Online Class: Financial Analysis 101 — Planning and Control
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12Lessons
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14Exams &
Assignments -
678Students
have taken this course -
7Hours
average time -
0.7CEUs
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Video Audit
Available
Course Description
Mastering the Symphony of Financial Strategy: An All-Encompassing Guide to Financial Analysis & Planning
Financial analysis is not just about crunching numbers – it's an intricate dance of understanding, planning, forecasting, and decision-making. At its core, it's a harmonious blend of economics, accounting, and human insight. Each element plays a crucial role: Economics sets the stage, accounting orchestrates the rhythm, and the financial manager, akin to a conductor, ensures each part contributes to the grand performance.
Welcome to our comprehensive course – a deep dive into the world of financial strategy and analysis, curated for both budding analysts and seasoned professionals.
Why This Course Stands Out:
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Holistic Approach: Beyond just theoretical knowledge, we integrate real-world applications and case studies, ensuring you gain practical insights.
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Interdisciplinary Blend: Understand how economics provides the foundational knowledge, accounting offers precise financial insights, and how the role of a financial manager binds these elements to navigate a firm’s journey successfully.
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Strategic Depth: Grasp the nuances of strategic financial planning. It's not just about managing resources but strategically channeling them to align with corporate objectives.
Course Breakdown:
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Economics & Decision Framework: Delve into how economic structures influence and guide financial decision-making processes.
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Accounting Insights: Unravel the intricacies of cash flow data, ensuring robust financial health.
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Financial Management Masterclass: From resource allocation to interpretative analytics, master the skills of a top-tier financial manager.
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Strategic Planning Vs. Financial Planning: While both are pivotal, understanding the distinction helps in shaping an organization's direction and ensuring its financial viability.
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Qualitative & Quantitative Mastery: From understanding economic activities to leveraging accounting formulas – gain proficiency in both spheres of financial data.
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Forecasting Excellence: Equip yourself with proven methodologies to visualize and achieve short-term and long-term objectives.
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Diverse Industry Insights: Get a panoramic view with case studies spanning various sectors, offering a rich tapestry of financial strategies and outcomes.
Module Highlights:
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Corporate Planning Foundations: Set the stage with a thorough grasp of core planning principles.
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Deciphering Financial Statements: Learn to read, interpret, and analyze these critical documents like a seasoned pro.
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Advanced Ratio Analysis: Dive deep into metrics that can make or break financial decisions.
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Cost, Capital, and Cash: Master these three Cs of finance to ensure liquidity and profitability.
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Operational Dynamics: Understand budgeting essentials to drive operational efficiency.
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Risk & Financial Decisions: Equip yourself with tools and tactics to mitigate financial risks, ensuring sustainable growth.
In essence, our course is not just a learning pathway but a transformative journey. It’s tailored to empower you with a 360-degree understanding of financial strategy, ensuring you're equipped to navigate any financial challenge and seize opportunities. Enroll today, and let's chart your path to financial mastery!
Course Lessons
Lesson 1. Principles of Corporate Finance
Planning involves the development of future objectives and the preparation of a number of budgets to achieve those objectives.Lesson 2. Financial Statements and Reports
The profitability of a business(sustained growth and earnings)is determined from the business' Balance Sheet, as well as from its Income Statement.Lesson 3. Ratio Analysis
Financial ratios are used to evaluate and weigh the performance and operations of the firm.Lesson 4. Cost of Capital
The cost of capital is the cost of a firm's debt and equity funds or the required rate of return on a portfolio of the company's existing securities.Lesson 5: Cash Management
Cash management involves the firm's management of its cash, collections, and short-term investing.Lesson 6: Cost Analysis
Cost analysis is a comparison of costs. Costs used to prepare financial statements are not the same as those used to control operations.Lesson 7: Operational Budgeting
Operational budgets are not the same as capital budgets.Lesson 8: Operating and Financial Leverage
Operating leverage is the extent fixed assets associated with fixed costs are being used by the firm.Lesson 9: Working Capital Management
Working capital management examines the relationship between short-term assets and short-term liabilities.Lesson 10: Current Asset and Debt Management
Asset management ratios calculate the efficient use of a variety of assets, and their contribution to the overall strength of the company.Lesson 11: Capital Budgeting
Expansion requires large expenditures. Effective capital budgeting improves the overall timing of the asset acquisition (cost savings) and quality of assets purchased.Lesson 12: Decisions and Risk
Capital budgeting helps determine if a potential long-term investment will be profitable. It is an investment concept that requires a committed investment of funds if a future return is to be realized.
Learning Outcomes
- Describe principles of corporate finance.
- Summarize financial statements and reports.
- Describe ratio analysis.
- Describe cost of capital.
- Describe cash management.
- Summarize describe cost analysis..
- Summarize operational budgeting.
- Summarize operating and financial leverage.
- Describe working capital management.
- Describe current asset and debt management.
- Describe capital budgeting.
- Demonstrate mastery of lesson content at levels of 70% or higher.
Additional Course Information
- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Student Testimonials
- "It was an amazing time learning about financing, I can actually say that I learned a lot, and thank you." -- Anderson J.
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