Financial Accounting: Planning, Analysis And Reporting

Course Description

This course is designed to help users to analyze and report their finances by discussing many topics. Basic concepts of financial planning, goal setting, and maximizing assets as well as the types of personalities and their investment profiles along with the various stages in the life cycle of an investor are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. The course also provides strategies for reducing tax burden, and building a model portfolio that suits your risk and return profile.

The Training Course Will Highlight ?

Training Objective

Knowing basic concepts in financial planning
Analyzing various financial products for savers and investors
Understanding various types of personalities and their financial needs
Recognizing your financial goals and achieving them
Having better control on taxes you pay
Building a finance portfolio suiting your needs
Reporting of financial planning

Target Audience

Accounting Professionals
Budget holders
Finance Professionals
Anyone who needs to know about organizational finance

Training Methods

This interactive Training will be highly interactive, with opportunities to advance your opinions and ideas and will include;
Lectures
Workshop & Work Presentation
Case Studies and Practical Exercise
Videos and General Discussions

Daily Agenda

DAY 1

What is financial planning
Three steps in financial planning process
Elements of the balance sheet
The Income and expense statement
The budget
Why is it important to prepare budget carefully?

DAY 2

The time value of money
Diversification - 'spreading risk'
Investment timing
Saving versus investment
Products options for savers
Checking accounts
Savings account

DAY 3

Certificates of deposit
Money market mutual funds
Money market deposit accounts
treasury bills
Products options for Investors
Common stock
Bonds
Preferred stock
Mutual funds

DAY 4

Real estate
Commodities
Metals, art and collectibles
The five personalities
Using the five-way classification model
Risk/Return trade-offs for investors
Risk/Return position at various life cycle stages

DAY 5

Types of goals
Investment objectives
Liquidity: real needs and perceived needs
Strategies for reducing federal income tax
Basics of portfolio management
Financial planning calculators
How to write different kinds of financial planning report

Accreditation

CDGA attendance certificate will be issued to all attendees completing minimum of 75% of the total course duration.

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Course Rounds : (5 -Days)

Code	Date	Venue	Fees	Register
ACC145-01	22-06-2025	Dubai	USD 5450
ACC145-02	04-08-2025	Kuala-Lumpur	USD 5950
ACC145-03	13-10-2025	London	USD 6950
ACC145-04	07-12-2025	Dubai	USD 5450

Prices doesn't include VAT

UpComing Date

Details

Start date 22-06-2025
End date 26-06-2025

Venue

Country UAE
Venue Dubai

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Quality Policy

 Providing services with a high quality that are satisfying the requirements
 Appling the specifications and legalizations to ensure the quality of service.
 Best utilization of resources for continually improving the business activities.

Technical Team

CDGA keen to selects highly technical instructors based on professional field experience

Strengths and capabilities

Since CDGA was established, it considered a training partner for world class oil & gas institution

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