Transform Your Workforce with Professional Financial Literacy Training

AG Capital CFO Services has been a leader in fractional CFO Services, financial modeling and training for over a decade. Throughout our extensive consultations, we have recognized a common need among clients: understanding how to effectively utilize financial models to drive critical business decisions. Instead of merely presenting our developed models, we focus on empowering clients with the knowledge of essential financial processes, enabling them to tailor their action plans effectively. Our training programs are designed for clients who recognize the value of expert guidance in financial literacy. Many of our clients approach us with a clear understanding of their need for high-quality training, and we deliver just that.

WHY CHOOSE AG CAPITAL CFO SERVICES FOR FINANCIAL TRAINING?

Expertise: With over 10 years of experience, our team is well-versed in the intricacies of corporate finance and financial modeling.
Tailored Training: We customize our training materials to fit the specific needs of various industries, including pharmaceuticals, banking, manufacturing, and services.
Collaborative Approach: We partner with many leading companies in the field, such as WinPartners and FCM, to ensure our training is relevant and impactful.
Academic Engagement: Our team regularly lectures at prestigious institutions like the Stockholm School of Economics in Riga, enhancing our credibility and expertise.

How Can Financial Training Help Your Business To Grow?

Tailored Training

We create training materials specifically for each customer’s industry, such as manufacturing or services providers, retail, banking and more, so that it matches customer’s specific needs.

Academic Experience

Our Team regularly lectures at universities like Stockholm School of Economics in Riga (SSE Riga) and Mykolas Romeris University (MRU) in Vilnius.

Industry Improvement

AG Capital CFO Services shares its expertise to enhance the financial performance of individuals and companies while promoting sustainable financial practices across the industry.

Long-Term Focus

Our commitment extends beyond immediate results only; we aim to foster long-term financial health and resilience within the sectors we serve.

FINANCIAL TRAINING CASE STUDIES

FINANCIAL TRAINING PROCESS OVERVIEW

Our financial training programs are designed to meet the diverse needs of our clients, offering flexibility in delivery. Training can be conducted remotely via videoconference calls or in person, ensuring accessibility regardless of location. We cater to both individual participants and groups, allowing for a personalized learning experience tailored to specific requirements.

All training sessions are led by a dedicated Chief Financial Officer (CFO), who brings extensive expertise and real-world experience to the table. This ensures that participants receive high-quality instruction and practical insights that can be immediately applied to their financial practices. Whether you’re looking to enhance your skills or improve your team’s financial acumen, our training programs are here to support your growth.

Our Founder and CEO, Andrew Grigolyunovich, has attained the CFA qualification (Chartered Financial Analyst) – the “gold standard” for the finance industry, as well as the MFM qualification – the “gold standard” for the financial modeling industry. Andrew was ranked #5 in the 2017 Financial Modeling World Championship in New York.

TYPICAL TOPICS COVERED

Financial Literacy

Building financial models from scratch, with financial rations to follow in growth process/ building your own business model.

Financial planning and crisis management

Creating models for different scenarios to understand the right business direction and to achieve the desired result or prepare the company for the impact of external factors.

Financial modeling

Industry-specific financial model/ budget, including detailed conditions, rules and strategy.

Finance for beginners/ entrepreneurs

Risk mitigation during high growth period/ short and long term cash flow planning/ financial plan against budget/ creating pitch-deck and business plan to attract financing.

MS Excel - advanced skills in financial planning and analysis

Shortcuts, key functions, dynamic blocks, panel creation.

Other

On request

Investing in financial training with AG Capital CFO Services equips your team with the skills needed to understand and apply financial models effectively, ensuring informed decision-making that supports your company’s growth and success.