Faculty of Social Sciences

Sagicor Cave Hill School of Business and Management

Short Courses

Financial Analysis and Valuation

Registration is Open

Programme Overview 

See Beyond the Balance Sheet: Master Valuation. Influence Decisions. Create Value.  

Numbers tell the story when you know how to read them. Financial Analysis and Valuation equips finance professionals, business leaders, and decision-makers to decode complex financials, uncover what truly drives performance, and make confident investment and strategic calls.

Over five intensive days, you will analyse profitability, liquidity, and solvency, identify performance drivers, and spot red flags before they become risks. Working with real-world data and hands-on modeling, you will master core valuation methods like Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transactions, and tackle advanced topics such as valuing high-growth firms, integrating ESG factors, and using AI-driven modeling tools to sharpen forecasts.

This is a practical, interactive programme designed for immediate impact. Through case studies, group exercises, and live scenario simulations, you will learn to translate numbers into strategy, craft compelling financial narratives for stakeholders, and influence decisions with evidence.

Programme Objectives 

On successful completion of the programme, you will be able to: 

  • Analyse financial statements to identify performance trends, operational risks, and value-creation opportunities using industry-standard techniques. 
  • Apply core and advanced valuation methodologies to quantify enterprise value and assess investment decisions. 
  • Develop dynamic financial models in Excel or comparable tools, incorporating scenario analysis, sensitivity testing, and forward-looking assumptions for decision support. 
  • Integrate macroeconomic, sector-specific, and ESG factors into valuation and investment analyses to produce actionable insights aligned with current market conditions. 
  • Evaluate strategic business decisions using quantitative and qualitative financial data. 
  • Communicate complex financial insights clearly through concise reports, visual dashboards, and executive presentations. 
  • Benchmark company performance against peers using financial ratios, trend analysis, and market comparisons to support informed decision-making. 

At a Glance

Course Duration:

February 23 – 27, 2026

Times:

9:00 AM - 1:00 PM

Certificate Awarded:

Professional Development Certificate of Competence

Cost:

US $3,400.00 – Regular fee 

Register by December 5, 2025 and save 10%

Registration Deadline:

Modality:

Online

Contact Us Today


Direct Contacts

Wanda Monrose
wanda.monrose@uwi.edu

Additional Information

Programme Curriculum 

Decoding Financial Statements – The Story Behind the Numbers 

  • Understanding financial statements: Income Statement, Balance Sheet, Cash Flow Statement 
  • Key Financial Ratios: Profitability, Liquidity, Solvency, and Efficiency Metrics 
  • Common Accounting Adjustments for Analysis 
  • Introduction to Valuation Concepts and Methodologies 

Deep Dive into Financial Analysis 

  • Analysing Revenue Streams, Cost Structures, and Cost Efficiency 
  • Evaluating Operational Performance and Identifying Financial Red Flags 
  • Trend Analysis and Benchmarking Against Industry Peers 

Core Valuation Techniques in Action 

  • Mastering the Art of Discounted Cash Flow (DCF) Modeling to Value Companies Based on Future Cash Flows 
  • Conducting Comparable Company Analysis (CCA) and Precedent Transaction Analysis to Benchmark Value in the Market 
  • Understanding and Modeling Capital Structure, WACC, and Terminal Value Assumptions 

Advanced Valuation and Strategic Insights 

  • Valuing Startups, High-Growth Ventures, and Emerging Market Opportunities 
  • Incorporating Environmental, Social, and Governance (ESG) Factors into Financial Analysis 
  • Assessing the Impact of Macroeconomic Trends, Interest Rates, and Market Volatility on Valuations 
  • Exploring AI and Machine Learning Tools to Enhance Forecasting and Scenario Analysis 

Strategic Financial Decision-Making and Value Creation 

  • Translating Financial Analysis into Actionable Business Strategy 
  • Identifying Value Drivers and Growth Opportunities Across Business Units 
  • Evaluating Investment, Financing, and Operational Decisions from a Strategic Perspective 
  • Risk Assessment and Scenario Planning to Inform Executive Decision-Making 
  • Communicating Financial Insights Effectively to Investors, Boards, and Stakeholders 

 

What You Will Take Away 

By the end of this programme, you will leave with: 

  • The ability to analyse financial statements and spot key performance drivers quickly and accurately. 
  • Practical skills in core and advanced valuation techniques, including DCF, Comparable Company, and Precedent Transaction analyses. 
  • Confidence in building dynamic, scenario-based financial models to support strategic decision-making. 
  • Insight into integrating macroeconomic, sectoral, and ESG factors into valuations and investment assessments. 
  • A toolkit for making informed investment and corporate strategy decisions, grounded in financial analysis. 
  • Enhanced capability to communicate financial insights persuasively to executives, boards, investors, and stakeholders. 

How You Will Learn 

This programme uses a highly interactive, hands-on approach to ensure you gain practical, real-world skills. Learning methods include: 

  • Experiential exercises using real and simulated company financial statements and datasets to practice analysis and valuation. 
  • Financial modeling workshops where delegates build dynamic DCF, Comparable Company, and Precedent Transaction models. 
  • Scenario analysis and simulations to apply financial insights to strategic business decisions. 
  • Group discussions and peer learning to explore different perspectives and approaches. 
  • Executive-style presentations to practice communicating complex financial insights clearly and persuasively. 
  • Instructor-led guidance from experienced finance professionals who bring current industry practices and insights to every session. 

Who Should Attend 

  • Finance professionals, analysts, and accountants seeking to elevate their financial analysis and valuation skills. 
  • Corporate strategists, business development managers, and decision-makers responsible for investment and growth initiatives. 
  • Private equity, venture capital, and investment banking professionals looking to refine valuation and modeling capabilities. 
  • Business owners and executives who want to translate financial data into actionable business strategy. 
  • Consultants and advisors providing financial guidance and recommendations to clients across industries. 

All notification of cancellations, deferrals, and substitutions must be received in writing. Please submit your request via e-mail to schsbmopen@cavehill.uwi.edu

CANCELLATIONS

  • The Sagicor Cave Hill School of Business and Management (SCHSBM) reserves the right to make changes to any printed or online information on short courses, instructors, or course information; or cancel any short course due to under-subscription or circumstances beyond its control.
  • Delegates will be notified at least seven (7) days before the start of any course that must be cancelled.
  • Fees for short courses cancelled by the SCHSBM will be refunded in full.
  • The SCHSBM will not be liable for any loss, damages or other expenses that result from course cancellations.

REFUNDS

Due to the costs incurred for program preparation and administration any cancellations received 30 days or less from the program start date are subject to fees as described below. For programs with a virtual component, the start date will be considered the first day of live learning.

Written notice of cancellation received by SCHSBM Refund
30 days or more before the start of the specific course 100% of course fees.
29 to 15 days before the start of the specific course 50% of course fees.
14 days or less before the start of the specific course No refund

Sagicor Cave Hill School of Business and Management
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