Financial Planning and Control in the Banking Sector

Financial Planning and Control in the Banking Sector

Increasing the participants' ability to prepare plans and tighten control over the movement of the financial institution's funds and employment returns.

Training Target

Workers in the banking sector, especially those interested in performance planning and control, and inspection activities.

Financial Planning and Control in the Banking Sector

Training Details

_ Disclosure in the financial statements of banks and similar financial institutions under the umbrella of International Accounting Standard No. (30 ).

- Philosophy of tab and presentation.

Critical review points.

Financial analyst aids.

_ Profitability, liquidity and employment: basic axes for the work of the planner, financial analyst and internal auditor:

Investment and fruits.

Liquid assets, common professional errors.

- The funds employed, and the fairness of evaluating the performance of the branches.

- Reviewing and analyzing cash flows under the umbrella of International Accounting Standard No. 7 ).

Exam review and analytical examination of the financial statements for the purpose of forming a portfolio of financial investments.

_ Skills of reconnaissance and evaluation of the feasibility of investment projects undertaken by the financial institutions sector.

_ The skills of the internal auditor and credit analyst in judging the accuracy and objectivity of the feasibility study submitted by the bank’s client and prepared by a consultant expert.

_ Strategic management accounting, and the skills of determining the capital adequacy standard and judging the solvency of the financial institution according to (Basel) decisions1) .

Planning and decision-making in the banking sector and performance control.

An open meaningful dialogue on the concepts of break-even, cost symmetry, and profit-basket analysis using a model OLT .

Analyzing and examining the financial statements for the purposes of reporting on the creditworthiness of the client.

_ Report on the type and size of fruits using scales (RONA), (ROTA) and Revenue Power (EPR).

_ Employment through lease contracts, and the requirements of International Accounting Standard No. ( 17 )

_ The internal auditor and confirming compliance with the instructions of the banking inspection regarding the classification and transfer of investments and with regard to customer deposits and investments.

Training Enrollment

Code Venue Start End Price Enroll Now
acc94 sharm elsheikh Oct 15, 2023 Oct 19, 2023 3000 $
acc94 sharm elsheikh Oct 13, 2024 Oct 17, 2024 3000 $

Description

Increasing the participants' ability to prepare plans and tighten control over the movement of the financial institution's funds and employment returns.