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Financial Analysis Fundamentals · LearnSpace
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Financial Analysis Fundamentals

Курс от Corporate Finance Institute
Средний≈ 4.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Financial Analysis Fundamentals Course Overview Financial analysis is a crucial aspect of assessing a business’s financial health. It offers insights into performance and highlights potential vulnerabilities. In CFI’s “Financial Analysis Fundamentals” course, we will compute and interpret ratios for three different companies, offering insights into their profitability, asset utilization, leverage, and liquidity. Subsequently, we will compare these companies, examining trends, benchmarking, and delving into the DuPont Pyramid. You will also learn how to evaluate financial performance using both quantitative analysis and business context, helping you identify operational strengths, financial risks, and areas for improvement. The course will emphasize how ratios work together to provide a more complete view of a company’s overall financial condition. In addition, you will develop practical skills in comparing companies across industries and time periods, interpreting trends, and presenting financial insights clearly and professionally. By the end of the course, you will be able to perform meaningful financial analysis to support business, lending, and investment decisions.

Навыки, которые вы освоите

Trend AnalysisBusiness MetricsReturn On InvestmentFinancial Statement AnalysisCompetitive AnalysisLending and UnderwritingFinancial StatementsPerformance AnalysisCommercial LendingPerformance MeasurementFinancial AnalysisBenchmarking

Программа курса

9 модулей · 72 учебных материалов

01Introduction2 материалов

Module Content

Course SlidesЧтение

Course Introduction

Course IntroductionВидео
02Profitability and Return Ratio Analysis18 материалов

What is the Best Practice Financial Analysis

What is the Best Practice Financial AnalysisВидео

Critical Tips for Effective Financial Analysis

Учитесь у экспертов

CFI (Corporate Finance Institute)

Преподаватель курса

Financial Analysis Fundamentals
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Обучение на Coursera

≈ 4.9 ч

9 модулей

Язык: Английский

Часть программы вашего университета
Critical Tips for Effective Financial AnalysisВидео

Financial Analysis Ratio Categories

Financial Analysis Ratio CategoriesВидео

The Three Financial Statements

The Three Financial StatementsВидео

Return Ratios

Return RatiosВидео

Module Content

Downloadable FilesЧтение

Model Overview

Model OverviewВидео

Return Ratios Walkthrough

Return Ratios WalkthroughВидео

Return Ratios Practice

Return Ratios PracticeВидео

Interactive Exercise 1

Small Retailer Financial Analysis - BlankЧтениеInteractive Exercise 1PLUGIN

Profitability and Expense Ratios

Profitability and Expense RatiosВидео

Tax and Interest Ratios

Tax and Interest RatiosВидео

Profitability and Expense Ratios Walkthrough

Profitability and Expense Ratios WalkthroughЧтениеProfitability and Expense Ratios WalkthroughВидео

Profitability and Expense Ratios Practice

Profitability and Expense Ratios PracticeЧтениеProfitability and Expense Ratios PracticeВидеоInteractive Exercise 2PLUGIN
03Asset Utilization Analysis11 материалов

Introduction to Asset Utilization Ratios

Introduction to Asset Utilization RatiosВидео

Asset Turnover Ratios

Asset Turnover RatiosВидео

Cash Turnover and Days

Cash Turnover and DaysВидео

A/R Turnover and Days

A/R Turnover and DaysВидео

Inventory Turnover and Days

Inventory Turnover and DaysВидео

A/P Turnover and Days

A/P Turnover and DaysВидео

Working Capital Defined

Working Capital DefinedВидео

Combining Working Capital Days Ratios

Combining Working Capital Days RatiosВидео

Asset Utilization Ratios Walkthrough

Asset Utilization Ratios WalkthroughВидео

Asset Utilization Ratios Practice

Asset Utilization Ratios PracticeВидеоInteractive Exercise 3PLUGIN
04Leverage Analysis10 материалов

Introduction to Financial Leverage Ratios

Introduction to Financial Leverage RatiosВидео

Example of Low Leverage

Example of Low LeverageВидео

Why Increase Debt Rather than Equity

Why Increase Debt Rather than EquityВидео

Optimal Leverage

Optimal LeverageВидео

Total Assets and Total Liabilities to Equity Ratios

Total Assets and Total Liabilities to Equity RatiosВидео

Debt to Equity and to Tangible Net Worth Ratios

Debt to Equity and to Tangible Net Worth RatiosВидео

Debt and Net Debt to EBITDA Ratios

Debt and Net Debt to EBITDA RatiosВидео

Leverage Ratios Walkthrough

Leverage Ratios WalkthroughВидео

Leverage Ratios Practice

Leverage Ratios PracticeВидеоInteractive Exercise 4PLUGIN
05Liquidity Analysis5 материалов

Current and Quick Ratios

Current and Quick RatiosВидео

EBITDA to Interest Ratio

EBITDA to Interest RatioВидео

Liquidity Ratios Walkthrough

Liquidity Ratios WalkthroughВидео

Liquidity Ratios Practice

Liquidity Ratios PracticeВидеоInteractive Exercise 5PLUGIN
06Trend (Horizontal) Analysis10 материалов

What is Trend Analysis

What is Trend AnalysisВидео

The Benefit of Trend Analysis

The Benefit of Trend AnalysisВидео

Module Content

Downloadable FileЧтениеDownloadable FileЧтение

Trend Analysis Walkthrough

Trend Analysis WalkthroughВидео

Growth Ratios

Growth RatiosВидео

Growth and Degree of Leverage

Growth and Degree of LeverageВидео

Operative Leverage Scenario

Operative Leverage ScenarioВидео

Financial Leverage and Growth

Financial Leverage and GrowthВидео

Financial Leverage Scenario

Financial Leverage ScenarioВидео
07Peer and Industry Benchmarking7 материалов

What Is Benchmarking

What Is BenchmarkingВидео

Industry and Peer Group Benchmarking

Industry and Peer Group BenchmarkingВидео

Picking Peer Group for Benchmarking

Picking Peer Group for BenchmarkingВидео

Download

Benchmarking AnalysisЧтение

Benchmarking Walkthrough

Benchmarking WalkthroughВидео

Interactive Exercise 6

Benchmarking AnalysisЧтениеInteractive 6PLUGIN
08Pyramid Analysis7 материалов

Background to the DuPont Pyramid

Background to the DuPont PyramidВидео

Breaking Down the DuPont Pyramid

Breaking Down the DuPont PyramidВидео

Big Retailer 3 Step DuPont Pyramid Walkthrough

Big Retailer 3 Step DuPont Pyramid WalkthroughВидео

Mid Retailer 3 Step DuPont Pyramid Practice

Mid Retailer 3 Step DuPont Pyramid PracticeВидео

Small Retailer 3 Step DuPont Pyramid Debrief

Small Retailer 3 Step DuPont Pyramid DebriefВидеоInteractive Exercise 7PLUGIN

Module Content

Downloadable FilesЧтение
09Summary2 материалов

Course Summary

Course SummaryВидео

Qualified assessment

Qualified AssessmentЗадание