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FINANCIAL MARKET COURSES

Credit Analysis – Forecasting

This course looks at the importance of financial forecasting in overcoming the backward-looking nature of audited financial statements. The course also highlights the need for clear assumptions when forecasting, the role of stress testing, and the common pitfalls that analysts need to watch out for when building their forecasts.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Recognize how forecasting provides a forward-looking view and how timing impacts the value of financial statement analysis

    Identify the importance of having clear assumptions, robust revenue projections, and well-defined relationships that underlie forecasts

    Construct a forecast income statement, balance sheet, and statement of cash flows

    Recognize the importance of stress testing financial forecasts

  • COURSE OUTLINE

    Topic 1: Importance of Financial Forecasting

    The Nature of Financial Statements

    Overview of Financial Forecasts

    The Value of Financial Forecasts

    The Financial Forecasting Process

    Topic 2: Forecast Income Statements

    Generating a Forecast Income Statement

    Forecasting Income Statements: Issues

    Assessing Projected Sales

    Sales & Cost Relationships

    Forecasting Unit Costs & Breakeven Analysis

    Constructing a Forecast Income Statement

    Analyzing a Forecast Income Statement

    Topic 3: Forecast Balance Sheet & Statement of Cash Flows

    Generating a Forecast Balance Sheet

    Impact of New Investment

    Forecast Statement of Cash Flows

    Topic 4: Stress Testing

    Forecasts & Outcomes

    Overview of Stress Testing

    Scenario Planning

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    75 Minutes

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