Masterclass II
Financial Analysis for Philanthropy
Oct - Nov 2021
Overview
The Masterclass in Financial Analysis for Philanthropy, will give relationship managers and prospect researchers the best possible understanding of the financial world they could require for fundraising. The course has been meticulously designed by leading university lecturers in finance and leading fundraising professionals, resulting in all modules being carefully tailored with fundraising in mind.
8 Key Benefits
Build more informed profiles & relationships - by properly understanding professional roles & company structures
Better qualify existing prospects - by understanding key financial information & factoring in key company metrics
Uncover new & hidden prospects - by tackling common misconceptions in company performance & information commonly overlooked
Better size & time your asks - by understanding remuneration packages, shares, company sales & key dates
Expand your giving options - by understanding investments & endowments
Better prioritise your prospects - by valuing their companies accurately, Net Assets, Turnover nor Profit are key, context is!
Protect your reputation - by identifying company red flags & signs of bogus enterprises
Be more responsive - by learning financial trends, the significance of key news and daily resources available
Brochure
For full information on all the modules see the embedded brochure above or Download it Here
Certificate of Completion
All modules taken = Certificate in Advanced Financial Analysis for Philanthropy
Cost
x8 Live Modules + x3 On Demand Content + x2 Support Sessions + Access to Private Study Group - £295 per person*
x8 Live Modules + x3 On Demand Content + x2 Support Sessions + Access to Private Study Group - x 3 Places = £795*
x8 Live Modules + x3 On Demand Content + x2 Support Sessions + Access to Private Study Group - x 5 Places = £1,100*
Who is this for?
Whether you are Director, Relationship Manager or Prospect Researcher, everyone will come away with a level of knowledge that will improve their practice
Focus is for UK & US based teams, though financial information and concepts covered are prevalent throughout the globe.
What people say?
See What People Say to give you confidence this is the course for you!
Timeline
October 4th 2021 to November 22nd 2021 (UK time)
Mondays - 3pm-5pm GMT / 10am-12pm EST
Live Modules (8)
Overview of the Financial World
Understanding Stock Markets
Principles of Company Accounts
Director Remuneration
Understanding Property
Company Valuation and Value Realisation
Private Equity and Hedge Funds
Understanding Key Company Ratios
On Demand Modules (3)
Wealth Management and Private Banks
Advanced Company Valuation
Due Diligence
Each Live Module = 2 hours (90min Content + 30min Q&A Discussion) / Recordings available for self study the next day
With thanks to Toby Savin & PyroTalks CIC supporters for content advice.