Financial analysis
Reading and interpreting the income statement, balance sheet, and cash flow statement are useful tools for any finance industry role. This course will enable you to read and interpret all three financial statements using real-life companies, building your analysis skills to assess companies from an operational and financial perspective.
- Overview
- Modules
- Target audience
What You’ll Learn
Course Content
Primary financial statements
Trend and ratio analysis
Asset utilization and working capital analysis
Performance analysis
Credit ratios
Additional resources and quiz
Learning Objectives
By the end of this course, you will be able to
- Describe the key financial statements and why all three are needed to get a true understanding of the financial health of a company
- Perform ‘horizontal analysis’ of a company by looking at trends across accounting periods
- Calculate ratios used by equity analysts to assess the operational efficiency of a company
- Assess if a company has been able to provide stakeholders with sufficient returns on their investments
Who Should Take This Course?
This course is designed to give financial analysts the fundamental understanding they need to build their career and anyone working in investment banking, asset management, or insurance the tools they need to perform meaningful and practical company analysis.
Course Content
Primary financial statements
Trend and ratio analysis
Asset utilization and working capital analysis
Performance analysis
Credit ratios
Additional resources and quiz
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Flexible Learning
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Develop Sector-Specific Skills
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Designed By Industry Experts
Take a look at our CareerBuddy videos and decide the industry best Learning Pathway for you!
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