Financial Statement Analysis - Beginners To Advance

"Unlocking Financial Potential: Mastering Fundamental Analysis"

What you'll learn

Analyze financial statements using vertical, horizontal, and ratio analysis, gaining deep insights for informed decision-making.

Utilize horizontal analysis to assess trends, changes, and progress in financial performance over time.

Analyze efficiency ratios (e.g., inventory turnover, accounts receivable turnover) to evaluate operational effectiveness and resource utilization.

Assess solvency ratios (e.g., debt-to-equity ratio, times interest earned) to evaluate a company's long-term financial stability and ability to repay debt.

Apply ratio analysis to evaluate a company's financial health, strengths, weaknesses, and potential risks.

Apply vertical analysis to compare financial data as percentages of a common base figure, facilitating meaningful comparisons across companies.

Evaluate liquidity ratios (e.g., current ratio, quick ratio) to assess a company's short-term solvency and ability to meet obligations

Calculate and interpret profitability ratios (e.g., gross margin, return on assets) to assess a company's financial performance and profitability.

Interpret market prospects ratios (e.g., price-earnings ratio, dividend yield) to assess investor sentiment and market perception.

Understand the components of a comprehensive financial statement analysis report and effectively communicate findings.

Requirements

Basic understanding of accounting principles and financial statements, including familiarity with concepts such as balance sheets, income statements, and cash flow statements.

Proficiency in basic mathematical calculations and the ability to work with numbers and formulas.

Knowledge of basic spreadsheet software (e.g., Microsoft Excel, Google Sheets) for data organization and calculations.

An eagerness to learn and apply financial analysis techniques in a business context.

Access to a computer or laptop with internet connectivity to access course materials and complete assignments.

Description

This comprehensive course on Fundamental Analysis is designed to provide participants with a deep understanding of the foundational principles and practical techniques used to evaluate financial assets and make informed investment decisions. Whether you are an aspiring investor, financial professional, or someone looking to enhance their financial literacy, this course equips you with the knowledge and skills necessary to navigate the complex world of finance.Course Highlights:Financial Statements Deciphered: Gain proficiency in analyzing balance sheets, income statements, and cash flow statements to assess the financial health of companies.Economic Indicator Insights: Understand the impact of key economic indicators such as GDP, inflation, and interest rates on investment decisions.Strategic Industry Analysis: Develop the skills to research and evaluate specific industries and sectors to identify opportunities and risks.Risk Assessment and Management: Learn how to identify, assess, and manage risks associated with investments, along with strategies to optimize risk-return trade-offs.Investment Approaches: Explore a range of investment strategies, including value investing, growth investing, and income investing, and tailor them to your financial goals.Real-World Application: Apply your knowledge through practical exercises, case studies, and simulations, gaining hands-on experience in using fundamental analysis tools.Interactive Discussions: Engage in meaningful discussions with instructors and fellow participants, sharing insights and experiences to deepen your understanding.Career Advancement: Whether you're looking to advance your career in finance or simply make more informed personal investment choices, this course provides a solid foundation for both.

Overview

Section 1: Introduction of Fundamental Analysis

Lecture 1 Content of Fundamental Analysis

Lecture 2 Introduction of Fundamental Analysis

Lecture 3 Introduction of Fundamental Analysis Continued

Lecture 4 Introduction of Fundamental Analysis - CAGR

Lecture 5 Who can be Fundamental Analyst

Lecture 6 Important tools of Fundamental Analysis

Lecture 7 Mindset of Investor

Lecture 8 Qualitative analysis vs. Quantitative analysis

Lecture 9 Qualitative Analysis

Lecture 10 Quantitative Analysis

Section 2: Introduction of Annual Report

Lecture 11 Introduction of Annual Report

Lecture 12 Components of Annual Report

Lecture 13 Corporate Overview - Part 1

Lecture 14 Corporate Overview - Part 2

Lecture 15 Corporate Overview - Part 3

Section 3: Integrated Report

Lecture 16 Integrated Report - Part 1

Lecture 17 Integrated Report - Part 2

Lecture 18 Integrated Report - Part 3

Section 4: Board & Management Discussion

Lecture 19 Board and Management Discussion

Lecture 20 Management and Discussion Analysis

Section 5: Corporate Governance Report and Directors Report

Lecture 21 Report on Corporate Governance

Lecture 22 Directors Report

Section 6: Financial Statement Analysis

Lecture 23 Discussion about Balance Sheet

Lecture 24 Discussion about Profit and loss account

Lecture 25 Horizontal Analysis of Balance Sheet

Lecture 26 Vertical Analysis of Balance Sheet - Part 1

Lecture 27 Vertical Analysis of Balance Sheet - Part 2

Lecture 28 Horizontal Analysis of Profit or loss account

Lecture 29 Vertical Analysis of Profit or loss account

Lecture 30 Ratios - EPS and CEPS

Lecture 31 Ratios - DPS, Adjusted DPS and EPS

Lecture 32 Ratios - Book Value Per Share

Lecture 33 Ratios - Margin Ratios

Lecture 34 Ratios - ROA, ROE, ROCE and ATO

Lecture 35 Ratios - DTO, ITO, WCTO and FATO

Lecture 36 Ratios - Efficiency Ratios, Growth Ratios and Financial Stability Ratios

Section 7: Financial Statement Analysis of Tata Motors

Lecture 37 Analysis of BS of Tata Motors

Lecture 38 BS Ratios of Tata

Lecture 39 BS Ratios Continued

Lecture 40 BS Ratios Continued 1

Lecture 41 Financial Statement - Tata Motors

Lecture 42 PL Ratios - Tata Motors

Lecture 43 PL Ratios Continued

Lecture 44 Financial Highlights of Tata Motors

Accounting and finance professionals seeking to enhance their skills in financial statement analysis and deepen their understanding of key ratios and analytical techniques.,Business owners, entrepreneurs, and managers who want to make informed decisions based on a thorough analysis of financial statements.,Undergraduate and graduate students studying accounting, finance, or related fields who wish to strengthen their knowledge and practical application of financial statement analysis.,Individuals interested in personal finance and gaining the skills to evaluate and interpret financial statements for making sound financial decisions.,Investors and financial analysts who want to enhance their ability to assess company performance and make informed investment decisions.,Anyone with a keen interest in understanding the financial health and performance of companies through the analysis of financial statements.