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:

  1. Holistic Approach: Beyond just theoretical knowledge, we integrate real-world applications and case studies, ensuring you gain practical insights.

  2. 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.

  3. 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:

  • Economics & Decision Framework: Delve into how economic structures influence and guide financial decision-making processes.

  • Accounting Insights: Unravel the intricacies of cash flow data, ensuring robust financial health.

  • Financial Management Masterclass: From resource allocation to interpretative analytics, master the skills of a top-tier financial manager.

  • Strategic Planning Vs. Financial Planning: While both are pivotal, understanding the distinction helps in shaping an organization's direction and ensuring its financial viability.

  • Qualitative & Quantitative Mastery: From understanding economic activities to leveraging accounting formulas – gain proficiency in both spheres of financial data.

  • Forecasting Excellence: Equip yourself with proven methodologies to visualize and achieve short-term and long-term objectives.

  • Diverse Industry Insights: Get a panoramic view with case studies spanning various sectors, offering a rich tapestry of financial strategies and outcomes.

Module Highlights:

  • Corporate Planning Foundations: Set the stage with a thorough grasp of core planning principles.

  • Deciphering Financial Statements: Learn to read, interpret, and analyze these critical documents like a seasoned pro.

  • Advanced Ratio Analysis: Dive deep into metrics that can make or break financial decisions.

  • Cost, Capital, and Cash: Master these three Cs of finance to ensure liquidity and profitability.

  • Operational Dynamics: Understand budgeting essentials to drive operational efficiency.

  • 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!

 
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Analyze how short-term and long-term planning differ, including their effects on corporate financial decision-making and implementation.#
  • Define and explain the impact of planning and control within a corporate finance structure and how they influence organizational objectives.
  • Calculate financial ratios to evaluate a firm's liquidity and profitability, including current ratio and gross profit to assess short-term financial health and earnings capability.
  • Define the three primary financial statements: Income Statement, Balance Sheet, and Cash Flow Statement, by identifying their formats, functions, and uses.
  • Analyze the impact of inflation on financial statements and its effects on the accuracy of ratio analysis.
  • Recognize and categorize various financial ratios including profitability, liquidity, and solvency ratios to assess a firm's performance.
  • Calculate the weighted average cost of capital (WACC) using firm-specific values, including equity, debt, and tax rates, to evaluate investment viability.
  • Define the cost of capital and describe how it influences investment decisions by measuring potential project returns against this benchmark.
  • Define cash management by describing its importance in maintaining business solvency through efficient cash allocation among current assets.
  • Identify and evaluate short-term investment options applicable for enhancing liquidity and profitability while maintaining capital safety and liquidity.
  • Calculate Net Present Value (NPV) and interpret its implications on investment feasibility, correlating its value with positive returns exceeding the cost of capital.
  • Define and differentiate between variable and fixed costs within cost classifications, identifying characteristics that dictate their behavior over time.
  • Define the differences between operating and capital budgets and describe their respective purposes in financial planning.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 
 

Assessment Guide

Assessment Points
An Introduction 1 points
Exam 1 10 points
Exam 2 10 points
Lesson 3 Activity 1 points
Exam 3 10 points
Exam 4 10 points
Lesson 5 Activity 1 points
Exam 5 10 points
Lesson 6 Activity 1 points
Exam 6 10 points
Exam 7 10 points
Lesson 8 Activity 1 points
Exam 8 10 points
Lesson 9 Activity 1 points
Exam 9 10 points
Lesson 10 Activity 1 points
Exam 10 10 points
Exam 11 10 points
Exam 12 10 points
The Final Exam 60 points