Preparing Investor Engaging Annual Reports

INTRODUCTION

In order to give shareholders with information about the company’s future aims and objectives, annual reports often include financial statements such as balance sheets, income statements, cash flow statements, and information about its future performance.

This course provides a thorough introduction to the fundamentals of financial reporting, preparing you to excel in any finance or accounting role.

You will learn about the fundamental concepts of financial statements, such as the nature of double entry accounting and how it works, as well as the regulations and needed presentation to fulfil UK and International Financial Reporting Standards (IFRS). This will help you to preserve the openness and integrity of your company’s financial reporting.

COURSE METHODOLOGY

This course is designed in the form of workshop which will includes a variety of learning tools to help participants function effectively and efficiently in a multifunctional environment through various methodologies including;

• Short lectures
• Brainstorming
• Case studies
• Group activities
• Role playing

COURSE OBJECTIVES

The attendees of this Certificate Program will be able to:

• Describe each stage of the accounting cycle.
• Create an excellent chart of accounts.
• Carry out accounting changes such as deferrals and accruals.
• Produce a trial balance and an adjusted trial balance.
• Describe and connect account charts to financial statements
• Prepare and present income and balance sheets, as well as cash flow statements.
• Create financial statement footnotes.

 WHO SHOULD ATTEND THIS COURSE?

• Managers
• Supervisors
• Executives
• Leaders
• Investment manager
• Finance manager
• Portfolio manager
• Anyone who is seeking improvement in skills for enhanced performance and career development

TARGETED SKILLS

• Understanding the accounting cycle
• Designing chart of accounts
• Performing accounting adjusting entries
• Preparing and analyzing income statements
• Preparing and analyzing balance sheets
• Preparing and analyzing cash flow
• Reviewing and understanding financial statements notes
• Utilizing Excel functions
• Operational capability