STRATEGIC FINANCIAL MANAGEMENT TRAINING COURSE

Course Introduction

Strategic Financial Management Training Course is a comprehensive and practical professional programme designed to equip finance professionals, accountants, financial managers, executives, financial analysts, investment professionals, treasury officers, business leaders, and decision-makers with advanced skills in strategic financial management, corporate finance, financial planning, capital allocation, investment appraisal, financial risk management, working capital management, and long-term value creation. The programme focuses on integrating financial management with organizational strategy so that financial resources are efficiently allocated toward sustainable growth, profitability, liquidity, resilience, and competitive advantage. Participants will develop the ability to analyse financial information, evaluate strategic alternatives, manage financial resources, and support high-level corporate decision-making.
The programme provides extensive coverage of strategic financial planning, financial statement analysis, financial forecasting, capital budgeting, investment appraisal, cost of capital, capital structure, dividend policy, working capital management, treasury management, corporate valuation, mergers and acquisitions, financial risk management, and performance measurement. Participants will learn how to evaluate financing alternatives, optimize capital structures, assess investment opportunities, improve cash flow, manage financial risks, and align financial performance with strategic objectives. The training also incorporates financial modelling, scenario planning, sensitivity analysis, financial forecasting, and strategic budgeting.
Participants will develop practical capabilities in applying financial analysis, valuation techniques, financial ratios, investment appraisal tools, financial models, and performance indicators to real-world strategic decisions. Relevant general case studies will demonstrate how organizations can evaluate business expansion, capital investments, financing alternatives, mergers and acquisitions, restructuring, working capital improvements, dividend decisions, and long-term growth strategies. Emphasis is placed on evidence-based financial decision-making, shareholder value creation, financial sustainability, and effective communication of financial strategy to senior management and boards.
By the end of the training, participants will be able to formulate, evaluate, implement, and monitor strategic financial management strategies that support organizational performance and long-term value creation. The programme is suitable for corporations, banks, investment firms, government institutions, NGOs, development organizations, manufacturing companies, fintech businesses, accounting practices, and other organizations seeking advanced financial leadership capabilities. The course can be customized according to participants' professional responsibilities, industry requirements, organizational objectives, financial environment, and strategic priorities.

Course Objectives

1. Understand the principles, concepts, and strategic role of financial management.
2. Align financial management decisions with organizational strategy and long-term objectives.
3. Develop effective strategic financial plans, policies, budgets, and financial targets.
4. Apply advanced financial statement and ratio analysis for strategic decision-making.
5. Evaluate capital investment opportunities using NPV, IRR, payback period, and other techniques.
6. Analyse cost of capital, capital structure, financing alternatives, and financial leverage.
7. Strengthen working capital, cash flow, liquidity, and treasury management strategies.
8. Apply corporate valuation, mergers and acquisitions, restructuring, and shareholder value techniques.
9. Manage financial risks using scenario planning, sensitivity analysis, forecasting, and financial simulation.
10. Develop and implement integrated strategic financial management frameworks for sustainable organizational performance.

Organization Benefits

1. Strengthens strategic financial planning and decision-making.
2. Improves capital allocation and investment decisions.
3. Enhances profitability, liquidity, and cash flow management.
4. Improves financing and capital structure decisions.
5. Strengthens financial risk identification and mitigation.
6. Enhances working capital and treasury management.
7. Improves corporate valuation and shareholder value creation.
8. Strengthens financial forecasting and strategic budgeting.
9. Enhances finance teams' strategic leadership and analytical capabilities.
10. Supports sustainable growth, financial resilience, and competitive advantage.

Target Participants

The course is designed for Chief Executive Officers (CEOs), Chief Financial Officers (CFOs), Finance Directors, Finance Managers, Financial Controllers, Accountants, Management Accountants, Financial Analysts, FP&A Professionals, Investment Analysts, Treasury Managers, Corporate Finance Professionals, Investment Managers, Risk Managers, Economists, Business Development Managers, Consultants, and senior executives responsible for financial planning, investment, financing, performance management, risk management, and strategic decision-making.

Course Outline

Module 1: Strategic Financial Management Foundations

1. Principles, objectives, scope, and strategic importance of financial management.
2. Linking corporate strategy, financial strategy, financial objectives, and organizational performance.
3. Financial statement analysis, profitability, liquidity, efficiency, leverage, and solvency.
4. Strategic financial planning, financial policies, targets, budgets, and performance objectives.
5. Financial value drivers, shareholder value, stakeholder interests, sustainability, and long-term value creation.
6. General Case Study: Developing a strategic financial management framework for an organization seeking sustainable growth while managing profitability, liquidity, and investment constraints.

