This course introduces the analytical frameworks used to evaluate companies, industries, and economic environments. Learners explore financial statements, ratio analysis, valuation methods, competitive analysis, and forecasting models. The course connects qualitative and quantitative insights to determine intrinsic value and investment attractiveness. Designed for equity analysts, investors, and finance students, it develops the skills needed to assess company performance and make informed, research-driven investment decisions.
Growth
Skills & learning objectives
There are 6 modules in this class
- What is Fundamental Analysis (FA)Unlock this class to watch3m 25s
- Who is This Fundamental Analysis For?Unlock this class to watch1m 36s
- Importance of Fundamental Analysis (FA)Unlock this class to watch1m 55s
- Key Concerns Often Raised About the Shortcomings of FAUnlock this class to watch6m 9s
- Gross Domestic Product (GDP)Unlock this class to watch10m
- Microeconomic FactorsUnlock this class to watch7m 3s
- Industries SectorsUnlock this class to watch1m 43s
- Industries ClassificationsUnlock this class to watch3m 1s
- Important FactorsUnlock this class to watch5m 58s
- Industry AnalysisUnlock this class to watch3m 36s
- The ManagementUnlock this class to watch3m 48s
- Lessons for Fundamental AnalysisUnlock this class to watch14m 39s
- Non-Sales EarningsUnlock this class to watch1m 55s
- Industry SWOTUnlock this class to watch4m 31s
- Balance Sheet AnalysisUnlock this class to watch11m 28s
- Liquidity Ratios Unlock this class to watch2m 21s
- Activity Ratios — Measuring Efficiency in Motion Unlock this class to watch26s
- Risk & Leverage Ratios — Balancing Power and Peril Unlock this class to watch2m 2s
- Profitability Ratios — Measuring the Money Machine Unlock this class to watch1m 16s
- Valuation Ratios — Price Tags on Performance Unlock this class to watch1m 18s
- ClosingUnlock this class to watch48s
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 teach learners how to evaluate the intrinsic value of financial assets by analyzing economic factors, industry dynamics, and company financial statements.
The course is designed for individuals seeking to develop skills in long-term investment analysis and financial decision-making.
The module covers macroeconomic factors such as GDP, interest rates, and inflation, and explains how they influence market performance.
The course teaches learners how to analyze financial statements, perform SWOT analysis, and evaluate key performance indicators to assess a company’s financial health and potential.
Learners will study valuation methods such as the P/E ratio and discounted cash flow (DCF) to determine a company’s intrinsic value and investment attractiveness.
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