Financial Analysis Fundamentals

The Essentials of Analyzing Financial Data for Informed 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.

Requirements

Basic Knwoledge of Accounting

Numerical Proficiency

Description

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. 

Overview

Section 1: Introduction

Lecture 1 Introduction to the Course

Lecture 2 Course Learning Objectives

Section 2: Introduction to Financial Analysis

Lecture 3 Understanding the importance of financial analysis

Lecture 4 Key Financial Statements

Lecture 5 Role of Financial Analysis in decision making

Section 3: Ratio Analysis

Lecture 6 What is Ratios Analysis?

Lecture 7 Profitibility Ratios

Lecture 8 Solvency Ratios

Lecture 9 Efficiency Ratios

Lecture 10 Liquidity Ratios

Lecture 11 Do the Financial Analysis with ChatGPT

Section 4: Time Value of Money In Financial Analysis

Lecture 12 Time Value of Money (Present Value & Future Value)

Lecture 13 Apply TVM in Net Present Value Analysis

Lecture 14 Apply TVM to Bonds & Securities Analysis

Lecture 15 Apply TVM in Mortgage and Loan Analysis

Lecture 16 Apply TVM in Personal Finance Analysis

Section 5: Financial Forecasting

Lecture 17 Importance of Budgeting & Forecasting

Lecture 18 Techniques for Budgeting & Forecasting in Financial Analysis

Lecture 19 What is Pro Forma Financial Statement

Lecture 20 Pro Form Income Statement

Lecture 21 Pro Forma Balance Sheet

Lecture 22 Pro Forma Statement of Cash Flows

Lecture 23 Sensitivity Analysis

Section 6: Financial Statement Aanlysis

Lecture 24 Horizontal Vs Vertical Analysis

Lecture 25 Trend Analysis

Lecture 26 Common Size Analysis

Section 7: Valuation Methods

Lecture 27 Discounted Cash Flow (DCF) analysis

Lecture 28 Relative valuation methods (comparable company analysis)

Section 8: Risk Assessment and Management

Lecture 29 Risk factors in financial analysis

Lecture 30 Risk Mitigation Strategies

Lecture 31 Credit Risk Analysis & Assessment

Section 9: Ethical Considerations in Financial Analysis

Lecture 32 Ethical Dilemmas in Financial Reprorting & Analysis

Lecture 33 Professional Codes of Conduct in Financial Analysis

Finance and Accounting Students,Business Professionals,Entrepreneurs and Small Business Owners,Investment and Banking Professionals,Managers and Decision-Makers,Career Changers,Anyone Interested in Finance