Financial Analysis and Analytics (online)



Overview

This course will provide you with a condensed, non-technical (but very practical) introduction to key concepts and techniques of financial (statement) analysis. 

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

This course will also reflect and show-case best cases from industry, how financial analysis and (data) analytics in particular can build ground for: 

  • data-centric management decisions 

  • making product value chains more efficient 

  • Making products smarter 

  • helping to make customer responses more personalized. 

By taking this course, you will gain the foundational knowledge, confidence 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.

Dates, Times and Delivery 

The Financial Analysis and Analytics (online) course runs over two weeks, from 11 - 22 September 2023, with online sessions delivered via Microsoft Teams. 

There will be a combination of virtual presentations, interactive group work/discussions and hands-on application exercises.

Sessions will be held on Mondays and Fridays from 19:00-20:30 (UK time) on:

  • Monday 11 September

  • Friday 15 September

  • Monday 18 September

  • Friday 22 September

A world clock, and time zone converter can be found here: https://bit.ly/3bSPu6D 

This is a ‘virtual classroom’ course. 

To replicate the experience of a classroom, the sessions are ‘live’ and are not recorded. 

No in-person attendance at Oxford is required and you do not need to purchase any software.

Programme details

Session 01: Introduction to financial statements and associated terminology (11 September)

  • Financial statements and associated terminology
  • Definitions, background information for a first general understanding
  • The financial analysis process
  • Analysis of a company’s modus operandi (via qualitative analysis approaches)

Session 02: Introduction to financial statement analysis (15 September)

  • Common size horizontal and vertical financial analysis
  • Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
  • Introduction to ratios for valuation and the Du-Pont formula / model
  • Typical value creation drivers of a firm

Session 03: Introduction to forecasting and data (18 September)

  • Pro forma analysis and typical value (creation) drivers (financial & non-financial)
  • Introduction to financial forecasting techniques
  • Big data revolution: turning data into business (advantages)
  • Different sources of data, data mining techniques & data visualization
  • Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
  • how to leverage data and analytics to drive strategy and innovation across firms

Session 04: From Business Intelligence to Analytics (19 September)

  • Introduction to analytics and its different forms
  • Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
  • Pros, Cons and Limits of data-driven decision making
  • Course wrap-up, further readings & sources

Certification

Participants who attend the full course will receive a University of Oxford electronic certificate of attendance. 

The certificate will show your name, the course title and the dates of the course you attended.

You will be required to attend all of the live sessions on the course in order to be considered for an attendance certificate. 

Fees

Description Costs
Course Fee £395.00

Payment

Fees include electronic copies of course materials.

All courses are VAT exempt.

Register immediately online 

Click the “book now” button on this webpage. Payment by credit or debit card is required.

Tutor

Konrad Kleinfeld

Tutor

A certified banker, former derivatives trader and investment professional – with more than 18 years of industry experience in banking, capital markets and asset management. 

Konrad’s professional experience enables him to offer a unique perspective of both – an investor’s perspective and capital-seeking enterprises / corporates in his lectures and seminars. Konrad currently runs the EMEA distribution for fixed income ETFs at one of the world's premier asset management firms. Prior to that, he spent 5 years at BlackRock serving pension funds and larger German (multinational) corporates. Prior to joining BlackRock, he spent 7 years as Vice President at Nomura International plc in London and Frankfurt. Konrad started his career as corporate bond and credit derivatives trader.

Konrad is also a part-time lecturer for multiple facets of finance and economics (at master and undergraduate level) at two highly-ranked German business schools and was a summer school lecturer for finance and artificial intelligence (AI) at King’s College London, University of London (2016-2018). 

Konrad earned 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. He also holds numerous finance certifications and was quoted and interviewed by numerous German TV and print formats including ARD, n-tv, FAZ, DAF, Handelsblatt.

Application

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

Level and demands

This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.   

It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.  

IT requirements

This course is delivered online using Microsoft Teams. You will be required to follow and implement the instructions we send you to fully access Microsoft Teams on the University of Oxford's secure IT network.

To participate you must be familiar with using a computer for purposes such as sending email and searching the Internet. You will also need regular access to the Internet and a computer meeting our recommended minimum computer specification.

It is advised to use headphones with working speakers and microphone.

Terms & conditions for applicants and students

Information on financial support