Course Overview

The Financial Analysis Course is designed to provide learners with the skills and knowledge to assess the financial health of businesses using a variety of tools and techniques. Participants will learn how to analyse financial statements, evaluate profitability, liquidity, and solvency, and apply financial ratios. The course also covers cash flow analysis, forecasting, and valuation techniques to help learners make informed financial decisions. By the end of the course, learners will be able to interpret financial data to support business strategies and investment decisions.

Prerequisites

Basic understanding of accounting principles and financial statements.

Target Audience

This course is ideal for finance professionals, accountants, business analysts, and individuals involved in financial planning, reporting, or investment analysis. It is also suitable for business owners looking to understand the financial performance of their company.

Course Highlights

  • Master the techniques for analysing financial statements.
  • Learn how to calculate and interpret key financial ratios.
  • Explore cash flow analysis, forecasting, and financial projections.
  • Gain insights into valuation methods and investment analysis.
  • Hands-on exercises with real-world financial data and case studies.

 

Learning Outcomes (LOs)

By the end of this course, learners will be able to:

  • Analyse financial statements to assess the financial health of a business.
  • Calculate and interpret key financial ratios to evaluate profitability, liquidity, and solvency.
  • Perform cash flow analysis and make informed decisions based on cash flow forecasts.
  • Develop financial forecasts and projections to support business planning.
  • Apply valuation techniques and investment analysis to make sound business decisions.
  • Utilise advanced financial analysis techniques to assess business performance and risks.

Course Outline

Instructional Methods: Case studies on financial health assessment, group discussions on business performance, and hands-on exercises with financial data.

Topics Covered:

  • Overview of financial analysis: Purpose and importance in business decision-making.
  • Key components of financial analysis: Profitability, liquidity, solvency, and efficiency.
  • Understanding financial statements: Income statement, balance sheet, and cash flow statement.
  • The role of financial analysis in supporting strategic decisions.
  • Limitations and common pitfalls of financial analysis.

Instructional Methods: Practical exercises in calculating financial ratios, group discussions on ratio interpretation, and case studies on ratio analysis.

Topics Covered:

  • Liquidity ratios: Current ratio, quick ratio, and working capital ratio.
  • Profitability ratios: Gross profit margin, operating margin, and return on assets (ROA).
  • Solvency ratios: Debt-to-equity ratio, interest coverage ratio.
  • Efficiency ratios: Asset turnover, inventory turnover, and accounts receivable turnover.
  • Using financial ratios to assess overall business performance.

Instructional Methods: Hands-on exercises in cash flow forecasting, group discussions on cash flow management, and scenario analysis for liquidity planning.

Topics Covered:

  • Understanding the cash flow statement: Operating, investing, and financing activities.
  • Cash flow forecasting: Techniques and applications.
  • Free cash flow (FCF) analysis and its significance for business valuation.
  • Assessing a company’s liquidity through cash flow ratios.
  • Managing cash flows for operational efficiency and solvency.

Instructional Methods: Case studies on financial forecasting, practical exercises with financial models, and group discussions on building financial projections.

Topics Covered:

  • Introduction to financial forecasting: Purpose and techniques.
  • Building financial projections for revenue, expenses, and cash flow.
  • Scenario planning and sensitivity analysis.
  • Forecasting future financial performance using trend analysis.
  • Integrating financial forecasts into strategic planning.

Instructional Methods: Demonstrations of valuation methods, group discussions on investment decisions, and hands-on exercises with real-world financial data.

Topics Covered:

  • Introduction to business valuation: Purpose and methods.
  • Discounted cash flow (DCF) analysis: Key concepts and calculation
  • Comparable company analysis (CCA): Steps and applications.
  • Price-to-earnings (P/E) ratio and price-to-book (P/B) ratio.
  • Investment decision-making: Net present value (NPV) and internal rate of return (IRR).

Instructional Methods: Practical exercises in financial modelling, group discussions on advanced analysis techniques, and case studies on financial decision-making.

Topics Covered:

  • Financial modelling: Building dynamic models for decision-making.
  • Ratio decomposition: DuPont analysis and extended DuPont model.
  • Altman Z-Score: Predicting corporate bankruptcy.
  • Economic value added (EVA): Measuring value creation.
  • Advanced sensitivity and scenario analysis for investment decisions.

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488

Financial Analysis

Enhance Your Financial Analysis Skills to Drive Strategic Business Decisions

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Enhance Your Financial Analysis Skills to Drive Strategic Business Decisions

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