Will I learn financial modeling in this course?

Yes, you will learn financial modeling concepts including building pro forma statements, DCF models, and forecasting cash flows similar to an FMVA course or financial modeling certification.

What are DCF models and why are they important?

DCF models (discounted cash flow models) estimate the value of a company based on projected cash flows, making them essential for valuation and investment decision-making.

What is discounted cash flow valuation?

Discounted cash flow valuation is a method used to determine the present value of future cash flows, widely used in equity research and financial modeling.

Does this course cover balance sheet and income statement analysis?

Yes, it includes detailed balance sheet analysis, income statement analysis, and cash flow analysis to help you evaluate a company’s financial health.

What is FMVA certification and how is it related?

FMVA certification focuses on financial modeling and valuation skills. This course covers similar concepts, making it useful for learners pursuing FMVA or financial modeling certification.

Can beginners take this financial analysis course?

Yes, the course starts with fundamentals and gradually moves to advanced topics, making it suitable for beginners with basic finance knowledge.

What career opportunities does this course support?

It prepares you for roles in equity research, financial analysis, investment banking, and financial planning and analysis (FP&A).

Does the course include technical analysis?

The course focuses primarily on fundamental analysis, financial modeling, and valuation rather than technical analysis course concepts.

How is financial statement analysis useful in real jobs?

Financial statement analysis helps professionals evaluate company performance, identify risks, and make informed investment or business decisions.

Will I learn cash flow analysis in detail?

Yes, the course includes detailed cash flow analysis, including operating, investing, and financing cash flows, along with free cash flow concepts.

Is this the best financial modeling course for beginners?

It is designed to provide a strong foundation in financial modeling and valuation, making it a good starting point for beginners and professionals.

Do I need Excel or any tools for this course?

Basic Excel knowledge is helpful, as financial modeling and valuation DCF models are typically built using spreadsheets and analytical tools.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Prepare for CFA Level 1: Financial Statements and Reporting

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Prepare for CFA Level 1: Financial Statements and Reporting

Dieser Kurs ist Teil von Spezialisierung „Prepare for CFA Level 1: Investment & Financial Basics“

Dozent: Board Infinity

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4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

2 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Analyze financial statements for valuation and investment decisions
Build DCF models and financial modeling frameworks
Apply ratio analysis and forecasting techniques
Evaluate financial reporting quality and detect risks

Kompetenzen, die Sie erwerben

Kategorie: Accounting
Kategorie: Income Tax
Kategorie: Financial Accounting
Kategorie: Depreciation
Kategorie: Inventory Accounting
Kategorie: Income Statement
Kategorie: Financial Modeling
Kategorie: Financial Reporting
Kategorie: Financial Statement Analysis
Kategorie: Business Valuation
Kategorie: Financial Forecasting
Kategorie: Financial Statements
Kategorie: Balance Sheet
Kategorie: Cash Flows
Kategorie: Financial Analysis

Werkzeuge, die Sie lernen werden

Kategorie: Fraud detection

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In diesem Kurs gibt es 4 Module

Build job-ready financial analysis skills used in a chartered financial analyst course by mastering financial statement analysis, financial modeling, and valuation techniques. This financial analyst course helps you evaluate companies using frameworks aligned with CFA and FMVA certification paths.

You will start with financial statement analysis, covering income statement analysis, balance sheet analysis, and cash flow analysis. You will learn how analysts interpret reports, assess performance, and identify financial risks. The course then covers inventories, long-term assets, and income taxes, helping you understand how accounting decisions impact valuation and reporting quality. You will also explore financial reporting quality and detect red flags in company disclosures. In the final section, you will apply ratio analysis, forecasting, and financial modeling techniques. You will build pro forma statements and perform discounted cash flow valuation, including valuation DCF model creation and cash flow forecasting. By the end, you will: • Analyze financial statements using structured frameworks • Build financial models and DCF valuation models • Apply ratio analysis and forecasting techniques • Evaluate financial reporting quality and risks • Perform valuation using cash flow analysis This course is ideal for finance students, aspiring analysts, investment professionals, and anyone interested in financial analysis. Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

This module builds a strong foundation in financial statement analysis by covering the structure, purpose, and regulatory environment of financial reporting. It equips learners with the ability to interpret income statements, balance sheets, and cash flow statements using key concepts, ratios, and analytical techniques.

Das ist alles enthalten

22 Videos6 Aufgaben1 Plug-in

22 VideosInsgesamt 198 Minuten

Overview of Financial Statement Analysis8 Minuten
The Financial Statement Analysis Framework11 Minuten
Regulatory Environment for Financial Reporting8 Minuten
What Analysts Read Beyond Financial Statements10 Minuten
Revenue Recognition — Principles & Standards11 Minuten
Expense Recognition — Matching & Policies10 Minuten
Capitalization vs Expensing6 Minuten
Illustrative Example + Special Cases - Capitalization9 Minuten
Non-Recurring & Unusual Items + Discontinued Ops9 Minuten
Earnings per Share — Basic EPS8 Minuten
Earnings per Share — Diluted EPS12 Minuten
Common-Size Income Statement7 Minuten
Key Profitability Ratios for Analysts5 Minuten
Intangibles & Goodwill11 Minuten
Financial Instruments & Non-Current Liabilities11 Minuten
Common-Size Balance Sheet6 Minuten
Liquidity & Solvency Ratios9 Minuten
Inter-Statement Linkages & Cash Flow Concepts8 Minuten
Cash Flow from Operating Activities — Direct vs Indirect Methods8 Minuten
Numerical Example of CFO - Direct & Indirect Method10 Minuten
Cash Flow from Investing & Financing Activities12 Minuten
Free Cash Flow & Cash Flow Ratios12 Minuten

