Financial Analysis Fundamentals

Instructor: CFI (Corporate Finance Institute)

Included with

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9 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

9 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Calculate ratios, analyze profitability, liquidity, leverage, efficiency, trends & compare peers to assess company financial performance & position.

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Shareable certificate

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There are 9 modules in this course

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. You will also learn how to evaluate financial performance using both quantitative analysis and business context, helping you identify operational strengths, financial risks, and areas for improvement. The course will emphasize how ratios work together to provide a more complete view of a company’s overall financial condition. In addition, you will develop practical skills in comparing companies across industries and time periods, interpreting trends, and presenting financial insights clearly and professionally. By the end of the course, you will be able to perform meaningful financial analysis to support business, lending, and investment decisions.

What's included

1 video1 reading

What's included

12 videos4 readings2 plugins

12 videosTotal 39 minutes

What is the Best Practice Financial Analysis3 minutes
Critical Tips for Effective Financial Analysis3 minutes
Financial Analysis Ratio Categories1 minute
The Three Financial Statements1 minute
Return Ratios2 minutes
Model Overview5 minutes
Return Ratios Walkthrough5 minutes
Return Ratios Practice2 minutes
Profitability and Expense Ratios1 minute
Tax and Interest Ratios3 minutes
Profitability and Expense Ratios Walkthrough10 minutes
Profitability and Expense Ratios Practice4 minutes

4 readingsTotal 8 minutes

Downloadable Files5 minutes
Small Retailer Financial Analysis - Blank1 minute
Profitability and Expense Ratios Walkthrough1 minute
Profitability and Expense Ratios Practice1 minute

2 pluginsTotal 30 minutes

Interactive Exercise 115 minutes
Interactive Exercise 215 minutes

What's included

10 videos1 plugin

10 videosTotal 20 minutes

Introduction to Asset Utilization Ratios1 minute
Asset Turnover Ratios2 minutes
Cash Turnover and Days1 minute
A/R Turnover and Days1 minute
Inventory Turnover and Days1 minute
A/P Turnover and Days1 minute
Working Capital Defined1 minute
Combining Working Capital Days Ratios2 minutes
Asset Utilization Ratios Walkthrough5 minutes
Asset Utilization Ratios Practice4 minutes

1 pluginTotal 15 minutes

Interactive Exercise 315 minutes

What's included

9 videos1 plugin

9 videosTotal 15 minutes

Introduction to Financial Leverage Ratios2 minutes
Example of Low Leverage1 minute
Why Increase Debt Rather than Equity2 minutes
Optimal Leverage2 minutes
Total Assets and Total Liabilities to Equity Ratios1 minute
Debt to Equity and to Tangible Net Worth Ratios1 minute
Debt and Net Debt to EBITDA Ratios1 minute
Leverage Ratios Walkthrough3 minutes
Leverage Ratios Practice2 minutes

1 pluginTotal 15 minutes

Interactive Exercise 415 minutes

What's included

4 videos1 plugin

What's included

8 videos2 readings

8 videosTotal 17 minutes

What is Trend Analysis2 minutes
The Benefit of Trend Analysis2 minutes
Trend Analysis Walkthrough6 minutes
Growth Ratios1 minute
Growth and Degree of Leverage2 minutes
Operative Leverage Scenario3 minutes
Financial Leverage and Growth0 minutes
Financial Leverage Scenario1 minute

2 readingsTotal 10 minutes

Downloadable File5 minutes
Downloadable File5 minutes

What's included

4 videos2 readings1 plugin

What's included

5 videos1 reading1 plugin

5 videosTotal 15 minutes

Background to the DuPont Pyramid2 minutes
Breaking Down the DuPont Pyramid2 minutes
Big Retailer 3 Step DuPont Pyramid Walkthrough6 minutes
Mid Retailer 3 Step DuPont Pyramid Practice3 minutes
Small Retailer 3 Step DuPont Pyramid Debrief3 minutes

1 readingTotal 5 minutes

Downloadable Files5 minutes

1 pluginTotal 15 minutes

Interactive Exercise 715 minutes

What's included

1 video1 assignment

Instructor

CFI (Corporate Finance Institute)

Corporate Finance Institute

47 Courses138,538 learners

Offered by

Corporate Finance Institute

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