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Professional Certificate in Financial Analysis for Microfinance Practitioners

Distance Learning Programme

Key Features

  • An introductory level education programme
  • Excellent, comprehensive content
  • Comprehensive detailed materials
  • Written and delivered by experienced industry practitioners
  • Specialist and sector specific modules
  • Extensive support and resource material
  • Structured to meet the needs of the industry
  • Course work
  • End of programme assessment
  • Continuous Professional Development

 

Background

The Professional Certificate in Financial Analysis is designed to deepen the economic and financial variables that microfinance practitioners has to consider and analyse in order to take decisions about the performance of their institutions.

Topics

  • Introduction to financial statement analysis
  • Key elements for assessing viability and stability of a business
  • Profitability analysis
  • Solvency analysis
  • Liquidity analysis
  • Performance indicators
  • Key features of financial analysis

 

Eligibility

  • Microfinance Practitioners
  • Graduates looking for a career in Microfinance
  • Qualified accountants that want to broaden their knowledge of the microfinance sector
  • Staff of Donor Agencies
  • Staff of Investment Funds

Admission Requirements

  • Sound Educational background
  • Preferably graduates
  • Ability to undertake simple financial analysis
  • A short on-line assessment may be required to assess suitability of candidates for the programme

Assessment

  • Assessment on completion of each module
  • Final assessment
  • A case study that tests theoretical and practical application of financial metrics

Fees

The total fee for the professional certificate in Financial Analysis for Microfinance practitioners is £500. The registration fee covers:

  • Registration fee
  • Study manual
  • Online support
  • Assessment
  • Issuance of certificate

Module 1 – Overview of Financial Statement

  • Balance sheet
  • Income statement
  • Accounting system
  • Portfolio report
  • Review of Key Financial Analysis concepts
  • MFO’s and Organisational efficiency
  • End of module assessment

Module 2– Financial Analysis

  • Ratio Analysis
  • Measuring efficiency, productivity and profitability
  • Adjusted Return on Assets
  • Yield on Portfolio
  • Break Even point size
  • Operating Cost Ratio
  • Portfolio at Risk
  • Measuring Self sufficiency
  • End of module assessment

Module 3 – Delinquency Management

  • Understanding Causes and Costs of Delinquency
  • Measuring Delinquency
  • Controlling Delinquency
  • Interest Rates and Microfinance
  • Setting Sustainable Interest Rates
  • Effective Interest Rates
  • End of module assessment

Module 4 – Assets and Liability Management

  • Assets
  • Liabilities
  • Importance of managing this
  • Leveraging Capital
  • Profitability
  • Debt
  • Equity
  • End of module assessment

Module 5

  • Final assessment – Case study