Course on “Financial Research and Analysis Essentials for Corporates”

Tuesday, 30 July 2024 00:42 -     - {{hitsCtrl.values.hits}}

  • Joint initiative by CFA Society Sri Lanka “Learnings” with Acuity Knowledge Partners

Acuity Knowledge Partners Investment Research Assistant Director Eshendra Perera 

Acuity Knowledge Partners Investment Research Assistant Director Samanmalie Herath 

 

 

CFA Society Sri Lanka, under the sub-brand Learnings”, in collaboration with Acuity Knowledge Partners, has announced an exclusive course titled “Financial Research and Analysis Essentials for Corporates.” 

This program is designed to equip corporate professionals with essential skills and knowledge for effective financial research and analysis, enhancing their ability to make informed decisions within their organisations.

This course offers fundamentals of essential financial metrics and their practical applications.

Participants will delve into topics such as financial statement analysis, market and industry analysis, financial modelling, valuation methodologies, and risk management. Key components include understanding financial statements, ratio analysis (liquidity, solvency, profitability, and efficiency), competitor analysis, benchmarking, and building basic financial models for forecasting.

The course also covers economic indicators, sensitivity analysis, scenario planning, and risk management strategies, all crucial for informed corporate decision-making.

Participants will gain the ability to understand the financial health of their companies and industries, improve their ability to identify and mitigate financial risks, and contribute to personal professional growth. 

For organisations, this course ensures employees can effectively contribute to informed decision-making based on financial analysis, enhancing overall stability and success by identifying and managing financial risks.

The course is ideal for financial analysts, corporate finance managers, business development managers, executives, and any professionals looking to enhance their financial analysis skills.

Facilitators for the course are Eshendra Perera, CFA, and Samanmalie Herath, CFA, both Assistant Directors in Investment Research at Acuity Knowledge Partners.

The event will take place on Tuesday, 6 August from 8:30 a.m. to 12:30 p.m. at GF 2 Hall, Galle Face Hotel, Colombo 3. 

CFA Society Sri Lanka “Learnings” is dedicated to advancing professional excellence through a range of educational programs and initiatives designed to meet the needs of finance professionals in Sri Lanka. 

 

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