Introduction

Lesson 64/73 | Study Time: Min


Introduction to a Financial Analyst Consultancy Project:


In the dynamic and competitive business environment of today, organizations often turn to financial analysts to provide expert insights and data-driven recommendations for critical decisions. A financial analyst consultancy project involves a collaborative effort between financial analysts and organizations to address specific financial challenges, opportunities, or strategic goals. This project aims to leverage financial expertise to guide the organization toward optimal financial outcomes.

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Class Sessions

1- Introduction 2- Globalization: Define the concept of globalization and identify its affiliation with the investment process. Evaluate the advantages of investment. 3- Global business environment: Identify the factors of the global business environment and evaluate their impact on national and multinational organizations. 4- Value enhancement strategies: Identify the current value statement of an organization, understand how the organization achieved those values. 5- Financial consequences of strategic decisions: Identify strategic decisions in an organization and evaluate their financial consequences. 6- Sources of finance and global risk management: Identify appropriate sources of finance, evaluate the risk involved, and assess the cost of managing. 7- Techniques to manage global risk: Identify risk mitigation techniques, identify global risks, and explain the suitability of techniques to manage. 8- Critical assessment of investment decisions and strategies in the global environment: Identify potential investment decisions and strategies. 9- Introduction 10- Business resources: Identify a range of resources to meet organisational objectives. 11- Academic theories: Identify and apply relevant theories to understand internal and external factors of an organisation. 12- Financial theories: Identify and evaluate key financial theories. 13- Strategic implementation techniques: Apply balance scorecard and portfolio management tools. 14- Culture and strategy: Evaluate the role of culture on strategy and managing change. 15- Stakeholder analysis: Understand the significance and application of stakeholder analysis. 16- Business expansion methods: Identify methods and their impact on stakeholders. 17- Corporate and business valuation techniques: Critically evaluate valuation techniques. 18- Performance measurement systems: Identify systems and techniques for measuring performance and solving business problems. 19- Introduction 20- Identify and evaluate the history and the current regulatory environment for auditing: Identify the history and current regulatory environment for auditing. 21- Understand and critically apply the rules of professional conduct for auditors: Identify the rules of professional conduct, Identify the critical app. 22- Evaluate the importance of legal and professional requirements when performing the audit: Identify the importance of legal professional requirements. 23- Critically analyze the effectiveness of audit monitoring processes: Identify and analyze an audit strategy in general, Critically analyze the effectiveness. 24- Identify the risk involved in an audit and the use of suitable measures to minimize the risk: Identify the risk involved in the process of auditing. 25- Be able to identify and explain the linkage between accounts preparation and the conduct of audit: Identify the link between preparation of accounts. 26- Identify and critically assess the current developments in auditing: Identify the current developments in auditing, Critically assess the current development. 27- Introduction 28- Profession: Understand professional institutes and their role in governance law and practices. 29- National and international context: Identify and explain the law and practices in both contexts. 30- Framework evaluation: Critically evaluate the governance framework from a national and international perspective. 31- Corporate governance and ethical behavior: Recognize the significance of these concepts and evaluate ethical issues in corporate activity. 32- Ethical issue solutions: Assess and recommend solutions to overcome ethical issues in corporate activity. 33- Financial reporting stakeholders: Identify the range of stakeholders and evaluate the impact of financial reporting on them. 34- Principal governance approaches: Identify the main approaches to governance. 35- Risk management for good corporate governance: Identify and assess the risks involved and how they can be managed for good corporate governance. 36- CSR and governance issues: Identify and research complex issues in CSR and governance. 37- Communication format evaluation: Evaluate communication issues in an appropriate and understandable format. 38- Introduction 39- Identify main sources of regulatory framework: Identify regulatory framework sources. 40- Identify and explain use of accounting information: Understand purpose of accounting information. 41- Identify and explain exploitation of accounting information: Understand how accounting information. 42- Explain impact of regulatory framework on businesses: Understand how regulations affect businesses. 43- Identify accounting concepts and theories: Recognize accounting principles and theories. 44- Assess identified accounting concepts and theories: Evaluate the relevance and applicability of accounting concepts and theories. 45- Understand how to implement accounting calculations and information: Learn how to perform accounting calculations and use accounting information. 46- Interpret accounting information gathered: Analyze and understand accounting data. 47- Critically assess accounting information gathered: Evaluate the reliability and accuracy of accounting information. 48- Identify specific accounting regulations on a chosen sector: Identify sector-specific accounting regulations. 49- Critically analyze identified specific accounting regulations: Evaluate the effectiveness and implications of specific accounting regulations. 50- Identify and evaluate key accounting practices and policies: Recognize and assess important accounting practices and policies in corporate accounting. 51- Introduction 52- Identify different types of securities and their concepts. 53- Evaluate the characteristics of each of the securities identified. 54- Critically analyse the characteristics and the strengths and weaknesses of different types of securities. 55- Identify the regulations and procedures relating to trading securities. 56- Investigate the arising issues in the global markets including the London Stock Exchange (LSE). 57- Identify and explain the principles of investment theory. 58- Critically evaluate securities. 59- Evaluate the underlying concepts of market analysis and efficiency. 60- Identify the range of taxes and their characteristics. 61- Explain the implications of taxation. 62- Identify the regulations prevailing in the financial services industry. 63- Evaluate client portfolios according to customer profile. 64- Introduction 65- Introduction and Background: Provide an overview of the situation, identify the organization, core business, and initial problem/opportunity. 66- Consultancy Process: Describe the process of consultancy development, including literature review, contracting with the client, research methods. 67- Literature Review: Define key concepts and theories, present models/frameworks, and critically analyze and evaluate literature. 68- Contracting with the Client: Identify client wants/needs, define consultant-client relationship, and articulate value exchange principles. 69- Research Methods: Identify and evaluate selected research methods for investigating problems/opportunity and collecting data. 70- Planning and Implementation: Demonstrate skills as a designer and implementer of an effective consulting initiative, provide evidence. 71- Principal Findings and Recommendations: Critically analyze data collected from consultancy process, translate into compact and informative package. 72- Conclusion and Reflection: Provide overall conclusion to consultancy project, reflect on what was learned about consultancy, managing the consulting. 73- Understand how to apply solutions to organisational change.
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