This course develops the core analytical skills required to interpret financial statements and evaluate corporate financial health. It covers profitability, liquidity, leverage, cash flow analysis, benchmarking, and performance diagnostics used in professional finance roles. Students learn how to identify strengths, weaknesses, and risks within a company’s financial structure. Designed for aspiring analysts, consultants, and business professionals, the course builds the foundation for accurate and insightful financial evaluation.
Growth
Skills & learning objectives
There are 12 modules in this class
- Introduction to Financial StatementsUnlock this class to watch10m 49s
- Income Statement (Profit and Loss Statement)Unlock this class to watch8m 18s
- Balance SheetUnlock this class to watch12m 8s
- Cash Flow Statement (CFS)Unlock this class to watch6m 9s
- Statement of Shareholders’ EquityUnlock this class to watch2m 34s
- Notes to the Financial StatementsUnlock this class to watch2m 16s
- Management’s Discussion and Analysis (MD&A)Unlock this class to watch42s
- Gathering DataUnlock this class to watch5m 18s
- What is Horizontal Analysis?Unlock this class to watch8m 38s
- BenchmarkingUnlock this class to watch4m 1s
- Effective Tax RateUnlock this class to watch8m 29s
- Return on Assets (ROA)Unlock this class to watch2m 37s
- Return on Equity (ROE)Unlock this class to watch8m 28s
- Return on Invested Capital (ROIC)Unlock this class to watch4m 46s
- Return on Capital Employed (ROCE)Unlock this class to watch1m 27s
- Revenue Growth DriversUnlock this class to watch5m 41s
- Sustainable Growth Rate (SGR)Unlock this class to watch4m 39s
- Market Share GrowthUnlock this class to watch1m 30s
- Product Line ExpansionUnlock this class to watch49s
- Geographic ExpansionUnlock this class to watch1m 5s
- Profit RatiosUnlock this class to watch7m 14s
- Expense RatiosUnlock this class to watch4m 41s
- Asset Turnover RatiosUnlock this class to watch1m 28s
- PP&E Turnover RatiosUnlock this class to watch1m 21s
- Accounts Receivable (A/R) TurnoverUnlock this class to watch1m 20s
- Inventory TurnoverUnlock this class to watch1m 22s
- Accounts Payable (A/P) TurnoverUnlock this class to watch1m 31s
- Working Capital Days Ratio (Cash Conversion Cycle)Unlock this class to watch1m 49s
- Operating Cash Flow RatioUnlock this class to watch1m 24s
- Free Cash Flow RatioUnlock this class to watch1m 8s
- Cash Flow to Debt RatioUnlock this class to watch1m 14s
- Operating Cash Flow MarginUnlock this class to watch1m 5s
- Cash TurnoverUnlock this class to watch1m 8s
- Why Companies May Prefer Debt over Equity FinancingUnlock this class to watch1m 28s
- Determining Optimal Leverage for a CompanyUnlock this class to watch1m 31s
- Degree of LeverageUnlock this class to watch3m 35s
- Solvency RatiosUnlock this class to watch6m 27s
- Liquidity RatiosUnlock this class to watch3m 26s
- Total Shareholder Return (TSR)Unlock this class to watch2m 49s
- Dividend YieldUnlock this class to watch1m 20s
- Dividend Payout RatioUnlock this class to watch3m 38s
- ClosingUnlock this class to watch53s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
Unlock Certificate
Certificate in AI-Powered Financial Analysis (CAFA)
56 ClassesUnlimited interactive exercises
Unlock Certificate
ClassFAQs
The course aims to equip learners with the analytical tools and techniques required to interpret financial statements, evaluate company performance, and assess financial health and profitability.
The course is designed for finance professionals, business analysts, and investors seeking to enhance their ability to analyze financial information and make informed decisions.
The module covers techniques for comparing financial performance over time and evaluating a company’s performance against industry benchmarks.
The course explains how to use profitability ratios—such as gross margin, operating margin, and net profit margin—to assess a company’s operational efficiency and profit generation.
Learners will understand how to calculate and interpret liquidity, solvency, efficiency, leverage, and shareholder return ratios to evaluate a company’s financial performance.
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