Financial Analysis and Analytics



Overview

Do you want to learn and speak the language of finance?

Do you want to build expertise in practical financial analysis applications?

Do you want to understand the pros and cons of data analytics and its potential using real-life business cases?

This course will provide you with an intensive practical introduction to key concepts and techniques of financial analysis.

You will explore classical methods, ratios and measures and later combine those with forecasting techniques, newer data and analytics capabilities. 

This course also looks at best cases from industry and how financial analysis and (data) analytics in particular can build ground for data-centric management decisions, make product value chains more efficient, products smarter and can help to make customer responses more personalized. 

At the end of this course, participants will gain the confidence, foundational knowledge and awareness of how to use financial analysis and what (data) analytics could add to the overall financial analysis equation having the potential to enhance the top and bottom line of an enterprises’ modus operandi.   

This practical one day-course will use lecture presentations, some group work, short videos and case studies to improve our overall learning outcome.

The aims of the seminar are:

  • (re-)introduce participants to classic financial analysis tools and methods
  • perform and critically interpret financial ratios 
  • use financial information for operational and strategic decision-making
  • introduce cost/activity-based and value-based management 
  • forecast variables including basic trend and regression analysis 
  • raise awareness of what can be achieved with forecasting techniques using different industry case studies 
  • discuss data as critical corporate asset for tactical and strategic management decisions
  • acknowledge data as the new oil for data-driven decision making

  • understand the pros and cons of data-driven decisions (when contradicting human intuition)

Programme details

This course will cover:

  • Introduction to financial statements and associated terminology
  • Effects of transactions on financial statements
  • Common size horizontal and vertical financial analysis
  • Financial ratio analysis (liquidity, profitability, solvency, activity, others)
  • Analysis of a company’s modus operandi 
  • Du-Pont formula/model 
  • Capital structure and financial engineering
  • Typical company value creation drivers
  • Financial forecasting techniques including visualization, regression, trend analysis, pro-forma, moving averages
  • Use of global industry case studies on financial analysis from different industry to facilitate diverse learning experiences
  • Introduction to data analytic methods (learning from data, measuring it, controlling it and communicating results)
  • Limits of data-driven decision making (when common sense is applied)
  • Real-life cases in sales, marketing, customer/client services, inventory management

Attending Your Course 

Further details will be emailed to you two weeks ahead of your course, which will include registration information. 

Please get in touch if you have not received this information within five working days of the course start date.  

In the meantime, you may wish to plan your travel: Travel information 

This course can be taken separately or as part of a weekly discount fee package (9 - 14 June).

Digital Certification

In order to be eligible for a certificate of attendance, you will need to attend the whole course. Participants who meet this criterion will be emailed after the end of the course with a link, and instructions on how to access their University of Oxford digital certificate. 

The certificate will show your name, the course title and the dates of the course you attended. You will be able to download your certificate, as well as share it on social media if you choose to do so. 

Fees

Description Costs
Standard course fee £595.00

Payment

Fees include course materials, tuition, refreshments and lunches. The price does not include accommodation.

All courses are VAT exempt.

Register immediately online 

Click the 'Book now' button on this webpage. Payment by credit or debit card is required.

Request an invoice

If you require an invoice for your company or organisation, please email us to request an online application form.  

Payment is then accepted online, by credit/debit card, or by bank transfer. 

Tutor

Konrad Kleinfeld

Konrad is a qualified banker, former derivatives trader and seasoned investment professional with over 20 years of industry experience in banking, capital markets and asset management. With his extensive background, he offers a unique perspective on both investment strategies and the needs of capital-seeking businesses and corporations in his engaging lectures and seminars. Konrad is currently Head of EMEA Sales for Fixed Income ETFs at one of the world's leading asset management firms. 

Prior to his current role, Konrad spent five years at BlackRock where he covered pension funds and larger German (multinational) corporations. Prior to joining BlackRock, he was a Vice President at Nomura International plc in London and Frankfurt, where he enjoyed a successful seven-year tenure. Konrad began his career as a corporate bond and credit derivatives trader, honing his skills and building a strong foundations in the financial industry. 

In addition to his professional achievements, Konrad is a dedicated part-time lecturer at two prestigious German business schools, where he teaches various aspects of finance and economics to both masters and undergraduate students. In addition, he had the privilege of being a summer school lecturer on finance and artificial intelligence (AI) at King's College London, University of London, from 2016 to 2018. Konrad also shares his expertise as a tutor at Oxford, focusing on topical issues in financial services and AI. 

Konrad's educational achievements include a BA in Banking, an Advanced Diploma in International Development from the University of Cambridge and an Executive MBA from Cass Business School, City, University of London. To further enhance his knowledge and expertise, he has obtained numerous financial certifications. His insights have been recognised and he has been quoted and interviewed by several prominent German TV and print media, including ARD, Tagesschau, n-tv, FAZ, DAF, Sueddeutsche and Handelsblatt. 

Application

If you would like to discuss your application or any part of the application process before applying, please click 'Ask a Question' at the top of this page. 

Level and demands

Target audience:

This is a one-day financial analysis and analytics course which is aimed at middle management and/or those who have recently moved into a managerial role. The course is also of great value for entrepreneurs, individuals at start-ups that want to gain a good overview of the subject area, people new to the subject area, and those already aware of financial analysis basics looking to broaden their knowledge around analysis and the use of analytics or just need a refresher.

Accommodation

Although not included in the course fee, accommodation may be available at our on-site Rewley House Residential Centre. All bedrooms are en suite and decorated to a high standard, and come with tea- and coffee-making facilities, free Wi-Fi access and Freeview TV. Guests can take advantage of the excellent dining facilities and common room bar, where they may relax and network with others on the programme.

To check prices, availability and to book rooms please visit the Rewley House Residential Centre website. 

Enrolled students are entitled to discounted accommodation rates for the purpose of study, at Rewley House, and can contact the administration team for the promotional code to use for making online accommodation bookings via the website.

Terms & conditions for applicants and students

Information on financial support