Financial Analysis Fundamentals

Name: Financial Analysis Fundamentals
Availability: InStock
Rating: 4.84 (1951 reviews)

This practical course in financial analysis teaches you how to conduct a comprehensive financial evaluation of any organization. You’ll learn to use a range of ratios derived from financial statements, and you’ll also discover best practices for presenting your findings in Excel.

Calculate and interpret ratios using a company’s financial statements.
Perform in-depth vertical and horizontal analysis to understand how a business could improve operations, capital structure, and asset utilization.
Use the DuPont pyramid of ratios to get a more comprehensive view of a business.

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Corporate Finance Institute

Financial Analysis Fundamentals

Overview

Financial Analysis Fundamentals Course Overview

Financial analysis is a crucial aspect of assessing a business’s financial health. It offers insights into performance and highlights potential vulnerabilities. In CFI’s “Financial Analysis Fundamentals” course, we will compute and interpret ratios for three different companies, offering insights into their profitability, asset utilization, leverage, and liquidity. Subsequently, we will compare these companies, examining trends, benchmarking, and delving into the DuPont Pyramid.

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Who should take this financial analysis course?

This financial analysis course is perfect 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. This class counts as continuing professional education (CPE) credits for CPAs. For further CPE information, please read before purchasing: https://value-spin.live/about/cpe-information/%3C/a%3E

Financial Analysis Fundamentals Learning Objectives

Calculate and interpret various return ratios, such as return on equity and return on assets.
Conduct an in-depth vertical analysis of the income statement, including the calculation and interpretation of different profitability ratios.
Assess a company’s asset utilization efficiency including undertaking a detailed assessment of its work capital.
Calculate and interpret a wide range of leverage and liquidity ratios.
Conduct and present a comprehensive horizontal (trend) financial analysis.
Compare a company's performance against that of its industry peers to gain valuable insights.

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel
Logical thinking
Financial accounting

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

FinTech Industry Professional (FTIP®)

Skills Learned Financial Technology Fundamentals, Data Science and Machine Learning, Cryptocurrencies and Blockchain
Career Prep Data Science and Machine Learning, Data Analyst, Business Analyst, Software Developer

Learn More

Accounting for Financial Analysts Specialization

Skills learned Accounting, Financial Analysis, Reading Financial Statements and more
Career prep Financial Planning & Analysis (FP&A), Corporate Development, Investment Banking, Private Equity, Equity Research, and more.

Learn More

Finance for Non-Finance Managers

Skills You’ll Gain Accounting, Finance, Budgeting and Forecasting, Strategy
Great For Operations, Marketing or Sales Managers, Department Heads/Team Leaders, Strategy Consultant, Non-Finance Executive Roles (e.g. COO, CTO) and more

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Informative, and Flexible

Alvin Mugisha

First certificate and a great experience

The course materials were very explanatory & educating. Also the instructor was very knowledgeable.

Farrokh Golpour

YOU PEOPLE HAVE BEEN A BLESSING TO MY LIFE

THANKYOU FOR ADDING MORE VALUE UNTO ME

JOANNE PRECIOUS NAMUYINGO

My first learning experience with CFI

It is very user-friendly to go through the CFI interface. The course materials are well presented.

Audrey Carrel Manga Ondoua

Detail Explanation, Enough Example

There might be better if the questions or exercise has two levels of difficulty. One is easy and one is harder where we need to think more to solve :)

Jovi Abelpiero

Useful content delivered professionally

Feels like you're in a lecture. Great recap for me.

Rufaro Munzara

Great refresher on financial analysis!

The course could not be more precise and practical.

Ricardo Delgado

Very Insightful

The course is engaging.

Felix Odhiambo holder of ID Number 37164048

Very well structured

The course material is relevant to the field of finance and is explained in a clear, concise fashion by the instructors. The inclusion of Excel examples is eye opening.

Phakamile Ngcobo

Estatic

Starting from basic analysis, all the way to make a robust pyramid analysis is one of the most fun procedures of learning I had since my birth.

Omar Almuzaini

Well done!

Well organized, lucidly explained. I am totally impressed. Keep up the good work!

Ali Lone

Interesting

I really like the content and how the program is structured, highly recommended

Victor de Gregorio Sanchez

Great

Kindly create mobile app

Sadanand Maheshwaram

Great Experience

Comprehensive view of the fundamentals of financial analysis

Nick Chandler

Very helpful to serious learners who are already working adults

CFI is one of the rare places where I can get to learn the knowledge required in the working environment, and probably the only one that offers this kind of program on-demand.

Loh Ting Cheong Andrew

Financial Fundamentals Analysis

It was a lot of information and well done!

Benson Yoder

Its a well engaging platform

grab your mind at one place and get going with CFI Study Material

Yogita Sangtani

Well-structured course

Extremely well-structured course that beats the learning offered by degree courses.

Dhiraj Sharma

Great job! Thank you

Nader Elsayed Elsayed Eldeeb

Good Overview

Great use of the DuPont Analysis System

Daniil Ostroumov

great

its really great experience .good job CFI team

Mohamed Kaabi

Awesome and Helpful Courses

CFI curriculum is helping me a lot to enhance my knowledge in Finance and accounting. Can't wait to continue my learning journey until finish

Arvin winatha

Excellent Course

Very informative and well structured.

Brian Gordon

Just WOW. Simplicity is the Ultimate Sophistication.

Tebatso Godwin Jokonya

Straightforward and informative

Quick and simple, easy to understand

Wing Hei Chan

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Financial Analysis Fundamentals

Financial Analysis Fundamentals Course Overview

Recommended Prep Courses

Who should take this financial analysis course?

Financial Analysis Fundamentals Learning Objectives

What You'll Learn

Introduction

Profitability and Return Ratio Analysis

Asset Utilization Analysis

Leverage Analysis

Liquidity Analysis

Trend (Horizontal) Analysis

Peer and Industry Benchmarking

Pyramid Analysis

Summary

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

FinTech Industry Professional (FTIP®)

Accounting for Financial Analysts Specialization

Finance for Non-Finance Managers

Financial Planning & Analysis Professional

What Our Members Say

Alvin Mugisha

Farrokh Golpour

JOANNE PRECIOUS NAMUYINGO

Audrey Carrel Manga Ondoua

Jovi Abelpiero

Rufaro Munzara

Ricardo Delgado

Felix Odhiambo holder of ID Number 37164048

Phakamile Ngcobo

Omar Almuzaini

Ali Lone

Victor de Gregorio Sanchez

Sadanand Maheshwaram

Nick Chandler

Loh Ting Cheong Andrew

Benson Yoder

Yogita Sangtani

Dhiraj Sharma

Nader Elsayed Elsayed Eldeeb

Daniil Ostroumov

Mohamed Kaabi

Arvin winatha

Brian Gordon

Tebatso Godwin Jokonya

Wing Hei Chan

Frequently Asked Questions