6 AufgabenInsgesamt 210 Minuten

Graded Quiz: Foundations of Financial Statement Analysis- Income Statements, Balance Sheets & Cash Flows60 Minuten
Practice Quiz: Introduction to FSA30 Minuten
Practice Quiz: Understanding the Income Statement30 Minuten
Practice Quiz: Income Statement Analysis30 Minuten
Practice Quiz: Balance Sheet Fundamentals30 Minuten
Practice Quiz: Cash Flows: Concepts & Methods30 Minuten

1 Plug-inInsgesamt 5 Minuten

Quick Course Check-In5 Minuten

This module focuses on the accounting and analysis of inventories, long-term assets, and liabilities, including their measurement, valuation, and impact on financial statements. Learners will develop the ability to evaluate accounting choices, understand impairments, and interpret disclosures for better financial analysis.

Das ist alles enthalten

14 Videos4 Aufgaben

14 VideosInsgesamt 117 Minuten

Inventory Valuation Methods (GAAP vs IFRS)17 Minuten
Inflation/Deflation Effects on COGS & Margins10 Minuten
Numerical Example of Impact of Inflation/Deflation5 Minuten
Inventory Disclosures & Ratios8 Minuten
Development & Impact of Intangible Assets8 Minuten
Intangibles from Business Combinations6 Minuten
Asset Impairments10 Minuten
Numerical Example on Asset Impairment5 Minuten
Asset Derecognition & Impairment Reversals6 Minuten
Using Asset Disclosures for Better Analysis8 Minuten
Lease Classification (Finance vs Operating)10 Minuten
Numeric Example on Finance&Operating Lease and Impact on FS8 Minuten
Lessee vs Lessor Accounting7 Minuten
Pensions & Share-Based Compensation9 Minuten

4 AufgabenInsgesamt 150 Minuten

Graded Quiz: Inventories, Long-Term Assets & Liabilities60 Minuten
Practice Quiz: Inventory Analysis30 Minuten
Practice Quiz: Long-Term Assets & Impairment30 Minuten
Practice Quiz: Leases, Pensions & Share-Based Pay30 Minuten

This module explains the complexities of income tax accounting, including deferred taxes and differences between accounting and taxable income. It also develops a critical lens to assess financial reporting quality, identify earnings manipulation, and recognize red flags in financial statements.

Das ist alles enthalten

8 Videos4 Aufgaben

8 VideosInsgesamt 65 Minuten

Accounting Profit vs Taxable Income8 Minuten
Deferred Tax Assets & Liabilities11 Minuten
Numerical - DTA/DTL creation4 Minuten
Tax Expense, Presentation & Disclosures7 Minuten
What Is High-Quality Financial Reporting?8 Minuten
Why Managers Misreport & Who Stops Them9 Minuten
Presentation Choices & Accounting Estimates9 Minuten
Warning Signs in Financial Reporting8 Minuten

4 AufgabenInsgesamt 150 Minuten

Graded Quiz: Income Taxes & Financial Reporting Quality60 Minuten
Practice Quiz: Income Taxes30 Minuten
Practice Quiz: Financial Reporting Quality Concepts30 Minuten
Practice Quiz: Earnings Manipulation Red Flags30 Minuten

This module equips learners with advanced financial analysis tools, including ratio interpretation, trend analysis, and forecasting techniques. It also introduces financial modeling concepts, enabling learners to build pro forma statements and make informed investment and valuation decisions.

Das ist alles enthalten

13 Videos4 Aufgaben

13 VideosInsgesamt 92 Minuten

The Financial Analysis Process5 Minuten
Common-Size, Trend, Cross-Sectional Analysis9 Minuten
Working with Graphs & Regression7 Minuten
Introduction to Ratio Analysis and Activity Ratios9 Minuten
Liquidity Ratios6 Minuten
Solvency Ratios6 Minuten
Profitability Ratios6 Minuten
Numericals on Ratio Analysis6 Minuten
DuPont Analysis8 Minuten
Industry-Specific Ratios + Integrated Ratio Analysis8 Minuten
Pro Forma Income Statement & Revenue/Cost Forecasting7 Minuten
Forecasting BS & CF10 Minuten
Numerical Example of Forecasting4 Minuten

4 AufgabenInsgesamt 150 Minuten

Graded Quiz: Ratio Analysis, Modeling & Forecasting60 Minuten
Practice Quiz: Financial Analysis Techniques30 Minuten
Practice Quiz: Ratio Interpretation Deep-Dive30 Minuten
Practice Quiz: Introduction to Financial Modeling30 Minuten

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Häufig gestellte Fragen

A chartered financial analyst course prepares learners for roles in investment analysis, covering financial statement analysis, valuation, and portfolio management concepts aligned with CFA certification standards.

Yes, the course covers core topics such as financial statement analysis, cash flow analysis, and ratio analysis, which are essential for CFA Level 1 preparation.

A financial analyst course includes financial statement analysis, financial modeling, valuation techniques like discounted cash flow valuation, and forecasting methods used in real-world finance roles.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.