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Last updated:
April 8, 2022
Duration:
6 months
This course includes:
6 months
Badge on Completion
Certificate of completion
6 months
Description
This course explains how to analyze the financial performance of a company. The course covers basic concepts of analysis such as ratio analysis as well as how to apply key financial indicators such as Return on Investment and Earnings Before Interest Taxes Depreciation Amortization (EBITDA). The course also touches on several key concepts in finance such as Forecasting and Cost of Capital.
Overview
Welcome to this course on Financial Analysis. No prior knowledge of finance is needed. This course will walk you through how to conduct financial analysis. We will start off by understanding where the numbers come from and then move to how the numbers get reported. Most of the course content is devoted to analyzing the numbers.
Requirements
- Absolutely no experience is required. We will start from the basics and gradually build up your knowledge. Everything is in the course.
- You will need Microsoft Excel 2010, 2013, or 2016
- You will need Microsoft PowerPoint 2010, 2013, or 2016
- Salary. A Financial Analyst job usually leads to a very well-paid career
- Promotions. Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles within a corporation
- Secure Future. There is a high demand for Financial Analysts on the job market, and you won’t have to be concerned about finding a job
- Growth. This isn’t a boring job. Every day, you will face different challenges that will test your existing skills
Introduction to Financial Analysis
Chapter 1 – Quick Accounting Lesson After completing this chapter, you will be able to:- Recognize how turnover occurs between different types of current assets
- Identify specific types of accounts that are set up for accrual accounting
- Construct the role-played by the Cash Account within the accounting cycle
- Identify the five major sets of general ledger accounts
- Identify the three primary financial statements generated from the accounting process
- Identify the two main sources of funds behind all assets
- Categorize all cash inflows and cash outflows into three types of activities
- Compare financial information period to period
- Describe what cost of capital is and what working capital is
- Calculate Operating Income from an Income Statement
- Determine liquidity by reading a Balance Sheet
- Calculate Return on Assets
- Identify the four key elements that are required for good financial analysis
- Analyze financial information horizontally by calculating percentage changes year to year
- Express comparative financial information using a trend line
- Apply vertical analysis to a Balance Sheet
- Express the Income Statement as a common sized statement
- Two important liquidity ratios – Current and Acid Test
- Two leverage ratios – Debt Ratio and Debt to Equity Ratio
- Two ratios for assessing the management of Accounts Receivable (Turnover and Days Held)
- Two ratios for assessing the management of Inventories (Turnover and Days Held) and the Fixed Asset Turnover Ratio
- Three ratios related to profitability – Gross Margin, Operating Income and Return on Sales
- Calculate the weighted average cost of capital
- Recognize which financial indicators are important to increasing the market value of a company
- Calculate EBITDA and relate EBITDA to mergers and acquisitions
- Identify the components that comprise Return on Investment
- Identify three economic indicators that can be used to evaluate long-term investments
- Interpret a discount table
- Calculate the Net Present Value of an investment
- Calculate the Discounted Pay Back Period of an investment
- Identify the first critical forecast for all financial forecasting
- Differentiate internal from external factors that impact a financial forecast
- Interpret a chart that plots sales over time
- Identify four common steps associated with financial forecasting
- Calculate a forecasted amount for current assets from other forecasted data
- ROI Ratio Model to a business based on a collection of specific ratios
- Z Score Model for assessing the financial distress of a company
- Sustainable Growth Rate Model for determining an appropriate rate of growth
Who this course is for:
- People who want a successful career in Finance
- Anyone who wants to learn the practical skills of Financial Analysis
- People who are ambitious and want to learn faster than their peers
Course Curriculum
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- Quick Accounting Lesson (FA) 00:45:00
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- Reading Financial Statements (FA) 01:00:00
- Horizontal and Vertical Analysis (FA) 00:40:00
- Financial Indicators (FA) 02:00:00
- Overview of forecasting (FA) 01:00:00
- Case Studies (FA) 00:00:00
About the instructor
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OpenCoursa
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