Financial Analysis Fundamentals

Financial Analysis Fundamentals
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The courses move through three levels of mastery for anyone looking to be an expert in financial modeling, valuation, and financial analysis. Participants typically include professionals in entry to mid-level positions in financial planning and analysis (FP&A), corporate development, treasury, investor relations, and capital markets. All participants are automatically issued certificates of completion after successfully finishing each course.


NOTE: Course login details are normally sent to registrants within one week from date of registration.

EL22230021
This four module course demonstrates how you can perform a financial analysis on any organization using a wide variety ratios derived from its financial statements.

MODULE 1 - ANALYZING THE INCOME STATEMENT
 
• Review the various components of the income statement 
 • Conduct a comprehensive vertical and horizontal analysis of the income statement
 • Benchmark income statement performance against an appropriate peer group
MODULE 2 - ANALYZING THE BALANCE SHEET
 
• Breakdown and define each component of the balance sheet
 • Explain overall efficiency ratios: Total asset turnover and net asset turnover ratio
 • Explain working capital efficiency ratios: Inventory, accounts receivable, and accounts payable
 • Determine how to reduce the working capital funding gap to improve operational efficiencies
 • Undertake trend analysis to determine the overall financial performance of a company and forecast future performance
MODULE 3 - FUNDING THE BUSINESS 
 • Breakdown and understand each component of the cash flow statement
 • Understand different types of debt financing tools (e.g. bonds, syndicated loans, and leasing), equity (e.g. common shares and preferred shares), and leverage ratios (e.g. debt to tangible net worth, and total assets to equity)
 • Use real-life cash flow statements to assess the operations of a company? 

MODULE 4 - PYRAMID OF RATIOS 
 • Unlock the drivers of the return on equity ratio
 • Analyze the profitability, efficiency, and leverage ratios that make up the pyramid of ratios
 • Understand the links between the pyramid’s primary, secondary, and tertiary ratios
 • Construct a pyramid of ratios using a set of published financial statements and perform a complete financial analysis

CPD- 4 Hours

When
4/1/2022 - 3/31/2023 11:59 PM
Where
On-demand