Financial Analysis Course Description
Financial Analysis Course Description – In this course, we show many ways to make money and calculate important ratios, turning a good analyst into a great analyst.
Recommended preparatory courses These preparatory courses are optional, but we recommend that you complete the mentioned course or acquire equivalent knowledge before enrolling in this course:
Financial Analysis Course Description
Financial Analysis Course Overview This four-module financial analysis course demonstrates how you can perform a detailed financial analysis of any organization using various ratios derived from its financial statements. This program provides the skills and training necessary to become a well-rounded financial analyst.
Cfa Course Details
Vertical and Horizontal Analysis of the Income Statement In this part of the financial analyst course, we go through the various components of the income statement and explain how to analyze it. Using real case studies, you will learn how to perform robust vertical and horizontal income statement analysis using various performance ratios. You will also learn how to compare income statement performance to an appropriate group of comparable companies. By the end of this lesson, you will be able to perform a detailed financial analysis of any income statement.
Balance Sheet Analysis and Profitability Ratios In this second part, you will analyze the balance sheet to determine the efficiency of the company’s operations. This section details important ratios from the balance sheet and their impact on the company’s cash flow. Using the example of a technology company and a retail company, we will show you how to perform an in-depth analysis using performance ratios to determine how well a company is generating revenue. Exercises are provided to help you apply appropriate benchmarking techniques and determine how a company is performing against its 5-year history and the industry as a whole. By the end of this course, you will be able to more effectively investigate a company’s overall financial condition and performance using the indicators and research methods presented in this module.
Cash Flow Statement and Ratio Analysis In this third part of the financial analyst course, you will analyze the cash flow statement to better understand your income and cash flow for the entire year. In addition, using various financial indicators taken from the balance sheet, we will help you assess the potential and benefits of the business. Finally, we will explore different financing options for an organization that wants to operate efficiently and grow. The statement of cash flows and the various elements that make it up will be explained in detail to help you assess the financial position of the organization. Using examples from a technology and retail company, you will understand how different ratios can be used to effectively evaluate an organization’s performance from a financial management perspective. By the end of this course, you will be able to analyze how management raises and spends money by reviewing a company’s statement of cash flows. Most importantly, you will understand how debt and equity affect profitability and how different levels of leverage can affect a business.
Analyzing Revenue and Profitability Rates In the final lesson of this Financial Analyst course, you’ll bring together everything you’ve learned in previous modules to unlock the drivers of financial performance. This module guides you through the pyramid of proportions. The pyramid can be used to reveal the profitability, efficiency and profit drivers of any organization. By the end of this course, you will understand how to effectively use the Relationship Pyramid to analyze any organization. This module includes a live survey and an Excel spreadsheet template that can be used to create individual ratios and a ratio pyramid from any set of financial statements.
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Who Should Take This Financial Analysis Course? This financial analysis course is suitable for all analysts who wish to work in investment banking, financial planning and analysis (FP&A), equity research, business development and other areas of finance and accounting. This class counts as continuing professional education (CPE) credits for CPAs. For more information about CPE before you buy, please read: https:///about/cpe-information/ CFI Financial Analyst Certification Program From beginner to advanced, the CFI CFI Financial Analyst Training Program will give you the skills you need to become a complete financial analyst. This course is one of nine “core” courses required to complete the CFI Financial Analyst Training Program and earn the Financial Performance and Valuation Analyst (FMVA) designation.
Downloadable Content Free Session Objectives Financial Analysis Summary Free Summary Free Components of Ratio Analysis Free Income Statement Summary Free Presentation Free Vertical Analysis Interactive Summary 1 Summary Vertical Analysis Demo [Optional] Automatic Color Selection Using Macabacus Vertical Analysis Horizontal Analysis Advantages of Horizontal Analysis Horizontal Analysis Demo [Optional] Horizontal Analysis Using Macabacus Horizontal Analysis Exercise Correctly Comparing Sources of Comparative Information Joint Exercise Assessment 3 Assessment Summary Assessment Session Conclusion
Downloadable Content Lecture Objectives Financial Analysis Summary Draft Balance Sheet Analysis Short Term Liquidity Ratio Current Ratio Quick Ratio or Acid Test Asset Turnover Ratio Asset Turnover Ratio Interactive Exercise Summary 4 Balance Sheet Ratio Display General Ratio Exercise Capital Summary. Capital funding gap Funding. gap question funding gap answer Interactive Exercise 5 Working Capital Efficiency Ratio Inventory Efficiency Ratio Accounts Payable Efficiency Ratio Funding Gap Formula PP&E Efficiency Ratio Efficiency Ratio 6 Ratio show inventory Shows accounts receivable ratio Accounts Payable ratio show sales ratio Sales ratio PP&E. exercise Summary of the balance of the session Conclusion of the session
Downloadable Content Lecture Objectives Cash Flow Statement Financial Analysis Summary Draft Operating Activities Investing Activities Financial Activities Cash Flow Data Analysis Interactive Exercise 7 Cash Flow Presentations Cash Flow Analysis Exercise Balance Sheet Analysis Understanding Debt Financing Types of Bonds Warrants and Convertible Securities. Types of syndicated loans Leasing as an option Interactive exercise 8 Who can enter the debt market? Types of Equity – Common Shares Types of Equity – Types of Preferred Shares Retained Earnings Interactive Exercise 9 Managing Business Finance – Benefits Growing a Business with Debt Advantages of Leverage Effective Capital Structure Indicators Interactive Exercise 10 Ratio Display Ratio Display Exercise Session Summary Share Session Conclusion
Fin 2642 Financial Analysis And Valuation
Downloadable Content Lecture Objectives Draft Financial Analysis Summary Introduction to Pyramid Analysis ROE Inputs Factors Affecting ROE Analysis Secondary Profitability Ratio Secondary Efficiency Ratio Ratio Ratio Pyramid of Ratios Interactive Exercise 11 Final Ratio Calculation (Part 1) Final Ratio Calculation (Part 2) Pyramid diagram (primary ratio) Pyramid diagram (secondary ratio) Pyramid diagram (higher ratio) Pyramid diagram (final ratio) Pyramid analysis exercise Summary of the ratio Conclusion of the lecture Summary of the lectures.
Why stop here? Expand your knowledge and demonstrate your skills with professional certifications, specializations and CPE qualifications and you’re on your way to earning money.
I’m an economist by training and I’m trying to get into the financial industry. The best introductory financial concepts course available.
All of our certificate programs are open to students and professionals from a variety of industries and experience levels. Our curriculum is designed to teach you everything you need to know, from the basics to advanced hands-on lessons. To complete the course and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer) and a stable internet connection. Click here to view the technical requirements
What Is Financial Statement Analysis?
Definitely! All files and templates needed for the course are available for download. Just look for the section showing downloadable files in the course dashboard. See here for a visual guide on how to do this.
As long as you maintain an ongoing subscription, you will have annual access to the course. All courses are also self-paced so you can take your time to study without worrying about deadlines. Click here to compare our available subscription options.
Yes, the CFI is accredited by the Better Business Bureau® (BBB)a. Many of our courses qualify for certified CPE credits for CPA holders. See all available CPE credits on this page.
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Financial Statement Analysis
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Students must complete all video lessons, quizzes and final assessments in each subject. You can repeat the assessment as many times as you want until you reach 80% success. For more information on how to get your course certificate, click HERE.
Students must complete an online assessment (multiple choice, fill in the blank and Excel quiz) at the end of each course. You can take the exams on your own schedule and you will need to achieve at least 80% to pass the course and receive a certificate of completion. please