Fundamentals of Finance Program

This DIXONTECH programme provides a complete foundation in financial principles, analysis, and decision-making. It is designed for professionals seeking to understand financial statements, budgeting, cost control, and investment evaluation. Participants will gain practical skills to interpret financial data, assess performance, and contribute effectively to organizational financial planning and management.

TRAINING TOPICS

• Principles and Functions of Finance
• Financial Statements and Analysis
• Budgeting, Cost Control, and Financial Planning
• Investment Appraisal and Risk Evaluation
• Corporate Finance and Decision-Making

By the end of this training course, delegates will be able to:

• Interpret and analyze financial statements accurately
• Prepare and manage effective budgets
• Apply key financial ratios for performance assessment
• Evaluate investment and financing decisions
• Understand cost behavior and break-even analysis
• Strengthen strategic financial decision-making skills
• Contribute to financial planning and control processes

TRAINING IS TAILORED TO:

• Non-financial managers and supervisors
• Accountants and finance assistants
• Project and operations managers
• Business owners and entrepreneurs
• Administrative and planning officers
• Professionals seeking financial literacy skills
• Individuals transitioning into finance-related roles

TRAINING METHODOLOGY

This course combines expert instruction with hands-on exercises, case studies, and real-life examples. Participants will analyze financial data, prepare budgets, and evaluate business decisions using key financial tools and Excel-based models to ensure practical application and understanding.

DAY 1

INTRODUCTION TO FINANCIAL MANAGEMENT

• Understanding the role and objectives of finance
• Key functions within financial management
• Financial decision areas: investment, financing, dividend
• Understanding financial vs. managerial accounting
• Relationship between finance and business strategy
• The time value of money and its applications
• Case study: financial management in organizations

DAY 2

FINANCIAL STATEMENTS AND ANALYSIS

• Overview of main financial statements (P&L, Balance Sheet, Cash Flow)
• Understanding assets, liabilities, and equity
• Income recognition and expense matching
• Ratio analysis for performance evaluation
• Liquidity, profitability, and efficiency ratios
• Common-size and trend analysis techniques
• Practical exercise: analyzing company financials

DAY 3

BUDGETING, COST CONTROL, AND PLANNING

• Purpose and process of budgeting
• Fixed, flexible, and zero-based budgeting methods
• Forecasting revenues and expenses
• Variance analysis and corrective actions
• Cost classification and behavior patterns
• Cost-volume-profit (CVP) and break-even analysis
• Case study: preparing an operating budget

DAY 4

INVESTMENT APPRAISAL AND RISK MANAGEMENT

• Evaluating capital investment projects
• Net Present Value (NPV), IRR, and Payback methods
• Risk and return concepts in investment decisions
• Sensitivity and scenario analysis
• Managing business and financial risk
• Understanding cost of capital and discounting rates
• Exercise: comparing investment alternatives

DAY 5

CORPORATE FINANCE AND STRATEGIC DECISION-MAKING

• Short-term and long-term financing sources
• Capital structure and leverage concepts
• Dividend policies and shareholder value creation
• Working capital and liquidity management
• Linking finance to organizational goals
• Corporate governance and financial ethics
• Capstone project: preparing a financial plan for a business case