Financial Analysis Fundamentals

Learn the essentials of Analyzing Financial Data from ratios to valuation methods, risk management and ethics .

Empower learners with essential skills in financial analysis. Over the duration of the course, you will explore the essential principles and practical applications that underpin effective financial decision-making.

What you’ll learn

• Recognize the pivotal role financial analysis plays in strategic decision-making..
• Gain proficiency in interpreting and utilizing fundamental financial statements..
• Calculate and interpret various financial ratios to assess liquidity, profitability, solvency, and efficiency..
• Grasp the core principles of time value of money, enabling accurate valuation and investment decision-making..
• Develop practical skills in budgeting and forecasting for effective financial planning..
• Apply vertical, horizontal, and trend analysis to dissect and interpret financial statements..
• Learn the art of valuation through Discounted Cash Flow (DCF) analysis and relative valuation methods..
• Identify potential risks in financial analysis and develop strategies for effective risk management..
• Analyze real-world financial statements, making informed decisions applicable in various business scenarios..
• Gain practical experience using financial analysis tools and software, including Excel and financial modeling software..
• Navigate the ethical landscape of financial analysis, understanding the importance of integrity in decision-making..

Course Content

• Introduction –> 2 lectures • 4min.
• Introduction to Financial Analysis –> 3 lectures • 20min.
• Ratio Analysis –> 6 lectures • 45min.
• Time Value of Money In Financial Analysis –> 5 lectures • 22min.
• Financial Forecasting –> 7 lectures • 31min.
• Financial Statement Aanlysis –> 3 lectures • 10min.
• Valuation Methods –> 2 lectures • 15min.
• Risk Assessment and Management –> 3 lectures • 15min.
• Ethical Considerations in Financial Analysis –> 2 lectures • 9min.

Requirements

Empower learners with essential skills in financial analysis. Over the duration of the course, you will explore the essential principles and practical applications that underpin effective financial decision-making.

• Introduction:
  • Understand the pivotal role of financial analysis in decision-making.
  • Gain proficiency in interpreting and utilizing fundamental financial statements.
• Ratio Analysis:
  • Calculate and interpret liquidity, profitability, solvency, and efficiency ratios.
  • You’ll gain the skills to calculate and interpret these ratios, unlocking valuable insights into a company’s financial health.
• Time Value of Money and Forecasting:
  • Master core principles for accurate valuation and investment decision-making.
  • Develop practical forecasting skills and effective budgeting techniques.
• Comprehensive Financial Statement Analysis:
  • Dissect financial statements using vertical, horizontal, and trend analysis.
  • Apply analysis skills for informed decision-making and strategic planning.
• Valuation Techniques:
  • Explore Discounted Cash Flow (DCF) analysis and relative valuation methods.
  • Understand how valuation methods contribute to investment decisions and strategic planning.
• Risk Assessment and Management:
  • Identify potential risks and develop strategies for effective risk management.
  • Acquire skills in credit analysis for sound decision-making in uncertain environments.
  • You’ll learn to develop risk mitigation strategies enhancing your ability to make sound decisions in the face of uncertainty.
• Ethical Considerations:
  • Navigate real-world ethical dilemmas in financial reporting and analysis.
  • Understand the importance of integrity in decision-making.