Module 2: Investment Decisions and Capital Budgeting

1. Capital budgeting principles, investment decision-making, and strategic capital allocation.
2. Net Present Value (NPV), Internal Rate of Return (IRR), payback period, and profitability index.
3. Discounted cash flow analysis, terminal values, project cash flows, and investment returns.
4. Risk-adjusted investment appraisal, sensitivity analysis, scenario analysis, and stress testing.
5. Capital expenditure planning, project prioritization, investment portfolios, and resource allocation.
6. General Case Study: Evaluating competing capital investment projects using NPV, IRR, cash flow projections, risk analysis, and strategic alignment.

Module 3: Financing Strategy, Capital Structure and Cost of Capital

1. Sources of corporate finance including debt, equity, retained earnings, and alternative financing.
2. Cost of debt, cost of equity, Weighted Average Cost of Capital (WACC), and required returns.
3. Capital structure optimization, financial leverage, gearing, debt capacity, and financing risk.
4. Short-term and long-term financing decisions and their impact on corporate performance.
5. Dividend policy, retained earnings, shareholder returns, and financing-growth trade-offs.
6. General Case Study: Designing an optimal financing strategy for a company requiring significant capital for expansion while balancing financing costs, leverage, risk, and shareholder returns.

Module 4: Working Capital, Cash Flow and Treasury Management

1. Strategic working capital management and cash conversion cycle optimization.
2. Accounts receivable, inventory, accounts payable, credit management, and supplier financing.
3. Cash flow forecasting, liquidity planning, cash reserves, and short-term financial management.
4. Treasury management, banking relationships, cash investment, and financing facilities.
5. Foreign exchange risk, interest-rate risk, liquidity risk, and financial risk controls.
6. General Case Study: Developing a working capital strategy for a company experiencing slow customer collections, excess inventory, supplier pressure, and recurring cash flow shortages.

Module 5: Corporate Valuation, Risk and Strategic Financial Analysis

1. Corporate valuation principles, enterprise value, equity value, and financial value drivers.
2. Discounted Cash Flow (DCF), comparable-company analysis, transaction multiples, and valuation methods.
3. Financial risk identification, measurement, mitigation, monitoring, and governance.
4. Scenario planning, sensitivity analysis, financial forecasting, stress testing, and simulation.
5. Strategic financial KPIs, performance measurement, financial dashboards, and management reporting.
6. General Case Study: Conducting a corporate valuation and financial risk assessment under alternative economic scenarios involving changing interest rates, inflation, exchange rates, and market demand.

Module 6: Strategic Financial Management Implementation and Performance

1. Developing integrated strategic financial management plans and implementation roadmaps.
2. Aligning financial resources, investments, financing, budgets, and operational priorities.
3. Financial governance, internal controls, accountability, strategic reporting, and board oversight.
4. Monitoring financial performance against strategic objectives, budgets, forecasts, and KPIs.
5. Communicating financial strategy, performance, risks, and recommendations to executives, boards, investors, and stakeholders.
6. General Case Study: Developing a complete strategic financial management plan covering corporate objectives, capital investment, financing, working capital, risk management, financial performance, and long-term value creation.

General Information

1. Customized Training: All our courses can be tailored to meet the specific needs of participants.
2. Language Proficiency: Participants should have a good command of the English language.
3. Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.
4. Certification: Upon successful completion of training, participants will receive a certificate from Foscore Development Center (FDC-K).
5. Training Locations: Training sessions are conducted at Foscore Development Center (FDC-K) centers. We also offer options for in-house and online training, customized to the client's schedule.
6. Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.
7. Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.
8. Additional Services: Accommodation, pickup services, flight booking, and visa processing arrangements are available upon request at discounted rates.
9. Equipment: Tablets and laptops can be provided to participants at an additional cost.
10. Post-Training Support: We offer one year of free consultation and coaching after the course.
11. Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.
12. Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Foscore Development Center account. This ensures better preparation for your training.
13. Contact Us: For any inquiries, please reach out to us at training@fdc-k.org or call us at +254712260031.
14. Website: Visit our website at www.fdc-k.org for more information.