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 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

  • 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

Certification

Participants who attend the full course will receive a University of Oxford certificate of attendance. This will be presented to you prior to the end of the course wherever possible.

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

Fees

Description Costs
Standard course fee £495.00

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 personal records, please complete an online application form. The Course Administrator will then email you an invoice. Payment is accepted online by credit/debit card, or by bank transfer. Please do not send card or bank details by email.​

Tutor

Konrad Kleinfeld

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

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 but want 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.

To enquire about a vacancy, about room charges or to make a booking, please contact the Residential Centre directly: 

+44 (0)1856 270362
res-ctr@conted.ox.ac.uk

Terms & conditions for applicants and students

Information on financial support