This webinar is designed to help financial professionals learn practical ways to use analytical review techniques when working with clients. The goal is to show you how to use these techniques to improve the quality of management accounts, give better business advice, and make independent reviews more effective.
During the session, you’ll learn how to look at financial information in a way that brings out important insights—like spotting patterns, trends, or even potential problems in a client’s financials. This will help you provide clearer, more valuable feedback to your clients, so they can make better decisions for their businesses. You’ll get hands-on examples and real-world tips to help you understand how to apply what you learn directly in your work.
Whether you’re helping a client with their monthly accounts, advising them on how to grow their business, or reviewing financials as part of an independent audit, these techniques will make your work more thorough and valuable. By the end of the webinar, you’ll feel more confident in analyzing and discussing financial information with clients, adding real value to your services.
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In this two-hour, interactive webinar, we’ll take you step-by-step through the core ideas and practical uses of analytical procedures. This is all about helping you understand and apply these methods in your day-to-day work with clients. We’ll cover both the basics—like what an analytical review is and why it’s helpful—and more advanced techniques that show you how to dig deeper into financial data to find useful insights.
Using real-life examples and hands-on activities, we’ll walk you through scenarios that you’re likely to encounter in your role. You’ll learn how to spot trends, understand financial ratios, and look for unusual patterns that could signal a problem or an opportunity. We’ll show you how to use these insights to provide clients with more accurate and valuable advice.
The focus is on making sure you feel comfortable using these techniques in a way that’s practical and relevant to your clients’ needs. By the end of the session, you’ll have clear, actionable skills that will help you serve your clients better, whether you’re preparing their accounts, advising them on business decisions, or reviewing financial data for accuracy
By attending this webinar you will gain the following competencies
The following event is awarded 3 CPD units in Financial Reporting
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