Financial Analysis Fundamentals (CF)

This four-module financial analysis course demonstrates how you can perform a comprehensive financial analysis of any organization using a wide variety of ratios derived from its financial statements. This program provides the skills and training necessary to be a complete financial analyst.

Aspiring financial analysts working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting.

Participants will develop a stronger understanding of financial analysis through four modules:

Module 1 – Analyzing the Income Statement

  1. Review the various components of the income statement
  2. Conduct a comprehensive vertical and horizontal analysis of the income statement
  3. Benchmark income statement performance against an appropriate peer group

Module 2 – Analyzing the Balance Sheet

  1. Breakdown and define each component of the balance sheet
  2. Explain overall efficiency ratios: Total asset turnover and net asset turnover ratio
  3. Explain working capital efficiency ratios: Inventory, accounts receivable, and accounts payable
  4. Determine how to reduce the working capital funding gap to improve operational efficiencies
  5. Undertake trend analysis to determine the overall financial performance of a company and forecast future performance

Module 3 – Analyze Cash Flow Statement and Ratio Analysis

  1. Breakdown and understand each component of the cash flow statement
  2. 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)
  3. Use real-life cash flow statements to assess the operations of a company

Module 4 – Rates of Return and Profitability Analysis

  1. Unlock the drivers of the return on equity ratio
  2. Analyze the profitability, efficiency, and leverage ratios that make up the pyramid of ratios
  3. Understand the links between the pyramid’s primary, secondary, and tertiary ratios
  4. Construct a pyramid of ratios using a set of published financial statements and perform a complete financial analysis
  5. Return on Equity (ROE) and Dupont analysis
Course Code:  CF2019
CPD:  Estimated CPD Hours: Total - 4
Competency:  Finance
Course Level:  Introductory
4/20/2020 - 3/31/2021
On Demand


Monday, 20 April 2020

4/20/2020 - 3/31/2021

Sign In