Financial analysis and risk management. Investment project assessment - free course from the Russian School of Management, training, date: December 5, 2023.

Teacher, consultant. Member of the Institute of Internal Auditors. Author of programs and courses on topics related to risk management, anti-corruption policy and economic security.

MBA teacher at Russian School of Management. Expert in financial management, budgeting and analytics. Implemented more than 100 consulting projects.

Business consultant, teacher of financial disciplines. Expert in optimizing management systems, setting up management accounting and budgeting.

Business analysis: key users, questions, reporting forms. Profit and efficiency analysis
• Business analysis: key users, questions, reporting forms. Profit and efficiency analysis
• Cash flow and efficiency analysis
• Types of analysis and their applicability. Key indicators of profitability and profitability
• Indicators used to analyze the market, customers and business processes
• Personnel analysis. Analysis of the Cost-Volume-Profit relationship (C-V-P analysis)

Management of risks
• Risks in modern business. Qualitative and quantitative understanding of risks. The positive and negative side of forecasts. Managing flexibility (reactive and proactive).
• Business process risks and asset risks. Classification of assets for risk purposes.
• Risk management culture. Evolution of the risk management system. Major business failures caused by inadequacy of risk management systems. Development of new approaches to risk management regulation.
• Risk map as a tool for risk analysis and control. Examples of mapping for various industries. Risk register of a manufacturing company. Compiling a database of risk events that have occurred.
• Development of a risk management strategy.
• Anti-risk measures: passive and active.
• Internal control. Coso model.
• Financial risks. Exchange rate volatility. Risks in global financial systems. American and European attitudes towards risk control measures. Tighter regulation.
• Risk assessment. Quantitative risk analysis. Risk analysis, their prioritization. Diversification of risks.
• Risk and return. Risk statistics. Beta coefficient. Risk-free return. CAPM model.
• Process risk management with analysis of consequences and causes.

Justification and evaluation of investment projects
• Introduction to investment analysis.
• Project time frame.
• Time value of money.
• Return on investment, determination of the project discount rate.
• Procedure for evaluating investment initiatives.
• Strategic rationale for the project.
• Project implementation plan as the basis of the financial model.
• Indicators of economic efficiency of the project.
• Sources of financing and their impact on project performance.
• Analysis of project risks, making decisions on investments taking into account risks.

Business planning
• Target audience of the business plan.
• Summary of the business plan.
• About insiders.
• Company description – mission and values.
• Company description – history and current position.
• Description of the company – organizational structure.
• Company description – business model.
• Description of the market and environment.
• Description of competitors.
• SWOT analysis.
• PESTLE analysis.
• Strategic planning.
• Typical mistakes in strategic planning.
• Operational plan.
• Sales (distribution).
• Implementation of the plan.
• Description of risks.
• Financial plan.
• Description of the command.
• Investment memorandum.
• Analysis of additional materials and links.