The Ratio and Trend Analysis Training Course, offered by Oxford Training Centre (OTC), equips professionals with the ability to interpret and apply financial ratios and performance trends. Participants learn to transform raw financial data into actionable insights, enabling smarter decisions in areas such as corporate strategy, investment evaluation, and financial health monitoring.
Objective
This course is designed to help participants go beyond reading numbers and instead leverage profitability ratios, liquidity ratios, solvency ratios, and time series analysis to evaluate performance, anticipate risks, and drive strategic decisions. By focusing on real-world applications, it empowers executives and financial leaders to create credible, quantifiable insights that strengthen enterprise-wide decision-making.
Target Audience
This program is ideal for professionals engaged in financial strategy, performance monitoring, investment analysis, or corporate reporting.
Who should attend:
- Chief Financial Officers (CFOs)
- Finance Directors and Controllers
- Corporate Strategy Executives
- Financial Planning & Analysis (FP&A) Managers
- Risk and Investment Analysts
- Treasury Professionals
- Business Consultants
- Portfolio and Fund Managers
- Board Members and Corporate Advisors
Course Content
Module 1: Financial Ratios as Corporate Intelligence Tools
- Linking ratios to business decisions
- Structuring ratio categories for operational and strategic insight
- Applications of profitability, liquidity, and solvency ratios
- Interpreting cash-generating power with cash flow ratios
- Building executive-level ratio dashboards
Module 2: Trend Analysis Across Time Horizons
- Building time series models for performance evaluation
- Identifying growth patterns, seasonal shifts, and anomalies
- Using trend lines for long-term forecasting and risk anticipation
- Studying capital expenditure, revenue cycles, and margins over time
- Visualizing trends for executive and investor reporting
Module 3: Benchmarking for Competitive and Strategic Advantage
- Setting financial benchmarks and industry standards
- Comparing internal ratios with peers, indices, and global averages
- Assessing efficiency and leverage through benchmarking
- Creating performance scorecards across business units
- Detecting red flags for underperformance and risks