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Fundamentals of Financial Statement Analysis · LearnSpace
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Fundamentals of Financial Statement Analysis

Курс от Macquarie University
Начальный≈ 18.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This beginner-friendly course provides a practical introduction to financial statement analysis and financial modelling for learners with little to no background in accounting or finance. It introduces the structure, purpose, and relationship between the three core financial statements, the balance sheet, income statement, and cash flow statement and explains how they work together to reflect a business’s financial performance, position, and cash flow health. Through real-world examples, hands-on Excel exercises, and practical case studies, learners will explore fundamental accounting concepts, identify key components of financial statements, prepare simplified financial statements from business transactions, and apply ratio and trend analysis techniques to assess business performance. The course also introduces the fundamentals of financial modelling, enabling learners to build a basic financial model to forecast business performance and support informed decision-making. By the end of the course, participants will be able to confidently interpret financial statements, evaluate a company’s financial health, perform basic financial analysis, and apply essential Excel modelling techniques in a business context. The course includes a comprehensive learning framework with module content, learning objectives, practical exercises, assessments, case studies, recommended readings, and supporting resources to help learners develop foundational financial analysis and modelling skills.

Навыки, которые вы освоите

Income StatementBalance SheetFinancial StatementsCash FlowsFinancial Statement AnalysisFinancial ModelingTrend AnalysisAccountingAnnual ReportsExcel FormulasDecision MakingBusiness MetricsAuditors ReportFinancial AnalysisFinancial AccountingFinancial ForecastingFinancial ReportingMicrosoft ExcelBudgetingSpreadsheet Software

Программа курса

5 модулей · 89 учебных материалов

01Introduction to Financial Statements22 материалов

Getting Started

Welcome and IntroductionВидеоCourse overview with critical informationЧтение

Introduction

Introduction to Financial StatementsВидеоJB Hi-Fi Limited 2025 Annual ReportЧтение

Учитесь у экспертов

Lydia Liu

Преподаватель курса

Fundamentals of Financial Statement Analysis
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Обучение на Coursera

≈ 18.4 ч

5 модулей

Язык: Английский

Часть программы вашего университета
Essential - JB Hi-Fi Limited 2025 Annual ReportЧтение
Optional reading: JB Hi-Fi Annual Report 2024 Чтение

Balance Sheet

Balance Sheet IntroductionВидеоMore on Balance SheetВидеоOptional Reading: Balance SheetЧтение

Income Statement

Income Statement IntroductionВидеоMore on Income StatementВидеоOptional Reading: Income StatementЧтение

Cash Flow Statement

Cash Flow Statement IntroductionВидеоMore on Cash Flow StatementВидеоOptional Reading: Cash Flow StatementЧтениеOptional Reading: CFO Worked Example - Direct vs Indirect Methods Чтение

Assignments

Practice Assignment Instructions: Complete a Financial Statement PuzzleЧтениеPractice Assignment Financial Statement Puzzle Quiz ЗаданиеPractice Assignment: Financial Statement Puzzle Solution fileЧтениеIntroduction to Financial Statements Задание

Summary and Toolbox

Introduction to Financial Statements Wrap-upЧтениеIntroduction to Financial Statements ToolboxЧтение
02 Relationship between Financial Statements and Accounting Framework12 материалов

Introduction

Relationships between Financial Statements IntroductionВидео

Relationship between Financial Statements

Relationship Between Financial StatementsВидеоOptional Reading - Relationship Between Financial StatementsЧтение

Accounting Terminologies

Accounting TerminologiesВидео

Disclosure obligations and the annual report

Disclosure Obligations and the Annual ReportВидео

Financial Statement Analysis in Practice

Industry Interview: Why is Financial Modelling Important?ВидеоIndustry Interview: Financial Statement AnalysisВидеоIndustry Interview: Explaining Financial Statements to OthersВидео

Assignments

Relationship Between Financial Statements and Accounting Framework Practice AssignmentЗаданиеRelationship Between Financial Statements and Accounting Framework ​Задание

