies:

  • Strategic financial planning and forecasting
  • Advanced budgeting and cost management
  • Corporate performance evaluation techniques
  • Investment appraisal and valuation skills
  • Financial risk identification and hedging strategies
  • Financial statement interpretation and modelling

Modules

This training course is split into the following modules:

Module I - Corporate Financial Planning, Budgeting & Control

Module II - The Oxford 5-Day MBA in Finance

Key Learning Outcomes

At the end of The Oxford Financial Excellence training course, you will learn to:

  • Apply advanced budgeting and planning frameworks in organisational settings.
  • Analyse corporate financial performance to inform strategic decisions.
  • Evaluate investment opportunities using quantitative and risk analysis techniques.
  • Develop robust cash flow, forecasting, and financial modelling capabilities.
  • Implement hedging strategies to manage financial risk exposure.

How You Will Learn

Learning in this training course occurs through a combination of practical financial exercises, team drills, analytical techniques, and real-world case explorations. Participants will engage with structured financial frameworks, hands-on scenarios, and interactive sessions that emphasise the application of strategic financial tools to real organisational challenges. The focus remains on translating theoretical knowledge into practical financial management skills that support measurable organisational improvement.

Who should Attend?

This training course is designed for professionals seeking deeper financial expertise and stronger financial decision-making capability within their organisations.

This Oxford Financial Excellence training course is suitable to a wide range of professionals but will greatly benefit:

  • Finance and accounting professionals
  • Financial analysts and controllers
  • Business managers with financial responsibility
  • Budgeting and planning professionals
  • Emerging finance leaders
Course Outline

Module I: Corporate Financial Planning, Budgeting & Control

Day 1

Corporate Financial Planning

This day introduces strategic financial planning concepts, corporate objectives, and the role of financial management in achieving organisational goals. Participants will explore how to prepare financial plans, conduct forecasting, and analyse relationships that support sound decision-making. The topics covered will include:  

  • Strategic Planning
  • The Objective of the Firm – Meeting Shareholder & Stakeholder Objectives
  • Agency Theory – The Relationship between Shareholders & Management
  • Creative Accounting and the Case of Enron
  • Financial Management & Financial Planning – The Scope, Role & Responsibilities of Financial Management
  • Preparing a Financial Plan – The Master Budget
  • Forecasting Future Cash-flows and Financial Modelling
  • Time Series Analysis, Correlation & Regression
Day 2

Financing the Plan

This day focuses on identifying and evaluating sources of finance while understanding the impact of financing decisions on cost of capital and shareholder value. The topics covered will include:

  • Sources of Finance – Long Term & Short Term
  • Evaluation of the Types of Finance - Equity vs. Debt Finance
  • Hybrid Finance & Financial Engineering
  • The Dividend Decision
  • The Cost of Capital and Weighted Average Cost of Capital (WACC)
  • Capital Asset Pricing Model (CAPM)
  • Accounting Rate of Return (ARR)
  • Net Present Value (NPV), Internal Rate of Return (IRR) Capital Rationing & Payback
Day 3

Preparing & Managing Budgets to Support the Financial Plans

This day covers key budget concepts, implementation processes, and performance evaluation techniques that support financial plans. The topics covered will include:

  • Definition of Budgets, the Budgetary Process and Budgetary Control
  • Types of Budgets-Fixed, Flexible, Incremental and Zero Based
  • The Purpose / Benefits & Problems / Limitations of Budgets
  • Setting / Implementing Effective Budgets - Eliminating the Problems
  • Responsibility Accounting and Absorption Costing
  • Activity-Based Budgeting / Costing (ABB, ABC)
  • Variance Analysis, Cost Behaviour, Break Even Analysis & Sensitivity / What If Analysis
  • What-If Analysis combined with Du-Pont Analysis
Day 4

Managing and Controlling Cash Flow to Support the Financial Plan

This day explores techniques to manage cash flow, optimise working capital, and forecast cash needs to support financial planning. The topics covered will include:  

  • Cash vs. Profit & The Cash Conversion Cycle
  • Calculating and Managing the Cash flow Cycle
  • Cash Flow Ratios
  • Working Capital
  • The Cost of Maintaining Working Capital
  • Maintaining the Optimum Level of Working Capital
  • Working Investment Ratios
  • Preparing a Monthly Cash Flow Forecast
Day 5

