Essentials of Finance for Non-Finance Practitioners
Employee's Withholding Tax and Fringe Benefits Tax Strategies

Impact your financial decisions and learn how to affect the performance of your unit’s profitability and of your organization.


Businesses, like your organization, exist primarily to generate wealth for stakeholders. Wealth is, more often than not, expressed in financial terms. It is vital that you possess a sufficient level of financial literacy to better understand and perform your role in meeting your organization’s objectives or, what we call, creating value for your organization.


This 1-day MasterClass will help you understand how your decisions can improve efficiency, drive successful projects, and impact the financial performance of the business.


MasterClass 3.0


Essentials of Finance

for Non-Finance Practitioners

Financial Analysis for Non-Finance Professionals


Thursday, July 21, 2022

PART 1: 08:30 AM – 12:00 NN PHT

PART 2: 01:30 PM – 5:00 PM PHT

MARCO POLO ORTIGAS

Meralco Avenue & Sapphire Road, Ortigas Center, Pasig City



Live Stream via



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8832-9901 | 8835-9354

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(Smart) 0919-6142598

(WhatsApp) 0917-3267870




Course Description

The goal of every business is to generate superior returns. Financial reports are used to gain insights on how the company work. Financial Analysis introduces you to methods of financial ratio analysis that allows you to use a company’s financial reports to identify areas for improvement as well as to identify areas of risk. 


This intensive MasterClass explains the basics of finance for non-finance professionals, and covers key accounting and finance essentials and concepts: the basic accounting equation, accrual-based accounting, and basic accounting principles. It explores business finance, including how business transactions affect financial statements and the bottom line. You’ll walk through the four-step accounting process, and you’ll learn the fundamental principles of cash flow management and the four types of financial risk.


This 1-day MasterClass will allow the Executives, Entrepreneurs and Non-Finance Practitioners to absorb the basics of accounting and finance, and to develop a good financial foundation. The intensive program will progress from the basics of reading the financial statements to much deeper insights such as business plan preparation and evaluation of short term and long term decisions using financial data.  

Course Objectives

The specific objectives of this unique fun-filled learning experience are:

  • Learn about key accounting and finance terms;
  • Refresh oneself on the importance of financial statements;
  • Identify the three elements of a profit and loss statement;
  • Apply the concepts of accounting and finance to analyze financials;
  • Refresh oneself with the importance of performing a combined analysis;
  • Apply the appropriate financial ratio in specific financial activities; and
  • Learn how to use financial information to make good decisions.
Key benefits from attending this MasterClass

In this MasterClass, your participants and your organization will be able to:

  • Strengthen your business acumen and understanding of financial language;
  • Understand the basics of financial statements;
  • Learn basic financial analysis including ratios;
  • Understand what is Financial Management and how it is different from Accounting;
  • Understand What are Financial Statements and how it is useful for Decision Making;
  • Analyze and interpret the financial performance of the company;
  • Gain insight into the relevance and limitations of key financial statements in annual reports;
  • Know the concepts and principles underlying the preparation of financial statements;
  • Better manage day-to-day cash flows and working capital;
  • Equip yourself with the financial tools for assessing the financial performance of a company; and
  • Appreciate the relevance of the Cash Flow Forecast to effective cash flow management.
Course Outline


Module 1: Introduction to financial ratio analysis

  • Two types of ratio analysis
  • Diagnostic analysis
  • Prognostic analysis
  • Four steps in financial ratio analysis
  • DuPont framework
  • Common size financial statements
  • Identifying issues
  • Identifying individuals

Module 2: A review of the financial statements

  • The balance sheet
  • Understanding the balance sheet
  • The accounting equation
  • The components of the balance sheet
  • The typical transactions behind the balance sheet
  • The income statement
  • The statement of cash flow
  • Cash and cash equivalents

Module 3: The budget and capital expenditures

  • The budget
  • The budget
  • Planning and control
  • Advantages of budgeting
  • How to budget
  • Capital expenditures
  • The Capex
  • Computing for the ROI
  • Amortizing Capex
  • When and when not to proceed

Module 4: Financial ratio analysis

  • Comparing financial statements across time
  • Financial statement analysis
  • Return on sales
  • Comparing financial statements across companies
  • Common sized financial statements

Module 5: Ration analysis

  • Return on equity
  • The DuPont Framework
  • Returns on sales ratio
  • Assets turn-over ratio
  • Assets to equity ratio
  • Liquid ration
  • Price earnings ratio
  • Short-term ration
  • Long-term debt ration

Module 6: Ration analysis – the operating cycle

  • The operating cycle
  • Days sale in inventory
  • Average collection period
  • Days purchases in payables

Module 7: Ration analysis – investment

  • Net present value
  • Value per share
  • Internal rate of return
  • Debt service coverage

Module 8: Ration analysis – investment

  • Sensitive analysis
  • Breakeven analysis



Reserve Your Spot NOW and SAVE Php. 2,000


(Pay on or before June 03, 2022)


Best Value Rate

(Group discount is given to 3 or more participants

from same organization.)



P 3,998 + VAT

per Participant


LIVE STREAM





P 6,998 + VAT

per Participant


IN-PERSON



BFF Rate

(Minimum of 2 Participants)





P 4,998 + VAT

per Participant


LIVE STREAM





P 7,998 + VAT

per Participant


IN-PERSON



Super Saver Rate

Pay on or before June 03, 2022


P 5,998 + VAT

per Participant

LIVE STREAM


P 8,998 + VAT

per Participant

IN-PERSON

Early Bird Rate

Pay on or before June 21, 2022


P 6,998 + VAT

per Participant

LIVE STREAM


P 9,998 + VAT

per Participant

IN-PERSON

Regular Rate

Starting June 22, 2022


P 7,998 + VAT

per Participant

LIVE STREAM


P 10,998 + VAT

per Participant

IN-PERSON


ONLINE LEARNING INVESTMENT INCLUDES:


Enjoy a “Fun-filled” virtual learning experience with full access link to zoom webinar, soft copy of learning materials and e-certificate of attendance after online course completion.




IN-PERSON LEARNING INVESTMENT INCLUDES:


Enjoy a “Fun-filled” learning experience, with full access link to zoom webinar, hard and soft copy of learning materials, certificate of attendance, AM Snacks, Sumptuous Lunch and PM Snacks!


PAYMENT METHOD

  • Paypal / Gcash / Paymaya
  • Credit Cards / Debit Cards 
  • Bank Transfer / Electronic Funds / Telegraphic Transfer
  • Direct Bank Deposit: Cash and Cheque 

Click here for the PAYMENT GUIDELINES

Claiming eCertificates


An eCertificate of Attendance will be awarded to participants who successfully completed the entire Virtual MasterClass.


Survey Online Questionnaire will be emailed after the e-Learning Event for participants to give feedback.


An eCertificate of Achievement will be emailed to the registered email address of the participants upon completion of the online Feedback Form.


Please ensure email address provided during registration is accurate or eCertificates may not be received.


Online Certificates will be available 3-5 days after the e-Learning Event.



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ARIVA Academy Philippines, Inc.


8832-9901 | 8835-9354


(GLOBE/VIBER) 0917-3257870


(SMART) 0919-6142598

(WhatsApp) 0917-3267870




Email: SuccessSeminars@Ariva.com.ph



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