Summary & Toolbox

Relationship Between Financial Statements and Accounting Framework: Wrap-upЧтениеRelationship Between Financial Statements and Accounting Framework: ToolboxЧтение
03Prepare Financial Statement and Ratio Analysis18 материалов

Introduction

Prepare Financial Statement and Ratio Analysis IntroductionВидео

Chelsea's Flower Shop - Day 1

Chelsea's Flower Shop ExerciseЧтениеChelsea Flower Shop Day 1 TransactionsВидеоChelsea's Flower Shop Exercise Solution FileЧтение

Chelsea's Flower Shop - Rest of Month

Chelsea Flower Shop Rest of Month TransactionsВидеоChelsea's Flower Shop Exercise Solution File Чтение

Ratio Analysis

Ratio Analysis 1 - Profitability and Liquidity RatiosВидеоRatio Analysis 2 - Efficiency and Solvency RatiosВидеоTrend AnalysisВидео

Financial Statement Analysis in Practice

Industry Interview: Useful Financial RatiosВидеоIndustry Interview: Mistakes in Intepreting Financial RatiosВидео

Assignments

Practice Assignment: Grace’s Camping Central Inc InstructionsЧтениеPractice Assignment: Grace’s Camping Central Inc QuizЗаданиеGraded Assignment Activity Instructions: Complete the Nathan's Kitchen Supplies Accounting ExerciseЧтениеGraded Assignment: Nathan's Kitchen Supplies Accounting QuizЗаданиеGraded Assignment: Nathan's Kitchen Supplies Accounting Quiz - Solution FileЧтение

Summary & Toolbox

Prepare Financial Statement and Ratio Analysis: Wrap-upЧтениеPrepare Financial Statement and Ratio Analysis: ToolboxЧтение
04Modelling In Excel35 материалов

Introduction

Introduction: Modelling in Excel Видео

Excel for Financial Modelling

Excel WorkbookЧтениеIntroduction to Excel for Financial ModellingВидеоTest your knowledgeЗаданиеIntroduction to Excel Functions Part 1ВидеоIntroduction to Excel Functions Part 2ВидеоTest your knowledgeЗаданиеOther Functions Part 1ВидеоOther Functions Part 2ВидеоTest your knowledgeЗаданиеMortgage Calculator Workbook ЧтениеMortgage Calculator Part 1ВидеоMortgage Calculator Part 2ВидеоMortgage Calculator Part 3ВидеоTest your knowledgeЗадание

Financial Model Set-Up for JB Hifi

JB Hi-Fi Model Raw DataЧтениеJB Hi-Fi Model Set-UpВидеоTest your knowledgeЗаданиеJB Hi-Fi FinancialsВидеоTest your knowledgeЗадание

Forecast Income Statement Based on Assumptions

JB Hi-Fi Assumptions and Scenarios - Part 1Видео JB Hi-Fi Assumptions and Scenarios - Part 2ВидеоTest your knowledgeЗадание JB Hi-Fi Model Forecasting EBITDA in P&L ВидеоTest your knowledgeЗадание

Ratio and Trend Analysis

JB Hi-Fi Ratio Analysis ВидеоTest your knowledgeЗаданиеJB Hi-Fi Model Raw Data Completed ModelЧтение

Assignments

Practice Assignment: Harvey Norman Exercise InstructionsЧтениеPractice Assignment: Harvey Norman Financial Model QuizЗаданиеPractice Assignment - Harvey Norman Model Solution ЧтениеGraded Assignment: Harvey Norman Financial Model QuizЗаданиеGraded Assignment: Harvey Norman Financial Model Quiz - Solution FileЧтение

Summary & Toolbox

Modelling In Excel: Wrap UpЧтениеModelling In Excel: Toolbox SummaryЧтение
05Final Assessment 2 материалов

Wrap-up & Final Assessment

Final AssessmentЗаданиеCourse Wrap UpЧтение