Financial Analysis Fundamentals offered by Corporate Finance Institute
Financial Analysis Fundamentals at CFI Overview
Duration | 7 hours |
Mode of learning | Online |
Difficulty level | Intermediate |
Credential | Certificate |
Financial Analysis Fundamentals at CFI Highlights
- Earn a certificate of completion from CFI
Financial Analysis Fundamentals at CFI Course details
- For any aspiring financial analyst working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting
- 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
- 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 efficiency, accounts receivable efficiency, and accounts payable efficiency ratios
- In this course, we illustrate multiple ways of digging through financials and calculating meaningful ratios, turning a good analyst into a great analyst
- This four-module financial analysis course demonstrates how you can perform a comprehensive financial analysis of any organization using a variety of ratios derived from its financial statements
- This program provides the skills and training necessary to be a complete financial analyst
- In this module of this financial analyst course, we work through the various components of the income statement and explain how to analyze it
- Using real-life case studies, you will learn how to perform robust vertical and horizontal income statement analyses using various performance ratios
- You will also learn how to benchmark income statement performance against an appropriate peer group
Financial Analysis Fundamentals at CFI Curriculum
Introduction
Course introduction
Vertical and Horizontal Income Statement Analysis
Downloadable content
Session objectives
Financial analysis overview
Components of ratio analysis
A breakdown of the income statement
Vertical analysis
Interactive exercise 1
Gross profit margin
Operating profit margin
Net profit margin
Efficiency ratio
Solvency ratio
Interactive exercise 2
Vertical analysis demonstration
[Optional] AutoColor Selection Using Macabacus
Vertical analysis exercise
Horizontal analysis
Benefits of horizontal analysis
Horizontal analysis demonstration
[Optional] Horizontal analysis Using Macabacus' Fast Fill Right
Horizontal analysis exercise
Benchmarking
Sources of benchmarking information
Interactive exercise 3
Benchmarking demonstration
Benchmarking exercise
Session ratios summary
Session conclusion
Balance Sheet Analysis and Ratios
Downloadable content
Session objectives
Session objectives Draft
Financial analysis recap
Balance sheet breakdown
Short term liquidity ratios
Current ratio
Quick ratio or acid test ratio
Asset turnover ratio
Balance sheet ratio summary
Interactive exercise 4
Balance sheet ratios demonstration
General ratios exercise
Working capital overview
Working capital funding gap
Funding gap question
Funding gap answer
Interactive exercise 5
Working capital efficiency ratios
Inventory efficiency ratios
Accounts receivable efficiency ratios
Accounts payable efficiency ratios
The funding gap formula
PP&E efficiency ratio
Interactive exercise 6
Inventory ratios demonstration
Accounts receivable ratios demonstration
Accounts payable ratios demonstration
PP&E turnover ratio demonstration
Efficiency ratio exercise
Session ratios summary
Session conclusion
Cash Flow Statement Analysis and Ratios
Downloadable content
Session objectives
Session objectives Draft
Financial analysis recap
The cash flow statement
Operating activities
Investing activities
Financing activities
Analyzing cash flow data
Interactive exercise 7
Cash flow demonstration
Cash flow analysis exercise
Breakdown of the balance sheet
Understanding debt
Debt financing
Types of bonds
Warrants and convertibles compared
Types of syndicated loans
Leasing as an option
Interactive exercise 8
Who can tap into the debt markets?
Equity types - common shares
Equity types - preferred share varieties
Retained earnings
Interactive exercise 9
Managing the financing of a business - leverage
Growing the business using debt
The benefits of leverage
An effective capital structure
Leverage ratios
Interactive exercise 10
Leverage ratios demonstration
Leverage ratio exercise
Session ratios summary
Session conclusion
Rates of Return and Profitability Analysis
Downloadable content
Session objectives
Session objectives Draft
Financial analysis recap
Intro to pyramid analysis
ROE levers
Factors that affect ROE
Dupont analysis
Secondary profitability ratios
Secondary efficiency ratios
Secondary leverage ratios
Pyramid of ratios
Interactive exercise 11
Final ratios to calculate (part 1)
Final ratios to calculate (part 2)
Pyramid demonstration (primary ratios)
Pyramid demonstration (secondary ratios)
Pyramid demonstration (tertiary ratios)
Pyramid demonstration (final ratios)
Pyramid analysis exercise
Session ratios summary
Session conclusion
Summary
Qualified Assessment
Qualified assessment
Other courses offered by CFI
Student Forum
Financial Analysis Fundamentals at CFI Contact Information
2E/25, Jhandewalan Extension, Block E 2, Jhandewalan, Delhi,
New Delhi
Delhi - Other ( Delhi)