Managing Financial Risk

This day focuses on identifying and managing financial risk using appropriate strategies and techniques to protect company assets and performance. The topics covered will include:

  • Risk Management & Types of Risk
  • Identifying Risk – SWOT Analysis
  • The Major Quantitative & Qualitative Risks Facing Companies
  • Establishing a Risk Management Strategy
  • Financial Risk Management & Hedging Techniques
  • Managing Exchange Rate & Interest Rate Risk
  • Derivatives-Forwards, Futures, Options & Swaps
  • Risk Management Glossary of Terms

Module II: The Oxford 5-Day MBA in Finance

Day 6

An Introduction to the Financial Markets

This day introduces the structure and workings of financial markets including equities, bonds, foreign exchange, and derivatives. Participants explore how risk and return are linked across these markets. The topics covered will include:  

  • An Introduction to the Equity Markets
    • IPO
    • Market Indices
    • International Equity Market Links
  • An Introduction to Bond Markets
    • Long Term vs. Short Term
    • Treasury vs. Corporate
    • Types of Bond
  • An Introduction to the FX Market
    • The Spot and Forward Market
    • Exchange Rate Trends and Linkages
    • Carry Trades
  • An Introduction to the Derivatives Market
    • Futures
    • Options
  • The Link between Risk and Return
Day 7

Evaluating Investment Opportunities

This day focuses on financial models and techniques used to appraise investments, including risk assessment and discounted cash flow approaches. The topics covered will include:  

  • The Markowitz Model of Portfolio Risk
  • The Capital Asset Pricing Model
    • A Practical Application of the CAPM to a Range of Companies
  • The Time Value of Money and Discounted Cash Flow Techniques
  • The Gordon Growth Model
    • A Practical Application of Forecasting Dividends
  • Determining the Cost of Debt
  • The Weighted Average Cost of Capital (WACC)
  • Investment Appraisal using the Net Present Value Approach
    • The Importance of the Cost of Capital
    • Scenario Analysis
  • Payback and Adjusted Payback
  • The Internal Rate of Return (IRR) Approach
    • A Practical Application of the IRR Approach
    • Pitfalls in using the IRR Approach
  • Real Options
Day 8

A Walk through an Annual Report

This day examines how to read and interpret key financial statements and perform ratio analysis to assess performance and forecast outcomes. The topics covered will include:

  • The Balance Sheet
  • The Income Statement
  • The Cash Flow Statement
  • Ratio Analysis
  • A Practical Application of Ratio Analysis
  • Forecasting Sales
    • The Cost of Sales Approach
Day 9

The Corporate Financing Decision

This day explores capital structure theory, dividend policies, agency issues, and corporate control mechanisms that influence financing choices. The topics covered will include:

  • Financial Leverage
    • Modiglianni and Millers Theory of Capital Structure
    • The Risk of Bankruptcy
    • The Optimal Capital Structure
  • The Dividend Decision
    • The Clientele Effect
    • The Taxation Effect
  • The Principal Agent Problem
  • The Market for Corporate Control
Day 10

Risk Management

This day develops understanding of risk hedging strategies using forward, futures, and options markets and applies correlation and hedging techniques in practical scenarios. The topics covered will include:

  • Hedging Exchange Rate Risk Using
    • The Forward Market
    • The Options Market
    • Zero Cost Collars
  • Hedging Commodity Price Risk Using
    • Options
    • Futures
  • Practical Application of Airlines Hedging Fuel Price Risk - The Importance of Correlation
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

Options & Brochure
Related Categories
Finance & Budgeting
Related Certificates
NASBA

Customisation & In-House Delivery

In-house delivery of this training course enables organisations to align the financial excellence curriculum with specific organisational financial frameworks, industry requirements, and strategic financial priorities. Customisation ensures that participants tackle real financial challenges unique to the organisation, enhancing relevance and workplace impact.

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  Oxford Financial Excellence training course:

  • Stronger financial planning and control capability
  • Higher accuracy in budgeting and forecasting outcomes
  • Improved investment decision evaluation
  • Enhanced risk management and hedging skills
  • Greater confidence in strategic financial decisions
  • Sustainable financial performance improvement
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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.

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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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