Short course
Financial Analysis and Analytics
Course status:
Course ended
Dates:
04/06/2026 - 04/06/2026
Study format:
Short intensive
Fees:
From £685.00 to £1,835.00
A practical introduction to financial analysis for professionals who want to make smarter, more data-informed decisions, with no technical background required.
Use data to uncover insights and make more informed decisions through financial analysis, helping you drive better outcomes for your business. You’ll be introduced to classical financial tools, including ratio analysis and performance measures, before progressing to forecasting techniques and new analytics methods.
Through real-world case studies, you’ll explore how financial analysis and data can be applied to drive results across various industries, and how financial insights can build ground for:
-
data-centric management decisions
-
more efficient product value chains
-
smarter, more responsive products
-
personalised customer engagement
Designed for professionals from any background, this course builds the skills to apply strategic financial thinking to your organisation.
Apply for this course
This course can be taken separately or as a discount fee package including Financial Investment Principles (5 June) and Generative AI for Finance (6 June), saving £220. The registration deadline is 1:00pm (UK time) on 21 May 2026, or when the course is fully booked. This course is also available online.
Join the waiting list
Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Who is this course for?
This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.
It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.
Attending Your Course
Further details will be emailed to you two weeks ahead of your course, which will include registration information.
If you have not received your joining instructions five working days before the course start date, please get in touch.
In the meantime, you may wish to plan your travel: Travel information
Accommodation
Although not included in the course fee, accommodation may be available at our on-site Rewley House Residential Centre. All bedrooms are en suite and decorated to a high standard, and come with tea- and coffee-making facilities, free Wi-Fi access and Freeview TV. Guests can take advantage of the excellent dining facilities and common room bar, where they may relax and network with others on the programme.
To check prices, availability and to book rooms please visit the Rewley House Residential Centre website.
Enrolled students are entitled to discounted accommodation rates for the purpose of study, at Rewley House, and can contact the administration team for the promotional code to use for making online accommodation bookings via the website.
Location: Rewley House 1 Wellington Square, Oxford, OX1 2JA
Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Who is this course for?
This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.
It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.
Attending Your Course
Further details will be emailed to you two weeks ahead of your course, which will include registration information.
If you have not received your joining instructions five working days before the course start date, please get in touch.
In the meantime, you may wish to plan your travel: Travel information
Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Who is this course for?
This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.
It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.
Attending Your Course
Further details will be emailed to you two weeks ahead of your course, which will include registration information.
If you have not received your joining instructions five working days before the course start date, please get in touch.
In the meantime, you may wish to plan your travel: Travel information
Konrad Kleinfeld
Konrad is a senior investment professional and part-time lecturer at the University of Oxford, with over 20 years of experience across banking, capital markets, and global asset management. His career spans leadership roles at leading international institutions, including BlackRock, Nomura, and State Street Investment Management, where he has specialised in fixed income markets, ETF distribution, and institutional client coverage across EMEA. His experience also includes managing corporate bond and credit derivatives strategies, as well as contributing to the electronification of bond markets and the evolution of modern investment infrastructure.
Alongside his industry career, Konrad is an active educator. At Oxford, he teaches at the intersection of finance, investment, and artificial intelligence, with a particular focus on the structural transformation of financial services. He has also taught economics at leading German business schools and previously served as a summer school lecturer at King’s College London, where he delivered courses on global finance and AI. His teaching emphasises the integration of academic rigour with real-world application.
Konrad holds a BA in Banking (Hannover), an Advanced Diploma in International Development from the University of Cambridge, and an MBA from London. He has also completed multiple professional certifications in finance, trading and investment management.
His market insights are regularly featured in leading German and international media, including ARD Tagesschau, n-tv, FAZ, Süddeutsche Zeitung, WirtschaftsWoche, and Handelsblatt. He also contributes to widely followed economic indicators, including the ZEW Financial Market Survey.
Certification
In order to be eligible for a certificate of attendance, you will need to attend the whole course. Participants who meet this criterion will be emailed after the end of the course with a link, and instructions on how to access their University of Oxford digital certificate.
The certificate will show your name, the course title and the dates of the course you attended. You will be able to download your certificate, as well as share it on social media if you choose to do so.
Accommodation
Although not included in the course fee, accommodation may be available at our on-site Rewley House Residential Centre. All bedrooms are en suite and decorated to a high standard, and come with tea- and coffee-making facilities, free Wi-Fi access and Freeview TV. Guests can take advantage of the excellent dining facilities and common room bar, where they may relax and network with others on the programme.
To check prices, availability and to book rooms please visit the Rewley House Residential Centre website.
Enrolled students are entitled to discounted accommodation rates for the purpose of study, at Rewley House, and can contact the administration team for the promotional code to use for making online accommodation bookings via the website.
Fees
| Description | Costs |
|---|---|
| 1. Standard course fee | £685.00 |
| 2. Discount fee package: 4-6 June 2026 | £1835.00 |
Payment
This course can be taken separately or as a discount fee package including Financial Investment Principles (5 June) and Generative AI for Finance (6 June), saving £220.
Fees include course materials, tuition, refreshments and lunch. The price does not include accommodation.
All courses are VAT exempt.
Module code: O25C060N1Y
If you would like to discuss your application or any part of the application process before applying, please click ‘Ask a Question’ at the top of this page.
This course can be taken separately or as a discount fee package including Financial Investment Principles (5 June) and Generative AI for Finance (6 June), saving £220.
The registration deadline is 1:00pm (UK time) on 21 May 2026, or when the course is fully booked.
This course is also available online.