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

Ce cours n'est pas disponible en Français (France)

Nous sommes actuellement en train de le traduire dans plus de langues.

Prepare for CFA Level 1: Financial Statements and Reporting

Ce cours fait partie de Spécialisation "Prepare for CFA Level 1: Investment & Financial Basics"

Instructeur : Board Infinity

Inclus avec

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

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

Compétences que vous acquerrez

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

Outils que vous découvrirez

Catégorie : Fraud detection

Détails à connaître

Certificat partageable

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18 devoirs

Enseigné en Anglais

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Ce cours fait partie de la Spécialisation "Prepare for CFA Level 1: Investment & Financial Basics"

Lorsque vous vous inscrivez à ce cours, vous êtes également inscrit(e) à cette Spécialisation.

Apprenez de nouveaux concepts auprès d'experts du secteur
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Développez des compétences professionnelles avec des projets pratiques
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Il y a 4 modules dans ce cours

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.

Inclus

22 vidéos6 devoirs1 plugin

22 vidéosTotal 198 minutes

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

6 devoirsTotal 210 minutes

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

1 pluginTotal 5 minutes

Quick Course Check-In5 minutes

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.

Inclus

14 vidéos4 devoirs

14 vidéosTotal 117 minutes

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

4 devoirsTotal 150 minutes

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

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.

Inclus

8 vidéos4 devoirs

8 vidéosTotal 65 minutes

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

4 devoirsTotal 150 minutes

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

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.

Inclus

13 vidéos4 devoirs

13 vidéosTotal 92 minutes

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

4 devoirsTotal 150 minutes

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

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Board Infinity

261 Cours422 210 apprenants

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Foire Aux Questions

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.