Financial Performance & Short-Term Planning

Financial Performance & Short-Term Planning

This course is part of Principles of Finance Specialization

Instructor: Pearson

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1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Apply financial statement forecasting and ratio analysis to assess liquidity, efficiency, leverage, profitability, and valuation.
Calculate and interpret key ratios to support financial decisions and communicate performance to internal and external users.

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This course is part of the Principles of Finance Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

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Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There is 1 module in this course

Learn to evaluate a firm's financial health and forecast its future performance by mastering key analytical tools. This course explores the use and limitations of financial ratio analysis and teaches you how to construct cash budgets and utilize forecasting techniques for effective planning. By the end of this course, you will be able to diagnose a company’s current financial standing and apply key techniques for financial forecasting and planning.

This course explores the purpose of financial analysis, helping you evaluate a company's performance. We will examine key measurements, the limitations of financial ratio analysis, and financial forecasting techniques. Additionally, you'll learn about the limitations of the percent of sales forecasting method and how to construct and use a cash budget for effective financial planning.

What's included

1 video2 assignments4 app items4 plugins

1 videoTotal 4 minutes

Understanding Financial Ratio Analyses4 minutes

2 assignmentsTotal 120 minutes

Graded Quiz60 minutes
Practice Quiz60 minutes

4 app itemsTotal 90 minutes

Reading: Financial Analysis and Liquidity pp. 100-10920 minutes
Reading: Operating Profits, Managing Operations and Assets pp. 110-11920 minutes
Reading: Return on Capital and Creating Shareholder Value pp. 120-13325 minutes
Reading: Financial Planning pp. 460-47325 minutes

4 pluginsTotal 20 minutes

Interactive: Liquidity Ratio Approaches5 minutes
Interactive: Profit vs. Market Value Ratios5 minutes
Interactive: Finance Decision Tools5 minutes
Interactive: Financial Forecasting Steps5 minutes

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Instructor

Pearson

8 Courses49 learners

Offered by

Pearson

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Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

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.

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.