Demystifying Financial Statements and Concepts

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This course provides the foundation financial literacy knowledge needed to understand a set of accounts and be able to answer questions from analysts, investors and the financial press.

It will clearly explain financial concepts and accounting jargon, together with the relevance and limitations of financial statements. You will learn how to identify which key numbers are important in communicating your company’s story and the issues that need explaining.

What will I gain?

By attending this course, you will gain

• Financial literacy and confidence
• Foundation knowledge in understanding a set of company financial statements
• The importance of the narrative in communicating with financial markets
• Fluency in financial jargon
• A clear understanding of the relevance and limitations of financial statements

Who should attend?

• CIR candidates
• IROs with no formal accountancy training
• Those wanting to understand how financial analysts and investors use financial statement as one of the tools to assess companies

When and where is this course running?

The Demystifying Financial Statements and Concepts course is running on the below dates. If you cannot attend any of the below training dates or your preferred modality is not yet scheduled, please do 'Register Interest' in the course.

2025: Online, Zoom

• Thursday 16 January 2025 (09:30 - 16:30)

2025: Online, Zoom

• Thursday 17 April 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Thursday 28 August 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Thursday 30 October 2025 (09:30 - 16:30)

2025: Online, Zoom

• Thursday 04 December 2025 (09:30 - 16:30)

Course tutor: Deborah Morton-Dare

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Register interest